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 and SysTrust 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