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SmartOffice Release Cycle: 2009 Schedule and Insider’s View

SmartOffice 2009 BGA Webinar Series. SmartOffice Release Cycle: 2009 Schedule and Insider’s View. Welcome! This Webinar will be 30 minutes in length. Please dial into: (218) 486-7200 Code = 171058. Agenda. E-Z Data Confidential. Questions and iLinc Tips.

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SmartOffice Release Cycle: 2009 Schedule and Insider’s View

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  1. SmartOffice 2009 BGA Webinar Series SmartOffice Release Cycle: 2009 Schedule and Insider’s View Welcome! This Webinar will be 30 minutes in length. Please dial into: (218) 486-7200 Code = 171058 E-Z Data Confidential

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

  3. Questions and iLinc Tips • 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) • Should you need assistance you can use the text chat. • Phones have been muted, 5 and then * will allow you to raise hand and we’ll un-mute your line. • We have allocated time for suggestions and questions at the end of the call. E-Z Data Confidential

  4. SmartOffice Product Management • Why do we change SmartOffice? • Development Process and Issue Resolution • 2009 SmartOffice Release Schedule • SmartOffice Beta Tester Program E-Z Data Confidential

  5. Why do we change SmartOffice? E-Z Data Confidential

  6. Development Overview • Two active versions in development • Future Development • Current Release • Enhancements documented by Product Management Team • Issues reported through support and managed by Product Managers • Critical items advanced more quickly as a ‘patch’ to the existing version • 72-hour response for plan of action • Qualitycommitment to all users E-Z Data Confidential

  7. Issue Resolution Process • Reported by support – training issue or genuine defect? • Advanced to the Business Product Manager – analyzed and documented • Production Support Developer provides a solution patched to an EZD test server • Product Management team verifies issue • Promoted to a duplicate QA server • Promoted to SmartOffice Online during next patch cycle (or sooner) E-Z Data Confidential

  8. Product Development Process • Releases: Major, Branch or Service • ~65 Product Managers, Business Analysts, and quality assurance staff • Automated Testing executes approximately 2,000 test plans • Manual testing includes 6,000 more test scripts for Major and Branch releases • All new items, ‘smoke testing’ and negative testing performed on Service Releases • Each new issue results in a new test script Yeah – but do you test my workflows? E-Z Data Confidential

  9. 2009 SmartOffice Releases Version v6.7 – Releases Q2 • Branch Release with a service focus • Mass correspondence improvements • Pending Case and Commissions solutions • SmartView Case Status refinements • Resource Office Beta improvements • Service Provider improvements • Additional requested Merge Codes • Home Page improvements, Contact Deletion with holdings, etc. E-Z Data Confidential

  10. 2009 SmartOffice Releases Version v6.8 – Releases Q4 • Branch Release with a service focus • Resource Office in full release • Workflow enhancement • Pending Case and Commissions solutions • Critical Wish List items from BGA CPC ‘09 • SmartBenefits enhancements • Mobile solutions E-Z Data Confidential

  11. SmartOffice Beta Testers We want your input to help us focus on what you find most important! Our plan: • Visit BGA offices and shadow case managers and staff • Document workflows for test plans • Record interaction with SmartOffice • Build a closer partnership with you and the SmartOffice BGA user community E-Z Data Confidential

  12. SmartOffice Beta Testers Requirements • Patience and understanding! • Excitement about new changes • Interest in sharing feedback • Willingness to host us for a visit and have your team shadowed • Commitment to review our test plans with us after the visit • Willingness to join forums, webinars or similar outreach about new enhancements E-Z Data Confidential

  13. SmartOffice Beta Testers Benefits • Latest, greatest version • A chance to help mold new versions • Previews of enhancements • More direct interaction with the Product Team • Assurance that your specific workflows are tested in each release • Special pricing E-Z Data Confidential

  14. SmartOffice Product Management Still Interested? Contact Meg Rose • More insight into our process • Quick overview of what to expect in 2009 • SmartOffice Beta Tester Plans • Commitment to a true partnership with you to provide the best possible service Thank you for joining the session today E-Z Data Confidential

  15. Plan to Attend the BGA CPC 2009! • September 13-15, 2009 • St. Louis, MO • Exceptional learning and networking opportunities • BGAs, Carrier and Vendor Partners • User Driven - Input from BGA Advisory Council on meeting content • Take Me Out to the Ball Game… More INFO atwww.ez-data.com/bga

  16. We Want Your Input How Can We Be a Better Business Partner? Suggestions for topics or to request further business development and partnership opportunities? E-mail: meg.rose@ezdata.com Direct phone: 404-486-9866 Thank you for your time and your business. E-Z Data Confidential

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