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.

1. How To Move Your Board Materials On-line
Craig Nuechterlein
February 7, 2012
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4. Today’s Speaker
Craig Nuechterlein
Director of Operations
Greater Milwaukee Foundation
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5. HOW TO MOVE YOUR BOARD
MATERIALS 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

20. GoodReader and the iPad

27. Craig Nuechterlein
cnuechterlein@greatermilwaukeefoundation.org
414-336-7022

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