Platform for Leadership Communication


The latest news and views from BoardVantage. News includes product and customer updates, as well as timely industry coverage. We also write in depth on the real business value from social media as recorded by our customers.

Mary De Frenchi

SCSGP Conference Update

June 28th, 2011 by Mary De Frenchi

One of the highlights in any governance professional’s calendar is the annual Society of Corporate Secretaries and Governance Professionals’ Annual Conference. This year was no exception and was held at the luxurious Broadmoor resort in Colorado Springs, drawing something like 700 attendees.

This was a great show for BoardVantage with a record amount of booth traffic. It was nice to see so many old friends stop by and say “hello” to us, but it was obvious that most people were really at our booth to see the real star – our iPad app.

Not surprisingly then, the highlight was a breakout session on the adoption of technology in the boardroom — portals, iPads and teleconferencing. The session was attended by nearly 300 — standing room only! And the 3 panelists (Gale Chang of Met Life , Angela Hilt of Clorox, and Carol Schwartz of American Express) were coincidentally all BoardVantage users, a reflection of the market uptake in our iPad app. The panel covered a number of topics including:

  • The importance of due diligence around ease-of-use and security when selecting a board portal
  • 10 Tips for successful implementation of a board portal and how to achieve ‘paperless’
  • Conferencing with boards
  • How to effectively facilitate iPad adoption

The interest level remained high throughout the conference with all the attendees having in-depth discussions on board portals and iPads. It seems the main question now being “when”, rather than “if” you will move your Directors to iPads.

Tim Hampson

Beyond the Board

June 10th, 2011 by Tim Hampson

Corporate Governance is not just about the Board of Directors. Increasingly companies see management as a key piece in the equation. I’ve noticed this same point being made by several leading companies on their public sites, among them Sony http://www.sony.net/SonyInfo/csr/governance/index.html .

It is one of the reasons why we’re getting more demand for our portal by the leadership team, “outside the boardroom”. With our NextGen platform, we support the broader functionality that come with supporting the requirements of both boards and leadership teams, while ensuring the system is a productivity boost rather than a burden for administrative staff. TeamSpaces serve as focal points for processes segregating sensitive communication streams while insuring that boundaries are strictly maintained:

As you can see, BoardVantage is not just a standalone board portal, but is a platform for confidential communication and collaboration.

On a regular basis more “beyond the board” projects are coming up supporting leadership team initiatives where documents are the principal asset, confidentiality is key but there exists a need for modern collaboration tools and iPad support, including:

• HR confidential collaboration
• Business continuity planning (typically a cross departmental group)
• Crisis management contingency
• Collaboration between divisional heads

All of these require the role segregation and best-in-class document management facilities that BoardVantage provides with our NextGen platform.

Joe Ruck

2011 Q1 Update

April 27th, 2011 by Joe Ruck

BoardVantage started 2011 in style with yet another record quarter. We delivered the first fully secure offline iPad access and spread our wings across both Europe and Asia. Q1 highlights included:

  • We continued to broaden our footprint beyond board portals, serving the leadership teams of major organizations. New customers include Amdocs, Medco, Nielsen, Readers Digest, Roche and Questar.
  • International highlights include a major win with Tate & Lyle, a global organization and well-known UK brand. We furthered our regional coverage with the appointment of Blake Dawson, one of Australia’s top law firms to act as our solution partner for Australasia.
  • On the product side, we launched a significant enhancement to our iPad app, with Briefcase – the first truly secure way to provide fully controlled and encrypted offline content for the iPad. This has proven to be a boon for IT teams concerned about the potential for iPad attack vectors, and an area that no other vendor has seriously addressed.
  • This continued investment in technology has paid off in terms of increasing industry recognition, most notably by our iPad app being featured by Apple on their own website, and chosen from more than 20,000 other business apps.
  • Security was high on the agenda for many this quarter. This interest was reinforced by more than 300 attendees of our webcast about security with Directors & Boards magazine, who learned about our unique approach and how we are able to meet the demands of F-100 IT departments, including major financial institutions.
  • Finally, keeping pace with our growth has increased our demands for both staff and space to house everybody. To that end, we moved into a larger new state-of-the-art facility in Menlo Park.


As ever, I’d like to thank our customers for their business, trust and feedback that has enabled BoardVantage to become the leader in secure collaboration for boards and leadership teams. We have an exciting schedule of announcements this quarter, so stay tuned!

