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What is OnBoard Board Management Software?

OnBoard is a leading board management platform that simplifies governance, enhances board meetings, and drives engagement. With AI-powered meeting minutes, OnBoard generates accurate, real-time transcriptions and structured minutes with a single click. Its intuitive features, such as agenda building, secure messaging, digital voting, and document management, streamline processes for boards and leadership teams. Accessible via devices like iPads, iPhones, and Android devices OnBoard ensures seamless collaboration and communication. With robust security measures, including two-factor authentication and encryption, OnBoard guarantees data protection. The platform integrates with Microsoft 365, Google Workspace, and Zoom, providing a versatile solution for modern boards. Trusted by over 6,000 organizations globally, OnBoard enhances meeting efficiency and governance. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. Transform how your board meetings are conducted by choosing OnBoard today, and experience the difference in governance and collaboration that it offers!

What is Crystal Bay Solutions?

In the highly competitive landscape of today's business environment, it is crucial for your organization to utilize every available software tool to boost productivity while avoiding excessive costs and minimizing disruption to your staff caused by convoluted and overpriced applications that do not align with your specific requirements. The experts at Crystal Bay Solutions possess a broad range of industry experience, encompassing roles from entry-level operational staff to high-ranking executives and board members, which enables them to play a pivotal role in shaping the design and effectiveness of your new solution while ensuring your complete satisfaction. In contrast to traditional developers, who may presume you possess a clear understanding of your software needs, the successful optimization of workflows and transition to advanced database solutions increasingly demands developers with capabilities that extend beyond conventional software development. Our extensive expertise allows us to deliver customized solutions that not only address your current challenges but also lay the groundwork for your organization's future growth and operational efficiency. By collaborating with us, you will experience a partnership that emphasizes your distinct challenges and goals, ultimately driving your business toward greater success. Moreover, we are committed to ongoing support, ensuring that your solutions evolve in tandem with your organization's needs over time.

Media

Media

Integrations Supported

Google Drive
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Quickbase
Zoom

Integrations Supported

Google Drive
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Quickbase
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OnBoard

Date Founded

2003

Company Location

United States

Company Website

www.onboardmeetings.com/learn-more-board-portal

Company Facts

Organization Name

Crystal Bay Solutions

Date Founded

2004

Company Location

United States

Company Website

www.crystalbaysolutions.com

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Conference

Abstract Management
Attendee Management
Badge Management
Catering Management
Client Management
Registration Management
Social Promotion
Space / Room Setup
Speaker Management
Sponsorship Management
Surveys & Feedback
Ticketing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

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