Think your workday is crazy? Try running more than 3,000 live sports and entertainment events a year. VP of Live Events Steve Spurlock shares how applying SMS and portal access – along with social media vision – to daily administration, expenses, crew assignments, and vendor management allows his successful event production company to manage more than 10,000 freelancers in creating seamless broadcasts of live sports and concerts.
McKenzie County, North Dakota saw huge population growth due to an oil boom, but lacked centralized GIS capabilities. They hired a consultant to implement an Enterprise GIS solution using ArcGIS Server and SQL Server. This centralized their data across departments and enabled mobile access and editing. It provided efficiencies over their previous disjointed file-based system. While IT support was a challenge initially, departments are now realizing GIS's value beyond maps and more support is being provided. The implementation gave them confidence in their new system's configuration and they are encouraged by GIS's potential future role.
Ohio University introduced the first Sports Administration program in 1966. Sport management programs typically include three core components: sport marketing, facility management, and sport information. The sport industry is large and growing, valued at $194.64 billion in 2002, with revenue generated from sources like sponsorship, media broadcast rights, merchandise, and spectator spending. Some popular career paths in sport include working in collegiate sports, professional sports, facilities management, and sport marketing.
The document discusses sport management and provides examples from various sports. It begins by defining sport management as the application of management processes to sport environments. It notes that sport managers need both management skills and an understanding of sport systems and the value of sport in society. It then provides examples of sport management from early cricket clubs in England to the use of analytics and sabermetrics by Billy Beane to build a competitive baseball team with the Oakland A's.
ACC - How first-class agencies run their daily operations with Teamleader Orb...ACCBelgium
Robbrecht Delrue is an Account Executive for Teamleader, a work management software used by over 3500 agencies. The document discusses how Teamleader can help agencies improve operational excellence through centralizing tools and analytics, help with customer growth through shared services, and offers ACC membership benefits including a 15% discount. Robbrecht is looking forward to discussing how Teamleader can help organizations.
Connecting For Success: How i CRM Spotlight - TengoInternetSugarCRM
Marketing and support automation drives rapid growth with new and existing customers – see how fresh processes and smart integration choices allow this private network services provider to save thousands of dollars a month in outbound service calls, drive new demand, and scale business services to meet the customers’ needs. In this session, let TengoInternet’s experience start 'connecting you for success'.
This document discusses data science on Google Cloud Platform (GCP). It defines data science as applying the scientific method to data to extract actionable knowledge. On GCP, data scientists can use tools like BigQuery, Cloud Dataflow, and Cloud Machine Learning Engine to analyze and process data at scale. The document also provides an example of using GCP services to analyze flight delay data from a public dataset to inform a decision about canceling a business meeting if a flight is delayed. Historical flight data is ingested into Cloud Storage and processed using Cloud SQL and visualized in Google Data Studio reports.
Benefits of superfast and day in life buy with confidence - plymouth 29.10Get up to Speed
Superfast broadband provides several benefits for businesses including cost savings through more effective marketing using social media, increased flexibility for remote and mobile work, improved geographic reach by accessing customers anywhere, and opportunities for innovation through easier collaboration and file sharing. It also improves reliability and security with cloud backup of data and systems. A support service called "Get Up to Speed" helps businesses and communities improve digital skills and adopt faster broadband.
McKenzie County, North Dakota saw huge population growth due to an oil boom, but lacked centralized GIS capabilities. They hired a consultant to implement an Enterprise GIS solution using ArcGIS Server and SQL Server. This centralized their data across departments and enabled mobile access and editing. It provided efficiencies over their previous disjointed file-based system. While IT support was a challenge initially, departments are now realizing GIS's value beyond maps and more support is being provided. The implementation gave them confidence in their new system's configuration and they are encouraged by GIS's potential future role.
Ohio University introduced the first Sports Administration program in 1966. Sport management programs typically include three core components: sport marketing, facility management, and sport information. The sport industry is large and growing, valued at $194.64 billion in 2002, with revenue generated from sources like sponsorship, media broadcast rights, merchandise, and spectator spending. Some popular career paths in sport include working in collegiate sports, professional sports, facilities management, and sport marketing.
The document discusses sport management and provides examples from various sports. It begins by defining sport management as the application of management processes to sport environments. It notes that sport managers need both management skills and an understanding of sport systems and the value of sport in society. It then provides examples of sport management from early cricket clubs in England to the use of analytics and sabermetrics by Billy Beane to build a competitive baseball team with the Oakland A's.
ACC - How first-class agencies run their daily operations with Teamleader Orb...ACCBelgium
Robbrecht Delrue is an Account Executive for Teamleader, a work management software used by over 3500 agencies. The document discusses how Teamleader can help agencies improve operational excellence through centralizing tools and analytics, help with customer growth through shared services, and offers ACC membership benefits including a 15% discount. Robbrecht is looking forward to discussing how Teamleader can help organizations.
