SteadyState vs. OnBoard

OnBoard is the board portal closest to what SteadyState does, and on a feature checklist it does more. This page starts with what OnBoard covers well, then sets out the three places the two products actually differ: where the lock is enforced, what happens when an approved record has to change, and what each one costs. Everything stated about OnBoard here was read from their own pages on July 25, 2026 and is linked to the page it came from.

Vendor pages checked on July 25, 2026.

What OnBoard covers

OnBoard's Voting & Approvals is built around parliamentary procedure. Their page describes "motions, seconds, roll-call votes, and recorded outcomes" and mobile voting between meetings tied to the board book. It says every vote is "automatically recorded in meeting minutes with the motion text, vote count, and outcome," and that administrators can "lock outcomes, apply holds, and export clean packages."

Their plan table lists Microsoft 365 Integration and a Minutes Builder alongside Voting & Approvals, with Microsoft 365 described as collaborating directly within Word, Excel, and PowerPoint. On security, OnBoard states compliance with SOC 2 and ISO 27001, among others, and says the platform runs on Microsoft Azure.

If your board runs roll-call votes with a named tally, or needs minutes drafted from the vote record, OnBoard does that work and SteadyState does not. That is the honest starting point for this comparison.

Where the lock is enforced

Both products use the word lock, and they mean different mechanisms. In OnBoard, locking an outcome is a control an administrator applies inside OnBoard's platform, which their security page says runs on Microsoft Azure. The records sit in the vendor's environment, and the rules about who may change them are software settings there.

SteadyState installs into your organization's own Microsoft 365 tenant and stores records in your own Dataverse. A plugin that runs before the database transaction opens refuses every update and delete on an approved record, so a refused edit never reaches the database. The refusal is the same whatever tool makes the attempt, including administrator tools and spreadsheet connections. You can trigger that refusal yourself in the demo.

The practical difference shows up in who you have to trust. With a vendor-hosted lock, the answer to "can this record still be changed" depends on that vendor's configuration and staff. With SteadyState there is no vendor copy, because we operate no service that holds your records.

What happens when an approved decision has to change

Boards revise what they approved. A figure was wrong, a condition needs adding, a policy is superseded a year later. In SteadyState an approved decision is never edited. Amend creates a new decision, linked to the original, and routes it through the same approval. The original stays in the register marked superseded, so the history reads as a sequence of votes rather than a single record that changed shape.

We did not find an equivalent described on OnBoard's public pages, so the row for it in the table below says that rather than guessing.

Capability comparison

Only rows we could verify on OnBoard's own pages on July 25, 2026 are shown. Where we could not confirm how OnBoard handles something, the cell says so.

CapabilityOnBoardSteadyState
Voting model"motions, seconds, roll-call votes, and recorded outcomes", with voting available between meetingsEach committee sets its own policy: unanimous consent, majority of votes cast, or two-thirds. Members approve, reject, abstain, or recuse on the decision, and the Chair or Secretary can record an absence against their name. When the vote closes the tally is stamped on the locked record – "Carried 6–3 · 2 abstentions · 1 recusal · 1 absent · 13 eligible (majority of votes cast)." A rejection requires a written reason.
Where the records are storedOnBoard's platform, which their security page says runs on Microsoft AzureYour organization's own Microsoft 365 tenant, in your own Dataverse. We operate no service that holds your records.
Locking an outcomeAdministrators can "lock outcomes, apply holds, and export clean packages"A plugin that runs before the database transaction opens refuses every update and delete on an approved record, so a refused edit never reaches the database. The refusal is the same whatever tool makes the attempt, including administrator tools and spreadsheet connections.
Changing an approved recordNot described on the pages we checkedAmend creates a linked decision that goes through its own vote; the original stays in the register marked superseded
MinutesMinutes Builder, and every vote is "automatically recorded in meeting minutes with the motion text, vote count, and outcome"A field on the meeting record. There is no minutes generator.
Follow-up actionsNot a capability we could verify on the pages we checkedActions with owners, due dates, and blocked-state tracking; overdue items surface on the home dashboard
Published pricingDoes not publish pricing. The pricing page asks you to "request a demo and a member of the team will walk you through options and costs"Published. Run your board's numbers in the pricing calculator.
  • Voting model

