Preparing Board Packages

There Has To Be a Better Way

Preparing the documents required by board members in advance of regular board meetings is a painful and costly task. Painful because all the required documents need to be printed and assembled, taking up staff time. Costly because each board package needs to be printed and mailed to each board member prior to meetings for review. And if new documents need to be added later, additional packages need to be collated and dispatched.

Wouldn’t it be great of all these documents could simply be uploaded to an organized repository, so that all board members could access them online using a simple web browser?

The Solution – Doxim Board Packages

The Doxim Board Packages solution allows Credit Unions to quickly and easily collate, upload and share all board materials with board members through Doxim Enterprise Content Manager (ECM), a secure web-based document repository.

Once uploaded, board members simply log into Doxim ECM to review/read documents in preparation for their board meeting. This leads to better, more streamlined board communications and, in consequence, more productive meetings.

Doxim Board Packages helps Credit Unions save on print and postage costs by completely eliminating the need to print and mail board related materials in advance of scheduled meetings. It also facilitates ramp-up for new board members by providing simple and easy access to a complete history of board packages online.

[Include call out box with images from LD Board packages brochure – updated to remove LD references]

By storing all board package materials online, internal and external audit activities can be greatly streamlined by giving auditors controlled online access to all board materials.

Key Benefits of Doxim Board Packages

By moving to electronic distribution and access of all board package materials, credit unions gain several key operational, efficiency and cost benefits:

• Complete elimination of document distribution by mail and/or fax
• Significant savings through elimination of recurring print and mail expenses
• Reduced manual effort in assembling board packages for distribution by mail
• More timely delivery of board package materials to board members
• Anytime/anywhere access to board materials via a secure web browser
• Sensitive board information is now stored in a controlled and secure online repository
• Facilitate the audit process

Find Out More About Doxim Board Packages solution

Read the Doxim Board Packages Brochure