Connecting For Success: How i CRM Spotlight - TengoInternetSugarCRM
Marketing and support automation drives rapid growth with new and existing customers – see how fresh processes and smart integration choices allow this private network services provider to save thousands of dollars a month in outbound service calls, drive new demand, and scale business services to meet the customers’ needs. In this session, let TengoInternet’s experience start 'connecting you for success'.
This document discusses data science on Google Cloud Platform (GCP). It defines data science as applying the scientific method to data to extract actionable knowledge. On GCP, data scientists can use tools like BigQuery, Cloud Dataflow, and Cloud Machine Learning Engine to analyze and process data at scale. The document also provides an example of using GCP services to analyze flight delay data from a public dataset to inform a decision about canceling a business meeting if a flight is delayed. Historical flight data is ingested into Cloud Storage and processed using Cloud SQL and visualized in Google Data Studio reports.
Benefits of superfast and day in life buy with confidence - plymouth 29.10Get up to Speed
Superfast broadband provides several benefits for businesses including cost savings through more effective marketing using social media, increased flexibility for remote and mobile work, improved geographic reach by accessing customers anywhere, and opportunities for innovation through easier collaboration and file sharing. It also improves reliability and security with cloud backup of data and systems. A support service called "Get Up to Speed" helps businesses and communities improve digital skills and adopt faster broadband.
TechSoup Connect Texas: Creating a Tech Stack Built Around QBOTechSoup
The document discusses building a tech stack around QuickBooks Online to automate financial processes for nonprofits. It recommends stacking apps that integrate with QBO like Bill.com for accounts payable, Gusto for payroll, Divvy for expenses, and Fathom for reporting. Combining the right apps can increase operational efficiency, staff productivity and transparency. The presentation provides an overview of how each app works and its costs.
This document discusses a project to implement a computerized time and attendance system for the City of Ottawa, Kansas to replace their current paper timecard system. The current paper system is inefficient and requires excessive time from employees and supervisors to track hours. The goals of the project are to improve efficiency and reduce costs. The document analyzes issues with their current financial software system's time tracking module and considers alternative computerized time tracking solutions. Implementation will require approval from management after presenting findings and recommendations. The project aims to increase accuracy of time tracking and reduce employee time spent on the current paper process.
This document discusses Badoo's use of MicroStrategy for business intelligence and analytics. It describes how MicroStrategy helped Badoo overcome challenges with their previous BI tool by providing dimensional modeling, self-service reports, and weekly releases. It highlights how MicroStrategy enabled data discovery, analysis delivery, and reporting for over 90 users across various teams. The document also provides examples of query optimizations in MicroStrategy that improved performance. Finally, it discusses how MicroStrategy has enabled Badoo to empower users through visual insights, transaction services, command manager automation, and streamlined web deployments.
Webinar: Proactive Strategies for Finding and Fixing Performance IssuesJennifer Finney
The document discusses Deckers' journey to improve website performance. It started with a mandate for faster sites but lack of proper tools and goals made progress difficult. Deckers implemented new monitoring tools to establish baselines and identify bottlenecks. They created performance budgets and goals to prioritize issues. Deckers also addressed third-party pixel performance through budgets and SLAs. These efforts helped Deckers improve load times by 33% across properties.
The document summarizes a presentation on digital transformation for project and portfolio management (PPM) given at a Washington DC PPM Summit. It introduces the presenters Mike Taylor from Innovative-e and Ed Swirbalus from the Commonwealth of Massachusetts. It defines PPM and digital transformation, discusses how PPM relates to digital transformation, and outlines Innovative-e's approach to PPM transformation focusing initially on people, processes, and technology. It then provides details of the Commonwealth of Massachusetts' PPM transformation journey and roadmap.
Details on how the architecture and engineering firm McKinstry uses the cloud BI & CPM software suite from Adaptive Insights to manage and grow its business.
Quipmate is developing an enterprise social network to connect people, conversations, projects and ideas within a company to enhance productivity. It aims to provide features like microblogging, activity feeds, project collaboration, employee engagement and knowledge management. Quipmate sees opportunities in the growing enterprise social network market and believes its ability to customize features without impacting price provides a competitive advantage over alternatives like Yammer, Jive and Socialcast. It plans a phased rollout of its product and has priced access based on the number of employees in a company.
This digital services company combines capabilities in Agile development, data science, user experience, and digital transformation to help organizations:
1) Gain insights from data analysis and user research to support strategic decision making.
2) Develop digital solutions using Agile methodology, Lean UX, and software engineering.
3) Build internal digital capabilities and drive organizational change through hands-on projects.
