how to move your board materials online
DESCRIPTION
Hear how the Greater Milwaukee Foundation uses Microsoft SharePoint and Adobe Acrobat to create a board portal which provides its board members with a calendar, contacts and board materials on-line. Learn what other solutions were considered, the selection process, and why SharePoint and Adobe were selected. See a demonstration of the portal.TRANSCRIPT
- 1. How To Move Your Board Materials On-line Craig Nuechterlein February 7, 2012A Service Of: Sponsored by:
- 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 [email protected] Service Of: Sponsored by:
- 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
- 4. Todays Speaker Craig Nuechterlein Director of Operations Greater Milwaukee FoundationAssisting with chat questions: Hosting:April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.A Service Of: Sponsored by:
- 5. HOW TO MOVE YOUR BOARDMATERIALS ON-LINE Case Study of the Greater Milwaukee Foundation
- 6. Todays Agenda: Review the selection process Discuss the main project requirements Review the software options considered Tour the Board Portal Demonstrate how to create PDF board books using Adobe Professional Show how a board member can view documents with an iPad
- 7. Process Followed: Board Chair gives directive and creates subcommittee Subcommittee: Analyzes current board book Develops requirements Identifies possible vendors Participates in 3 vendor demos Selects vendor Implementation and training
- 8. Main Requirements: Ability for board member to reset their own password Easy to navigate Flexible page design Ability to print a single page, or multiple pages Staff and board contact information Accommodate committee information Low cost Search
- 9. Options Considered: BoardBook Boardbooks BoardEffect BoardMax BoardVantage BoardWorks Directors Desk Google Groups/Sites
- 10. Options Considered: Microsoft Office Live Salesforce.com SharePoint - onsite SharePoint BPOS (now MS 365) SharePoint hosted with Apptex SharePoint hosted with local vendor SharePoint hosted with Syslogic
- 11. Demo: SharePoint site components Adobe Acrobat Professional for document creation SharePoint and GoodReader for iPad access
- 12. GoodReader and the iPad
- 13. Craig Nuechterleincnuechterlein@greatermilwaukeefoundation.org414-336-7022
- 14. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by: