Introducing the Next Generation of CU*BASE GOLD

NGS Implementation Web ConferenceSeptember 25, 20082:00 – 3:00 p.m. ET

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Today’s Agenda

NGS Project Status Report

NGS Sneak Peek

Implementing NGS at Your Branches

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Staying in the Loop about NGS

All of the documents we will mention today are available from the Kitchen page of our website

...and this presentation will be, too!

www.cuanswers.com/kitchen

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Staying in the Loop about NGS

The AnswerBook already has more than 20 items related to the switch to NGS

NGS Project Status Report

What have we been doing since “Platinum” was announced in 2006?

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A New User Interface “From the Ground Up”

Development has included creating (from scratch!): 3,500+ CU*BASE program panels 2,700 custom panels (90%+ are loan forms) 150 panels with graphs or other special features Online help updates for 2,000+ topics ...our biggest user interface undertaking since GOLD went live in 2000!

NGS Team 3 developers 5 QC testers (1 contractor hired just for NGS)

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Testing a New User Interface

NGS installed on all CU*Answers staff terminals in July Staff $$ incentive program to boost NGS testing

Beta started this week! Western Districts (30 workstations), CorePlus (156), Safe Harbor (16)

Will convert new clients directly to NGS starting with Allegius CU on Nov. 1

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What about online help?

We are nearing completion of an update to all online help topics... new online help WILL be released along with NGS

Moving to web-based help Same “WebHelp” application that is currently available from

www.cuanswers.com Allows for immediate updates of help topics, not dependent on the

schedule of GOLD releases Your workstation will also

contain a local copy of help (gold.hlp) so you can add a desktop shortcut to get to help without launching CU*BASE

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NGS “Phase 2”

150+ booklets still will need updated pictures and content Updates will be ongoing starting in 2009

125+ online training demo movies need to be recreated Online courses will still show GOLD versions into 2009 Some “show me” and “let me” movies may be consolidated or eliminated

40+ Excel / comma-delimited downloads to be reprogrammed Includes some customized graphing also; will prioritize with about two-

thirds to be completed in the first pass, and the rest throughout 2009

Favorite background colors, and more... ...we could spend hours just talking about the cool things we

want to do with NGS (but that’s a topic for another day)

NGS enhancements will be a key focus for all our releases, for many months (years!) to come!

NGS Sneak Peek!

Credit union logos will be incorporated into the NGS look starting early in 2009...now is a

great time to order fresh, high-res logo artwork!

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Quirk Alert! Long Passwords + “Windows Classic” Theme = Problem for NGS!

Masked password fields (******) cannot be supported by NGS when using the “Windows Classic” theme on your desktop Changes the dimensions of the input field just slightly and you can’t type

your 10th character in!

Windows XP Theme Windows Classic Theme

Implementing NGS at Your Branches

What Your CU Will Need to Do

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Update on NGS Rollout Events

Official Kickoff June 18 Leadership Conf.

Preparing Your Network for NGS• Monitor Bulk-Purchase Signup Announcement

Week of July 28

Special Event: Preparing Your Staff for NGS• Will include instructions about signing up for your

implementation time slot, similar to how we rolled out the CU*NextNET project

September 25, 2-3 p.m. ET Web Conference

Credit Union Project Verification period• Xtension/WESCO Net project to follow up to verify your

plan and key dates

September 29-October 20

Implementation Period• This is when your staff will upgrade to LegaSuite

Windows Client 4.1 and install the first version of NGS

October 20-November 14

Fall Release (CU*BASE 8.3)• Our first “official” regular CU*BASE GOLD release on the

NGS platform

November 17 (online)November 24-25 (self proc)

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The Implementation Process

Three components that need to be upgraded: Client (Seagull LegaSuite) User Interface (GOLD...the New GOLD)

– Future upgrades to this will be via your GUAPPLE or other method, same as how GOLD updates happen now)

Client Access (printers)

CU*BASE host programs are not being changed with the NGS release Your last “old” CU*BASE GOLD update was Sept. 15 online/Sept. 22-23

self processor Your first “new” CU*BASE GOLD release will be Nov. 17 online/Nov. 24-25

self processor (the Fall Release)

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Implementing NGS at Your Branches

Automated tool will Uninstall old GOLD software Migrate user information Upgrade the JWalk Client to LegaSuite Windows Client 4.1 Install the new NGS user interface files Places a new GOLD icon on your desktop Perform a necessary update to the Client Access tool used for printers

Person performing the upgrade must Have administrator rights to each individual workstation Physically run the automated application on each workstation

– Requires about 15 minutes per workstation, depending on hardware

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Implementation Methods

Deployment Method Description

Good CD-ROM

We ship a CD to you and you physically walk it around to each individual PC and run the installation routine.

Downsides: One workstation at a time (or burn extra CDs) Repeat entire process if software update is needed

Better Existing GOLD-Master PC

Download the install package to your GOLD-Master PC, similar to a normal GOLD update, then go to each individual PC and run the installation routine over the network connection to the GOLD-Master PC.

Downsides: Large install package VERY slow installation process (will probably take hours!) Repeat download if software update is needed

Best GUAPPLE

Easiest, fastest, least staff time! We’ll push the install package to your GUAPPLE, you run a simple command on each workstation to install it. Multiple workstations can be updated simultaneously. When software changes occur, we’ll push the changes down and they will automatically be applied.

Downsides: Cost to credit union for the GUAPPLE unit(s)

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Is your hardware ready?

What implementation method will use you? (GUAPPLE is best!) We expect that once NGS is live, we may be doing updates

weekly, if not daily, for a period of time ...now is the time to get your GUAPPLE!

With GUAPPLE: 97 CUs (227 branches) Without GUAPPLE: 35 CUs (63 branches)

Check out this document on the Kitchen!

Special pricing on GUAPPLE

units purchased before

November 30!

Special pricing on GUAPPLE

units purchased before

November 30!

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Do you have the right size monitors?

NGS will completely fill a monitor set to 1024x768 resolution size GOLD fills 800x600

...now is the time to upgrade your monitors!

NGS screens are 25% larger!

Check out this document on the Kitchen!

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Installation Support ServicesImplementation Period Runs Oct. 20 – Nov. 14!

Our WESCO Net Systems technicians are planning to provide after hours and weekend support during the implementation period

So that we can plan for appropriate support staff to be available, you will need to sign up for a specific time when you will be starting the install on all of your workstations Remember to allow at least 15 minutes per workstation If you have multiple branches, you can work them simultaneously with

different staff, or spread them out– Depends on your staff availability– Also depends on your implementation method! (CD-ROM, GOLD-

Master PC, or GUAPPLE)

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What You Need to Do Now

Sign up for your implementation timeslot Go to the following website:

Follow the instructions to choose a start time

You will receive a confirmation email with contact information for your assigned technician

We will also send installation instructions and documentationto you

http://updates.cubase.org/ngs_schedule.php

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Performing the Installation

On your implementation date(s), follow the instructions on your installation documentation to physically install the upgrades at each workstation Remember that even if you have a GUAPPLE, you still have to sign in to

every workstation (with administrator privileges) and run the routine Your assigned technician will be available to answer questions and

provide assistance as needed

Between Sept. 29 and Oct. 20, someone from our Xtension Call Center will be contacting your CU to

make sure you are signed up!

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Last but not least...

NGS is a Temporary Term

Once NGS has been implemented for all credit union workstations, we once again will be back to GOLD!

Thanks for attending today!

Remember to watch the Kitchen:

www.cuanswers.com/kitchen