professional services automation - univentures...3. user populated 4. extensive search engine 5....

Brought to You by UNIVentures …30 years bringing our clients the right solutions and right talent, as an art and as a science.

The Ultimate Strategic Decision and Sourcing Management Tool

Professional Services AutomationA complete integrated end‐to‐end solution

That Provides the Backbone of an Organization to Enable Growth and Sustainability

The Ultimate PSA A Strategic Decision and Sourcing Management Tool

UNIVents™ allows organizations to 1) identify, deploy and manage sales teams, consultants, coaches, trainers, vendors, partners, 2) leverage affiliates and resources to best serve strategic needs 3) builds internal knowledge bank of subject matter experts to tap/leverage expertise when needed. This PSA system is built on best practice processes that drive program results while saving time and budget.

UNIVents™ is a licensed software management tool that fosters best practices and standards in the learning industry, including information-based decision-making, operational consistency, and zero-defect deliveries to clients.

UNIVents™… PSAKnowledge Matters…© 2013

UNIVents ™ helps make best use of resources by increasing effective communication while organizing critical data into a central location for east of access. User-friendly and intuitive, UNIVents™ features custom drop-down lists and standardized language promoting better communicate impacting better decisions with critical information in one place. The UNIVents™ User Group ensures continual updates to best practices that mutually benefit all licensed users.

.Core FeaturesExpert Contact ManagementQuick search and access to a complete repository of the experts –both internal and external knowledge talentQuick view expert details: Contact info, expertise, contracts, credentials, resumes and historical dataQuick view expert scheduling

Client and Participant ManagementQuick search and access to a complete repository of your past, present and future clientsQuick view client details: Contact info, contracts, budgets and program/project historyQuick view client scheduling

Additional FeaturesAutomated Email System with E-blast functionsProgram Budget and Financial Management: Compatible with most billing systemsFinancial Reports: Listed by event, client, and expert to optimize profitsMarketing and Promotional Features with your brand/logoDeadline and Milestones Tracking: Automated remindersPassport and Visa Tracking: Automated reminders for pending expirations.Metric Tracking: Quality Assurance of experts and eventsCalendar with Searchable List Views (Month/Day/Expert)Scheduling Calendar: Allows automated instructor bookingsSales Tracking and Billing informationQuick View Event and Location DetailsDuplication of Events: Repeat deliveries in seconds if needed, without loss of important detailsCustomizable Business Rules and Screen Layout criteria

Steps Up Strategic Advantage Is a central online repository to create and manage ALL services to:

1. Optimize Time for Fast Response 2. Manage All Facets to Reduce Risks and Increase Effective Decisions3. Integrate Client Team & Organization Communication4. Centralized Repository for Institutional KM


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UNIVents™ Steps Up Strategic Advantage Value Proposition:

UNIVents ™ Professional Services Automation …A complete integrated end-to-end solution

Three areas which are core to successful customer relationship management; Customer Service, Sales Automation and Campaign Management. UNIVents™ has incorporated these three components in the design of its business processes and rules.

Customer Service

The customer service function represents the front office functions that interact with customers. These are the business processes that are put in place to sell products and services to customers, communicate with regards to marketing and dealing with the after initial sales service requirements are met. Each interaction with the customer is recorded and stored within the typical CRM software where it can be retrieved by other employees if needed. UNIVents ™ does this and more.

Sales Automation

Sales departments are constantly looking for sales opportunities with existing and new customers. The automation functionality of CRM software allows records for each contact with customers, the details of the contact and if follow up is required. This provides greater efficiencies with little chance for duplication of effort. The ability for all designated personnel to have access to this data ensures that everyone has the most recent contact information with customers. This is important when customers contact employees outside of the sales team so that customers are given the best level of customer service. UNIVents ™ does this and more.

Campaign Management

Managing prospective customers wins new business. This approach is often focused in a campaign, where a group of specific customers are targeted based on a set of criteria. These customers will receive targeted marketing materials and often special pricing or terms are offered as an inducement. CRM software is used to record the campaign details, customer responses and analysis performed as part of the campaign. UNIVents ™ does this and more.

