E-Z Data Confidential

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.

SmartOffice 2008 BGA Webinar Series #4

E-Z Data Confidential

AgendaAGENDA

Thursday May 1, 2008 Topic Time

WelcomeJohn McFadden

General Manager, BGA Services

Meg Rose, FLMI, ACSBusiness Relationship Manager, BGA Markets

5 minutes

An Overview of Office Settings and User Setup in SmartOffice

Meg Rose

20 minutes

Questions and Answers

Stacey GabaldonProduct Manager

Meg Rose

5 minutes

E-Z Data Confidential

E-Z Data Confidential

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 . . .

> 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!

Smart Office 6 -- Mini-Series

E-Z Data Confidential

Sneak Peek Access now available!

Just add _v6 to office name

…and consider joining the User Forum

Ramp Up Your SmartOffice 6 “Know How”…

1st…AssessSmartOffice 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

So Let’s Get Started..Admin Spring Cleaning Check List

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?

SmartOffice 6: Prepped for Success

E-Z Data Confidential

Windows XP with Service Pak 2 or later and latest Microsoft Updates

Internet Explorer 7.0 or later

Microsoft Office Suite 2003 or 2007 with latest updates

Adobe Reader 6.0 or later

Lotus® Notes® Version 6.5.1 or laterDownload the latest Office updates at http://office.microsoft.com/enus/downloads/maincatalog.aspx

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

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

Training and Documentation 24X7

E-Z Data Confidential

SmartOffice 6User Guides and documentation for Office Administration are now inside SmartOffice

Office Administration: Defining It

E-Z Data Confidential

Office Administration

E-Z Data Confidential

Office Administration

E-Z Data Confidential

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

Summary and Takeaways1. View and Manage the “Big Picture” with:

º Security Setting – On or Offº Global Proxyº User Accounts (List)

2. Make Your Role Easier with:º Default User Settingsº User Rights Templates

3. Ease Auditing and Compliance with:º SmartPad Recording Settingsº Disclaimersº Protect Communication Option (6 only)

FULL PRESENTATION @ http://www.ez-data.com/bga2008/webinar

E-Z Data Confidential

Mark the Date and C’mon Down…

BGA Client Partner Conference Sept 14 – 16th, 2008 in Dallas, TXRegister 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.