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Passageways February, 2007 e-Newsletter: In This Issue


PowWow 2007: Agenda and Updates

A detailed PowWOW Agenda is now available for downloading! Join us April 11- 13, 2007 in Lafayette, IN and learn from some of the best practices in the financial portal industry, as well as have the opportunity to network with your peers who are facing the same challenges as you.

Now in its third year, PowWOW continues to be unmatched in offering practical, useful, real-world advice from your peers and from Passageways staff. You will hear speakers discussing issues and topics that can have an immediate impact on how you do your work.

The conference starts with the keynote address:

How Technology Enables your Business Needs

  • Brian Warfel, Chair – CUNA Technology Council
  • Gail Koehler, Vice Chair – CUNA Technology Council

Then, make sure to attend the Best Practice Awards presentations by

  • Great Lakes Credit Union
  • Pennsylvania State Employees Credit Union
  • IH Mississippi Valley Credit Union
  • Sandia Laboratory Federal Credit Union
  • First Independent Bank of Nevada
  • Redwood Credit Union ...and many more!

Best Practice Awards entries must be received by fax, mail, or email at Passageways by March 16, 2007.

Sign up for a variety of educational opportunities within the following tracks:

  • Beginners: Best Practices in Implementation that Drive Strong Portal Adoption and Portal 101.
  • Advanced: Structuring and Optimizing Portal Administration and All Aboard! How to Create True Collaboration Department by Department.
  • Developers: Customizing your Portal and How to Design a Great Module.

Finally, make sure to attend the many informal networking opportunities, where you’ll get to meet and greet your peers, the speakers, and relax and enjoy an evening with Michael Kelsey.

Don’t delay, register today – the discounted hotel room rate expires March 7, 2007. All rooms reserved after March 7th will be priced subject to availability.



 

Passageways Hires 2 New Employees:

Shelly Crawford joins Passageways as the Senior Sales Associate! Shelly has over 20 years of Sales and Marketing experience in the financial industry. She was previously employed with SilverCould.

Will Read joins the Passageways team as a Developer. Will earned his Bachelors in Computer Science from Purdue University. He has over 2 years of development experience. During this free time Will leads River City Fencing.

 

 


 

Update on e-Forms Builder Module and Release Dates

Introducing the New e-Forms Builder Module!


Business users can effortlessly create rich online forms without any technical skill set. e-Forms can easily be created, distributed and collected all within the Passageways Portal.

Module Highlights

Create
Business users can easily create a form utilizing the familiar Rich Text Editor with the added functionality of simply inserting fields such as dates, text boxes and drop down boxes.

Distribute

Once a form is created, end users can retrieve forms in the Passageways Portal or sent in an email. Forms can be distributed on the basis of role, workgroup, or individually.

Approvals

Forms can also be routed for approval by an employee’s supervisor. Supervisors can “digitally approve” forms using their unique ID within the Portal.

Collect

Information and data from each form can be collected through the Portal or in an email.

 

 

 

eForms Builder Module Icon
Click to Enlarge
 

 

Release Date: April, 2007




Spotlight: Board of Directors Portal!
Interested in Professional Services? Here's a sneak peak:

Who the Project was for: Granite State CU

The need for the service: GSCU wanted their Board Members to access information in their existing portal without creating network accounts for them. They also wanted to give their Board Members a much simplified and secure way to access information.

How Professional Services was able to meet the need: The Professional Services team worked closely with the Granite State Credit Union to create a solution that would meet their needs. This new solution that was delivered provided a single easy to use interface to Board Members to access Reports, Key People, Collaborate, etc. 

Time frame of completion: Under 2 weeks

Several other Organizations have signed up to deploy the Board of Directors Portal Solution offered by Passageways. Some of these organizations include:
  • Sun East Federal Credit Union
  • IH Mississippi Valley Credit Union 
  • Arizona Central Credit Union
  • Andrews Federal Credit Union
  • Granite State Credit Union

This solution can also be used by other committees to access information and collaborate with each other.

Contact Manan Relia at 765.497.8808 or mrelia@passageways.com to schedule a demo now!


Congratulations and Welcome New Customers

We are pleased to welcome the following organizations to Passageways and to congratulate them on their portal purchase:

  • Open Technology Solutions (CUSO), Centennial, CO  
  • T Bank, Dallas, TX


Passageways Launches New Website

Check out our new look at www.passageways.com

Please send us feedback at paroon@passageways.com



Tech Corner: On what page does your portal "land"?

Do you have a page full of important information that you want to ensure is being read by your employees each day? Ah...if only the portal would default to that page instead of Headquarters when I login! 

Great news! You can set your portal to "land" on another page. This is referred to as "Headquarters Redirect" and several customers are already utilizing this function.

Setting your portal to land on another page can be done quite easily by a network administrator or a portal administrator who has permission to access the portal server. A Knowledge Base article titled, "Redirecting Users to Another Page on Sign-on", is available on the Passageways Support Center and provides easy-to-follow instructions on redirecting your portal to "land" on a page of your choice.

Please contact Passageways Support at support@passageways.com or (765) 497-8815 for more information.

 

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Dates to Know  

April 2007:
PowWow: April 11-13 2007

Webinar: Help Desk v3.4
Wednesday, 03/14/2007
2:00 PM - 3:00 PM (ET)


Passageways @ Conferences:

Please visit us at the following events:

ICBA Conference, Honolulu
03/03/2007 - 03/05/2007

CUES Executive Technology Forum, Tucson 
03/05/2007 - 03/07/2007

SymEast Conference, Orlando 
03/21/2007 - 03/23/2007



Quick Links
Passageways Support

Contact Us
http://www.passageways.com

Sales
sales@passageways.com
Telephone: (765) 497-8832
Fax: (765) 497-8804 

Professional Services 
mrelia@passageways.com
Telephone: (765) 497-8808

Customer Support
support@passageways.com
Telephone: (765) 497-8815