The Power of Integration

1. The Power of Integration Innovative approaches to Integration using SmartIntegrator, DataXchange, and other Powerful Integration Tools E-Z Data Confidential

2. SmartIntegrator in a Nutshell • Well defined way to communicate with SmartOffice • A proven tool to enhance SmartOffice • E-Z Data uses this tool very widely • More people are extending SmartOffice than ever before. • Ameriprise Financial, HSBC, MetLife, M Financial, NFP • 3rd Party Systems Integrators, e.g. • Investigo, Marketing Library, and Trumark • E-Z Data expects this trend to increase and encourages this!

3. OK, SI is data access layer… but have you considered? • Building simplified UI and custom workflow • Making SmartOffice data available in your portlets • Linking to other websites from SmartOffice

4. SmartIntegrator and SOA • IBM validated E-Z Data’s Web Services and Service Oriented Architecture (SOA) strategies • SOA validation certification is obtained from IBM’s center of excellence “SOA is an increasingly important business requirement for organizations because of the business flexibility it enables. E-Z Data’s commitment to SOA provides their customers with a powerful way to implement integration projects and extend SmartOffice quickly and cost effectively.” - Sandy Carter, Vice President of IBM SOA and WebSphere E-Z Data Confidential

5. Illustration 1:HSBC’s Application ManagerSimplified UI and custom workflow

6. Business Driver – Selling Insurance Products in Branches • Insurance Specialists work in branches of HSBC across USA • Insurance specialists sell Life and Annuity products to bank customers • Some insurance sales people sell multiple products per week, others sell one per year • The workflow has to be extremely simple as the users are not case specialists • To capture vital demographic and policy related information • Back Office team uses pending case module of SmartOffice

16. Under the hood… • Powered by SmartIntegrator • Java, html, javascript • Base code is not touched for enhancements

17. Illustration 2: M Financial’s Links to Carriers EnhancementLinking other web sites from SmartOffice

18. Links to Core Carriers • M Financial has close relationships with six life insurance carriers • Pacific Life, Prudential, John Hancock, Lincoln Financial Group, Sun Life, and Nationwide • Although M Financial offices are independent, approx 90% of M Financial life business is placed with our partner carriers

19. Why An Electronic Link? • Carrier websites contain additional functionality • Submit address changes • Research premium has been received • Reallocate variable sub-accounts

20. Why An Electronic Link?(Continued) • Before • Several manual steps • Identify policy in SmartOffice • Navigate to the policy on the carrier site • After • Reduced the clicks dramatically • From SmartOffice single click to the same policy on a carrier’s website

21. Turns 20 clicks into 2 – Step 1

22. Turns 20 clicks into 2 – Step 2

23. Display Current Policy Values

24. Illustration 3 Resource Center Custom workflow to improve productivity

25. Resource Center • E-Z Data’s portal • A reference implementation for new concepts • What is resource center? • E-Z Data uses SmartOffice calendar to manage internal resources (conference room, conference bridge number, projector, etc.,) • Provide a quick navigation to calendars of multiple resources • A typical conference call involves reserving • A conference room • Conference bridge line • Helps to identify resource(s) availability quickly

26. Resource Center – shows all “resource” type users E-Z Data Confidential

27. “Deep Link” to Day View with the selected resources E-Z Data Confidential

28. “Deep Link” to Week View with the selected resources E-Z Data Confidential

29. “Deep Link” to Month View with the selected resources E-Z Data Confidential

30. Illustration 4: A Fictional RequirementExtending SmartOffice without customizing

31. Fictional RequirementLead Grabber • Have you heard similar requirements before? • Leads managers would like the New Business people to identify appropriate marketing campaigns for a prospect, and sign people up for a newsletter. • New Business departments would like “contact add” workflow. • Agents would like better verification of contact details • We heard from Curt Rynties on “Quality of Data” • Wouldn’t you like to fulfill these requirements and… • Make users happier • Increase users adoption • In the past, these changes were done as customization • Not any more…. • Your development team can enhance these capabilities in SmartOffice!

32. Custom icon to launch Lead Grabber • User-role based launch • Call Center/Advisor’s version • Add to “newsletter” set • Drop in campaign • Manager’s version • Add to “newsletter” set • Send “Thank you” letter • Drop in campaign • Send seminar invite • Assign to nominated Advisor • Different roles … different workflows • Leverage your technical resources! • Empower your users! E-Z Data Confidential

33. What else is cooking in v6… • Dynamic Report is available as a “service”! • Imagine the possibilities… • Heavy lifting has already been done for you • Mix and match dynamic reports and have it delivered via email • Top producers and their productivity report on daily basis • Asset allocation mismatch alert • Build powerful nightly extracts • Contacts/Policies that have been modified yesterday in SmartOffice

34. Takeaways • Identify developers within your organization • Learn more about SmartIntegrator JumpStart package… • Train your developers • Empower your users by leveraging your technical resources! • SmartIntegrator Development Community • Client Partners • Vendor Partners • Systems Integrators • Freelance Developers

35. Questions to the Panel E-Z Data Confidential

36. The Power of Integration Innovative approaches to Integration using SmartIntegrator, DataXchange, and other Powerful Integration Tools E-Z Data Confidential