Indusa conducted a unique event, 'Idea-A-Thon'- Powering Innovation, on October 14, 2016. Idea-A-Thon went a step beyond generating ideas to creating usable solutions. With digitization sweeping the IT industry and talks about the tectonic changes it is bringing, the organizers very aptly zeroed on “Digitizing Employee Engagement” as the central theme for the event. Idea-A-Thon saw enthusiastic participation from 24 teams, with each team comprising of between three and five participants displaying their ideas on how to improve employee engagement through digital technologies.
The kind of energy and vigor shown by the employees in making this event successful and memorable was endorsed and well appreciated by all, including the senior management. Govind Gupta, CEO, Indusa, says “I would like to commend the sincere and diligent efforts of everyone at Indusa for conceiving and accomplishing this event wherein everyone got an opportunity to showcase their brilliant and innovative concepts. We are studying the ideas generated and solutions proposed in the event, and are formulating action plans to take some of them forward.”
The aim of Idea-A-Thon was no different, and it too had its set of winners from the technical as well as the non-technical front; but more importantly, we identified and encouraged innovators and leaders.
Compass aims to simplify website creation for small businesses by leveraging a vetted freelance network and streamlined processes. Through a detailed information gathering form, freelancer matching, automation of tasks, and project management, Compass can create basic websites for $500, a fraction of traditional costs. In a case study, Compass gathered requirements, matched a freelancer, automated tasks, and delivered a client's website within a week for $500. This model reduces costs for clients and increases earnings for freelancers while taking a 20% cut for Compass. Compass plans to scale this model and acquire customers by incentivizing referrals from existing clients and freelancers.
16. MIS for Project Monitoring and Evaluation ifadseahub
This document discusses how a management information system (MIS) can be used for project monitoring and evaluation (M&E). It describes how the MIS allows for:
1) Efficient data collection through mobile devices to track activities, evaluations, technology adoption, and fund utilization.
2) Real-time monitoring and analysis of project indicators and logframes for management and evaluation.
3) Visualization of project data and progress reports through maps and charts.
4) Future integration with other systems and flexibility to develop additional modules over time.
Janapati Sai Subrahmanyam is an Associate Software Engineer with over 1.5 years of experience in data science and data warehousing. He currently works as an Automation Engineer at Accenture on data warehousing and reporting projects. His skills include Python, SQL, Dash, Flask, and he has experience with tools like Pandas, Scikit-Learn, and TensorFlow/Keras. Some of his past projects include a web app for data analysis and reporting, benchmarking machine learning models on structured data, and predictive models for heart disease and bankruptcy prediction.
Summit 2018: How Smarter Time and Expense Tracking Will Rock Your Microsoft ...Journyx, Inc
Whether your organization tracks time and expenses for projects, payroll, and/or billing, we’ll show you how Journyx works with everything Microsoft and uses artificial intelligence to make it faster, easier, and smarter for everyone to track time and expenses. You'll find out:
*How Journyx works with Exchange tasks and calendar entries to automatically fill out timesheets.
*How time and expense data is synced to your key Microsoft applications, including Dynamics 365/GP/NAV/AX, Excel, and Project.
Quipmate is developing an enterprise social network to improve employee productivity, collaboration, and innovation. It will provide features like microblogging, activity feeds, project groups, knowledge sharing, and mobile access to help employees connect across organizations. Quipmate aims to customize its platform for each client without increasing prices. It plans a phased rollout of its product and sees opportunities for growth in both the US and international markets.
Quipmate is developing an enterprise social network to improve employee productivity, collaboration, and innovation. Their solution connects people, conversations, projects and ideas in a unified social network within companies. It provides features like microblogging, activity feeds, project groups, knowledge sharing and mobile access. Quipmate aims to increase productivity, innovation, and human capital while reducing costs. They plan to initially target the growing enterprise social network market and later expand features to integrate with other enterprise software.
Digital leaders are able to satisfy 24/7 customer demand through integrated systems that provide insights from collected data. Leaders in different industries like Amazon, Revolut, and Drybar have used digital technologies to improve customer experiences and gain significant market share. The document outlines nine actions businesses can take to become digital leaders in 2019, such as migrating applications to the cloud, increasing automation, and drawing insights from data to improve customer experiences through optimized processes and technologies.
This document provides an overview of agile software development. It begins by noting the increasing dependence of companies on software. It then contrasts the traditional waterfall model with agile principles, noting that agile focuses on iterative delivery of working software, customer collaboration, and responding to change. The origins of agile are explained through the agile manifesto's values of individuals, working software, customer collaboration, and responding to change. Benefits of agile include more frequent delivery of value and better engagement. Examples of successful agile implementations at Gofore and the Finnish Institute of Occupational Health are also provided.
