E-Z Data Confidential

SmartOffice 6 Mini Series:

The Power of SmartOffice 6 and Imaging/Service Provider

Integrations

Welcome! This Webinar will be 30 minutes in length.

Please dial into: (712) 432-3000 Code = 238510

SmartOffice 2008 BGA Webinar Series

E-Z Data Confidential

AgendaAGENDA

April 10, 2023 Topic Time

Welcome and Introductory Content

John McFaddenGeneral Manager, BGA Services

Meg Rose, FLMI, ACSBusiness Relationship Manager, BGA Markets

5 minutes

The Power of SmartOffice 6 and Imaging/Service Provider Integrations

Carolyn CarrascoProduct Manager, Integrations

Bryan EshelbrennerAssociate Director, Product Management

20 minutes

Questions and Answers 5 minutes

E-Z Data Confidential

E-Z Data Confidential

Webinar Questions & Follow-up

> Text chat available, if needed> Q&A at the end of call will allow

for verbal questions (* and then 5)> Follow-up e-mails and phone calls

welcomed

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 here if needed

E-Z Data Confidential

Ramp Up Your SmartOffice 6 “Know How”…

It’s like getting a new model of your car…

1) Setting it Up for Your Comfort and “Drivability”> Home Page Personalization> Key BGA Business Management Reports> Highlights of 6.0 Enhancements in SmartOffice Modules

2) Learn More about Options:º WinFlex Web Demoº Example Service Provider and Imaging Integrationsº Mobile PDA Option

3) Maximize Your Investmentº Overview of Wish List Items Integrated from 2007 CPCº Preview and Pre-CPC Wish List Session Webinar (Aug 24, Sept 4)º Attend our Client Partner Conference (BGA CPC) in 2008

SmartOffice 6 -- Mini-Series

Value of SmartOffice with Integrations

> Allows launch and use of data and documents right from SmartOffice

> Allows data exchange and access from SmartOffice to Vendor Partner’s Software

> Automates a process that may have been manual and/or redundant previously

SmartLink for PaperClip

> This integration allows you to export data from SmartOffice to the PaperClip software.

> Benefits of sharing, tracking and reporting > Free Module available as add-on to

SmartOffice BGA Edition. Simply request to turn on.

> For more information on the PaperClip application, visit www.paperclip.com

SmartLink for Intellisys (ExamOne)

• This integration allows viewing of a contact’s existing documents that are linked at the Intellisys (ExamOne) Web site from SmartOffice.

• Free Module is available as add-on to SmartOffice BGA Edition – simply request to turn on

• For more information on the Intellisys (ExamOne) application, please visit www.examone.com

How it Works

Demo

Carolyn Carrasco

Product Manager, Integrations

Bryan EshelbrennerAssociate Director, Product

Management

Summary of Benefits

> FREE and Easy Set-up through SmartLink> Simplicity of Use> Work Flow Advantages and Automation> Minimizes Typing, Clicking, Human Errors

and Data Redundancy> Allows for Centralized Document Access,

and Tracking, Reporting and Management Application Information

> Audit Trail/Compliance Advantage

Today’s Mini-Webinar Takeaways

1. How these integrations are set-up in and work through SmartOffice

2. Ideas on how to integrate with work-flow and SmartOffice

3. Unique advantages for BGAs in document and data management

Apply and customize use in your own environment.

Next SmartOffice BGA Webinar

Thursday August 7th, 2pm ET

SmartOffice Wherever You Are!:A Quick Look at the SmartOffice Mobile

PDA Module

Hosted by E-Z Data’s Meg Rose (“guest star” TBA)

Watch for invite and register online.

E-Z Data Confidential

C’mon Down to BGA CPC…

Register today at: http://www.ez-data.com/bga2008

Suggestions for topics, follow-up questions, etc?

Meg Rose, Business Relationship Manager, BGA Markets

phone: 626.585.3505 x7366 e-mail: meg.rose@ezdata.com

Thank you for your time and your business.

Stay tuned for Q&A.