case study of esecretary used in homeppt
DESCRIPTION
This PPT shows how eSecretary s/w was used for Marraige by Gupta Family.TRANSCRIPT
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Case study of eSecretary used in home.
• eSecretary is a very generic product.• Every Microsoft user is a potential customer. • eSecretary used by some of our valued
customers at home very effectively. • Case study explains how eSecretary was used
by Gupta Family • To manage invitations for various functions
during a marriage
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Steps to follow
• Steps for preparing the Master Contact List and Various segment lists for different occasions
• Compilation of contacts • Cross checking of contacts
• Master Contact List
• Guest Lists for different occasions
• Accurate forecasting of guests.
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Cross checking of contacts
• Ensure all family contacts compiled, no contact missed.
• Each member checks his contacts online in eSecretary , and adds contacts not in the list. • Alternatively eSecretary has facility to create list
of contacts in various formats. • Take excel list of all contacts and check if any
contact is still missing.• Every individual can finalize his own contacts. • All members discuss the lists, ensure no one is
left out.
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Master Contact List
• Once all your contacts are entered in eSecretary, you will get a Master Contact
List.
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Guest Lists for different occasions.
• Prepare lists of various invitees depending on the occasion. • Example of a marriage in the Gupta family. Separate invitee lists for various functions during the marriage
– Engagement Ceremony– Ganesh Pujan– Sangeet Sandhya – Marriage ceremony– Reception – List of out station guest
• Out station guests to be received and put up in a Bhavan/Hotel for temporary stay.
• Create various groups from Master contact list in eSecretary.• Segmented lists can be printed or mailing labels / envelops etc. can
be printed separately for each group.
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Accurate forecasting of guests.
• Add remark columns like- Confirmed (No. of Guests), Not confirmed, Follow up etc to the list concerned and take a print out
• Make telephonic calls to guests/groups, inviting them for the function.
• Leads to systematic follow up of the guests.• Accurately forecast the number of guests
expected to attend a particular function.• eSecretary saves money by avoiding un-
necessary expenses.
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Accurate forecasting of guests.
• Accurate forecast of the out station guests coming to attend the function.
• Helps making arrangements for their receiving at Railway stations/Airport
• Accommodations for the guests stay can be arranged in a better way.
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Example of Gupta Family.
Gupta family consists of
• Mr. Gupta,
• Mrs. Gupta,• Elder daughter Kajol,
• Younger daughter Pinky,
• Elder son Pankaj and
• Younger son Rakesh.
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eSecretary deployed by Gupta Family for daughter’s marriage.
eSecretary was used for following – Compiling Contacts to create a Master List.– Creating the Segment Lists from Master list for different
occasions. – Printing the Mailing Labels/Envelops. – Sending invitations/reminders by email using the email merge
facility of eSecretary.– Personal calling & updating the status of invitees– Receiving the guests and putting them up in Bhavan’s/Hotels.– Making the accurate estimate of the expected Guests for various
occasions. – Mithai distribution, Gift Distribution etc.
– Post marriage “Thank You” Letters.
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Getting Started
• Mr. Gupta,head of family started gathering contacts, instructed family members to give their lists.
• Mr. Gupta found contacts were lying scattered in Diaries at home and office, Mobile phones, Laptops,(Self , elder son , daughter ) , Networking sights, blogs (Younger son) .
• Contacts in computer in excel sheets were imported in the eSecretary.
• Other contacts had to be profiled and entered in the eSecretary.
• Entered contacts city wise in the eSecretary.• This one time exercise helped Mr. Gupta very much.
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Master List of Contacts/ Central Repository of contacts.
• Gupta family first compiled all contacts to prepare a Master Contact List.
• This was central repository of all contacts.• Different categories like• Gupta family contacts, In laws contacts, Pankaj’s
contacts, Rakesh’s contacts, Kajol’s contacts, Pinky’s contacts, Mrs. Pankaj’s contacts etc
• Different contact types• Close relatives, Distant relatives, Family friends,
Neighbors, Business contacts, Professional contacts, Office contacts etc.
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Segment Lists • Next, Gupta Family prepared the Segment lists as under-• Engagement Guests List -Close Relatives, Friends, Close
Neighbors, Important business contacts.(200)• Ganesh Poojan Guest List- Close relatives, Friends, Neighbors.
(200).• Sangeet Sandhya Guest List – Close relatives, Close friends,
Neighbors, Important Business contacts, (200)• Panigrahan Guest List- Close and distant relatives, All friends, All
neighbors, Important Business contacts (500).• Reception Guest List- Full Master List. (1000).• Guests for temporary stay arrangements- List of guests from out
side Mumbai, for whom accommodation was to be arranged , was prepared. Arrangements made to receive them at Rly.Station/Airport and transport them to their temporary residence.
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Printing Labels/envelops
• Gupta Family printed the mailing labels and envelops for all guests.
• Labels were printed in Red in word.• Labels/envelops were used to send Marriage
invitations to all guests.
• Gupta Family did not receive any complaints about some one not receiving the invitations.
• Special letters sent to selected relatives and friends as prior intimation. (Manvar Patrika).
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Simplified Email Merge in eSecretary
• Gupta Family used Email merge facility to send invitations and reminders to many
guests having email facility.
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Telephonic follow up
• Gupta Family took a print out of each list, with check list (additional columns) like Confirmed (No .of Attendees), Follow up required, Remarks. (Who took the call, what is the response etc).
• Called guests ,noted the response for each function systematically.
• Similarly, for outstation guests , Gupta Family gathered information like- No.of guests coming, Train/Flight timings etc.
• Assigned receiving these guests to Pankaj, Rakesh and others.
• Gupta Family planned guest’s temporary stay very accurately.
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Accurate compilation of guests
• By telephonic follow up, Gupta family could prepare the list of guests expected to attend a particular function accurately.
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Accurate Estimate of guests.
• Gupta Family was able to make a very accurate estimate of the guests attending the various functions.
• Accordingly they negotiated & finalized with the caterer
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Post marriage Thank you note.
• Gupta Family also sent the " Thank You " letter to all attendees attaching the relevant photographs.
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Saved Money.
• By using the eSecretary, Gupta family could save a substantial amount on
• Catering,• Guest stay,• distribution of Mithai’s etc.
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Happy Guests, Gupta family praised by all.
• Excellent arrangements made possible by eSecretary’s use.
• Gupta Family praised by all guests.
• This enhanced Gupta Family’s prestige in the society.
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Home PC Used intelligently
• PC is found in every middle class family.• Home PC used for Projects by students,
Gaming, Music by children, Net surfing etc. • Gupta family’s case study shows - PC can be
used for organizing important events like Marriages, Birthday and anniversary parties etc very efficiently.
• Use eSecretary very effectively to send your greetings on various occasions like- Deepavali, Holi, New year, Christmas, Id etc .
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End of Presentation
• Thank You