1. E-Z Data Confidential Business Consulting Helping your team reach its destination with SmartOffice.

2. E-Z Data Confidential What does our team do? Our goal is to make our clients E-Z Data engagements an unequivocal success. To do this, we help you: –Identify the delivery approach to achieve your business goals –Develop a plan to use SmartOffice to effectively achieve these goals –Coordinate SmartOffice resources to successfully deliver change

3. E-Z Data Confidential What is our Approach? Direction Process Technology/ Infrastructure Adoption

4. E-Z Data Confidential Setting Direction To set direction for a SmartOffice effort, we work with you to determine: How do you make money? How will this effort help? What are you trying to do with your business? Is E-Z Data a good solution for this goal? How? If not perfect, how does it compare to alternatives? Is what you want to do a good business decision? If E-Z Data is a good fit, what will you need to do to implement it? How will you know if the resulting effort is a Direction success? What measures can be used? What capabilities can be observed?

5. E-Z Data Confidential Establishing Process After direction is set, we help set up the project effort to succeed by learning: How is your business currently run? Organized? Who are you customers? How do you communicate with them? Who are your carriers/partners? How do you communicate with them? What are the current issues with your business operations? How can we improve what you do? What will change in your processes following a successful SmartOffice implementation? What is the plan for implementing change? Process

6. E-Z Data Confidential Building Supporting Infrastructure Once direction and process are clear, we review and plan for the following: Is the current environment capable of supporting SmartOffice? If not, what is needed? Who will host the application? What SmartOffice data exists elsewhere in the company? What interfaces are needed? What functionality exists elsewhere in the company? How will we handle overlapping capabilities? Does SmartOffice support functional/technical requirements? What enhancements may be needed? Is there a data conversion required? How will data issues be addressed? Technology/ Infrastructure

7. E-Z Data Confidential Achieving Adoption No effort is successful unless it is adopted and used, so we help determine: Who will use the new system? What do people need to know to use the system for their respective roles/responsibilities? How will users learn the system? What is the training approach? When will they need to learn what? What is the time-based skill development plan? What incentive do users have to be on the system? How can you tell that people are using the system? Adoption

8. E-Z Data Confidential When should you call us? You may not need us. You are in great shape if you: –Clearly understand the value, goals, and approach of your SmartOffice engagement. –Have planned to upgrade your business operations with SmartOffice. –Have a clear approach for data, hosting, and integration with your current environment. –Are confident that the users of the system will joyfully adopt SmartOffice since it makes their life better. If this is not the case, we should be able to help…

9. E-Z Data Confidential Let us know if we can help… Tom LeBleu –Tom.LeBleu@ez-data.comTom.LeBleu@ez-data.com –626-585-3505, extension 7360 Tim Abel –Tim.Abel@ez-data.comTim.Abel@ez-data.com –636-585-3505, extension 7349