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Office Admin & User Settings: Is it Time for a “Spring Tune-Up”?

SmartOffice 2008 BGA Webinar Series #4. Office Admin & User Settings: Is it Time for a “Spring Tune-Up”?. Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 Stay on line through silence and we will connect shortly. Agenda.

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Office Admin & User Settings: Is it Time for a “Spring Tune-Up”?

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  1. SmartOffice 2008 BGA Webinar Series #4 Office Admin & User Settings: Is it Time for a “Spring Tune-Up”? Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 Stay on line through silence and we will connect shortly. E-Z Data Confidential

  2. Agenda E-Z Data Confidential E-Z Data Confidential

  3. Webinar Questions & Follow-up • Type your questions and click the “send” button • Questions will be answered in Q&A at the end of call as timing permits with follow up in User Forum and direct e-mail • Note: To see the presentation in FULL without scrolling, click on the minimize option in the iLinc Application Display Toolbar (then move it below presentation and then simply open/maximize it to ask a question) Type and send questions here . . . E-Z Data Confidential

  4. Smart Office 6 -- Mini-Series • Coming Soon! • 30 minute sessions with high-impact, quick takeaways (powerful methods for marketing, sales, relationship-building and agency management) • Learn new tricks (sooner than later) • Teach yourself new habits • Focus on core competencies of wholesale brokerage Watch for e-mail communications on dates and times, feel free to invite BGA and others!

  5. Ramp Up Your SmartOffice 6 “Know How”… • Sneak Peek Access now available! • Just add _v6 to office name • …and consider joining the User Forum E-Z Data Confidential

  6. So Let’s Get Started..Admin Spring Cleaning Check List 1st…Assess • SmartOffice Set-up to Meet Strategic Needs? • Individual PC Settings Up-to-Date? • Office Security Needs Analyzed? • Training and Know-How OK? • Office Organization Still the Same? Then…Adjust • Security • Office Settings • User Assignments, Permissions, Proxies, etc. • Documentation and Training

  7. Spring Cleaning – Office Setup Strategy Questions • Is SmartOffice set up for how your office and people work? • Is SmartOffice set up for empowering your employees to know to be flexible to serve and sell? • Are your documents/communications as professional as you want them to be? • Do your user rights match their job roles? • Do your office settings match the way your team uses client information?

  8. SmartOffice 6: Prepped for Success E-Z Data Confidential

  9. SmartOffice Security: Basic Breakdown SmartOffice Security controls how the office and users function within SmartOffice. 2 levels of control: • Office Setup • User Setup • Key to productivity, data integrity and overall experience with the application • Administrator is key gatekeeper in this equation E-Z Data Confidential

  10. More on SmartOffice Security • Power and views dependent on Security settings • Check User Assignments • Align Proxies – help avoid conflicts and increase productivity • Ensure accuracy of basic user data

  11. Training and Documentation 24X7 SmartOffice 6User Guides and documentation for Office Administration are now inside SmartOffice E-Z Data Confidential

  12. Office Administration: Defining It E-Z Data Confidential

  13. Office Administration E-Z Data Confidential

  14. Office Administration E-Z Data Confidential

  15. Ready to Adjust? Office Settings Inside SmartOffice • Let’s take a quick look… http://demo.ez-data.com/USA60 Setup Office Settings User Accounts User Rights Templates

  16. Summary and Takeaways • View and Manage the “Big Picture” with: • Security Setting – On or Off • Global Proxy • User Accounts (List) • Make Your Role Easier with: • Default User Settings • User Rights Templates • Ease Auditing and Compliance with: • SmartPad Recording Settings • Disclaimers • Protect Communication Option (6 only) FULL PRESENTATION @ http://www.ez-data.com/bga2008/webinar

  17. Mark the Date and C’mon Down… BGA Client Partner Conference Sept 14 – 16th, 2008 in Dallas, TX Register today at: http://www.ez-data.com/bga2008 Suggestions for topics, speakers, etc? E-mail or call Meg at 626.585.3505 x7366 or meg.rose@ezdata.com Thank you for your time and your business. Stay tuned for Q&A. E-Z Data Confidential

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