The Power of Integration Innovative approaches to Integration using

SmartIntegrator, DataXchange, and other Powerful Integration Tools

E-Z Data Confidential

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!

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

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

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“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

“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

Illustration 1:HSBC’s Application Manager

Simplified UI and custom workflow

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

Under the hood…

• Powered by SmartIntegrator • Java, html, javascript

• Base code is not touched for enhancements

Illustration 2: M Financial’s Links to Carriers Enhancement

Linking other web sites from SmartOffice

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

Why An Electronic Link?• Carrier websites contain additional

functionality – Submit address changes– Research premium has been received– Reallocate variable sub-accounts

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

Turns 20 clicks into 2 – Step 1

Turns 20 clicks into 2 – Step 2

Display Current Policy Values

Illustration 3 Resource Center

Custom workflow to improve productivity

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

Resource Center – shows all “resource” type users

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“Deep Link” to Day View with the selected resources

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“Deep Link” to Week View with the selected resources

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“Deep Link” to Month View with the selected resources

E-Z Data Confidential

Illustration 4: A Fictional Requirement

Extending SmartOffice without customizing

• 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!

Fictional RequirementLead Grabber

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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

1. Custom icon to launch Lead Grabber

2. User-role based launch

• Different roles … different workflows• Leverage your technical resources!• Empower your users!

• Different roles … different workflows• Leverage your technical resources!• Empower your users!

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

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

Questions to the Panel

E-Z Data Confidential

The Power of Integration Innovative approaches to Integration using

SmartIntegrator, DataXchange, and other Powerful Integration Tools

E-Z Data Confidential