The Power of Integration
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Transcript of The Power of Integration
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The Power of Integration Innovative approaches to Integration using
SmartIntegrator, DataXchange, and other Powerful Integration Tools
E-Z Data Confidential
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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!
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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
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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
E-Z Data Confidential
“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
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Illustration 1:HSBC’s Application Manager
Simplified UI and custom workflow
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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
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Under the hood…
• Powered by SmartIntegrator • Java, html, javascript
• Base code is not touched for enhancements
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Illustration 2: M Financial’s Links to Carriers Enhancement
Linking other web sites from SmartOffice
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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
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Why An Electronic Link?• Carrier websites contain additional
functionality – Submit address changes– Research premium has been received– Reallocate variable sub-accounts
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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
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Turns 20 clicks into 2 – Step 1
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Turns 20 clicks into 2 – Step 2
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Display Current Policy Values
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Illustration 3 Resource Center
Custom workflow to improve productivity
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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
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Resource Center – shows all “resource” type users
E-Z Data Confidential
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“Deep Link” to Day View with the selected resources
E-Z Data Confidential
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“Deep Link” to Week View with the selected resources
E-Z Data Confidential
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“Deep Link” to Month View with the selected resources
E-Z Data Confidential
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Illustration 4: A Fictional Requirement
Extending SmartOffice without customizing
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• 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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E-Z Data Confidential
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!
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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
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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
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Questions to the Panel
E-Z Data Confidential
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The Power of Integration Innovative approaches to Integration using
SmartIntegrator, DataXchange, and other Powerful Integration Tools
E-Z Data Confidential