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How To Move Your Board Materials Online
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How To Move Your Board Materials Online

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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. …

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.

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  • 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 info@cjwconsulting.comA Service Of: Sponsored by:
  • 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  • 4. Today’s 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. Today’s 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:

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