Android mobile based Field Data Collectionpraxisnfp
Praxis Management Consulting provides a digital survey solution using their fieldMaster Android app and fieldServer. The solution allows for:
- Rapid deployment of digital forms for data collection within 24 hours
- Error-free, real-time collection of data including location, photos and timestamps
- Elimination of manual data entry by submitting forms directly from the field
- Advanced reporting, exports and analysis of survey data through the centralized fieldServer
The solution provides a low-cost alternative to paper-based surveys with fewer errors and faster results. Praxis offers training and hosting options to help organizations digitize their survey processes.
Success Stories In MEP Engineering Project DeliveryNewforma
In mechanical, electrical, and plumbing engineering companies across the country, engineers are distracted from their real work. Instead, they’re managing email, logging submittals and RFIs, keeping track of file transfers, compiling and managing punch lists, and more.
If you’re charged with making sure your teams are operating at maximum effectiveness – and are motivated to do their best work – look into Newforma today.
Lessons Learned: Building IBM's Next Generation CRM ArchitectureSugarCRM
This session is a more in-depth look at the architecture that drives the IBM Social CRM solution and integrates SugarCRM with enterprise Master Data Management, Line of Business applications, legacy data sources, analytics and collaboration solutions to drive seller productivity. Focusing on seller experience and seamlessly integrating over a dozen applications, we were able to deliver a single instance global server to over 50,000 users . We will be discussing the technologies and patterns implemented to ensure business agility while meeting our enterprise architecture blueprint.
Social media has become essential to today’s business - organizations of all sizes are engaging at higher rates. How do you monitor, manage, and report on these conversations? What can you do with all the data collected? And more importantly, how can you leverage social intelligence to influence and cross-inform multiple levels across the entire enterprise? Social media is no longer simply a marketing channel. Social is now a resource that intelligent organizations are leveraging to make strategic business decisions, inform product direction, build sales leads, enhance customer support, monitor brand health, and talent prospecting.
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TechSoup Connect Texas: Creating a Tech Stack Built Around QBOTechSoup
The document discusses building a tech stack around QuickBooks Online to automate financial processes for nonprofits. It recommends stacking apps that integrate with QBO like Bill.com for accounts payable, Gusto for payroll, Divvy for expenses, and Fathom for reporting. Combining the right apps can increase operational efficiency, staff productivity and transparency. The presentation provides an overview of how each app works and its costs.
This document discusses a project to implement a computerized time and attendance system for the City of Ottawa, Kansas to replace their current paper timecard system. The current paper system is inefficient and requires excessive time from employees and supervisors to track hours. The goals of the project are to improve efficiency and reduce costs. The document analyzes issues with their current financial software system's time tracking module and considers alternative computerized time tracking solutions. Implementation will require approval from management after presenting findings and recommendations. The project aims to increase accuracy of time tracking and reduce employee time spent on the current paper process.
This document discusses Badoo's use of MicroStrategy for business intelligence and analytics. It describes how MicroStrategy helped Badoo overcome challenges with their previous BI tool by providing dimensional modeling, self-service reports, and weekly releases. It highlights how MicroStrategy enabled data discovery, analysis delivery, and reporting for over 90 users across various teams. The document also provides examples of query optimizations in MicroStrategy that improved performance. Finally, it discusses how MicroStrategy has enabled Badoo to empower users through visual insights, transaction services, command manager automation, and streamlined web deployments.
Webinar: Proactive Strategies for Finding and Fixing Performance IssuesJennifer Finney
The document discusses Deckers' journey to improve website performance. It started with a mandate for faster sites but lack of proper tools and goals made progress difficult. Deckers implemented new monitoring tools to establish baselines and identify bottlenecks. They created performance budgets and goals to prioritize issues. Deckers also addressed third-party pixel performance through budgets and SLAs. These efforts helped Deckers improve load times by 33% across properties.
The document summarizes a presentation on digital transformation for project and portfolio management (PPM) given at a Washington DC PPM Summit. It introduces the presenters Mike Taylor from Innovative-e and Ed Swirbalus from the Commonwealth of Massachusetts. It defines PPM and digital transformation, discusses how PPM relates to digital transformation, and outlines Innovative-e's approach to PPM transformation focusing initially on people, processes, and technology. It then provides details of the Commonwealth of Massachusetts' PPM transformation journey and roadmap.
Details on how the architecture and engineering firm McKinstry uses the cloud BI & CPM software suite from Adaptive Insights to manage and grow its business.
Quipmate is developing an enterprise social network to connect people, conversations, projects and ideas within a company to enhance productivity. It aims to provide features like microblogging, activity feeds, project collaboration, employee engagement and knowledge management. Quipmate sees opportunities in the growing enterprise social network market and believes its ability to customize features without impacting price provides a competitive advantage over alternatives like Yammer, Jive and Socialcast. It plans a phased rollout of its product and has priced access based on the number of employees in a company.
This digital services company combines capabilities in Agile development, data science, user experience, and digital transformation to help organizations:
1) Gain insights from data analysis and user research to support strategic decision making.
