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BoardDocs Effective & Seamless Board Meeting Management Andrew Klein, eGovernance Specialist, BoardDocs October 22, 2018 Presentation overview Short high level overview will last 5 minutes Then, presentation of the BoardDocs


  1. BoardDocs – Effective & Seamless Board Meeting Management Andrew Klein, eGovernance Specialist, BoardDocs October 22, 2018

  2. Presentation overview • Short high level overview will last 5 minutes • Then, presentation of the BoardDocs solution • Please feel free to ask questions at anytime

  3. Overview of BoardDocs • Advanced Board Management Solutions • Create, manage and publish board related documents from any device • Over 3,000 subscribers in municipal, schools and other board related fields • Over 98% subscriber retention • 99.999% uptime – fast and reliable solution 3

  4. Overview of 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 4

  5. Overview of BoardDocs Pro Includes all features and benefits listed in LT plus: • • Private annotations Electronic workflow • • Library Robust minutes • • Strategic goal tracking Voting 5

  6. 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) 6

  7. Questions? Andrew Klein aklein@boarddocs.com 7

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