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How To Move Your Board Materials On-line            Craig Nuechterlein              February 7, 2012A Service   Of:       ...
Protecting and Preserving the     www.cjwconsulting.com            Institutional Memories of            Nonprofits Since 1...
Affordable collaborative data             management in the cloud.A Service   Of:                     Sponsored by:
Today’s Speaker                                  Craig Nuechterlein                                     Director of Operat...
HOW TO MOVE YOUR BOARDMATERIALS ON-LINE Case Study of the Greater Milwaukee Foundation
Today’s Agenda: Review the selection process Discuss the main project requirements Review the software options consider...
Process Followed: Board Chair gives directive and creates  subcommittee Subcommittee:   Analyzes current board book   ...
Main Requirements: Ability for board member to reset their own  password Easy to navigate Flexible page design Ability...
Options Considered: BoardBook Boardbooks BoardEffect BoardMax BoardVantage BoardWorks Directors Desk Google Groups...
Options Considered: Microsoft Office Live Salesforce.com SharePoint - onsite SharePoint – BPOS (now MS 365) SharePoin...
Demo: SharePoint site components Adobe Acrobat Professional for document  creation SharePoint and GoodReader for iPad a...
GoodReader and the iPad
Craig Nuechterleincnuechterlein@greatermilwaukeefoundation.org414-336-7022
Find listings for our current season          of webinars and register at:            NonprofitWebinars.comA Service   Of:...
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
How To Move Your Board Materials Online
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. Learn what other solutions were considered, the selection process, and why SharePoint and Adobe were selected. See a demonstration of the portal.

Published in: Business, Technology
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How To Move Your Board Materials Online

  1. 1. How To Move Your Board Materials On-line Craig Nuechterlein February 7, 2012A Service Of: Sponsored by:
  2. 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. 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  4. 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. 5. HOW TO MOVE YOUR BOARDMATERIALS ON-LINE Case Study of the Greater Milwaukee Foundation
  6. 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. 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. 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. 9. Options Considered: BoardBook Boardbooks BoardEffect BoardMax BoardVantage BoardWorks Directors Desk Google Groups/Sites
  10. 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. 11. Demo: SharePoint site components Adobe Acrobat Professional for document creation SharePoint and GoodReader for iPad access
  12. 12. GoodReader and the iPad
  13. 13. Craig Nuechterleincnuechterlein@greatermilwaukeefoundation.org414-336-7022
  14. 14. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:

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