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Leveraging E-Z Data’s Valuable Service Offerings E-Z Data Confidential
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Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Mar 26, 2015

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Hunter Jacobs
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Page 1: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Leveraging E-Z Data’s Valuable Service Offerings

E-Z Data Confidential

Page 2: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Rules (You have to have them, right?)

1. The speaker is the judge

2. Judge’s decision is final and uncontestable – Please try to make eye contact with the judge – …and being nice to Judge will improve your

chance of winning

3. If we ran out of gifts, tough luck! – Pat yourself that you are among “Smart” people

4. And finally….winners are responsible for Federal and State tax implications

E-Z Data Confidential

Page 3: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Quiz1. What was SmartOffice Online (SOO)’s

uptime during business hours in 2007

E-Z Data Confidential

a. 99.98% c. 95.34%

Answer: 99.98%

2. What was the prestigious security certification E-Z Data received in 2007?a. Emmy Award c. Golden Globe

Answer: ISO 27001

b. 75.34% d. 98.95%

b. ISO 27001 d. Oscar

Page 4: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Quiz3. Which is the busiest day of the week for

SOO systems?

E-Z Data Confidential

4. How big is SOO’s database size with 4,500 users?

a. Tue

b. Sun

c. Wed

d. Fri

Answer: Wed Source: SmartMonitor

a. 5 TB

b. 50MB

c. 500MB

d. 500GB

Answer: 500 GB

Page 5: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Quiz5. How often does E-Z Data voluntarily conduct

vulnerability threat assessment (VTA)?

E-Z Data Confidential

a. Once a decade

b. Once a year

c. Once a week

d. Once a quarter

Answer: Once a quarter

6. What is the average duration a typical SOO user spends during a business day? a. 15 minutes

b. 18 hours

c. 5 hours

d. 1 hour

Answer: 5 hours Source: SmartMonitor

Page 6: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Quiz

E-Z Data Confidential

7. What is the average number of clicks a typical SOO user makes during each business day?

8. What percentage of SOO users enforce security within the office?

a. 3,500 clicks

b. 300 clicks

c. 15 clicks

d. 150 clicks

Answer: 300 clicks Source: SmartMonitor

a. 100%

b. 50%

c. 20%

d. 0% (none)

Answer: 20%

Page 7: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Update on Services Offered

1. Hosting Services

E-Z Data Confidential

2. Conversion Services

3. Business Consulting

Page 8: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Update on Hosting Operation

E-Z Data Confidential

Page 9: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

E-Z Data’s Track Record

• Over a dozen segregated hosted environments - including many large enterprises

• 1,000s of small businesses (Agency, BGA, Banks, Credit Unions)

• 10s of 1000s of users

• 9+Terabytes of production databases under management

E-Z Data Confidential

Page 10: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Security Practices • ISO 27001 Certified Hosting Operation• World class ISO or SAS70 certified data

centers • Ongoing security awareness training for

employees• 3rd party Security Audit

– Vulnerability Threat Assessment (VTA) on a quarterly basis

– Penetration Test on an annual basis

E-Z Data Confidential

Page 11: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Release and Patch Management

• Best Practices on Releases and Patches– Reliable, quick and proven best practices– Auditable Change Management System

• Best Practices on Monitoring – Proactive, live and historical monitoring– 24x7 NOC analysts monitoring the system

E-Z Data Confidential

Page 12: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Last but not the least…

Dedicated team of 50+ professionals exclusively working on SmartOffice hosting including

E-Z Data Confidential

– System Administrators– DBAs– J2EE Administrators– Network Administrators – Storage Administrators

– Security Administrators– NOC Analysts– Conversion Analysts– DXE Analysts

Page 13: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

E-Z Data Confidential

Page 14: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Self-Hosted Customers

• For self-hosted customers, our consulting services are available in implementing the best practices on – Database maintenance – Monitoring – Security– Business Continuity Planning/Disaster

Recovery

E-Z Data Confidential

Page 15: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Conversion Services • Conversion Logistics adds a new

dimension to the challenge• Data Conversions from

E-Z Data Confidential

– CDS– CommerceAgency– CPU Tracker – Act!– Goldmine+ Many, many others

Page 16: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

E-Z Data Confidential

Data Conversion Support MatrixPROGRAM VERSIONS

Client Data for Windows 4.1, 4.2, 4.3, 6.0 Agency Data for Windows 4.1Commerce Agency 4.5.3b8fAdvisors Assistant 2.7ACT! 4.0, 5.0, 2000, 6Agency Works 3.0Broker’s Ally 6.0Client Info Plus 2.04a, 3.0CPU Tracker 9Commission$Due 5DataMax (National) 6.00.083DbCAMS 3.5, 3.7, 4.5Goldmine 3.0, 3.2, 5.0FDP (Contact Partner) 2.5, 2.6, 5.0GBS 4.0 thru 6.4.1 IRelay  Ontra 4.0Prowler 7.0Siebel's DataPlu$ 5.5.0.24Sales Explosion 3.1.538.92ZeBU 2.0, 5.0Spot Light 5.1Zunture 6.0

Page 17: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

E-Z Data’s Track Record

• E-Z Data have developed best practices on conversions that are

– Repeatable for consistency– Scalable for volume– Auditable for security & peace of mind

• 2,400+ conversions of CDS/Act! for Ameriprise

• 750+ conversions for retail users • Take advantage of the proven practices that

we have built over many years!

E-Z Data Confidential

Page 18: Leveraging E-Z Datas Valuable Service Offerings E-Z Data Confidential.

Leveraging E-Z Data’s Valuable Service Offerings

E-Z Data Confidential