Accelo for conference calendars and deadlines

[Michelle Ertischek]

We are a consulting company with a fairly full calendar of conferences. We currently use Excel to track information such as upcoming meeting dates, registration deadlines, and deadlines for submitting abstracts for presentations.  Has anyone tried to use Accelo for this purpose or considered using Accelo and decided against doing so?  I am pondering the idea of putting our conferences into Accelo and using triggers for dates, which we’d have to populate manually.

 

If you are doing this successfully, would you feel comfortable sharing details of how this works.

 

Thank you,

Michelle

 

Michelle Ertischek

Director, Pharmaceutical Risk Management

PinneyAssociates

phone:  240.752.9053  ǀ  merti...@pinneyassociates.com

 Science. Strategy. Solutions.

 

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[Pat Trainor]

Michelle,

What a great question.

I'm no event coordinator, but I know Accelo good enough to routinely break it! :) My line of work is as an MSP (Managed Services Provider), but I have lots of customers. I think Accelo would be fabulous at this. Excel must be an un-automated nightmare.

Here is how I would lay things out:

1. Customers are customers. That is, calling them "Customers" in Accelo.

2. Events would be "Projects", renamed to "Events". Accelo lets you call things what makes sense to you. Here is the screen that is done, and other related default options:



Neat, eh?

3. You might use 'Tickets" as "Issues":

...and rename the rest to your liking.

Every step of every ticket or project, issue or event, can have any "state" you like (planned, in-progress, unpaid, etc.), and actions can be taken against them according to conditions. You might want to send out verification emails that are customized via templates when they pre-pay, or 2 weeks after the event for a ;how did we do?" email, all of which and much more completely automated.

I'm only 1 person, but my schedule, and hours working on each event, etc. are all very detailed. 

Ask around, and your rep for a demo, about "Automation".

All the best!

pat

:)

On Wednesday, May 15, 2019 at 12:33:47 PM UTC-4, mertischek wrote:

We are a consulting company with a fairly full calendar of conferences. We currently use Excel to track information such as upcoming meeting dates, registration deadlines, and deadlines for submitting abstracts for presentations.  Has anyone tried to use Accelo for this purpose or considered using Accelo and decided against doing so?  I am pondering the idea of putting our conferences into Accelo and using triggers for dates, which we’d have to populate manually.

 

If you are doing this successfully, would you feel comfortable sharing details of how this works.

 

Thank you,

Michelle

 

Michelle Ertischek

Director, Pharmaceutical Risk Management

PinneyAssociates

phone:  240.752.9053  ǀ  mertischek@pinneyassociates.com