    OnBoard
    "motions, seconds, roll-call votes, and recorded outcomes", with voting available between meetings
    SteadyState
    Each committee sets its own policy: unanimous consent, majority of votes cast, or two-thirds. Members approve, reject, abstain, or recuse on the decision, and the Chair or Secretary can record an absence against their name. When the vote closes the tally is stamped on the locked record – "Carried 6–3 · 2 abstentions · 1 recusal · 1 absent · 13 eligible (majority of votes cast)." A rejection requires a written reason.
  • Where the records are stored

    OnBoard
    OnBoard's platform, which their security page says runs on Microsoft Azure
    SteadyState
    Your organization's own Microsoft 365 tenant, in your own Dataverse. We operate no service that holds your records.
  • Locking an outcome

    SteadyState
    A plugin that runs before the database transaction opens refuses every update and delete on an approved record, so a refused edit never reaches the database. The refusal is the same whatever tool makes the attempt, including administrator tools and spreadsheet connections.
  • Changing an approved record

    OnBoard
    Not described on the pages we checked
    SteadyState
    Amend creates a linked decision that goes through its own vote; the original stays in the register marked superseded
  • Minutes

    SteadyState
    A field on the meeting record. There is no minutes generator.
  • Follow-up actions

    OnBoard
    Not a capability we could verify on the pages we checked
    SteadyState
    Actions with owners, due dates, and blocked-state tracking; overdue items surface on the home dashboard
  • Published pricing

    OnBoard
    Does not publish pricing. The pricing page asks you to "request a demo and a member of the team will walk you through options and costs"
    SteadyState
    Published. Run your board's numbers in the pricing calculator.

Pricing

SteadyState publishes its price. OnBoard does not — their pricing page asks you to request a demo — so we will not put a number in their column, and we do not repeat the third-party estimates that circulate.

For our side, run your own board through the pricing calculator. It covers the seat minimum, the one-month free trial, and the separate Power Apps licensing from Microsoft, so the total you compare is complete. One thing worth checking on any quote: their plan table lists several capabilities as add-ons at the entry tier, so ask which plan includes the features you are buying. Every SteadyState tier is the same product – voting, the lock, amendments, actions, and single sign-on are never gated behind a higher plan. If you are evaluating for a specific kind of board, the community college and pension board pages map SteadyState to those structures.

See it before you decide

The interactive demo runs the full lifecycle, including the moment the database refuses an edit to an approved record. It takes a few minutes and does not require an install.

Questions boards ask

Is SteadyState a replacement for OnBoard?
For the decision record, some boards use it that way. OnBoard also builds board books and drafts minutes, and SteadyState does neither in v1. A board that needs the packet workflow should keep a portal and add SteadyState underneath it.
Does SteadyState do roll-call votes?
No. Each committee sets its own policy: unanimous consent, majority of votes cast, or two-thirds. Members approve, reject, abstain, or recuse on the decision, and the Chair or Secretary can record an absence against their name. When the vote closes the tally is stamped on the locked record – "Carried 6–3 · 2 abstentions · 1 recusal · 1 absent · 13 eligible (majority of votes cast)." A rejection requires a written reason.
Both products say they lock outcomes. What is the difference?
OnBoard's is an administrative control inside their platform, which their security page says runs on Microsoft Azure. SteadyState's runs in your own database: A plugin that runs before the database transaction opens refuses every update and delete on an approved record, so a refused edit never reaches the database. The refusal is the same whatever tool makes the attempt, including administrator tools and spreadsheet connections. And a change in SteadyState is a new voted decision that supersedes the original rather than an edit to it.
What does OnBoard cost?
They do not publish it. Their pricing page directs you to request a demo. Ask them which plan includes voting, Microsoft 365 integration, and single sign-on before you compare totals with anything. Our side of the comparison is published – the pricing calculator has the full math.
We already use OnBoard's Microsoft 365 integration. Is SteadyState the same thing?
No. An integration lets a vendor's application reach into Microsoft 365 from outside it. SteadyState is installed inside your Microsoft 365 tenant and its data lives in your own Dataverse, so there is no outside application holding a copy.
Can we run both?
Yes, and several boards will want to. Keep the portal for board books and minutes, and use SteadyState for the vote, the locked record, and the follow-up actions.

SteadyState Technologies LLC is not affiliated with, endorsed by, or sponsored by OnBoard or Microsoft Corporation. OnBoard and Microsoft 365 are trademarks of their respective owners. Every claim about OnBoard on this page was read from the linked page on July 25, 2026. Vendors change their pages; if you find something here that no longer matches theirs, tell us and we will correct it.