What Can You Do with PSBA BoardDocs ?!

•Download as PPTX, PDF•

0 likes•122 views

Learn how a board management solution transforms the governance process from start to finish. With enhanced features to develop board agendas, minutes and other meeting management functions, you can prepare for meetings efficiently and quickly. Advanced search functions allow you to find and retrieve documents in seconds.

PSBA BoardDocs – Effective & Seamless
Board Meeting Management
Featuring Heather Masshardt, Policy Services, PSBA and
Andrew Klein, Upgrade Specialist, BoardDocs
March 8, 2018

Webinar Announcements
• Webinar will last 30-minutes
• Please mute all lines
• Please send your questions into the
Q&A box and we will address them at
the end
• Session will be recorded and shared
• Link to the recording and slides will be
emailed after the webinar

3
Webinar Speakers
Heather Masshardt
Policy Consultant
PSBA
Dottie Schindlinger
VP of Governance/Technology
BoardDocs (A Diligent Company)
Andrew Klein
Upgrade Specialist
BoardDocs

4
Overview of BoardDocs
•Advanced Board Management Solutions
•Create, manage and publish board related documents from any device
•Over 2,600 subscribers in municipal, schools and other board related fields
•Over 98% subscriber retention
•99.999% uptime – fast and reliable solution

5
Overview of PSBA BoardDocs LT
• Agenda creation and management –
changes can be made instantaneously
• Policy – policies still available in
meeting management
• Minutes – Minutes control panel and
efficiency
• Search – including MetaSearch
• Video integration

6
Overview of PSBA BoardDocs Pro
Includes all features and benefits listed in LT plus:
• Electronic workflow
• Robust minutes
• Voting
• Private annotations
• Library
• Strategic goal tracking

12
Overview of BoardDocs Plus
• Unlimited Confidential Meeting
Bodies
• Separate Confidential Meetings
only for authenticated users
• Separate Document Managers
and Administrators
• Separate Voting Members and
Executive access for each group

13
BoardDocs Customer Support
• 24/7 Customer Support
• In-person implementation and training for your entire Board and Leadership Teams
• Free virtual training anytime
“I would encourage anyone to switch to a full, electronic board management solution,
particularly BoardDocs. It’s extremely user-friendly, and the time and cost savings alone
are worth the upgrade!”
- Ann Naylor, Assistant to the Superintendent
Annville-Cleona School District, PA (Upgraded from PL to BoardDocs LT solution)

14
Questions?
Heather Masshardt
Heather.Masshardt@psba.org
Andrew Klein
aklein@boarddocs.com
Dottie Schindlinger
dschindlinger@diligent.com

The document discusses transitioning a board from paper to electronic document distribution. It outlines challenges with paper distribution like confidentiality, timeliness, and costs. Considerations for electronic distribution include security, technical abilities, compatibility, and ease of use. The transition requires board acceptance, policy support, ongoing maintenance, and expectations for exceptions. An evaluation of the electronic system's effectiveness is also recommended.

Service Excellence - Beyond ITIL

Mosesraj R

PM Resume 2015

Cherie Durkin, PMP, Six Sigma Black Belt, MBA

Cherie Durkin has over 20 years of experience in project management, Six Sigma, and business analysis. She holds an MBA from Walden University and a BS in Business and Computer Science. Durkin has worked as a consultant supporting organizations in healthcare, life safety, and other industries. She offers expertise in areas such as software implementation, process improvement, data analysis, and project management.

Morgan Templar - Connecting IT Strategy To Business Operations For Seamless C...

ARMA International

ITIL

Prasad Priyadarshana Fernando

ITIL (Information Technology Infrastructure Library) is a set of best practices for IT service management that can help organizations meet IT concerns like user needs, technology changes, costs, quality, and skills. It provides a framework and process-led approach to build quality IT services. Adopting ITIL can benefit organizations with better staff motivation, increased productivity, enhanced customer satisfaction, cost-justified services, flexibility, improved metrics, and management reporting.

Business KPIs & Data Governance: A Sweet Combination for Hershey

DATUM LLC

KPIs: Aligning Your IT and Business Objectives

Hostway|HOSTING

061128 Strategic Am Yesterday, Today And Tomorrow

Dr Gordon Murray

The document discusses strategic asset management in the past, present, and future. It notes that leadership, integration, and information systems are important. It also emphasizes the need to link asset management to sustainability and efficiency goals. Looking ahead, it suggests asset management will face greater demands to engage local people and take a "place approach" through cooperation across agencies. Peer reviews are proposed as a way for councils to improve through continuous learning.