2) Develop digital solutions using Agile methodology, Lean UX, and software engineering.
3) Build internal digital capabilities and drive organizational change through hands-on projects.
Indusa conducted a unique event, 'Idea-A-Thon'- Powering Innovation, on October 14, 2016. Idea-A-Thon went a step beyond generating ideas to creating usable solutions. With digitization sweeping the IT industry and talks about the tectonic changes it is bringing, the organizers very aptly zeroed on “Digitizing Employee Engagement” as the central theme for the event. Idea-A-Thon saw enthusiastic participation from 24 teams, with each team comprising of between three and five participants displaying their ideas on how to improve employee engagement through digital technologies.
The kind of energy and vigor shown by the employees in making this event successful and memorable was endorsed and well appreciated by all, including the senior management. Govind Gupta, CEO, Indusa, says “I would like to commend the sincere and diligent efforts of everyone at Indusa for conceiving and accomplishing this event wherein everyone got an opportunity to showcase their brilliant and innovative concepts. We are studying the ideas generated and solutions proposed in the event, and are formulating action plans to take some of them forward.”
The aim of Idea-A-Thon was no different, and it too had its set of winners from the technical as well as the non-technical front; but more importantly, we identified and encouraged innovators and leaders.
Compass aims to simplify website creation for small businesses by leveraging a vetted freelance network and streamlined processes. Through a detailed information gathering form, freelancer matching, automation of tasks, and project management, Compass can create basic websites for $500, a fraction of traditional costs. In a case study, Compass gathered requirements, matched a freelancer, automated tasks, and delivered a client's website within a week for $500. This model reduces costs for clients and increases earnings for freelancers while taking a 20% cut for Compass. Compass plans to scale this model and acquire customers by incentivizing referrals from existing clients and freelancers.
16. MIS for Project Monitoring and Evaluation ifadseahub
This document discusses how a management information system (MIS) can be used for project monitoring and evaluation (M&E). It describes how the MIS allows for:
1) Efficient data collection through mobile devices to track activities, evaluations, technology adoption, and fund utilization.
2) Real-time monitoring and analysis of project indicators and logframes for management and evaluation.
3) Visualization of project data and progress reports through maps and charts.
4) Future integration with other systems and flexibility to develop additional modules over time.
Janapati Sai Subrahmanyam is an Associate Software Engineer with over 1.5 years of experience in data science and data warehousing. He currently works as an Automation Engineer at Accenture on data warehousing and reporting projects. His skills include Python, SQL, Dash, Flask, and he has experience with tools like Pandas, Scikit-Learn, and TensorFlow/Keras. Some of his past projects include a web app for data analysis and reporting, benchmarking machine learning models on structured data, and predictive models for heart disease and bankruptcy prediction.
Summit 2018: How Smarter Time and Expense Tracking Will Rock Your Microsoft ...Journyx, Inc
Whether your organization tracks time and expenses for projects, payroll, and/or billing, we’ll show you how Journyx works with everything Microsoft and uses artificial intelligence to make it faster, easier, and smarter for everyone to track time and expenses. You'll find out:
*How Journyx works with Exchange tasks and calendar entries to automatically fill out timesheets.
*How time and expense data is synced to your key Microsoft applications, including Dynamics 365/GP/NAV/AX, Excel, and Project.
Quipmate is developing an enterprise social network to improve employee productivity, collaboration, and innovation. It will provide features like microblogging, activity feeds, project groups, knowledge sharing, and mobile access to help employees connect across organizations. Quipmate aims to customize its platform for each client without increasing prices. It plans a phased rollout of its product and sees opportunities for growth in both the US and international markets.
Quipmate is developing an enterprise social network to improve employee productivity, collaboration, and innovation. Their solution connects people, conversations, projects and ideas in a unified social network within companies. It provides features like microblogging, activity feeds, project groups, knowledge sharing and mobile access. Quipmate aims to increase productivity, innovation, and human capital while reducing costs. They plan to initially target the growing enterprise social network market and later expand features to integrate with other enterprise software.
Digital leaders are able to satisfy 24/7 customer demand through integrated systems that provide insights from collected data. Leaders in different industries like Amazon, Revolut, and Drybar have used digital technologies to improve customer experiences and gain significant market share. The document outlines nine actions businesses can take to become digital leaders in 2019, such as migrating applications to the cloud, increasing automation, and drawing insights from data to improve customer experiences through optimized processes and technologies.
This document provides an overview of agile software development. It begins by noting the increasing dependence of companies on software. It then contrasts the traditional waterfall model with agile principles, noting that agile focuses on iterative delivery of working software, customer collaboration, and responding to change. The origins of agile are explained through the agile manifesto's values of individuals, working software, customer collaboration, and responding to change. Benefits of agile include more frequent delivery of value and better engagement. Examples of successful agile implementations at Gofore and the Finnish Institute of Occupational Health are also provided.
