How to Securely Enable Your Mobile Workforce Board Books Kirk Wolfe 11/17/2015
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 2
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
Board Books Challenges Evaluating the solution Adoption of technology by board members Ease of use and training of board members Securing of data 4
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 5
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 6
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 7
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 8
Board Books Contact Info Kirk Wolfe - Western & Southern Financial Group