event managementa customer relationship management and customer auditing workflow to register...

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a Event Management Workflow for Corporate Event Management - Workflow Steps: a) Event registration; b) Selection of events and their sponsor business unit; c) Allocation of funds and selection of sponsor business units; d) Planning of promotional items; e) Planning of symposia and lectures; f) Travel planning; g) Analysis and assessment of the event; h) Payment processing; i) ERP Integration for payment processing. - Resources: a) Web Viewer. b) Registration and perusal of electronic documents from past events; c) Registration and evaluation of suppliers; d) Registration and evaluation of events; e) Registration and evaluation of promotional items; f) Comparative Report Graphs of events by business unit, region, district, sponsor product, event, and medical society; g) Auditing track for all operations in the process. - Benefits of this System: a) Evolution of returns from marketing investments; b) Business with suppliers; c) Approach with segmented markets; d) Accurate assessment of institutional events; e) Communication facilitator between sales force and the market.

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Page 1: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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Event Management Workflow for Corporate Event Management - Workflow Steps: a) Event registration; b) Selection of events and their sponsor business unit; c) Allocation of funds and selection of sponsor business units; d) Planning of promotional items; e) Planning of symposia and lectures; f) Travel planning; g) Analysis and assessment of the event; h) Payment processing; i) ERP Integration for payment processing. - Resources: a) Web Viewer. b) Registration and perusal of electronic documents from past events; c) Registration and evaluation of suppliers; d) Registration and evaluation of events; e) Registration and evaluation of promotional items; f) Comparative Report Graphs of events by business unit, region, district, sponsor product, event, and medical society; g) Auditing track for all operations in the process.

- Benefits of this System: a) Evolution of returns from marketing investments; b) Business with suppliers; c) Approach with segmented markets; d) Accurate assessment of institutional events; e) Communication facilitator between sales force and the market.

Page 2: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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Direct Applications: - Management of product launches - Management of companies specialized in the organization of events - Organization of events by pharmaceutical industry - Organization of scientific congresses

Page 3: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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Publicity Material/ Photo Library Storage System of photos, sound recordings, videos of corporation memory, marketing, publicity and journalism.

-Input Data Sources:

a) Publicity Projects b) Photos of events c) Sample Photos d) Publicity Images e) Image Trademark and Logos f) Publicity Videos g) Press Releases h) Advertisements - Features:

a) Classification by title, subject, event, participants, kind of media, time, duration, author, date and comments about copyright and other information; b) Classification of abstract, images and videos in low resolution; c) Audit track report for detection of misuse; d) Search by period or by subject; e) Search with advanced resources; f) Search by fields with resources of the expression “not”; g) Thumbnail viewer; h) Tree view of directory; i) Access restriction by user and group profile. - Additional Resources:

a) Workflow to aprove the publicity material: Steps of creation, approval, revision and production. - Usability:

a) Direct indexing of Internet pages in PDF format; b) Indexing directly from textual reports in MS WORD; c) Web Search 24 hours a day; d) Web Search Interface;

Page 4: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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e) Graphics and Data Reports in real time; f) Allows importing of external data. Direct Application: Approval process of material of creation for publicity Photo library for event promotion Photo album of past events

Page 5: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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Competitive Intelligence/ Marketing/ News Clipping Marketing/Clipping Gathering, analyzing, and applying information about products, customers, and competitors for the planning needs of an organization.

-Input Data Sources: a) Newspaper and magazine headlines: news clipping; b) Automatic search in online sites; c) Photos of expo shows and other events; d) Data input on sales force information and comments; e) Balance sheet of all companies acting in the target market. - Analysis features: a) Comments from analysts about each event; b) Report about classification data and comments; c) Cross Relationship of corporate data; d) Data and Graphic reports grouped by region; e) Data and Graphic reports grouped by subject; f) Data and Graphic reports by communication vehicles; g) Search by period and by subject; h) Search by headline text; i) Automatic alerts for critical news; j) Notebook generation with selected articles in PDF, ready to print, with all pages, headers, and the classification of the articles; k) CD for distribution containing selected news by subject with autonomous searching features including full-text retrieval. - Additional Resources: a) Workflow process for approval of marketing material to be sent to the press: Creation step of press release, selection of photographs, selection of journalist/media, approval, delivery and analysis of media.

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- Usability:

a) Direct indexing of Internet pages in PDF format; b) Indexing directly from text editor; c) Web Search 24 hours a day; d) Web Search Interface; e) Graphics and Data Reports in real time; f) Allows importing of external data.

Page 7: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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Project Collections of Architecture and Design

System for classification and project cataloguing, drawings for generation of collections with the goal of project reuse, standardization, and reduction of planning and implementation costs.

