adding a service provider operation to ems

ADDING A SERVICE PROVIDER OPERATION TO EMS

October 16th, 2017

How to create a “1-stop shop” for your everyday users

Matthew Luther Dixon

EMS Software | Implementation Consultant

Why add a service provider operation to

EMS?

How do you plan for the perfect meeting?

• Choose the right location – via EMS Web App, EMS for

Outlook

• Coordinate Event Logistics

• Room setup/Furniture

• Technology

• Catering

Why add a service provider operation to EMS?

3

EMS improves this experience by…..

• Making requesting of services faster, simpler!

• Time = $$$

• Return on investment

• Creating a better customer service experience

• For the everyday user (Web App)

• 1-stop shopping; ease of use

• For the expert user (EMS client)

• All event information in one place. Services live on the booking information.

• For the service provider

• Reports – now automated!

• Customer communication within EMS

Why add a service provider operation to EMS?

4

• Enable your everyday user to make the right decisions

• What is available?

• Categories and Resources

• When is it available?

• Display to everyday users? Available at checkout?

• Everyday user applications tab on each category

• Where is it available?

• Category availability on the building level

• Excluded resources on the room level

• How many are available?

• Maintain inventory

Why add a service provider operation to EMS?

5

Some things to

consider….

• What is your vision of 1-stop shopping?

• EMS Web App or EMS for Outlook?

• Where do we want requests to originate?

• What is the culture of your organization?

• Categories/Resources vs. User Defined Fields?

• Knowing your everyday users – (ex. microphones, amplified sound)

• What level of interaction with the client will your service providers want

and/or need?

Some things to consider…

7

• 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? (Manage

Service)

• Will they need to run their own reports? Can reports be automated?

• Notifications

• Email vs. Dashboard

Some things to consider…

8

• Have the Service Providers participate in configuration:

• Retain configuration knowledge so they can more

autonomously manage their inventories, menu items, etc.

• Custom training for the Service Provider teams:

• Engage with professional services to provide in-depth

training reflective of real life workflows within EMS

Some things to consider…

9

How to make it happen!

EMS Toolbox

• 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:

• Everyday User applications tab

• Building tab

EMS Tools

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• Resources

• The individual items held in a category

• Configuration > Resources > ‘category name’

• Grouping

• Maintain inventory/ Quantity available

• Serves

• Minimum Quantity

• Everyday User Application Settings

• Excluded Rooms

EMS Tools

12

• Manage Services

• To view and/or approve requests

• Notifications

• Email or dashboard

• New requests

• Changes/edits to requests

• Cancelled services

EMS Tools

13

• Reports

• Daily/Operational

• Setup Worksheet

• Banquet Event Order

• Service Order

• Sales

• Sales by resource

• Statistical

• Resource Statistics

EMS Tools

14

Questions?

ADDING A SERVICE PROVIDER OPERATION TO EMS

Matthew Luther Dixon

EMS Software | Implementation Consultant

How to create a “1-stop shop” for your everyday users

• Email – matt.luther@emssoftware.com

• Connect with me on Linkedin :

www.linkedin.com/in/matthew-luther-

62457449

• For more on service providers come to

my other sessions!

• Managing your service provider

workflow effectively

• Reporting on your service operation