Nonprofits

For confidential communication at the board level, nonprofits today often rely on a combination of email and paper-based process. But increasingly trustees and executives feel a need to improve the speed and efficiency by which they communicate.

In response, leading foundations, associations and other nonprofits are adopting BoardVantage because the portal:

• Raises visibility for trustees
• Improves governance by delivering information in a timely manner
• Serves as a focal point for executive collaboration
• Cuts cost by reducing unnecessary printing

Also, workflows for organizing and distributing large volumes of documents make the entire process of board communication more efficient while building a greener institution by saving tens of thousands of dollars in unnecessary printing costs.

Visibility for Trustees

• Global Access:

  get immediate access to important documents whether working in the office, from home or traveling

• Instant Access:

  locate new materials and updates with a single click. Skim agendas or index pages or drill-down for details

• Archival Access:

  use full-text search for quick lookups of current and archival information

• Offline Access:

  download materials in a secure offline repository and mark up pages with industry-leading annotation

• Private Access:

  BoardVantage does not track usage or have access to customer content

Productivity for the Office of the CEO

• Confidentiality:

  deliver sensitive information to and geographically-disperse trustees

• Productivity:

  take the headache out of document distribution with workflows for board books and other critical content.

• Centralization:

  maintain a central repository for current and archival documents. Enforce a retention policy on all content.

• Responsiveness:

  respond instantly to last minute changes with automated indexing, collating and document replacement

• Cost Savings:

  reduce annual printing and shipping costs

Confidentiality Assured

• Certification:

  SAS70 Type II certified

• Validation:

  audited by global financial institutions

• Access Control:

  role-based security

• Authentication:

  two-factor authentication

• Encryption:

  data encrypted in transport and at rest

Key Features for Trustees

• Email integration:

  single click access from personal email to any content

• Central repository:

  encrypted repository with full-text search

• Online and offline:

  secure offline repository with automatic synching

• Annotation:

  industry-leading document mark-up

• Conferencing:

  a visual dimension for conference calls

Key Features for the Office of the CEO

• Desktop integration:

  seamless integration with Microsoft Office and Adobe Acrobat

• Board book builder:

  wizards for the creation and distribution of board books

• Auto-conversion:

  automated conversion of documents to PDF with 100% fidelity

• Auto-update:

  support for last minute changes with a single click

• Auto-collation:

  indexing and assembling of multiple disparate documents