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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
E-Z Data Confidential
AgendaAGENDA
January 29, 2009 Topic Time
Welcome and Introduction
John McFaddenGeneral Manager, BGA Services
E-Z Data
3 minutes
SmartOffice Release Cycle: 2009 Schedule and Insider’s View
Eric BurgessAssoc. Director, Product Management
E-Z Data
20 minutes
Q&A Session
BGA Participants
5-7 minutes
E-Z Data Confidential
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
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
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 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
E-Z Data Confidential
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
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 www.ez-data.com/bga
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?
E-mail: [email protected] Direct phone: 404-486-9866
Thank you for your time and your business.