UNIVents™ is PSA an operations tool that is focused on the interaction of everyone that touches an event from prospect to closing …independent of any one person. It is a SYSTEMS tool looking at the whole process as

an integrated, best practice solution.


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It Is :

UNIVents™An PSA Integrated

Operational SystemManages the deployment

of resources and institutional memory of all related components for an

organization. Itcan speak/integrate with

any/all such tools CRM*sales tool to manage

the relationship between the sales and the customer to track sales and close the

deal. Focuses on the individual sales events

LMS*An HR Tool*manages the

employees/participants training activities.

Focuses on the training and its relationship to

individuals/departments

Full Blown Event/MarketingSysteman event/robust system that includes Marketing

UNIVents™Secret-

As needed, UNIVents™ can do any/all Green Components + MoreAnd Better because

it is system focused-not individual

focused.

As NEEDED:

Registration*Tracking Tool

*manages the participants for the individual events, tracks/reports. Focuses on the

individual events

MarketingCampaign Driven

The Ultimate Professional Services Automation Tool


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UNIVents™AN EVENT & RESOURCE

VETTING, DEPLOYMENT , MANAGEMENT SYSTEM

Organization Success Indicators…Operations and Processes Critical to Growth and Sustainability




The Ultimate Integrated Professional Services Automation Tool

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Design Simplicity

UNIVents™… Knowledge Matters…© 2013

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Design– Complexity

UNIVents™… Knowledge Matters…© 2013UNIVents™… PSAKnowledge Matters…© 2013

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Talent Access Portal (TAP) WEB ACCESS- Front End”

Management Administrative Portal (MAP) CITRIX PLUG IN- Back End

Client-customized GUI skinSecure

Client Access

Secure Web Plug Infor Licensed Users


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Sample Client Web AccessSample Client Web Access

Communication Page

Expert Log In- Stand alone website or ties into existing

websites


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Sample Client Log InSample Client Log In

Knowledge Talent Bank


User Driven Front End Template

Sample Screen Shots


Topics

Certifications

Language

Over 700 topic areas


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Over 550 areas

SearchableTalent FocusSearchableTalent Focus

Relationships

Learning Formats

Educational Level

Industry Experience

Locations


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Sample TAP Profile: From the Expert’s View


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1. Extensive Knowledge Base

3. User populated

4. Extensive Search Engine

5. Process Driven Relational Database

6. ContinuousImprovementTAP:

Talent Access PortalWeb Portal Access

for Resources2. User Friendly

Integrated Talent and Resource Management System


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Info put in Just Once…Integrated Relational System.

Info put in Just Once…Integrated Relational System.

The Talent / Resource Template**Everything you need to know

OneStopShop

OneStopShop

People - Dashboard View


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The Talent / Resource Template

Drilling DownWhen Needed

Personal

Qualifications/ Vetting

References & Docs

Event HxAvailability


Charlottesville, VA, 275 Shepherdstown

, WV , 342

Aurora, CO, 570

Alexandria, VA, 591

Beijing, China 48

Huntsville, AL, 79

San Diego, CA, 896

Washington , DC, 597

West Point, NY, 747

Sample Of Experts by Client Demographic Request

Ability to provide instant view per client interest


2131712 1289 995 710 1055

302

297

248

844 1701

379

923

1180

977

2124

5661065

34212815

761

2629

1596

73

1461

8502629

1189

11933033

461

Distribution of Experts Knowledge / Delivery

per Sample Leadership Topics

Ability to

provide instant

view per

request

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TAP Talent Access Portal

Features

User/Facilitator Driven Web Portal Member Network for All Contacts & Talent Resources

User/Facilitator Driven access Full Contact Information Topic Expertise Training Demographics Industry Experience Relationship (e.g. affiliate, trainer, vendor)

Learning Format Passport Verification Certifications Expert Language Fluency Training Locations Historical Data Notes


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Six Sigma Process Driver: An Event* is delivery engagement that has a start/stop time

Requiring an expensing of Resources*

1. Event Establishment

3. EventPreparation

4. EventExecution

5. EventClosure

6. EventRecap/ContinuousImprovement

MAPManagement Admin PortalOperations Backend

Manage Results 2. Vetted Talent

Match

*Event: Service, i.e. Project, Delivery, Consulting, Course (s) Series , Sales Activity*Resources: Allocation of People, Space, Supplies defined by client.

