
Customer Education
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Recent activity by Customer Education
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Sample OnBoard Implementation Timeline
OnBoard provides implementation and training to ensure that your organization has a smooth implementation and that your Members, Directors, and Trustees adopt OnBoard successfully. Below is an outl...
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Assisting New Users with Activating Their Account
Your first OnBoard meeting is an important one. It's your initial opportunity to showcase OnBoard, and is can be a critical piece in gaining long-term success with OnBoard. Because of that, it is h...
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September 2023: Intelligent Assistant Product Update & Fall Webinars
OnBoard Intelligent Assistant Have you heard the latest news? Introducing OnBoard Intelligent Assistant - an AI innovation tailored for board professionals. It's a helpful and intuitive virtual as...
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July 2023: Committees Webinar, Lunch Break Series, and Product Updates
OnBoard Committees Webinar View the Recording! OnBoard Summer Lunch Break Series This is a 4-week series. View the recordings below: Mastering Meeting Minutes with Minutes Builder Optimizi...
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August 2023: Board Engagement Webinar and Product Updates
Board Engagement Webinar The significance of 'buy-in' becomes invaluable when introducing new processes, particularly if they entail changes to the way things have traditionally been done. An effe...
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June 2023: Building a More Diverse Board & Customer Spotlight
Diversity in the Boardroom Diversifying your board isn’t as simple as saying you want diversity. So, how do you do it? Diversity brings a variety of perspectives and experiences to the table, whi...
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May 2023: AI's Future in the Boardroom, Training Webinars, and Mobile App Updates!
Addressing AI's Future Role in the Boardroom Are you prepared for the sea change that AI will bring to board governance? Does AI carry more risk than benefit for the boardroom? Join OnBoard co-fou...
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April 2023: Microsoft Document Editing, Focusing on Problems Blog Post, and Atlas Webinar Series
Microsoft 365 Integration for Document Editing A Microsoft Office 365 file integration has been one of our most requested items, so we are thrilled to let you know that it is now available! This e...
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March 2023: Foresight Learning Session & How to Secure a Board Seat
Choosing the Board's Duty of Foresight Webinar In this turbulent decade and beyond, the board’s ability to anticipate, prepare for, and shape the future is arguably more important than its fiducia...
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How to Manage Meeting Guests
You may have guests attend a meeting who are not OnBoard users, and you may be wondering how to manage those guests and provide them the meeting materials for those meetings. This post will review ...
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