- Input Data Sources: a) Drawings and Art Projects; b) Architecture Drawings; c) Instructions and Manuals; d) Videos; e) Photographs in high resolution. - Resources of Project Standard Reuse:

a) Classification of up to 20 levels; for example, document type, version, and status control, among others; b) Project control of version and status; c) Three forms to search: search by field, free search, and search by directories; d) Access control by document category; e) Audit track for detection of industrial spy or improper internal use; f) Low resolution images for planning and high resolution for production; g) Nominated list of project by user and subject; h) Form to be sent to production; i) Notification of new manuals and instructions; j) Search by period and by subject; k) Search by content of textual documents.

- Usability:

a) Indexing files TIFF, JPEG, PNG, CDR, DWG, DXF, among others. b) Indexing of videos and sounds; c) Search on the Internet; d) Downloading Management of Large Files.

Direct Applications: Project collections and visual identity for network of shops and franchising; Project collections for TV production; Project collections for creating companies of marketing and events;

Page 8: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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Customer Relationship Management and Customer Auditing

Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow Steps:

a) Registration of request by attendants in service center; b) Registration of request via Internet or service center; c) Registration of request using service phone; d) Preliminary sorting by request type and routing to pertinent department officer; e) Analysis by the pertinent department and setting maximum reply time; f) Automatic response to customer; g) Telephone response stage to the customer; h) Conclusion. - Resources:

j) Web request form filling; k) Analysis of the process through the web; l) Implementation of parallel proceedings; m) Online help and phone service script for better understanding of the request; n) Monitoring of every step of the process through the web; o) Online retrieval of contracts and processes; p) Online retrieval of documents and records linked to the occurrence and previous processes; q) Intelligent database with frequently-asked questions; r) SMS alerts for attendance; s) Searches by smart phone; t) Audit track for all operations in the process; u) Complete reports with requests, comments, types, and states of origin. Direct Applications: Customer Relationship Centers Customer Service Center

Page 9: Event Managementa Customer Relationship Management and Customer Auditing Workflow to register service requests, complaints, suggestions, reports, criticism, and praise. - Workflow

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Corporate Procurement Workflow for the management of services, supplies, and material procurement up to the effectiveness of the business with payment processing. - Workflow Steps:

a) Registration of suppliers; b) Request for quotation; c) Proposal form filling and documentation receipt; d) Analysis of comparative price map; e) Generation of purchase order; f) Breaking one request into several requests; g) Receipt of material; h) Payment processing; i) Integration with ERP for payment processing. - Resources:

j) Web-enabled; k) Request for proposal can be sent to registered supplier by email; l) Business process management in various currencies; m) Suppliers can include proposals by themselves and include brochures through the Internet; n) Comparison map with emphasis on the supplier with fewer total proposals and fewer proposals by item rated; o) Option of “Sealed Envelope” proposal type; p) Suppliers list catalogue; q) Material and service list catalogue; r) Graphic reports of price by supplier; s) Graphic reports of price by material; t) Graphic reports of business volume by request; u) Auditing track for all operations in the process. Direct Applications: Management of Purchases by Purchasing Department E-Procurement/Commerce via the Internet

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Management of Engineering Projects Project collection systems, calculation report, list of material and workflow process for approval of new projects and versions. Monitoring all the way from project outline up to "As Built" version.

- Input Data for Planning:

a) Technical specifications; b) Spreadsheets; c) Document lists; d) Calculation reports; e) Original list of materials; f) Schedule of execution; g) List of suppliers; h) Outline of projects and drawings. - Project Inputs: i) Drawing in the specific version up to final approval; j) Old drawings for control; k) Reviewing the list of materials; l) Comments on the drawings; m) “As-built” drawings; n) Photos before, during, and after construction.

- Workflow steps for project approval

a) Beginning of a project; b) Inclusion of original documents and photos; c) Distribution of drawing projects among the engineering design offices in charge; d) Inclusion of drawings and their revisions; e) Review and comments about the drawings; f) Approval / Refusal; g) Creation of new versions up to commented final approval and construction.

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- Features:

j) Web-enabled; k) Indexing of drawings and other documents via the Internet; l) Creation of class of projects: land preparing, civil project, electrical project, mechanical project; m) Access restrictions on confidential documents and projects; n) Comments about all documents; o) Report on number of drawings by project; p) Report on version by designer and by design; q) Report on deadlines and time report on project delivery; r) Report on deadlines and time of delivery of the projects; s) Document research by title, code, type, project title, technician in charge, revision date, version, and up to 20 direct attributes; t) CD Creator with documents sorted by subject with autonomous search resources.

- Usability: a) Reservation of project number; b) Control of document indexing with mask and control values listed on the Internet; c) Document indexing through the Internet, sorted by officer in charge for each step; d) Web interface for searching and viewing; e) Real-time reports; f) External data import option. Direct Applications: Engineering document management Engineering project management Management of construction projects shared by many companies Management of project companies