Previously recorded on June 27, 2023 online. This month we're joined by a panel of UiPath MVPs to help guide us on RPA best practices. Whether you're just starting your RPA program or have been on an automation journey for years, this All-Star UiPath MVP team will highlight their best advice on preparing for and delivering automation projects. Part one will focus on strategic priorities and key automation principles including: • Agile Approach / Test-Driven Development (TDD) • Process Architecture / Reusability / Scalability • Development Best Practices During this session, the audience will choose the best practice areas that the team will cover further in a future deep dive session. Join us on Tuesday, June 27th at 12 pm Eastern for this virtual event.

Doe run

David Xing

GRUG 2.0 3 October opening presentation 20171026

Glasgow Revit User Group

This document provides information about an upcoming meeting of the Glasgow Revit Users Group (GRUG). It begins by welcoming attendees and providing logistical details. It then introduces the group and provides information about how to stay connected through LinkedIn, YouTube, Twitter, email and Slack. It profiles two speakers for an upcoming meeting - Diane Ramage from Keppie Design and Graham H Stewart from Digital Guerrilla. Details are provided about the agenda and locations for the October 26th meeting. Volunteers are requested to join the committee. Suggestions for future meeting topics are also solicited from attendees. The next meeting is announced as a GRUG Christmas party on December 14th.

Ms premier dgcon2014_final

Andrew Sloan

The document discusses Microsoft Premier Services and how it helps organizations maximize their return on IT investments. Premier Services provides 24/7 support to increase system uptime and offers proactive services beyond just break/fix support. It helps customers implement and maintain their on-premise and Office 365 environments more effectively through services like risk assessments, optimization recommendations, and knowledge transfer. The document provides an example of how Premier Services has helped the Ohio Bureau of Workers Compensation with various proactive engagements over the years.

Making the Move to Paperless HR a Success!

Net at Work

The webinar discussed making the transition to paperless HR successful. It began with introductions and logistics. The presenter then covered keys to paperless success like planning, testing, adoption and reinforcement. Challenges like resistance to change and security considerations were addressed. User adoption benefits such as faster processing and cost savings were presented. Return on investment statistics were shared, showing potential savings. The webinar concluded with Q&A and information on attending future webinars.

Automated Reporting for your Moodle LMS

Lambda Solutions

As your courses run, your learners participate, and your instructors design, Moodle learning management systems create and store a wealth of data just underneath the hood. All of the information you need to optimize your system, report on the effectiveness of your courses, and identify opportunities for learner intervention are waiting to be analyzed, visualized, and shared. With the right tools at your disposal, you can design, automated, and run an arsenal of reports and dashboards to ensure your finger is always on the pulse of your LMS.

Automated Reporting for your Moodle LMS

Jane Smith

Community IT Webinar - Implementing SharePoint Online

Community IT Innovators

How to Get Started with GxP Processes in Office 365 - The Discovery Phase

Montrium

The webinar covers the following topics: -How the GxP Design and Delivery Landscape is Changing (digitization of processes, cloud adoption, agile adaptation, better relationships with service providers) -Business Analysis for Office 365 and the Cloud (methods applied in a Discovery that meet life science trends) -Discovery Goals (relationships, vision, delivery and enablement of GxP solutions in Office 365) -Discovery Walkthrough (methodology, sessions, best practices)

SenchaCon 2016: Creating a Flexible and Usable Industry Specific Solution - D...

Sencha

Come hear how we used agile development and Sencha tools to meet our design requirements, to create a system that is highly configurable, flexible, and exceeds the expectations of our customers. Learn how to use an adaptive/responsive design to be able to support two very different types of users, with a single application, and using the same set of libraries. Most importantly, learn how to create a system that even your most important and demanding users will find value and actually want to use. By assembling some of the best programmers and DBA developers in the world, we have been able to create a best-in-class, fully functional, scalable and highly configurable system, while maintaining an amazingly easy-to-use interface.

