Title: SmartOffice 6 Mini Series: Power Reports!: BGA Reports and How to Create and Use Them To Your Advantage
1SmartOffice 6 Mini Series Power Reports! BGA
Reports and How to Create and Use Them To Your
Advantage
SmartOffice 2008 BGA Webinar Series
- Welcome! This Webinar will be 30 minutes in
length. - Please dial into (712) 432-3000
- Code 238510
2Agenda
AGENDA AGENDA AGENDA
Thursday May 22, 2008 Topic Time
Welcome Karla OchoaSales and Marketing Assistant John McFadden General Manager, BGA Services 3 minutes
Power Reporting for BGAs in SO 6 Meg Rose, FLMI, ACS Business Relationship Manager, BGA Markets Stacey Gabaldon Product Manager, BGA Markets 20 minutes
Questions and Answers 5 minutes
E-Z Data Confidential
3Webinar Questions Follow-up
- Type your questions and click the send button
- Questions will be answered in QA 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 . . .
4Ramp Up Your SmartOffice 6 Know How
5SmartOffice 6 -- Mini-Series
- Its like getting a new model of your car
- Setting it Up for Your Comfort and Drivability
- Home Page Personalization
- Key BGA Business Management Reports
- Highlights of 6.0 Enhancements in SmartOffice
Modules - Learn More about Options
- WinFlex Web Demo
- PaperClip Integration
- Mobile PDA Option
- Maximize Your Investment
- Overview of Wish List Items Integrated from 2007
CPC - Attend our Client Partner Conference (BGA CPC) in
2008
6Changes Related to Reporting in SmartOffice 6.0
- Dynamic Report Snapshots and Quick Glance Pie
Charts on Home Page - Column Sorting and Filtering Easier
- Dynamic and PDF Report Options
- PDF Reports
- All PCM/Agent/Office Reports now in PDF (with
same report settings) - Group Policy Reports Added
- 5 reports and report set up options simplified
7Creating the WOW Factor
- Ever been this excited about your data?
- Reports can shine light on new business
opportunities or just help us get out of a rut.
8Smart Office 6.0 ReportingPlaying to Your
Advantage
- Creates the WOW factor of this system
- Allows for strategic management
- Allows for performance management and agility and
flexibility in teamwork - Show business strengths and weaknesses
- Can be adjusted for your measures of success
- What are your criteria? Your agencys?
- Key reports should measure them.
9SmartOffice Reports Can Serve Up Powerful Info
- Principal/BGA
- Marketing
- New Business
- Strategic and Sales
- CRM, Trends
- Case Management, Workload Balance
10Reporting in SmartOffice 6.0 - Demo
- Agenda of our demo
- Reports and SmartOffice
- Focus on Dynamic Reports
- Report Categories, Filters/Column Formatting
- Run and review several reports for the brokerage
general agencyand see the power of information
available at your fingertips. - http//demo.ez-data.com/USA60/
11Todays Mini-Webinar Takeaways
- How to Find and Use Current SmartOffice Reports
- Key Reports for Your Role and Agency (document
for favorites to be sent via e-mail) - Thoughts on New Reports to Build or Request Help
to Build - Confidence and Know-How to Adjust as Needs Change
- A New Passion for Data Mining? ?
12BGA Report Bonus for Attendance
- Exclusive for attendees today
- Sample my favorites list for Case Managers,
BGA, and Marketing types - Link to download of PDF summary of PDF reports
available and applicable to BGAs inSmartOffice - Watch for e-mail to follow on
- Friday.
13SmartOffice PDF Reports Directory
14Mark the Date and Cmon 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_at_ezdata.com
- Thank you for your time and your business.
- Stay tuned for QA.