board portal dashboards

Passageways Board Portal and Performance Dashboards

Board PortalBoard Portal

Provides a single, easy to use interface for Board Members to access:

– Reports (Financials, Dashboards, etc.)– Key People (Who’s who, Contact Info,

etc.)– Events (Meetings, Conferences, etc.)– Collaboration (Survey, Approvals, etc.)

– Working for almost 30 credit unions already!

Board PortalBoard Portal

Why Should you think about Board Portal?

– Publish as soon as information is available – Don’t wait for the eleventh hour!

– Allow Directors to telecommute for some meetings– Much more secure than shipping Board packets– Compliance is easier to record for documents receipts– Make your directors life easier– Allow an archive to start building for future directors

Easy Format for Directors to get FamiliarEasy Format for Directors to get Familiar

Easy and Effective Communication Easy and Effective Communication

Board Portal – Create an ArchiveBoard Portal – Create an Archive

Even Use it with Committees!Even Use it with Committees!

Loan Committee

View

Share such a View

with select

employees

Great for year end

Audits!

Board Portal – Do More with your Directors!Board Portal – Do More with your Directors!

Not Just for Top Executives, but for all staff

Dashboard Gauges customized by roles!

Render, in real time, critical business indicators

Deliver targeted Key Performance Indicators to

your staff as a “Leader board” for the business

Works for over 25 credit unions already!

Performance DashboardsPerformance Dashboards

Performance Dashboard CreatorPerformance Dashboard Creator

As an organization:1. Get more agile in keeping your middle managers informed

about what matters to your business2. Let every employee be aligned with and reminded of your

KPI’s on a day-to-day basis3. Make informed decisions and eliminate and year-end

surprises

What are dashboards? Dashboards or Executive dashboards allow you to visually track

and publish the Key Performance Measures (KPI) such as Loan

Growth, Asset Size, ROA etc. for certain or all employees to stay informed.

Performance Dashboard - GaugePerformance Dashboard - Gauge

Performance Dashboard CreatorPerformance Dashboard Creator

Performance Dashboard CreatorPerformance Dashboard Creator

Manage data in just a few clicks

Gauges with Trends Gauges with Trends

Performance Dashboard CreatorPerformance Dashboard Creator

Performance Dashboard – Collection of GaugesPerformance Dashboard – Collection of Gauges

Performance Dashboard CreatorPerformance Dashboard Creator

Create Unlimited Dashboards

Automate Dashboards by using DTS or SSIS

Dynamic Chart, Graphs & Gauges

Performance Dashboard Creator FeaturesPerformance Dashboard Creator Features