Joe Ruck

BoardVantage NextGen Architecture — a model for the normal social functioning in the modern workplace

February 23rd, 2011 by Joe Ruck

No doubt the most exciting Internet strategies today rely on leveraging the trust relationships that exist within groups of people, be it for social, commercial or educational purposes. The concept jumped on the scene only a few years ago but has quickly gone mainstream, shape-shifting to suit ever more purposes and expanding far beyond what was originally thought possible. The technologies underneath go by the umbrella term of social networking and Facebook is considered the standard bearer.

Corporate America has been quick to embrace this trend externally, primarily for marketing purposes, but has been noticeably slower in their adoption internally. That dichotomy is understandable. The security of these networks is broadly regarded as weak and the potential for leaks of confidential information is great.

But what hasn’t been talked about to the same extent, and what is an equally grave impediment to broad adoption, is the simplistic relationship model embedded in those networks. Without a richer model to address role complexity of the typical professional in the modern workplace the value of social networks as a collaboration tool is dubious at best.

It is this latter aspect that was foremost on our mind when we set out to reach beyond our traditional board market and build a collaboration platform for leadership teams. Reconciling the needs for security and simplicity is a technical challenge for many engineering teams but, for BoardVantage, with our extensive experience in the board portal market, it is a core competency. The greater difficulty lies in the proper capture of multiple roles which are needed to support the normal social functioning of the workplace, and which are routinely combined in a single person (e.g. direct report, peer, manager, etc.).

We viewed enriching the model as the central architectural challenge, one that could only be addressed with a reinterpretation of established concepts. However, if successful, it would be the keystone to fulfilling the requirement of capturing multiple roles. Below I will delineate the five key elements of the architecture we developed.

1. TeamSpace-Driven Content and Communication
In our model TeamSpaces are shared environments that function as the focal points for confidential collaboration. They form the backbone of our architecture, permeating every aspect of our design. Individual spaces are configurable with a rich functionality to support a range of knowledge worker roles and workplace process. Since knowledge work commonly relies upon a combination of content, process and communication, TeamSpaces are equipped as such.

2. User-Driven Content and Communication
The architecture also designates a class of content as being user-driven. This class represents any content under the exclusive control of the user. Among others this class includes such items as an alert inbox, a document ‘briefcase’ and status information.

This distinction allows a user to maintain exclusive control over private information even while working in a shared-content space. User-driven content is portable so it’s at the individual’s disposal at all times, irrespective in what TeamSpace the user resides at any given time.

3. TeamSpace Arrays
TeamSpaces are often networked. They can be snapped into a collection of spaces, creating a TeamSpace Array. This permits segregation of the roles which users play across the various groups in which they collaborate. Because spaces are ring-fenced, the role played in one TeamSpace does not spill over to the role played in an adjacent one.

4. TeamSpace Backplane
A TeamSpace Array can serve as proxy for the multiple roles a professional plays in the modern workplace. But this concept only works if a user can navigate between multiple spaces — swiftly. That’s why the architecture deploys a secure backplane. Controlled by permissions, this model lets individual users jump back and forth between spaces quickly and securely.

5. Permission Model
TeamSpaces are access-controlled, but that does not mean that should be one-size-fits- all access, once inside. Consider the example of a calendar schedule. Even if a schedule isn’t confidential, it is generally considered to be privileged to the individual. While every TeamSpace is ring-fenced against intrusion by outsiders, within the space any asset, whether a document, event or otherwise is access-controlled under a permission model. The model is flexible enough to support real-world cross-hierarchical use cases.

Using this framework the NextGen architecture has proven to function in a range of collaboration initiatives by different types of knowledge workers. The model balances the concerns of confidentiality with the real needs to share. Equally important it addresses the need for multiple roles in the modern workplace in an effective and elegant manner.
Read the rest of this entry »

Mary De Frenchi

Secure your iPad

February 1st, 2011 by Mary De Frenchi

Our customers frequently share their ideas for how we can make their work lives easier and more productive without sacrificing security. Board directors, in particular, are extremely mobile. And while BoardVantage provides the capability to organize and attend meetings remotely via the Internet, preparing for those meetings may be accomplished more conveniently in-flight, or from a weekend location that lacks network access.

iPad Briefcase now remedies this dilemma – allowing secure iPad access to meeting books even while on the go. Let’s look at what that means:

• Automatic syncing to latest version
• Remote content purging
• Retention policy enforcement
• Hassle-free note taking for meeting prep
• iPad optimized format and graphics

Check out our solutions page for more details.

Please feel free to contact me directly for more details. And please continue sharing all the great ideas!