boardworks overview

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V1DIS cgsboardworks.com

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Page 1: Boardworks Overview

V1DIS

cgsboardworks.com

Page 2: Boardworks Overview

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Agenda

1. Computershare Overview

2. Why Choose BoardWorks?

3. Director and Administrator Experience

4. White Glove Service

5. Learn More

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Page 3: Boardworks Overview

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A global professional services firm

Shareholder Services Employee Equity Plans Governance & Compliance Proxy Services

Page 4: Boardworks Overview

Computershare Governance Services

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A global leader in governance software solutions

Page 5: Boardworks Overview

Our Client Community

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Page 6: Boardworks Overview

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Gain time efficiencies with single sign-on and consolidated views

Intuitive interface for iPad, Android or Windows device

Expert services and 24 x 7 x 365 support

Advanced workflow functionality to expedite review and collaboration process

Work within the app in on- or off-line mode

Multi-language capabilities

Documents shared securely through SSAE16 and AT101 audited data facilities

Dedicated information security, compliance, and internal audit teams

Complete disaster recovery and business continuity plans

Stay Connected to the Boardroomcgsboardworks.com

Page 7: Boardworks Overview

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Share Securely. Work Effectively. Easy-to-use Intuitive Mobile App

Available on iPad, Windows & Android Devices

Page 8: Boardworks Overview

Helping Directors Make Strategic Decisions Faster

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Intuitive Interface Design

Multi-Board Login& Homepage

Complete On and OfflineFunctionality

24 x 7 Global Support

Multi-Language Capabilities

Page 9: Boardworks Overview

Helping Directors Make Strategic Decisions Faster

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Electronic Signatures &

Document Approvals

IntegratedAnnotation Features

Page 10: Boardworks Overview

Simplifying Board Meeting Preparation

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Intuitive Board BookAssembly Process

Delete & Purge Datafrom Devices

Director Notification &Real-Time Updates

Controllable UserAccess Levels

Document Retention

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White Glove Service

30 Day Implementation- Dedicated Project Manager, Trainers and Software

Engineers- Project plan including target delivery dates- Company-specific requirements

Training

- On and/or offsite training- Director and Administrator sessions

Annual Subscription Includes- Setup, configuration and customized site branding- Ongoing training - All hosting services- 24x7 support

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