Paperless HR in Seven Steps

Net at Work

This webinar discusses a seven step process for a successful paperless HR implementation. The steps include: 1) being a change agent to gain buy-in, 2) getting organizational buy-in, 3) organizing existing paper files, 4) acquiring necessary resources like software and training, 5) starting document scanning and electronic filing, 6) informing employees of the new system, and 7) measuring benefits. The webinar provides details on each step and takes questions from participants.

Planning and IT Project Management for Nonprofits

Community IT Innovators

Dev Dives: Fast-track time to value with UiPath Solution Accelerators

UiPathCommunity

Solution Accelerators offer comprehensive technical packages based on process best practices. Each package includes easy-to-follow diagrams, a basic overview, setup instructions, and workflows that are ready to be used. You can easily modify and customize Solution Accelerators to meet your specific automation needs. Solution Accelerators help start building an automation process quickly and allow the CoE to deliver value faster. This makes it easier for an automation program to grow into new areas. Discover how to: - Identify proven high value business processes we’ve published as Solution Accelerators - Learn how Solution Accelerators reduce design and development time - Understand how UiPath best practices have been applied - Explore types of Solution Accelerators and what’s included - See how Solution Accelerators can be deployed in minutes

Five Benefits of Paperless Onboarding and Offboarding

Net at Work

The webinar discussed the benefits of paperless onboarding and offboarding processes. It began with introductions and logistics. Then, it defined onboarding and offboarding. The presenter explained how a paperless system can help build company brand, automate communications, improve response time and reduce costs, reduce data errors, and enable compliance reporting through a centralized system. Key benefits included consistent processes, engaged employees, and managers having staff to meet goals. Questions were invited. Future topics and contact details were provided before concluding.

September 2019 Microsoft 365 Need to Know Webinar

Robert Crane

Australian council drives process ownership and success

Promapp Solutions

Mackay Regional Council face the challenge of keeping 1,100 employees engaged across 32 programs, as well as maintaining a 7,622km squared area, 2,501km of roads, 1,655 water mains and 1,500 hectares of parkland in Northern Queensland. Process is key to running such a large scale operation. With increasing scale and complexity the council realised they needed to find better ways for their teams to work together. Processes were only mapped when needed and there was little planning involved. They were often saved as work instructions in various locations like Visio, Word documents and an existing software, without a centralized location available for everyone to access. They confronted these issues head on and quickly fostered an appetite for process mapping across the council

Rolling slides during oct 2014 workshop tp edit (3)

Joanne Yamaguchi

This document provides information about the PPMMII SSaattuurrddaayy WWoorrkksshhooppss hosted by the PMI Mile Hi Chapter. It announces workshops on the first Saturday of each month from December 2014 through February 2015. Each workshop provides 3.5 PDUs and covers topics like project management tools, lean process methodology, and change management. Location, time, presenter bios and contact information are included for each session. Benefits of PMI and Mile Hi Chapter membership are also summarized. Volunteer opportunities with the chapter are described.

Agile Data Architecture

Cprime

It is quite possible to use Agile techniques for creating and maintaining a data architecture. Doing so will dramatically reduce the risk of failed data warehouse projects. This webinar will give you a quick overview of the benefits and challenges of Agile Data Modeling, Evolutionary Database Design, Agile Modeling, Conformed Dimensions, Bus Matrix, Database Refactoring, and an Agile framework for Agile data projects

Wr circle bap focus groups 5-minute qa 23-may-2019 smc ts (v2)

Jaime Brown

The document outlines an agenda for focus group sessions with Waddell & Reed advisors to discuss key client onboarding and servicing processes. The goal is to understand current practices in order to design new solutions that meet objectives. Specific topics include prospecting, application processes, managing clients not in good order, and client maintenance. Feedback will help configure functionality and usability of new solutions to efficiently and effectively support advisors and their teams. The optimal audience includes advisors of varying experience levels and roles, and an informal small table discussion format is proposed.

Leveraging Office 365 Through Modern Licensing

Softchoice Corporation

Building Your Best Corporate Boardroom: How to Find the Right Directors for a...

What Can You Do with PSBA BoardDocs ?!

Recommended

Recommended

More Related Content

Similar to What Can You Do with PSBA BoardDocs ?!

Similar to What Can You Do with PSBA BoardDocs ?! (20)

More from Dottie Schindlinger

More from Dottie Schindlinger (20)

Recently uploaded

Recently uploaded (20)

What Can You Do with PSBA BoardDocs ?!