1. Jim Antonino, CTO

2. More Ewoks

3. Future of ClientSpace  Steering Committee  Innovation & Elegance  What’s Next?  Questions

4. Innovation 11 development cycles 126 peanut deliverables 197 chocolate deliverables 355 candy deliverables

5. What’s Next? Finish ClientSpaceNext 1.0 Focus on Productivity and Usability More Integration Less About New Modules Better End User Adoption

6. Finish ClientSpaceNext 1.0 Calendar Administrative Functionality A Few More Datatypes Tweaking the UI Active Reports Performance Tuning

7. Finish ClientSpaceNext 1.0 Benefits Reconciliation Outlook Add-In A Whole New Level of QA – Standardize Terms – Reorganize Forms – Ensure Links are Added Where Needed – Minimize Clicks

8. Productivity and Usability A Notification Center that Will Be Used Email Templates Move Beyond Data Management Saved Searches Better Phone Responsiveness

9. Integration Already have PrismHR, RiskMD, SalesForce eSignature Phone System Integration Marketing – Marketo or Constant Contact API? App Plugins?

10. Adoption Elegance Better Help – Direct Integration With KnowledgeSpace – Integrated Walkthroughs – Light Up Help – Chat? Virtual Suggestion Box Personalization