professional services automation - univentures...3. user populated 4. extensive search engine 5....
TRANSCRIPT
![Page 1: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/1.jpg)
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
![Page 2: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/2.jpg)
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.
![Page 3: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/3.jpg)
.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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 4: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/4.jpg)
4
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.
UNIVents™… PSAKnowledge Matters…© 2013
![Page 5: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/5.jpg)
5
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 6: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/6.jpg)
6
UNIVents™AN EVENT & RESOURCE
VETTING, DEPLOYMENT , MANAGEMENT SYSTEM
Organization Success Indicators…Operations and Processes Critical to Growth and Sustainability
UNIVents™… PSAKnowledge Matters…© 2013
The Ultimate Professional Services Automation Tool
![Page 7: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/7.jpg)
UNIVents™… PSAKnowledge Matters…© 2013
The Ultimate Integrated Professional Services Automation Tool
![Page 8: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/8.jpg)
8
Design Simplicity
UNIVents™… Knowledge Matters…© 2013
![Page 9: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/9.jpg)
9
Design– Complexity
UNIVents™… Knowledge Matters…© 2013UNIVents™… PSAKnowledge Matters…© 2013
![Page 10: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/10.jpg)
10
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 11: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/11.jpg)
11
Sample Client Web AccessSample Client Web Access
Communication Page
Expert Log In- Stand alone website or ties into existing
websites
UNIVents™… PSAKnowledge Matters…© 2013
![Page 12: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/12.jpg)
12
Sample Client Log InSample Client Log In
Knowledge Talent Bank
UNIVents™… PSAKnowledge Matters…© 2013
![Page 13: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/13.jpg)
User Driven Front End Template
Sample Screen Shots
UNIVents™… PSAKnowledge Matters…© 2013
![Page 14: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/14.jpg)
Topics
Certifications
Language
Over 700 topic areas
UNIVents™… PSAKnowledge Matters…© 2013
![Page 15: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/15.jpg)
15
Over 550 areas
SearchableTalent FocusSearchableTalent Focus
Relationships
Learning Formats
Educational Level
Industry Experience
Locations
UNIVents™… PSAKnowledge Matters…© 2013
![Page 16: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/16.jpg)
16
Sample TAP Profile: From the Expert’s View
UNIVents™… PSAKnowledge Matters…© 2013
![Page 17: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/17.jpg)
17
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 18: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/18.jpg)
18
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 19: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/19.jpg)
19
The Talent / Resource Template
Drilling DownWhen Needed
Personal
Qualifications/ Vetting
References & Docs
Event HxAvailability
UNIVents™… PSAKnowledge Matters…© 2013
![Page 20: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/20.jpg)
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 21: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/21.jpg)
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
![Page 22: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/22.jpg)
22
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 23: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/23.jpg)
23
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
![Page 24: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/24.jpg)
24
The Event Template**Everything we need to know
The Event Template**Everything we need to know
Info put in Just Once…
IntegratedRelationalSystem
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 25: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/25.jpg)
25
Info put in Just Once…
IntegratedRelational
System
Info put in Just Once…
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 26: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/26.jpg)
26
The Event Template**Everything we need to know
The Event Template**Everything we need to know
Info put inJust Once…
IntegratedRelationalSystem
Info put inJust Once…
IntegratedRelationalSystem
Contacts
Notes
Docs
Expert Details
MetricsUNIVents™… PSAKnowledge Matters…© 2013
![Page 27: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/27.jpg)
27
Client LogoMURPHY’S LAW
Event Calendar- by Month/Day/Expert
MURPHY’SLAW
UNIVents™… PSAKnowledge Matters…© 2013
![Page 28: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/28.jpg)
28
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
UNIVents™… PSAKnowledge Matters…© 2013
![Page 29: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/29.jpg)
29
Sample Automated Notification Process
145 automated notifications
UNIVents™… PSAKnowledge Matters…© 2013
![Page 30: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/30.jpg)
UNIVents ™ © 2011 …When Knowledge Matters… 30
Sample Marketing E-Blasts
UNIVents™… Knowledge Matters…© 2013
Marketing Campaigns-up to 700 per mailingno limitation/fees per numbereach is sent out separately to avoid being read as SPAM
![Page 31: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/31.jpg)
31
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
UNIVents™… Knowledge Matters…© 2013
![Page 32: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/32.jpg)
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
UNIVents™… Knowledge Matters…© 2013
![Page 33: Professional Services Automation - UNIVentures...3. User populated 4. Extensive Search Engine 5. Process Driven Relational Database 6. Continuous TAP: Improvement TalentAccess Portal](https://reader033.vdocuments.us/reader033/viewer/2022060300/5f08205c7e708231d4207834/html5/thumbnails/33.jpg)
33
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
UNIVents™… PSAKnowledge Matters…© 2013
Contact UNIVentures for a LIVE DEMO1.480.905.0428/ [email protected]