E-Z Data Confidential

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

SmartOffice 2009 BGA Webinar Series

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AgendaAGENDA

January 29, 2009 Topic Time

Welcome and Introduction

John McFaddenGeneral Manager, BGA Services

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3 minutes

SmartOffice Release Cycle: 2009 Schedule and Insider’s View

Eric BurgessAssoc. Director, Product Management

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20 minutes

Q&A Session

BGA Participants

5-7 minutes

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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.

SmartOffice Product Management

1. Why do we change SmartOffice?

2. Development Process and Issue Resolution

3. 2009 SmartOffice Release Schedule

4. SmartOffice Beta Tester Program

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Why do we change SmartOffice?

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Enhancements / Product Improvements

Input from Sales / Marketing Technology Initiatives

Customer Feedback Internal Feedback

Issue Fixes

Input from Sales / Marketing Technology Fixes

Customer Feedback Internal QA

Roadmap for Release

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> Quality commitment to all users

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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)

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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?

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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.

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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

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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

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SmartOffice Beta TestersRequirements

• 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

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SmartOffice Beta TestersBenefits

• 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

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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

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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 at www.ez-data.com/bga

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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.