V2 Marketing & Sales ToDo List

• V2Master

Hydro-2014 Conference Preparation

• Period	Who	Activity	Status
  25 Aug - 29 Aug	AH	Web Site: Final todo list (RB discussion)	done
  	AH	Demo: IS Hydro systems installed	done
  	AH	Contacts: Axpo meeting reschedule 16-Sep, 10-12	done
  	IS	Demo: PMS scenario #1, PoC for review	done
  	IS	Demo: Hydro scenarios #1, #2, PoC for review	done
  	AH	Demo: JK5 Hydro system installed	done
  	AH	Demo: Work order for fixing import/export scripts	done
  1 Sep - 5 Sep	TN	Demo: Fix import/export scripts	done
  	IS	Contacts: Buy Process, Harald Schmitt	notes
  	IS	Scenarios: Finished Product, draft of 5-slides	open
  	IS	Contacts: Buy Process, checklist	open
  	IS	Joe Kaelin: Buy process & scenario final product review	open
  	AH	Contacts: Buy process, names for 2 calls	open
  	AH/IS	Contacts: Buy process, make 2 introduction calls	open
  	AH	Contacts: Schedule meeting: Jonathan Dunn	open
  	AH/IS	Doc: User Quickstart Guide outline review	open
  	AH	Trial System: Sebastian (send email), setup system	open
  	AH	Demo: Reload Hydro demo systems with complete data	open
  	AH	Web Site: updates from RB feedback (if time allows)	open
  	AH	Web Site: ready for final review	open
  8 Sep - 12 Sep	AH	On holiday	n/a
  	IS	Scenarios: All Hydro scenarios complete & screenshots	open
  	IS	Contacts: Sebastian: meeting trial system & buy process	open
  	IS	Contacts: Buy process, Robert Bartlett	open
  	IS	Doc: User Quickstart Guide draft	open
  	IS	IS ready for serious discussions with contacts	open
  15 Sep - 19 Sep	?	to be completed	open
  	AH/IS	Hydro: Objective & plan	open
  	AH	Contacts: Schedule meeting: Hans-Martin Braun	open
  	AH	Web Site: Initial analytics implemented	open
  	AH	Demos: Hydro & PMS demos online	open
  	AH	Web Site: Final web site online	open
  22 Sep - 27 Sep	?	to be defined	open
  29 Sep - 3 Oct	?	to be defined	open
  6 Oct - 10 Oct	?	to be defined	open
  13 Oct - 15 Oct	?	to be defined	open

Unscheduled Activities

1. IS Learn all features of V2 system

2. AH Learn Google Analytics

3. AH/RB Decide what to do re: PMS Book (still possible to finish for Hydro?)

4. AH/IS Review price sheet

5. AH/IS Decide on trial system policy

6. AH/JK/IS decision on BTS conference (23-24 Sep, in London)

7. IS Get definitive office/mobile telephone number for business card

8. AH Order IS business cards

9. AH Prepare presentation for Hydro-2014

   1. Prepare draft of slide titles & bullet lists. Send to Andrew Wilson

   2. Schedule WebEx with Andrew Wilson

10. AH Enter business cards into tracking system

11. AH Follow-up hot leads:

    1. Mary McGrath

    2. Other?

12. AH Prepare work plan for WG3 Survey

13. AH Decision re: translation into Italian

14. Hydro material & final checklist:

    1. Email previous contacts
    2. Make payments
    3. Hotel reservation
    4. Business cards
    5. Print flyers
    6. Contact lists
15. Survey calls / informal interviews?
    1. Brainstorm on what we could do. Possible topics
       1. Document management issues, successes, problems, products, etc.
       2. Issues associated with company vs. project conflicts/tensions
       3. Issues associated with multi-company collaboration on projects

IS Targets

1. Learn Works Organiser

   1. AH/IS sessions explaining system features and transactions

      1. Basic objects: Documents, Revisions, Tasks, Notes & Files

      2. System configuration: Folders, Org Chart, Object Types, Classification fields & schemes

      3. Users & Invitations

      4. Transmittals

      5. Unattached Notes & Files

      6. Dossiers

   2. Prepare Hydro & Demo scenarios

      1. Pass-1: Aim, Features Demonstrated, Overview

      2. Pass-2: Detailed Steps & Screenshots

      3. Pass-3: Finished product suitable for distribution to the public. Possible formats:

         1. Simple PDF

         2. PDF Slide Show

         3. Slide share

         4. Animated slide show/video (no voice over)
         5. Video with voice over
   3. Prepare Quickstart Guides
      1. Guides have two parts:

         1. Theory part, explaining the top-level system objects and their inter-relationships, probably including diagrams

         2. Scenario part, demonstrating common uses of the system

      2. User Quickstart
      3. Admin Quickstart
   4. Prepare other marketing material based on demo scenarios

2. Learn Industry

   1. Read all conference papers: Highlight key points. Ask questions
   2. AH/IS discussions

3. Make Contacts (Get Outside the Building)

   1. Meetings with close contacts, initially with AH

   2. Calls to close contacts about the typical buy process

   3. Training & support of prospects with trial systems