board portal dashboards
DESCRIPTION
TRANSCRIPT
Passageways Board Portal and Performance Dashboards
Board PortalBoard Portal
Provides a single, easy to use interface for Board Members to access:
– Reports (Financials, Dashboards, etc.)– Key People (Who’s who, Contact Info,
etc.)– Events (Meetings, Conferences, etc.)– Collaboration (Survey, Approvals, etc.)
– Working for almost 30 credit unions already!
Board PortalBoard Portal
Why Should you think about Board Portal?
– Publish as soon as information is available – Don’t wait for the eleventh hour!
– Allow Directors to telecommute for some meetings– Much more secure than shipping Board packets– Compliance is easier to record for documents receipts– Make your directors life easier– Allow an archive to start building for future directors
Easy Format for Directors to get FamiliarEasy Format for Directors to get Familiar
Easy and Effective Communication Easy and Effective Communication
Board Portal – Create an ArchiveBoard Portal – Create an Archive
Even Use it with Committees!Even Use it with Committees!
Loan Committee
View
Share such a View
with select
employees
Great for year end
Audits!
Board Portal – Do More with your Directors!Board Portal – Do More with your Directors!
Not Just for Top Executives, but for all staff
Dashboard Gauges customized by roles!
Render, in real time, critical business indicators
Deliver targeted Key Performance Indicators to
your staff as a “Leader board” for the business
Works for over 25 credit unions already!
Performance DashboardsPerformance Dashboards
Performance Dashboard CreatorPerformance Dashboard Creator
As an organization:1. Get more agile in keeping your middle managers informed
about what matters to your business2. Let every employee be aligned with and reminded of your
KPI’s on a day-to-day basis3. Make informed decisions and eliminate and year-end
surprises
What are dashboards? Dashboards or Executive dashboards allow you to visually track
and publish the Key Performance Measures (KPI) such as Loan
Growth, Asset Size, ROA etc. for certain or all employees to stay informed.
Performance Dashboard - GaugePerformance Dashboard - Gauge
Performance Dashboard CreatorPerformance Dashboard Creator
Performance Dashboard CreatorPerformance Dashboard Creator
Manage data in just a few clicks
Gauges with Trends Gauges with Trends
Performance Dashboard CreatorPerformance Dashboard Creator
Performance Dashboard – Collection of GaugesPerformance Dashboard – Collection of Gauges
Performance Dashboard CreatorPerformance Dashboard Creator
Create Unlimited Dashboards
Automate Dashboards by using DTS or SSIS
Dynamic Chart, Graphs & Gauges
Performance Dashboard Creator FeaturesPerformance Dashboard Creator Features