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Spring Tune-Up for SmartOffice: Optimize Admin & User Settings

Join our 30-minute webinar focused on optimizing your SmartOffice setup for better performance. Discover essential "spring cleaning" tactics for office administration, including assessing individual PC settings, office security needs, and user assignments. We will cover key topics in SmartOffice 6, helping you align your system with strategic goals and empower employees to excel. Engage in a live Q&A session and gain valuable insights to improve your office's efficiency. Don't miss this opportunity to enhance your SmartOffice experience!

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Spring Tune-Up for SmartOffice: Optimize Admin & User Settings

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  1. SmartOffice 2008 BGA Webinar Series #4 Office Admin & User Settings: Is it Time for a “Spring Tune-Up”? Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 Stay on line through silence and we will connect shortly. E-Z Data Confidential

  2. Agenda E-Z Data Confidential E-Z Data Confidential

  3. Webinar Questions & Follow-up • Type your questions and click the “send” button • Questions will be answered in Q&A at the end of call as timing permits with follow up in User Forum and direct e-mail • 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) Type and send questions here . . . E-Z Data Confidential

  4. Smart Office 6 -- Mini-Series • Coming Soon! • 30 minute sessions with high-impact, quick takeaways (powerful methods for marketing, sales, relationship-building and agency management) • Learn new tricks (sooner than later) • Teach yourself new habits • Focus on core competencies of wholesale brokerage Watch for e-mail communications on dates and times, feel free to invite BGA and others!

  5. Ramp Up Your SmartOffice 6 “Know How”… • Sneak Peek Access now available! • Just add _v6 to office name • …and consider joining the User Forum E-Z Data Confidential

  6. So Let’s Get Started..Admin Spring Cleaning Check List 1st…Assess • SmartOffice Set-up to Meet Strategic Needs? • Individual PC Settings Up-to-Date? • Office Security Needs Analyzed? • Training and Know-How OK? • Office Organization Still the Same? Then…Adjust • Security • Office Settings • User Assignments, Permissions, Proxies, etc. • Documentation and Training

  7. Spring Cleaning – Office Setup Strategy Questions • Is SmartOffice set up for how your office and people work? • Is SmartOffice set up for empowering your employees to know to be flexible to serve and sell? • Are your documents/communications as professional as you want them to be? • Do your user rights match their job roles? • Do your office settings match the way your team uses client information?

  8. SmartOffice 6: Prepped for Success E-Z Data Confidential

  9. SmartOffice Security: Basic Breakdown SmartOffice Security controls how the office and users function within SmartOffice. 2 levels of control: • Office Setup • User Setup • Key to productivity, data integrity and overall experience with the application • Administrator is key gatekeeper in this equation E-Z Data Confidential

  10. More on SmartOffice Security • Power and views dependent on Security settings • Check User Assignments • Align Proxies – help avoid conflicts and increase productivity • Ensure accuracy of basic user data

  11. Training and Documentation 24X7 SmartOffice 6User Guides and documentation for Office Administration are now inside SmartOffice E-Z Data Confidential

  12. Office Administration: Defining It E-Z Data Confidential

  13. Office Administration E-Z Data Confidential

  14. Office Administration E-Z Data Confidential

  15. Ready to Adjust? Office Settings Inside SmartOffice • Let’s take a quick look… http://demo.ez-data.com/USA60 Setup Office Settings User Accounts User Rights Templates

  16. Summary and Takeaways • View and Manage the “Big Picture” with: • Security Setting – On or Off • Global Proxy • User Accounts (List) • Make Your Role Easier with: • Default User Settings • User Rights Templates • Ease Auditing and Compliance with: • SmartPad Recording Settings • Disclaimers • Protect Communication Option (6 only) FULL PRESENTATION @ http://www.ez-data.com/bga2008/webinar

  17. Mark the Date and C’mon Down… BGA Client Partner Conference Sept 14 – 16th, 2008 in Dallas, TX Register today at: http://www.ez-data.com/bga2008 Suggestions for topics, speakers, etc? E-mail or call Meg at 626.585.3505 x7366 or meg.rose@ezdata.com Thank you for your time and your business. Stay tuned for Q&A. E-Z Data Confidential

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