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Of:
Free Nonprofit Board Portal
Alice Zhang
March 12, 2013
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Of:
Protecting and Preserving the
Institutional Memories of
Nonprofits Since 1993
www.cjwconsulting.com
(866) 598-0430
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Affordable collaborative data
management in the cloud.
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Today’s Speaker
Alice Zhang Program Director
XCEO
Hosting:
Cheri J Weissman, CJW Consulting & Services, Inc. Assisting with chat questions: Jamie Maloney, Nonprofit Webinars
BoardPortal PLUS® Demonstration
…… Designed by Board Members, for Board Members
XCEO Confidential Property of XCEO, Inc. 2012 © XCEO Confidential Property of XCEO, Inc. 2013 ©
Property of XCEO, Inc. 2012©
Agenda
• About XCEO
• XCEO BoardPortal PLUS® Overview
• XCEO BoardPortal PLUS® Comparison
• BoardPortal PLUS® Live Demonstration
• Questions and Comments
XCEO Confidential Property of XCEO, Inc. 2013 ©
Founded in 2003, XCEO, Inc. is a unique research, development, and consulting
firm. We are committed to excellence and the pursuit of Extreme Personal
Leadership® and Enlightened Governance®. We specialize in inspiration, and
endeavor to inspire highly enlightened board members and high-aspiration
individuals to pursue maximum personal and professional achievements.
About Us
We are headquartered in Santa Clara, CA, the heart of Silicon Valley, and our
East Coast office is in Oak Brook, IL. We are always stand ready to help our
clients achieve extraordinary levels of performance and success.
XCEO Confidential Property of XCEO, Inc. 2013 ©
XCEO BoardPortal
PLUS®
Board Current Performance
Board Future Performance
Compensation Committee
Audit Committee
Gov/Nominating Committee
President Operating
Performance
Board Current Performance
Board Future Performance
Director Current Performance
Director Future Performance
XCEO provides a best-in-
class board portal for all of
our clients. It is the best board
portal because it is much
more than a portal.
XCEO BoardPortal PLUS® Overview
XCEO Confidential Property of XCEO, Inc. 2013 ©
…Mitigating Risks in the Boardroom
Enlightened Governance
XCEO BoardPortal PLUS®
Engineered by leadership and Powered by SCIENCE
• Saves the Board Secretary time.
• Enhances the quality of board service.
• Increases overall board effectiveness.
• Improves security and confidentiality.
• Reduces total cost of director service.
XCEO Confidential Property of XCEO, Inc. 2013 ©
Common Challenges XCEO’s Solution
Building strong relationships between the
board and the management team BoardPortal PLUS
Managing board activities efficiently and
effectively Board Chamber
Managing board member information Community
Scheduling and organizing meetings Calendar
Managing and storing meeting materials
and data Board Books
Managing and storing organization and board materials
Board Resource Center
Providing board members a secure space
to store their working documents My Library
Keeping board members current with the best practices of good governance
XCEO Library
Communicating with board members
effectively Email & Polls
Providing board members easy access to
board materials on the go Web browser and App for
agnostic mobile devices
XCEO BoardPortal PLUS®
Property of XCEO, Inc. 2012©
Portal Comparison
1. XCEO’s Board Chamber is equal or better than most competitors’ portals.
2. XCEO’s Portal contains much more comprehensive and richer features.
3. XCEO’s Portal is device agnostic…accessible from a PC, Android, iPad,
iPhone, Kindle, etc. (iPad App or most browsers)
4. XCEO’s Portal provides the same look, feel, and functionality for all
devices.
5. XCEO’s Portal is designed, developed and maintained by directors for
directors.
6. Access to XCEO’s BoardPortal PLUS® is FREE.
XCEO’s BoardPortal PLUS® vs. Competitors’ Portals
XCEO Confidential Property of XCEO, Inc. 2013 ©
BoardPortal PLUS®
Live Demonstration
XCEO Confidential Property of XCEO, Inc. 2013 ©
Highlights
Benefits of Using BoardPortal PLUS®
1. Completely secure & confidential.
2. Contains comprehensive features and is very easy to use.
3. Director library allows directors to add their own supplementary material.
4. Easy access to our unique resources, assessments, and performance
tools.
5. Different levels of permissions make it easy for the entire organization to
get involved when appropriate.
6. FREE.
Benefits of Using BoardPortal PLUS®
XCEO Confidential Property of XCEO, Inc. 2013 ©
Requirements for Use
1.Request for use of the portal
2.Sign up for annual usage
3.Use the portal
XCEO Confidential Property of XCEO, Inc. 2013 ©
Thank you for the opportunity to share
our value proposition with you.
…… Designed by Board Members, for Board Members
XCEO Confidential Property of XCEO, Inc. 2013 ©
Sponsored by: A Service
Of:
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