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Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential Property of Schneider Electric

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Page 1: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric

Schneider Electric Automated Lunch and Learn Program LaunchNovember 09, 2015

Presented by:

Charlie Matthews, Applied Offer Program Specialist

Page 2: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

• Purpose:

• Educate colleagues and customers through subject thought leadership

• Grow sales revenue for Schneider Electric Industry products

• Process:

• Manage event content from a centralized home page

• Invite customers to your events

• Conduct your events, approx. 1 hour

• Distribute content quiz to all attendees

• Payoff:

• One presentation – Multiple customers (Lower cost-of-sales improved profitability)

• Time spent on preparation and scheduling events is reduced significantly

• Attendees may receive Continuing Education Units (CEU) at no cost

Automated Lunch & Learn Program OfferOnline preparation, scheduling, inviting, and guest tracking

Page 2

Page 3: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric | Page 3

Lunch & Learn Program Description

The new Schneider Electric Lunch & Learn Series streamlines and simplifies the Lunch and Learn event process:

Automate Key Tasks:

– Material Preparation: Select a topic from a list of pre-packaged courses

– Invitation emails are pre-formatted and automatically sent from the tool – you simply provide the contact information

– You can choose to let guests self-register rather than keying the information yourself

– Your event home page lets you easily see who has or has not accepted your event invitation

– Events can be re-scheduled or cancelled by simply clicking a button

– After you confirm attendance, each guest is automatically sent a quiz which he/she must complete to receive credit

Overview

Page 4: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric | Page 4

Lunch & Learn Program DescriptionOverview

Planner’s Home Page

Key Benefits:

• Presentation material and collateral included within each event – ready for use / reduces your preparation time

• Very simple event setup process

• Automated invitations, event changes, and quiz notifications

• Easy tracking of attendee RSVP responses

• CEU credits can be earned by attendees

Page 5: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch & Learn Planner Training

Creating a New Lunch & Learn Event

Page 5

Page 6: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric | Page 6

Lunch & Learn Planner Training

•Once approved to become a new Lunch & Learn Planner, you will receive an email welcoming you to the program.

•Within this email is a link to your L&L Planner Home Page.

•Click on the link to access your L&L Planner Home Page

•Make sure to bookmark this page. This will be the only way to easily access your page without finding the original email.

•Use this link to request access to become a Lunch & Learn Planner

Accessing your L&L Planner Home Page

New Planner email (above), L&L Planner Home Page (below)

Page 7: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch & Learn Planner Home Page – Instructions TabYour personal page for creating and managing events

Page 7

Instructions Tab:

• Basic information on what is available and instructions

• Short video of how the event set-up process works

• Check List of things to remember when creating an event

• L&L Support email contact link

Page 8: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

The Harmonics Mystery & IEEE519

Lunch & Learn Home Page – Event Catalog TabSelect event topics

Page 8

Event Catalog Tab:

• Complete list of available Lunch & Learn topics

• Short descriptions available for each event

• Use link beside topic name to create a Lunch & Learn event

Page 9: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch & Learn Event PageEvent Management page

Page 9

Page 10: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch & Learn Event Page – Invite Guests

Page 10

Page 11: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch & Learn Event Page – Invite Guests

Page 11

Page 12: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch & Learn Event Page – Invite Guests

Page 12

Page 13: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch and Learn Event Page – View Guest Status

Page 13

• Easy view of attendees who have accepted, declined, or not responded

Page 14: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Lunch and Learn Event Page – Modify or Cancel EventReview, Modify or Cancel events

Page 14

• Based on your attendee responses at a given time, you may decide to change or even cancel the event

Page 15: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Modify or Cancel Event PageChange or cancel a scheduled event

Page 15

Modify or Cancel link:

• Change the event location

• Modify the date and time

• Cancel the event altogether

• All guests are automatically notified of change

Page 16: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Lunch & Learn Event Page – Confirm AttendanceConfirm event attendance

Page 16Confidential Property of Schneider Electric |

After Event:

• Click each attendee to confirm whether or not the guest attended the event

• Email is automatically sent with quiz to complete credit process

Page 17: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Lunch & Learn Event Page – Confirm AttendanceConfirm event attendance

Page 17Confidential Property of Schneider Electric |

After Event:

• Click each attendee to confirm whether or not the guest attended the event

• Email is automatically sent with quiz to complete credit process

Page 18: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Register to become a Lunch and Learn PlannerRegistration Process

Page 18

Planner registration

• Available through Industry Connection web page

Page 19: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Register to become a Lunch and Learn PlannerRegistration Process

Page 19

Planner registration

• Available through Industry Connection web page

Currently Available Classes

•Power Quality - Session 1: The Harmonics Mystery & IEEE519

•Power Quality - Session 2: How to Address Harmonic Issues

•Total Cost of Ownership (TCO) for Variable Speed Pumping Systems

•Variable Speed Drives Installation Practices

•Grounding and Bonding Practices When Installing Variable Frequency Drives

•Key Impact of UL61800-5-1 replacing UL 508C

•Building Information Models (BIM)

Others coming soon

Page 20: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

Confidential Property of Schneider Electric |

Questions?

For future questions, please contact us at [email protected]

Page 20

Page 21: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential

THANK YOU.

Page 21Confidential Property of Schneider Electric |

Page 22: Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential