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Introducing the Next Generation of CU*BASE GOLD

CU*BASE: The New GOLD Standard. Introducing the Next Generation of CU*BASE GOLD NGS Implementation Web Conference September 25, 2008 2:00 – 3:00 p.m. ET. Today’s Agenda. NGS Project Status Report NGS Sneak Peek Implementing NGS at Your Branches. Staying in the Loop about NGS.

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Introducing the Next Generation of CU*BASE GOLD

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  1. CU*BASE: The New GOLD Standard Introducing the Next Generation of CU*BASE GOLD NGS Implementation Web ConferenceSeptember 25, 2008 2:00 – 3:00 p.m. ET

  2. Today’s Agenda • NGS Project Status Report • NGS Sneak Peek • Implementing NGS at Your Branches

  3. Staying in the Loop about NGS • All of the documents we will mention today are available from the Kitchen page of our website • ...and this presentation will be, too! www.cuanswers.com/kitchen

  4. Staying in the Loop about NGS • The AnswerBook already has more than 20 items related to the switch to NGS

  5. NGS Project Status Report What have we been doing since “Platinum” was announced in 2006?

  6. A New User Interface “From the Ground Up” • Development has included creating (from scratch!): • 3,500+ CU*BASE program panels • 2,700 custom panels (90%+ are loan forms) • 150 panels with graphs or other special features • Online help updates for 2,000+ topics • ...our biggest user interface undertaking since GOLD went live in 2000! • NGS Team • 3 developers • 5 QC testers (1 contractor hired just for NGS)

  7. Testing a New User Interface • NGS installed on all CU*Answers staff terminals in July • Staff $$ incentive program to boost NGS testing • Beta started this week! • Western Districts (30 workstations), CorePlus (156), Safe Harbor (16) • Will convert new clients directly to NGS starting with Allegius CU on Nov. 1

  8. What about online help? • We are nearing completion of an update to all online help topics... new online help WILL be released along with NGS • Moving to web-based help • Same “WebHelp” application that is currently available from www.cuanswers.com • Allows for immediate updates of help topics, not dependent on the schedule of GOLD releases • Your workstation will also contain a local copy of help (gold.hlp) so you can add a desktop shortcut to get to help without launching CU*BASE

  9. NGS “Phase 2” • 150+ booklets still will need updated pictures and content • Updates will be ongoing starting in 2009 • 125+ online training demo movies need to be recreated • Online courses will still show GOLD versions into 2009 • Some “show me” and “let me” movies may be consolidated or eliminated • 40+ Excel / comma-delimited downloads to be reprogrammed • Includes some customized graphing also; will prioritize with about two-thirds to be completed in the first pass, and the rest throughout 2009 • Favorite background colors, and more... • ...we could spend hours just talking about the cool things we want to do with NGS (but that’s a topic for another day) NGS enhancements will be a key focus for all our releases, for many months (years!) to come!

  10. NGS Sneak Peek! Credit union logos will be incorporated into the NGS look starting early in 2009...now is a great time to order fresh, high-res logo artwork!

  11. Quirk Alert! Long Passwords + “Windows Classic” Theme = Problem for NGS! • Masked password fields (******) cannot be supported by NGS when using the “Windows Classic” theme on your desktop • Changes the dimensions of the input field just slightly and you can’t type your 10th character in! Windows XP Theme Windows Classic Theme

  12. Implementing NGS at Your Branches What Your CU Will Need to Do

  13. Update on NGS Rollout Events

  14. The Implementation Process • Three components that need to be upgraded: • Client (Seagull LegaSuite) • User Interface (GOLD...the New GOLD) • Future upgrades to this will be via your GUAPPLE or other method, same as how GOLD updates happen now) • Client Access (printers) • CU*BASE host programs are not being changed with the NGS release • Your last “old” CU*BASE GOLD update was Sept. 15 online/Sept. 22-23 self processor • Your first “new” CU*BASE GOLD release will be Nov. 17 online/Nov. 24-25 self processor (the Fall Release)

  15. Implementing NGS at Your Branches • Automated tool will • Uninstall old GOLD software • Migrate user information • Upgrade the JWalk Client to LegaSuite Windows Client 4.1 • Install the new NGS user interface files • Places a new GOLD icon on your desktop • Perform a necessary update to the Client Access tool used for printers • Person performing the upgrade must • Have administrator rights to each individual workstation • Physically run the automated application on each workstation • Requires about 15 minutes per workstation, depending on hardware

  16. Implementation Methods

  17. Is your hardware ready? • What implementation method will use you? (GUAPPLE is best!) • We expect that once NGS is live, we may be doing updates weekly, if not daily, for a period of time • ...now is the time to get your GUAPPLE! • With GUAPPLE: 97CUs (227 branches) • Without GUAPPLE: 35 CUs (63 branches) Special pricing on GUAPPLE units purchased before November 30! Check out this document on the Kitchen!

  18. Do you have the right size monitors? • NGS will completely fill a monitor set to 1024x768 resolution size • GOLD fills 800x600 • ...now is the time to upgrade your monitors! NGS screens are 25% larger! Check out this document on the Kitchen!

  19. Installation Support ServicesImplementation Period Runs Oct. 20 – Nov. 14! • Our WESCO Net Systems technicians are planning to provide after hours and weekend support during the implementation period • So that we can plan for appropriate support staff to be available, you will need to sign up for a specific time when you will be starting the install on all of your workstations • Remember to allow at least 15 minutes per workstation • If you have multiple branches, you can work them simultaneously with different staff, or spread them out • Depends on your staff availability • Also depends on your implementation method! (CD-ROM, GOLD-Master PC, or GUAPPLE)

  20. What You Need to Do Now • Sign up for your implementation timeslot • Go to the following website: • Follow the instructions to choose a start time • You will receive a confirmation email with contact information for your assigned technician • We will also send installation instructions and documentationto you http://updates.cubase.org/ngs_schedule.php

  21. Performing the Installation • On your implementation date(s), follow the instructions on your installation documentation to physically install the upgrades at each workstation • Remember that even if you have a GUAPPLE, you still have to sign in to every workstation (with administrator privileges) and run the routine • Your assigned technician will be available to answer questions and provide assistance as needed Between Sept. 29 and Oct. 20, someone from our Xtension Call Center will be contacting your CU to make sure you are signed up!

  22. Last but not least...NGS is a Temporary Term • Once NGS has been implemented for all credit union workstations, we once again will be back to GOLD!

  23. Thanks for attending today! Remember to watch the Kitchen: www.cuanswers.com/kitchen

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