Android mobile based Field Data Collectionpraxisnfp
Praxis Management Consulting provides a digital survey solution using their fieldMaster Android app and fieldServer. The solution allows for:
- Rapid deployment of digital forms for data collection within 24 hours
- Error-free, real-time collection of data including location, photos and timestamps
- Elimination of manual data entry by submitting forms directly from the field
- Advanced reporting, exports and analysis of survey data through the centralized fieldServer
The solution provides a low-cost alternative to paper-based surveys with fewer errors and faster results. Praxis offers training and hosting options to help organizations digitize their survey processes.
Success Stories In MEP Engineering Project DeliveryNewforma
In mechanical, electrical, and plumbing engineering companies across the country, engineers are distracted from their real work. Instead, they’re managing email, logging submittals and RFIs, keeping track of file transfers, compiling and managing punch lists, and more.
If you’re charged with making sure your teams are operating at maximum effectiveness – and are motivated to do their best work – look into Newforma today.
Semelhante a Producing Value With CRM: How i CRM Spotlight - Program Productions (20)
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Social media has become essential to today’s business - organizations of all sizes are engaging at higher rates. How do you monitor, manage, and report on these conversations? What can you do with all the data collected? And more importantly, how can you leverage social intelligence to influence and cross-inform multiple levels across the entire enterprise? Social media is no longer simply a marketing channel. Social is now a resource that intelligent organizations are leveraging to make strategic business decisions, inform product direction, build sales leads, enhance customer support, monitor brand health, and talent prospecting.
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Producing Value With CRM: How i CRM Spotlight - Program Productions
1. Producing value with crm
Steve Spurlock
Vice President, General Manager
Program Productions
@ProgramProd #SugarCon
2.
3. Program Productions and Sugar
3
• Live sports and entertainment production
company produces 3,000+ events per year.
• Customers: Major networks, media, brands
- client list includes Big Ten Network, NBC
Sports, Fox Sports, Turner and MLB Network.
• Formerly used Outlook and Excel
• Launched Sugar: 2013
• Partner: Highland Solutions
4. Why did we need CRM?
• To improve workflow process and project
management
• To raise level of data integrity in environment of
rapid changes
• Create an environment of robust reporting and
information visibility
4
7. Implementation
• ProCrewz does the heavy lifting:
– Estimating production expenses
– Event staffing
– Freelance hiring
– Travel costs
– Calendar management
7
8. Module Customization
• Rate Card: set contracted rates and benefits for freelancers in each city
• Invoicing: pull labor detail from related job to create custom invoices and
generate estimates
• Positions: catalogs all crewing positions
• Employees: W-2 freelancers list, highlights specialties and project history
• Job Opportunities: Monitors events to track estimates and actual labor costs
• Pricing/Expenses Module: Pricing on equipment rentals, includes cost vs
actual
• Estimated Labor: Estimates call time, crewing dates and scheduled hours
• Labor Actuals: Records actual hours worked for invoicing and job records
• Job Calendar: View of daily job activity
8
9. Portals
• Freelancer: Access to documents related to the
job, including crew lists, crew contacts, sign-in/-
out sheets and trouble reports.
• Client View: Displays all related upcoming
events with option for detail view. Clients can
pull reports for detailed job estimates and costs
related to crew member names, call times,
travel, etc.
9
10. Impact
Steve Spurlock, VP of Live Events
•Increased Productivity:
“If it takes four hours to crew a job, instead of the six hours it used to take,
you’re spending one-third less time on each job. In an eight-hour day, we can
pick up two hours and get two jobs done instead of one-and-a-half.”
•Decreased administrative costs:
“We’re saving hundreds of hours each year using Sugar to build our jobs… we
can do it in 1/3 to 1/2 that time because so much of the information is in the
system: names, tax information, rates for major cities, union rules.”
•Automated Invoicing:
“I used to do all the invoicing myself. Being able to have all this information built
into a system where all the calculations are done themselves and information is
pre-generated, I have gained hours in my week.”
10
11. Impact
Kelli Dora, National Crew Coordinator
• Improved agility – When Minutes Matter
Technical director was a no-show for a live broadcast
“I had someone on the road in 45 minutes. With the
spreadsheets system, it would have taken me at least a
couple of hours.”
11
12. Moving forward with CRM
• Social Media: Jobs board via portal that allows
freelancers to see future jobs, and post their locations
and availability each week.
• Onboard sales staff
• Integrate with payroll and financial system
• Further expansion plans include: real-time portal support
access, crew event notifications, back-office system
integration, scheduling alerts and event request
capabilities for clients.
12
13. Ideas to Produce Results
• Develop intelligence
– Automate where possible
– Centralize information access
• Leverage portals
– Limited view for critical information
– Input feeds automation and backend processes
• Facilitate team agility
– Empower to react faster, better when problems arise
13
Introductory slide. It will be up as you are introduced.
