e-z data confidential smartoffice 6 mini series: the power of smartoffice 6 and imaging/service...
TRANSCRIPT
E-Z Data Confidential
SmartOffice 6 Mini Series:
The Power of SmartOffice 6 and Imaging/Service Provider
Integrations
Welcome! This Webinar will be 30 minutes in length.
Please dial into: (712) 432-3000 Code = 238510
SmartOffice 2008 BGA Webinar Series
E-Z Data Confidential
AgendaAGENDA
April 10, 2023 Topic Time
Welcome and Introductory Content
John McFaddenGeneral Manager, BGA Services
Meg Rose, FLMI, ACSBusiness Relationship Manager, BGA Markets
5 minutes
The Power of SmartOffice 6 and Imaging/Service Provider Integrations
Carolyn CarrascoProduct Manager, Integrations
Bryan EshelbrennerAssociate Director, Product Management
20 minutes
Questions and Answers 5 minutes
E-Z Data Confidential
E-Z Data Confidential
Webinar Questions & Follow-up
> Text chat available, if needed> Q&A at the end of call will allow
for verbal questions (* and then 5)> Follow-up e-mails and phone calls
welcomed
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 here if needed
E-Z Data Confidential
Ramp Up Your SmartOffice 6 “Know How”…
It’s like getting a new model of your car…
1) Setting it Up for Your Comfort and “Drivability”> Home Page Personalization> Key BGA Business Management Reports> Highlights of 6.0 Enhancements in SmartOffice Modules
2) Learn More about Options:º WinFlex Web Demoº Example Service Provider and Imaging Integrationsº Mobile PDA Option
3) Maximize Your Investmentº Overview of Wish List Items Integrated from 2007 CPCº Preview and Pre-CPC Wish List Session Webinar (Aug 24, Sept 4)º Attend our Client Partner Conference (BGA CPC) in 2008
SmartOffice 6 -- Mini-Series
Value of SmartOffice with Integrations
> Allows launch and use of data and documents right from SmartOffice
> Allows data exchange and access from SmartOffice to Vendor Partner’s Software
> Automates a process that may have been manual and/or redundant previously
SmartLink for PaperClip
> This integration allows you to export data from SmartOffice to the PaperClip software.
> Benefits of sharing, tracking and reporting > Free Module available as add-on to
SmartOffice BGA Edition. Simply request to turn on.
> For more information on the PaperClip application, visit www.paperclip.com
SmartLink for Intellisys (ExamOne)
• This integration allows viewing of a contact’s existing documents that are linked at the Intellisys (ExamOne) Web site from SmartOffice.
• Free Module is available as add-on to SmartOffice BGA Edition – simply request to turn on
• For more information on the Intellisys (ExamOne) application, please visit www.examone.com
How it Works
Demo
Carolyn Carrasco
Product Manager, Integrations
Bryan EshelbrennerAssociate Director, Product
Management
Summary of Benefits
> FREE and Easy Set-up through SmartLink> Simplicity of Use> Work Flow Advantages and Automation> Minimizes Typing, Clicking, Human Errors
and Data Redundancy> Allows for Centralized Document Access,
and Tracking, Reporting and Management Application Information
> Audit Trail/Compliance Advantage
Today’s Mini-Webinar Takeaways
1. How these integrations are set-up in and work through SmartOffice
2. Ideas on how to integrate with work-flow and SmartOffice
3. Unique advantages for BGAs in document and data management
Apply and customize use in your own environment.
Next SmartOffice BGA Webinar
Thursday August 7th, 2pm ET
SmartOffice Wherever You Are!:A Quick Look at the SmartOffice Mobile
PDA Module
Hosted by E-Z Data’s Meg Rose (“guest star” TBA)
Watch for invite and register online.
E-Z Data Confidential
C’mon Down to BGA CPC…
Register today at: http://www.ez-data.com/bga2008
Suggestions for topics, follow-up questions, etc?
Meg Rose, Business Relationship Manager, BGA Markets
phone: 626.585.3505 x7366 e-mail: [email protected]
Thank you for your time and your business.
Stay tuned for Q&A.