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.
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1. How To Move Your Board Materials On-line Craig Nuechterlein
February 7, 2012A Service Of: Sponsored by:
2. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of Nonprofits Since 1993 (866) 598-0430
[email protected] Service Of: Sponsored by:
3. Affordable collaborative data management in the cloud.A
Service Of: Sponsored by:
4. Todays 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. HOW TO MOVE YOUR BOARDMATERIALS ON-LINE Case Study of the
Greater Milwaukee Foundation
6. Todays 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
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