Share a bit of company history, drawing on your background as a longtime employee. Highlight the growth from small company doing Chicago events to national work.
– Company History
Over a quarter century
Founded in 1982 by Robert J Carzoli
Handle Chicago Events mainly supporting the convention services area
When I started 1999-2003 Freelance 2003 Fulltime
4 million dollar a year with about 400 employees in Chicago – Wolves, High School Highlight Show, Convention Services work…
Took over by son Robert E Carzoli – background in staffing
Vision of growing staffing to a national level
Grew to now around 30 million and still growing with over 7000 employees in the database, over 4600 sent W2’s last year
HDNet now AXS.TV Mark Cuban gave us a chance nationally
MTVG
Fox Regionals
Fox National
Keep adding on…
Other networks
Truck Providers
Production Companies
Founded: 1982
Office: Lombard, IL
Staffs about 3,000 live events nationwide per year
Manages technical freelance staff of about 10,000
Life before Sugar
Excel spreadsheets and Outlook Calendars
Multiple Tabs
No single location for all of the data
Storing workbooks
Finding information on previous jobs
Compiling payroll information
Double entries of invoices (Spreadsheets and Quickbooks)
No data integrity
Formulas
Mis-entered info
Employee names and ID’s
Larger Jobs and Multiple Event Days
Culture of Crewing with Locals
Changing the culture of Crewing to National
Needed a system that would streamline so not to have to double staff
Idea of creating a database
False Start
Importance of a good partner – Highland Solutions
Storyboarding
Use of Sugar as a platform to build off of
Modules
Talk briefly here about what life was like before Sugar - working out of Outlook and a spreadsheet with 15 tabs.
Now using Sugar for administration, expenses, crew assignments, and vendor management through a portal.
This is a good time to thank your partner: “We talked with Highland, and they came back and presented to us. They story-boarded everything and did all the what-ifs. It seemed as if there was no point in looking beyond Sugar when Sugar and Highland gave us everything we needed.”
– Why did we need a CRM
Improve workflow process
Staff needs
Reduce time
One time entry of data
Data Integrity
Better Reporting
Easy to find job history/data
Help with compliance
Overtime/40 hour work week
ACA
OSHA Reporting
HR
Other government agencies needing data
States
Federal
Multiple Union Reports
Benefits
Pay
Rules
Non – Union
Own set of rules just not enforced by contract
Rate variances
Employess may work multiple jobs in one week which every job has a different rate, union, non union…
Customer information – provide better more accurate information to clients
Crew costs
Travel costs
Additional Expenses
This is the big picture of what you expect to accomplish by growing with Sugar. Coming out of your previous mention of the spreadsheets, you might discuss how Sugar helps your data integrity because it involves only one entry, instead of the 15 or so that used to be needed.
Needed an application that could handle project management, and fast-paced, multiple changes for staffing, scheduling and dynamic rates that reflected subtleties of union/non-union rules that vary by market.
– I CRM TO
maintain my sanity
small staff
wearing many hats
General Manager, VP, Board of Directors, no COO
Also developing database
A lot to do in a small amount of time
Helps staff work more efficiently allowing me to move more off of my plate.
Used to do all estimating invoicing myself
Now staff can do it
Used to have to double check all calculations
All those integrations and customizations add up to ProCrewz. Internal name for customized Sugar system.
Have a little fun here explaining who came up the ProCrewz name. Mention what it accomplishes in a general way but leave specifics for IMPACT slides
– Evolution of a job in ProCrewz
Client submits request for (EXAMPLE EVENT)
Enter Job Information
Name of Event
Location
Management Personnel/Crewer
Job Needs
Number of Days/Start and End Times
Client Contact
Choose from Contact Module
Staffing
Choose positions from proper rate cards/Rate Card Module
Can be multiple rate cards
Choose personnel from Employee Module
Travel
Travel Calculations and Entry
Mileage – From employee home to venue and back
Airfare, Hotels, Transportation, Parking, etc.
Additional Production Expenses Module
Trucks
Transmission
Other Equipment
Estimates
Invoices
Payroll
Reporting
Job Costing
Pick a sports event most people would know and explain about how you use ProCrewz to estimate your cost on that event.
Talk about the challenge with union rules, and how the rate card module addresses that. Companies that deal with union rules in some places will benefit by hearing about how you built the rate card and the automated process in place. Others on your team reported that everyone used to come to you for rates, so share how this functionality helps you personally win back time.
– Module Customization
Rate Card Module
Difference from typical employees to TV industry employees
Rate differentials
Invoicing Module
Pulls data from jobs to generate estimates and invoices
Positions Module
Catalogs all crewing positions available for staffing
Employees Module
List of W-2 Freelancers and information on them such as location/market, positions able to work, documentation, etc.
