1. West Virginia Secretary of State Natalie E. Tennant Enhanced Communications

2. West Virginia Secretary of State Natalie E. Tennant Background: 2002 Analog Phone System No in-house support Delays in configuration changes Greater focus on Customer Service Need for faster communications between staff members Integrated features with existing technologies Desire to implement VoIP

3. Process: Develop a Request for Quotation (RFQ) Select a Vendor Establish Timeline Identify Pilot Group Develop a Project Plan & Track Progress Develop Documentation Train the end-users West Virginia Secretary of State Natalie E. Tennant

4. Unified Communications Requirements: Unified Messaging Presence Management PC-based Call Control Instant Messaging Video Calling Audio Conferencing Audio, Video, Web Conferencing/ Collaboration Remote-Worker Flexibility Secure External Location Access Mobile Connectivity

5. West Virginia Secretary of State Natalie E. Tennant DEMONSTRATION

6. West Virginia Secretary of State Natalie E. Tennant Contact Information: Beth Ann Surber (304) 558-6000 bsurber@wvsos.com www.wvsos.com Thank You!

7. Constituent Communication & Outreach

8. Finding connections that work – Website publications Phone team Washington State Bar Association Service organization meetings Multi-agency communication Nonprofit and charities education

9. Website publications: Division website has over 1.2 million unique users per year Users perform more than 5 million entity searches per year The home page is utilized for important news and events Quarterly newsletter & annual report – law changes & rule changes – consumer alerts

10. Phone team: Nearly 150,000 calls per year Callers are looking for help or information on filings Opportunity for individualized service

11. Washington State Bar Association: Attend committee meetings as SME’s for Secretary of State filings Participate in shaping business law that affects the filing process Opportunity to provide feedback on existing law

12. Semi-annual meetings with Service Organizations and Legal Firms: Build a rapport with professional filers Receive feedback and suggestions on current services also suggestions for future services and systems Provide feedback to the organizations

13. Multi-agency Small Business Team: Monthly meetings with representatives from 26 state agencies Collaborate public presentations and outreach to associations Created public resources including videos and business guides

14. Nonprofit and charities education: Provide information on Board Member fiduciary responsibility Provide information to stay in compliance with state regulations Provide education for donors to “Give Wisely”

15. QUESTIONS? Patrick Reed Operations Manager, Washington Secretary of State, Corporations and Charities division patrick.reed@sos.wa.gov 360-725-0358