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) Code = SmartOffice 2009 BGA Webinar Series

E-Z Data Confidential Agenda AGENDA January 29, 2009TopicTime Welcome and Introduction John McFadden General Manager, BGA Services E-Z Data 3 minutes SmartOffice Release Cycle: 2009 Schedule and Insider’s View Eric Burgess Assoc. Director, Product Management E-Z Data 20 minutes Q&A Session BGA Participants 5-7 minutes E-Z Data Confidential

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 SmartOffice Release Schedule 4.SmartOffice Beta Tester Program E-Z Data Confidential

Why do we change SmartOffice? E-Z Data Confidential

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 E-Z Data Confidential

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

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

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

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

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

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

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

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

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

E-Z Data Confidential We Want Your Input How Can We Be a Better Business Partner? Suggestions for topics or to request further business development and partnership opportunities? Direct phone: Thank you for your time and your business.