Start/Stop defined by client‐can be one hour to one year, etc. UNIVents™… PSAKnowledge Matters…© 2013

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The Event Template**Everything we need to know


Info put in Just Once…

IntegratedRelationalSystem



Drop down lists whenever possible to assure consistency and spelling

Resources Notes Important Dates- Auto-Reminders

Event Documents. Manuals, etc.Expert Details/MetricsRegistration Module Option

Knowledge Barter, Inc.

Event - Dashboard View

Note Dashboard layout with the most critical

info viewable at all times


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IntegratedRelational

System


IntegratedRelational

System

Event Summary Sheet

Financials in One Place

QuickBooksFriendly

ABC Bank

47+ International Currencies Enabled for ease of payment clarification

Note Dashboard layout with the most critical

info viewable at all times


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Info put inJust Once…


Info put inJust Once…


Contacts

Notes

Docs

Expert Details

MetricsUNIVents™… PSAKnowledge Matters…© 2013

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Client LogoMURPHY’S LAW

Event Calendar- by Month/Day/Expert

MURPHY’SLAW


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Availability Calendar- by Client/ Course(s) and/or by Approved Expert(s)s/Talent

Availability Calendar- by Client/ Course(s) and/or by Approved Expert(s)s/Talent

Optional Client Driven Calendar SchedulingAvailability Option and Notification

Client Generated Notifications-to Selected Resource/Copy to staff/Client/ Member

HOSCA

HO(SCA

HOSCA


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Sample Automated Notification Process

145 automated notifications


UNIVents ™ © 2011 …When Knowledge Matters… 30

Sample Marketing E-Blasts


Marketing Campaigns-up to 700 per mailingno limitation/fees per numbereach is sent out separately to avoid being read as SPAM

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Event/Engagement ManagementPeopleResourcesEvents/VenuesCRM ActivitiesU-CalendarU-NotesU-List ViewsU-Budget/FinancialsAd Hoc ReportsEvent Summary Report

To Create, Track and Manage, Create Historic perspectives on all projects, people and other measurable resources:

MAPFeatures


What if you had a better way to make effective decisions and track desired outcomes?

One Place: Track and Communicate with Clients, Customers, Participants, Vendors Internal and External audiences

One Place: Qualify and Deploy Resources (sales, vendors, facilitators, experts, venues , internal knowledge talent)One Place: Manage each and every engagement/conference w/all Details / Communication in a consistent and process driven methodology

One Place: Vendor and Resource Management with adhoc customized reportsOne Place: A Central Repository that creates institutional memory to save time/leverage sources/budget

One Place: Virtual access 24/7 for zero defect access and management


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It Is :

UNIVents™An PSA Integrated

Operational SystemManages the deployment

of resources and institutional memory of all related components for an

organization. Itcan speak/integrate with

any/all such tools CRM*sales tool to manage

the relationship between the sales and the customer to track sales and close the

deal. Focuses on the individual sales events

LMS*An HR Tool*manages the

employees/participants training activities.

Focuses on the training and its relationship to

individuals/departments

Full Blown Event/MarketingSysteman event/robust system that includes Marketing

UNIVents™Secret-

As needed, UNIVents™ can do any/all Green Components + MoreAnd Better because

it is system focused-not individual

focused.

As NEEDED:

Registration*Tracking Tool

*manages the participants for the individual events, tracks/reports. Focuses on the

individual events

MarketingCampaign Driven



Contact UNIVentures for a LIVE DEMO1.480.905.0428/ [email protected]