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Board Portal Dashboards


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Board Portal Dashboards

  1. 1. Passageways Board Portal and Performance Dashboards
  2. 2. Board Portal <ul><li>Provides a single, easy to use interface for Board Members to access: </li></ul><ul><ul><li>Reports (Financials, Dashboards, etc.) </li></ul></ul><ul><ul><li>Key People (Who’s who, Contact Info, etc.) </li></ul></ul><ul><ul><li>Events (Meetings, Conferences, etc.) </li></ul></ul><ul><ul><li>Collaboration (Survey, Approvals, etc.) </li></ul></ul><ul><ul><li>Working for almost 30 credit unions already! </li></ul></ul>
  3. 3. Board Portal <ul><li>Why Should you think about Board Portal? </li></ul><ul><ul><li>Publish as soon as information is available </li></ul></ul><ul><ul><ul><li>Don’t wait for the eleventh hour! </li></ul></ul></ul><ul><ul><li>Allow Directors to telecommute for some meetings </li></ul></ul><ul><ul><li>Much more secure than shipping Board packets </li></ul></ul><ul><ul><li>Compliance is easier to record for documents receipts </li></ul></ul><ul><ul><li>Make your directors life easier </li></ul></ul><ul><ul><li>Allow an archive to start building for future directors </li></ul></ul>
  4. 4. Easy Format for Directors to get Familiar
  5. 5. Easy and Effective Communication
  6. 6. Board Portal – Create an Archive
  7. 7. Even Use it with Committees! <ul><li>Loan Committee View </li></ul><ul><li>Share such a View with select employees </li></ul><ul><li>Great for year end Audits! </li></ul>
  8. 8. Board Portal – Do More with your Directors!
  9. 9. <ul><li>Not Just for Top Executives, but for all staff </li></ul><ul><li>Dashboard Gauges customized by roles! </li></ul><ul><li>Render, in real time, critical business indicators </li></ul><ul><li>Deliver targeted Key Performance Indicators to your staff as a “Leader board” for the business </li></ul><ul><li>Works for over 25 credit unions already! </li></ul>Performance Dashboards
  10. 10. Performance Dashboard Creator <ul><li>As an organization: </li></ul><ul><li>Get more agile in keeping your middle managers informed about what matters to your business </li></ul><ul><li>Let every employee be aligned with and reminded of your KPI’s on a day-to-day basis </li></ul><ul><li>Make informed decisions and eliminate and year-end surprises </li></ul>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 .
  11. 11. Performance Dashboard - Gauge
  12. 12. Performance Dashboard Creator
  13. 13. Performance Dashboard Creator <ul><li>Manage data in just a few clicks </li></ul>
  14. 14. Gauges with Trends
  15. 15. Performance Dashboard Creator
  16. 16. Performance Dashboard – Collection of Gauges
  17. 17. Performance Dashboard Creator
  18. 18. <ul><li>Create Unlimited Dashboards </li></ul><ul><li>Automate Dashboards by using DTS or SSIS </li></ul><ul><li>Dynamic Chart, Graphs & Gauges </li></ul>Performance Dashboard Creator Features