Jobs Module
Pricing Expenses Module
Contacts Module
Customer Module
Vendor Module
Documents Module
Importance of information
Documents for all modules
Job Calendar
Visual reference of day to day job activity
Highlight the modules that contribute to your ability to estimate jobs accurately . We’re in San Francisco, so maybe you might want to work up a short example of what it would take to crew a Giants game.
Portals area a huge point in Sugar because they have the ability to relive time demands on customer service, sales and HR.
– Portal
Freelancer Access
Point of Contact
Tech Manager
Access to job documents
Point of Contact sheet
Sign In/Out Sheet
Exception Report
Client Access
Real Time access to job information
Levels of access
Executive/Admin
Limited
Overall job estimate
Travel Estimates
Crew Lists
Side by Side crew comparisons across jobs
Side by Side travel estimates across jobs
Invoices
Gives more access to crew management and clients to information needed
Less emails and phone calls
Access the information anytime 24/7 without having to contact our staff
Easy confirmation of job status
Discuss how portals can give users a sense that they can know what is going on with their work status or contract any time they want. Maybe provide an example of what a client – say, Fox Sports for a nationally televised football game – would want to go in and see on the Thursday before the Sunday game.
[Take some time on this slide and the next as we talk about impact.]
Saving hundreds of hours in building jobs and producing estimates.
Increased productivity is the primary reason we came to Sugar -- so we didn’t have to add more people as we grew. And it is getting better as we add more features to the programming.”
– Impact
The total impact of the project is less time to complete more work.
Total time to complete jobs is reduced.
Less time having to track down information for client
Easier to train new employees on work procedures
Easier to understand and follow the process
Can access from anywhere via the Web
Don’t need to install special software
Access via phones and tablets
Improvements are constantly making a better experience for staff and customers
You are a business that deals in seconds and time gates. Even when not producing a live event, your folks think in terms of seconds – especially when it comes to solving challenges.
This seems like a good place to tell Kelli’s story about the Kentucky basketball game you were dong for Fox Sports. Opening night of the college basketball season, and she gets a call from the Fox ops guy saying the TD missed the 1p call. She called him at home. He said he messed up the dates and that he was six hours away. It was about 2p now and tipoff was at 7. Kelli went into ProCruz, sorted for TD within three hours of Lexington and got on the phone. “I had someone on the road in 45 minutes. With the spreadsheets system, it would have taken me at least a couple of hours,” she told me.
Extend this though to how others might use Sugar to be more nimble in a crisis.
– Kelli Dora Story
Technical Director Late wrote calendar date incorrectly
6 hours away in Detroit needed to get to Kentucky
Show started in less then 6 hours
Used ProCrewz to find a closer replacement in 45 minutes filtered by markets to see who was closer
Easier to search the database then excel or outlook contacts
She made the TD drive for a while to make him sweat.
– Moving forward
Improvments for the future
UPGRADE TO 7
In line editing!!! HUGE
More staff tools for crewing
40 hour work week tracking
Double booking notifications
Client alerts of job status change
Estimate Complete
Crew Complete
Invoice Ready
Employee notices
Alerts crewers when important notes about employee
Location alert
Restrictions
No fly
Customer requests
Special rates
Nicknames!!! Especially in south
Skeeter
Lil John
Tom is Joe!
Payroll Module
Ability to adjust payroll without affecting invoice
Integrate directly with payroll company
More interaction of Sales with CRM, better collaboration
Build out financial modules
Ability to track finances internally and move away from outside systems and resources
Quickbooks
Access
Social Network
Enclosed network for system users to communicate
Clients
Employees
Employees can maintain calendars for availability
Eases searching for available employees
Ability to automate job availability notifications
Email/Text Freelancers in market about availability for jobs
Creates open collaboration
Ability to send communications out
Job openings and needs
Updated company info
Training opportunities
HR Notifications
Company News
It’s time to talk about your vision for CRM in coming years.
The point of greatest interest here is likely to be social media. Talk about building this portal and how it would be used. Go long on this point and think about ways to relate it to other industries. Seems as if there is a likely crossover here for many HR departments.
Heavily into social media.
“We want to increase our crewing speed via social media. We have a system for text messaging, but we want to go bigger. We want to make an employee portal where they can sign in, maintain a work ca
Integration with payroll system
– Ideas to Produce Results
Ultimate Goals
More Automation
Client access
Job submissions and requests
Auto entry of information still filled in manually today
Tax rates
Crewing/Management Fees
Hour Breakdowns
Payment Terms
Client communication
Better tracking of communication
Improved service
Less chance of missing something critical
Employee communication
Booking notifications
Call times and call confirmations
Employee availability via employee calendars
Move everything to ProCrewz – No outside software
Security Controls
Ability to set levels of access
Protect employee documents
Give access to POC/Tech Manager to enter info
Clients can submit info