Passageways Htfcu screenshots
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Transcript

  • 1. Passageways Board Portal
    Enhanced Communication. Enhanced Governance.
    Anthony J. Dunkley
    adunkley@passageways.com
  • 2. The Implementation Process
    • A consultative approach, moving at HTFCU’s preferred
    pace.
    • Project Plan -> Initialize Site -> Administrative Training ->
    Board Presentation -> Director Training -> Paperless!
    • Kickoff/Initialization -> Goal Setting for the 1st Board
    Meeting,2nd and 3rd Board Meeting,10th Board Meeting
    etc.
  • 3. Key Features
    • Windows based Web solution.
    • 4. 24/7 Online and Offline Access to board materials.
    • 5. Centralized, Secure Repository of all board materials.
    • 6. Simple secure access to archives with advanced search.
    • 7. Efficient and unique set of Technology:
    • 8. Alerts, Voting, iPad
  • Screenshot Examples
  • 9. Passageways Board Portal login screen is simple yet secure. Directors and administrators login via username and password. The login screen is private labeled to HTFCU and you can choose the color schemes associated with this page.
  • 10. Passageways Board Portal allows Administrators the ability to customize content throughout the board portal. This configuration allows for a welcome message with corporate logo and a current agenda. The agenda can be linked to other content on the portal or linked to specific areas/tabs of the board packet. Simple left-click functionality of the mouse is utilized throughout.
  • 11. The navigation panel on the left provides access to different areas of the portal. In addition to providing secure access to board packets, Passageways Board Portal delivers unique, dynamic content to Directors. Layout and content are customizable throughout the Passageways Board Portal solution.
  • 12. Directors can click on the Board Meeting Packets tab on the navigation panel to jump directly into a list of current and archived board packets. Packets are presented as a compiled, secure PDF and Directors can navigate through the entire packet page by page or jump to specific sections.
  • 13. Passageways Board Portal delivers unique content unlike any other provider. In this case, Directors can view a number of RSS Newsfeeds to stay informed. Useful links and announcements can also be effectively communicated.
  • 14. Passageways Board Portal provides user access to committees and workgroups according to the permission level set by the Administrator. Simply put, Directors and Executives access only the content that they are responsible for. In this view, the Audit Committee has been expanded to show additional content specific to the Audit Committee.
  • 15. Questions?
    Comments?
    Anthony J. Dunkley
    765-807-6226
    adunkley@passageways.com