jeff loucks – senior solution architect and project director teched 2008 hotel resource allocation...

Jeff Loucks – Senior Solution Architect and Project DirectorJeff Loucks – Senior Solution Architect and Project Director

TechEd 2008 Hotel Resource TechEd 2008 Hotel Resource AllocationAllocation

LeadershipLeadership StrategyStrategy

CommunicationsCommunications Lifecycle ProcessLifecycle Process

Organizational DynamicsOrganizational Dynamics Technology DepthTechnology Depth

Technology BreadthTechnology Breadth


LeadershipLeadership – Buy vs. Build? – Buy vs. Build?

• Buy vs. BuildBuy vs. Build show leadership in the early show leadership in the early decision makingdecision making

• BuildBuild if no solution exists to current problem if no solution exists to current problem• BuyBuy if solution matches the majority of feature if solution matches the majority of feature

set requirementsset requirements• Microsoft CRMMicrosoft CRM has Event Management and has Event Management and

Resource Scheduling Engine, Reporting Resource Scheduling Engine, Reporting features, can be customized using Web Services features, can be customized using Web Services and SDK and offers free extras like Role based and SDK and offers free extras like Role based Security and Office Integration. Natural ChoiceSecurity and Office Integration. Natural Choice


StrategyStrategy – CRM OOB* Features – CRM OOB* Features

• CRM MarketingCRM Marketing – Event Management – Event Management– Use Conference Event Management feature to track milestones Use Conference Event Management feature to track milestones

and resources in event planningand resources in event planning

• CRM Resource SchedulingCRM Resource Scheduling – Hotel Resource Scheduling – Hotel Resource Scheduling – CRM has scheduling engine– CRM has scheduling engine– Handle Hotel Room Resources based on constraints such as Handle Hotel Room Resources based on constraints such as

“Contact” profile = Architect“Contact” profile = Architect– Manage and Schedule “ATE” resources based on Actual Profile Manage and Schedule “ATE” resources based on Actual Profile

ConcentrationConcentration

• Native ReportingNative Reporting Advanced Find, Excel Export or SRS Advanced Find, Excel Export or SRS reporting used to provide dynamic and agile information reporting used to provide dynamic and agile information about conference attendees, room and ATE bookings about conference attendees, room and ATE bookings and other ad hoc information needsand other ad hoc information needs

OOB – Out Of Box Features


StrategyStrategy – – Review 2007 Data for patternsReview 2007 Data for patterns

• Where did profiles stay in 2007?Where did profiles stay in 2007?

• What external factors might influence What external factors might influence choices – Price, Distance from Convention choices – Price, Distance from Convention Center, Hotel Reward Programs, Center, Hotel Reward Programs, Restaurants, Theme Parks?Restaurants, Theme Parks?

• What registration volume came in when?What registration volume came in when?

Use 2007 Data Analysis to Plan most likely Hotel Selections and Registrations System Volume Demands

Use 2007 Data Analysis to Plan most likely Hotel Selections and Registrations System Volume Demands


Project PhasesProject Phases• Phase 1Phase 1 Analysis 2007 Data (40 Hours) Analysis 2007 Data (40 Hours)

• SQL Analysis Services used to analyze current data for patterns using hotel proximity, price SQL Analysis Services used to analyze current data for patterns using hotel proximity, price external influencing factors to determine best choices for hotel selectionsexternal influencing factors to determine best choices for hotel selections

• Phase 2Phase 2 Design (50 hours) Design (50 hours)• Web Interface using Web services connections to CRM through SDKWeb Interface using Web services connections to CRM through SDK• Assign/track Room and ATE resources through SDK calls to scheduling engineAssign/track Room and ATE resources through SDK calls to scheduling engine• Report vie scheduled and dynamics reports to event staffReport vie scheduled and dynamics reports to event staff• Role Based Security Requirements for UsersRole Based Security Requirements for Users

• Phase 3Phase 3 Build (40 Hours) Build (40 Hours)• Assign Programming Resources for required customizationsAssign Programming Resources for required customizations

• Phase 4Phase 4 Test (40 hours) Test (40 hours)• Use CRM Stress test toolkit, Web Capacity Analysis Tool, Web Application Stress Tool – Use CRM Stress test toolkit, Web Capacity Analysis Tool, Web Application Stress Tool –

Determine Capacity and latency requirements Determine SLA requirements.Determine Capacity and latency requirements Determine SLA requirements.

• Phase 5Phase 5 Deploy (18 Hours) Deploy (18 Hours)• Software InstallationSoftware Installation• Security ConfigurationSecurity Configuration

Project Time Budget – 188 hoursProject Time Budget – 188 hours• Caveats Caveats

• Integration with current Web Registration requires Consideration of:Integration with current Web Registration requires Consideration of:– Identity (Use MIIS?)Identity (Use MIIS?)– Collocation of ApplicationsCollocation of Applications– Communications and InfrastructureCommunications and Infrastructure– Hotel Reservation Integration (not included in time budget)Hotel Reservation Integration (not included in time budget)


Room Rate DiagramRoom Rate Diagram

SUN THUWEDTUEMON FRI SAT

9500

6000

3000

6000

3000


ConclusionsConclusions• Each Hotel is defined as a CRM Resource Location containing Room Each Hotel is defined as a CRM Resource Location containing Room

Resources. Resources. • Scheduling Engine handles allocation and capacity. Capable of handling Scheduling Engine handles allocation and capacity. Capable of handling

changes in schedule and make recommendations dynamicallychanges in schedule and make recommendations dynamically• Scheduling Engine capable of determining alternatives based on Contact Scheduling Engine capable of determining alternatives based on Contact

Profile if capacity for Locations are reachedProfile if capacity for Locations are reached• A report is generated to determine free or upgraded rooms based on 1 to 40 A report is generated to determine free or upgraded rooms based on 1 to 40

ratio and can be routed by email to responsible person or reviewed online ratio and can be routed by email to responsible person or reviewed online using security modelusing security model

• Actual Registrations Determine ATE schedules dynamically via predefined Actual Registrations Determine ATE schedules dynamically via predefined scheduling criteria defined in CRM Scheduling Enginescheduling criteria defined in CRM Scheduling Engine

• CRM offers a number of AGILE solutions to real world problems not define in CRM offers a number of AGILE solutions to real world problems not define in the problem statement allowing this solution to continue to grow and react long the problem statement allowing this solution to continue to grow and react long into the future. This solutions could interact with a web service based Hotel into the future. This solutions could interact with a web service based Hotel reservation system to dynamically update hotel reservation systems.reservation system to dynamically update hotel reservation systems.

• In this case a bought solution provides the best value and functionalityIn this case a bought solution provides the best value and functionality

jeff loucks – senior solution architect and project director teched 2008 hotel resource allocation...

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