OnBoard

OnBoard: Essentials

Entry-level tier of OnBoard board management software. Provides essential board governance tools including enterprise-grade security, mobile apps (iOS, Android, Windows Mobile), agenda and board book builder, automatic book building and updates, agenda time management, unlimited groups, Zoom and Teams integration, news and announcements, RSVP tracking, calendar integration, resource library, homepage/dashboard, document markup and annotation tools, advanced search, meeting feedback, and industry-best security and compliance (SOC 2 Type 2, ISO 27001, GDPR, HIPAA). Support is self-guided via in-app training, comprehensive resource library, and 24/7 technical support access. AI Suite features (Minutes AI, Book AI, Agenda AI), SSO, Board Assessments, D&O Questionnaire, Agenda Collaboration, Linked Subsidiary Accounts, and DocuSign Integration are available as add-ons.

OnBoard: Premium

Mid-tier of OnBoard board management software. Includes all Essentials features plus: Meeting Minutes Builder, Microsoft 365 Integration, Voting & Approvals, Task Management, Surveys, eSignatures, and a dedicated Customer Success Manager for onboarding, migration, and board training. AI Suite features (Minutes AI, Book AI, Agenda AI), SSO, Board Assessments, D&O Questionnaire, Agenda Collaboration, Linked Subsidiary Accounts, and DocuSign Integration are available as add-ons.

OnBoard: Ultimate

Top-tier of OnBoard board management software. Includes all Premium features plus: Single Sign-On (SSO) Integration, D&O Questionnaires, Skills Tracking, Board Assessments, Director & Executive Training, and Ultimate-tier Customer Support (dedicated Senior CSM, Senior Implementation Manager, 10 hours/year of professional services). AI Suite features (Minutes AI, Book AI, Agenda AI) remain available as add-ons even at this tier.