World Vision
Vic Government
Twin Towns
Salvation Army


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easily manage board documents and actions within the board pack
Securely enable directors to review, privately annotate and comment on board materials online and offline.
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board portal pack on ipad
The IntelligenceBank Board Portal comes with an iPad and Android App so directors can read and privately annotate PDF's offline - even on planes. New versions and annotations sync between the web and app.
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board portal agenda builder
Keep your directors and committee members on topic with the Agenda Builder - where you can set discussion topics and links to specific files for each board or committee meeting. Clone agenda structures and export agendas into Word to save time. As the meeting progresses, directors can check off which items have been covered.
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email board pack link
Automatically be notified when new information or new versions are available. You can also email links to files and folders if it is urgent that a director views a file.
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boards dashboard
Take control of the information you view on IntelligenceBank. Dashboards can be tailored to show the latest board pack, governance registers and calendar of board meetings.
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board portal workflow approval screen
Approve meeting minutes and resolutions faster, with workflow triggered emails, a quorum facility and an electronic audit trail of digital approvals and comments by file, and through a dedicated approvals dashboard.
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board portal custom menu
The entire platform is customizable, so it looks like your brand and maps to your governance process. Match colors, fonts and even rename navigation to mirror your needs.
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board portal directors survey
Customizable surveys can be created for Board Effectiveness and Director 360 Degree Surveys. Receive instant and confidential feedback from your directors. You can also add your own surveys for management control self assessment and other governance requirements.
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board portal usage analytics
Have a real-time audit trail of who is doing what on your platform. The audit trail shows usage data by user, by file and overall for complete visibility as to which files were accessed, by whom and when.
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board portal advanced search
Nothing gets lost in IntelligenceBank board portals. You can search a file by title, description, document contents, automatically extracted metadata and universal keywords you add.
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board portal conflict register and database
Keep a detailed register with workflow and review dates of conflicts, significant contracts, meetings, and policies. Databases are completely customizable, and can be integrated with workflow and approvals.
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board portal announcement feed
Post updates to the board to ensure important communications don't get lost in email. Post articles or agendas, and receive comments and instant feedback. Each post can be sent as an HTML email to your directors for instant communication.
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director board index
Feature a full list of directors and other users of your platform, with contact information and photos. It's a directory of your directors.
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Board Portal Media Feed
Live media feed dashboard for RSS and API feeds to automatically give your board of directors the latest news about your organization, competitors, industry news and key compliance issues.
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Board Meeting Calendar and Planner
When scheduling committee and board meetings, users can save meeting invites to their personal calendar and respond with their RSVP status, allowing organisers to track RSVP's.