Electronic Board Packets Steve McVey, CIO Ohio Housing Finance Agency

The Problem Packets for 11 board members plus 10 others for staff 200 pages per packet on average Printing, copying, collating, stapling Fedex packets to board members 1 week prior to meeting Follow-up with revisions/missing documents Requires 3-4 staff 1-2 days per month

BoardDocs Emerald Data Solutions 24,000 registered users Annual subscriber retention rate of 99.5% BoardDocs LT and Pro versions Three user roles: Public, Contributor, Admin

Pros Eliminates: – Paper, binders – Fedex Staff time cut by 75% or more – Self service submission by managers – Admin oversees and composes single version Cloud-based, no footprint Maintenance “free” Simple, elegant interface

Cons Communication issues – iOS 8 Safari incompatibility – SSL certificate change No offline access No split screen Print documents one at a time Pricey “on paper”