How to Securely Enable Your Mobile Workforce Board Books Kirk Wolfe 11/17/2015.
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How to Securely Enable Your Mobile Workforce Board Books Kirk Wolfe 11/17/2015
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Board Books Opportunity Eliminate paper process and provide same information in an easy to use mobile format Solution needed to be easy and reliable Security was a top priority 3
Transcript of How to Securely Enable Your Mobile Workforce Board Books Kirk Wolfe 11/17/2015.
How to Securely Enable Your Mobile Workforce
Board Books
Kirk Wolfe11/17/2015
Board Books
Information provided on a quarterly basis to board members for use in the meetings.
Some members serve on several board requiring transporting and securing several 3 inch binders of information
Paper based process involved printing and distributing 3 inch binders
Updates required printing, shipping and collating pages
Sort process was time consuming
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Board Books
Opportunity Eliminate paper process and provide same information in an easy to use mobile
format
Solution needed to be easy and reliable
Security was a top priority
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Board Books
Challenges Evaluating the solution
Adoption of technology by board members
Ease of use and training of board members
Securing of data
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Board Books
Evaluation Process Research of solutions available
Feedback from other financial firms implementing the solution
Ease of use of the solution
Security that meets corporate standards
Cost of solution versus current process
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Board Books
Selected solution Diligent.com Diligent Boards software on Apple iPads
Cost savings versus paper process
Training and ongoing support were well received
Additional features that made the solution more appealing
http://diligent.com/diligent-boards/
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Board Books
Rollout Procuring the iPad was biggest hurdle
Download app from app store (account setup)
Administration site used to setup users for software
Phone training to allow for individualized instruction
24/7 support with live answering service (no call tree)
Loaded prior board meeting materials as a start
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Board Books
Lessons Learned Adoption was very quick. Initial plan of running in parallel was dropped
Everyone felt the solution was very simple to use
Vendor support every step of the way ensured a successful deployment
Additional software features improved other areas not the primary focus Annotations for the Preview committee
Written consent between board meetings
Quarterly questionnaires
SEC audit requests
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Board Books
Contact Info Kirk Wolfe - Western & Southern Financial Group
513-629-1375
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http://www.touchstoneinvestments.com/
