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What can you learn from our experiences? Muthu Arumugham Vice President, Technology E-Z Data, Inc.

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Presentation on theme: "What can you learn from our experiences? Muthu Arumugham Vice President, Technology E-Z Data, Inc."— Presentation transcript:

1 What can you learn from our experiences? Muthu Arumugham Vice President, Technology E-Z Data, Inc

2 Great ideas are contagious Discussion Forum Format and not a monologue…

3 Agenda Platform support for SmartOffice 6.0 Hosting Services Update Conversion Services Group Security Advisory Council Integrations

4 SmartOffice 6.0 Technical Specification J2EE 1.4 based application and J2EE 1.4 requires Servlet 2.4 and above EJB 2.1 and above JSP 2.0 and above JDK 1.5 and above Client side requirement HTML 4.0 CSS 1.0 JavaScript 5.5 XML Process 3.0 Client side platform support Window 2000 and above IE 6.0 and above

5 SmartOffice 6.0 Platform Support App Servers Websphere 6.1 and above Weblogic 9.1 and above Tomcat 5.5 and above Oracle 10gR2 and above Dropping support for 9i and 8i DB2 8.3 and above Dropping support for 7.x

6 Hosting Services Update After four years …. First retail customer in Mar 2003 After four years… 4,000+ retail users 1,000+ small businesses 99.8% uptime for the last 24 months Proactive monitoring with SmartMonitor Corporate Customers (partial list) Ameriprise Financials (four different systems) Wachovia Insurance Services HSBC Insurance Services NFP (a.k.a Partners Financial) CPS – a BGA

7 Hosting Services What can you learn from our experience Best practices of monitoring Best practices of DR/BCP Best practices of maintenance Team of 35+ people dedicated for hosting operations System Administrators Database Administrators Network Administrators Security Administrators J2EE/Tomcat Administrators 24x7 NOC analysts

8 Hosting Services How can you take advantage of our hosting services?

9 Conversion Services Group (CSG) A new service group within E-Z Data to perform end to end data conversions CDS Act Goldmine Based on best practices of converting 4,000+ SOO users and corporate implementations How can you take advantage of CSGs services? E-Z Data resources (e.g. Raju) are available here to help you

10 Security Roadmap Proactive and Periodic Auditing Policies, Procedures and Processes audits Ethical Hacking Vulnerability Threat Assessment (VTA) Penetration Testing

11 Security Advisory Council (SAC) 1 year term Membership 4 from corporate clients 2 practitioners from the security industry Let us learn from each others experience Great opportunity for networking of like minded people One meeting per quarter No more than 2 hours of commitment every month

12 Integration Options SmartIntegrator Launching third-party and homegrown web/windows applications Event-based data push from SmartOffice On-demand update of SmartOffice data Pulling/pushing data from integration middleware (e.g. MQ Series) DataXchange Enterprise Synchronizing large volumes of legacy or third-party data on a daily/weekly basis Leads distribution Synchronizing user/hierarchy data between LDAP and SmartOffice DataXchange Online Timely updates of pending cases, appointments, contracts, licenses Distribution of inforce policy values

13 SmartIntegrator A very mature and proven integration strategy Pre-packaged integrations with 3 rd party applications Custom integrations Empower your developers with SmartIntegrator Training SmartIntegrator JumpStart Package

14 Web Services and SOA SmartIntegrator is a data access layer Objects and Properties CRUD methods WSDL for Data Services and Business Services Reshuffling the code to expose reusable components as services. Examples, Send Form letter as email Check activity conflict Get Duplicate Contacts

15 Quick Reference Right Tool for the Right Job #RequirementToolComments 1Launching Web/Windows application – 3 rd party or homegrown SmartIntegratorYou can build SI Adapter or E-Z Data can build it for you 2Synchronizing Legacy or 3 rd party large volume of data on daily/weekly basis DataXchange EnterpriseYou can use commercial ETL (e.g. Informatica) or build your own DXE adapter or E-Z Data can build the adapter for you 3Leads DistributionDataXchange EnterpriseDXE is preferred for its robustness. Alternatively a custom solution can built using SI too 4Synchronizing user/hierarchy data between LDAP and SmartOffice DataXchange EnterpriseDXE is preferred for its robustness. Alternatively a custom solution can built using SI too 5Event based data push from SmartOffice SmartIntegratorSI with Data Event Listener

16 Quick Reference Right Tool for the Right Job #RequirementToolComments 6On-demand update of SmartOffice data SmartIntegratorBuild SI Adapter to make a Web Service or other calls to get the data and update SmartOffice 7Pulling/Pushing data from integration middleware (e.g. MQ Series) SmartIntegratorBuild SI Adapter to connect to the integration middleware 8Timely update of Pending case, Appointment, Contract, License DataXchange OnlineFor Manufacturers: provide the data extract in ACORD/NAILBA formats For Distributors: make certain that your major carrier partners provide data through DXO 9Distribution of inforce policy values DataXchange OnlineThe most cost effective way for both carriers and advisors to distribute and receive updated inforce policy values 10SSO IntegrationSmartOffice configuration change Virtually, a configuration change in the application if you follow the industry standard for SSO

17 What can you learn from our experiences? Muthu Arumugham Vice President, Technology E-Z Data, Inc


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