adding a service provider operation to ems - EMS Software

ADDING A SERVICE PROVIDER OPERATION TO EMS Teresa Matthews EMS Software, Implementation Consultant October 27, 2015 11:30am – 12:15pm

Why add a Service Provider Operation to EMS?  How do you plan for the perfect meeting?  Choose the right location  Event Logistics  Room setup  Technology  Catering 2

© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

Why add a Service Provider Operation to EMS? 

Return on Investment



Customer Service 

For the everyday user (Virtual EMS) 



One stop shopping

For the expert user (EMS Client) 



All event information in one place

For the service provider 

Reports

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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

Why add a Service Provider Operation to EMS?  Enable the user to make the right decisions  What is available

 When it is available  Where it is available  How many are available 4

© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

Some things to consider…  What is your vision of 1-stop shopping?

 Identify how your Service Provider(s) will find out someone has requested their service?  EMS Client 

Will they need to view and/or approve service requests?



Will they need to run their own reports?

 Notifications 5

© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

Some things to consider…  Have the Service Provider(s) participate in configuration  Custom training for the Service Provider teams

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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

EMS Tools Categories 

A category is a bucket that holds the individual items (resources) that follow the same business rules



Configuration > Administration > Categories



Category Types





Resource without Service Orders



Resource with Service Orders



Catering



Notes

Other configuration

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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

EMS Tools Resources 

The individual items held in a Category



Configuration > Resources > ‘Category Name’



Grouping



Maintain Inventory / Quantity Available



Serves



Minimum Quantity



Virtual EMS Settings



Excluded Rooms

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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

EMS Tools Manage Services

 To view and/or approve requests Notifications

 To be notified via email 

New requests



Changes/edits to requests



Canceled services

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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

EMS Tools Reports 



Operational 

Setup Worksheet



Banquet Event Order



Resource Schedule

Sales 



Sales by Resource

Statistical 

Resource Statistics

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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary

ADDING A SERVICE PROVIDER OPERATION IN EMS Teresa Matthews EMS Software, Implementation Consultant •

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