Administrative Toolkit

Corporate secretaries (and their counterparts) are responsible for aggregating, organizing, and distributing board content quickly and efficiently. Although not always appreciated by outsiders, extensive planning, coordination and painstaking execution are required to keep the process running smoothly.

BoardVantage provides a comprehensive solution to meet their needs by simplifying the creation of materials before meetings and automating processes that takes place in between meetings. This translates into a significant efficiency boost in all aspects of board communications. BoardVantage technology is sophisticated, but also designed for ease of use, so that the team can operate independently and without reliance on internal IT.

Benefits

• Automate the process of board book creation and distribution
• Deliver sensitive information at anytime to geographically dispersed directors
• Maintain all current and archival board information in a central repository
• Notify directors when items need immediate attention
• Distribute, track, and tabulate board consents and director evaluations

Features

• Agenda builder: use a wizard for the creation and distribution of online board books
• Board book assembly: use a wizard for the creation of the board book (print or Web)
• Drag-and-drop: upload documents from desktop with single click
• Auto-conversion: convert any number of documents to PDF, automatically, regardless of format or size to maintain accurate format and security
• Auto-collation: automatically assemble multiple documents in simple two-step process
• Role-based distribution: maintain control over document access
• Approval dashboard: manage unanimous consents via dashboard and workflow
• Surveys dashboard: distribute, track and tabulate board evaluations and questionnaires

Getting Started

• Leverage an experienced team: Make portal operational in a week and accelerate director adoption
• Best practices program: Our structured methodology provides a framework for adoption that customers can build on
• Certified account managers: All BoardVantage account managers have successfully led at least fifty customer engagements
• Role-based training: Assigned account managers provide 1:1 training sessions to directors, executives and the corporate secretary office
• Extensive documentation: We provide scenarios, workbooks, checklists, tech tips and user guides to bring you up to speed quickly
• 24x7 support: We provide 24x7 support to assist directors in any part of the world at anytime