Board Portals
LEAD recognized the value of corporate governance which is ultimately a matter of expertise, ethics and transparency. Board portal increases director visibility and improving timely access to information. It offers immediate, offline repository and private access to board materials securely from anywhere anytime.
BoardVantage is the main portal provider to board of directors via desktops and iPads, offering a platform that centralizes documents, processes and communications. BoardVantage has over 700 clients, third part of Fortune 500 companies.
BoardVantage is SAS 70 Type II certified, and meets or exceeds the standards of the most security conscious IT departments, including those of major financial institutions.
Board Vantage is a NextGen Platform, featuring the following:
iPad Meeting Center - Put every aspect of every meeting at your fingertips with a bird‘s-eye and drill-down view of all board and committee meetings.
TeamSpaces - Centralize documents, processes, and communications with ring-fenced security. Fully configurable and customizable, TeamSpaces support real world cross-hierarchical use cases.
Branded Pages - Produce a branded experience with a powerful editor that supports custom layouts, images, and text.
Profiles - Communicate the relevant facts of one‘s professional background while maintaining tight control over its visibility in and outside the group.
Micro Blogging - Share insights and timely comments. Give voice to hot button issues.
Secure Chat - Create presence for remote team members while enforcing standard corporate retention policies.
Calendar - Organize schedules and manage resources with a feature-rich calendar that integrates with conferencing and popular email clients such as Outlook®.
Approvals - Simple Web process for formalizing agreement.
Repository - Full-fledged document management with everything you expect such as versioning and audit trails, as well as lots you don‘t such as "edit-in-native" and desktop ease-of-use.
Briefcase - Access meeting books, even while on the go — securely.
Boardbook Creation - Wizard for the creation, assembly and distribution of online boardbooks.
Digital Certificates - X.509 digital certificates with one-click installation.
Permissions - Filter content with enough precision to support cross-hierarchical team collaboration using fine-grain access control.
Feeds & Status - Stay in tune with remote co-workers using status feeds. Uncover expertise and skill sets using member profiles. Get a snapshot of member project contributions.
Conferencing - Offer a visual dimension to conference calls. Instantly share your desktop or preload presentations without compromising confidential documents.
Director Benefits
Benefits
- Global Access: Get immediate access to board materials whether working from the firms‘ premises, a remote office or personal residence
- Instant Access: Locate new materials and updates with a single click. Scan the agenda at high level or drill-down for details
- Archival Access: Use full-text search for quick lookups of current and archival information
- Offline Access: Download materials in a secure offline repository and make private notes with industry-leading annotation
- Private Access: BoardVantage does not track director usage or have access to customer content
Features
- Online access: Access board materials securely from anywhere, anytime
- Notifications: Receive alerts via email with single-click access to new content
- Searchable repository: Access current or archived materials via full-text search on encrypted documents
- Offline access: Store encrypted documents in a password-protected folder on desktop for offline review
- Document markup: Add private personal notes to materials online and offline
- Approvals: Simplify review and act on board consents
- Surveys: Use point-and-click board evaluations and director questionnaires
- Web-conferencing: View online presentations via one-click conferencing
- Secure messaging: Exchange messages confidentially and ensure guaranteed deletion
- Central address book: Access up-to-date contact information
- Shared calendar: Access current calendar for upcoming board and committee meetings
Confidentiality Assured
- Certification: BoardVantage is SAS70 Type II and SysTrust certified
- Validation: Audited by global financial institutions
- Access Control: Role-based security
- Authentication: Two-factor authentication
- Encryption: Data encrypted in transport and at rest
Administrator Benefits
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
Executive Benefits
Benefits
- Drive team behavior with branded pages
- Improve visibility with shared calendars, feeds, and status updates
- Enforce process discipline with auditing and approvals
- Collaborate securely in TeamSpaces
- Deliver people-centric process
Features
- Online access: Access materials securely from anywhere, anytime
- Notifications: Receive alerts via email with single-click access to new content
- Searchable repository: Access current or archived materials via full-text search on encryted documents
- Offline access: Store encrypted documents in a password-protected folder on desktop for offline review
- Document markup: Add private personal notes to materials online and offline
- Approvals: Simplify review auditing and authorization
- TeamSpace arrays: Configurable focal points for documents, communications, and processes
- Web-conferencing: View online presentations via one-click conferencing
- Secure messaging: Exchange messages confidentially and ensure guaranteed deletion
- Central address book: Access up-to-date contact information
- Shared calendar: Access current calendar for upcoming team and project meetings
Confidentiality Assured
- Certification: BoardVantage is SAS70 Type II and SysTrust certified
- Validation : Audited by global financial institutions
- Access Control: Role-based security
- Authentication: Two-factor authentication
- Encryption: Data encrypted in transport and at rest