= V2 Marketing & Sales ToDo List = [[V2Master]] == Hydro-2014 Conference Preparation == || '''Period''' || '''Who''' || '''Activity''' || '''Status''' || ||<|7> 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'' || ||<|13> 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'' || ||<|6> 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'' || ||<|6> 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 1. '''AH''' Learn Google Analytics 1. '''AH/RB''' Decide what to do re: PMS Book (still possible to finish for Hydro?) 1. '''AH/IS''' Review price sheet 1. '''AH/IS''' Decide on trial system policy 1. '''AH/JK/IS''' decision on BTS conference (23-24 Sep, in London) 1. '''IS''' Get definitive office/mobile telephone number for business card 1. '''AH''' Order IS business cards 1. '''AH''' Prepare presentation for Hydro-2014 1. Prepare draft of slide titles & bullet lists. Send to Andrew Wilson 1. Schedule Web``Ex with Andrew Wilson 1. '''AH''' Enter business cards into tracking system 1. '''AH''' Follow-up hot leads: 1. Mary Mc``Grath 1. Other? 1. '''AH''' Prepare work plan for WG3 Survey 1. '''AH''' Decision re: translation into Italian 1. Hydro material & final checklist: 1. Email previous contacts 1. Make payments 1. Hotel reservation 1. Business cards 1. Print flyers 1. Contact lists 1. Survey calls / informal interviews? 1. Brainstorm on what we could do. Possible topics 1. Document management issues, successes, problems, products, etc. 1. Issues associated with company vs. project conflicts/tensions 1. 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 1. System configuration: Folders, Org Chart, Object Types, Classification fields & schemes 1. Users & Invitations 1. Transmittals 1. Unattached Notes & Files 1. Dossiers 1. Prepare Hydro & Demo scenarios 1. Pass-1: Aim, Features Demonstrated, Overview 1. Pass-2: Detailed Steps & Screenshots 1. Pass-3: ''Finished product'' suitable for distribution to the public. Possible formats: 1. Simple PDF 1. PDF ''Slide Show'' 1. ''Slide share'' 1. Animated slide show/video (no voice over) 1. Video with voice over 1. Prepare Quickstart Guides 1. Guides have two parts: 1. ''Theory'' part, explaining the top-level system objects and their inter-relationships, probably including diagrams 1. ''Scenario'' part, demonstrating common uses of the system 1. User Quickstart 1. Admin Quickstart 1. Prepare other marketing material based on demo scenarios 1. '''Learn Industry''' 1. Read all conference papers: Highlight key points. Ask questions 1. AH/IS discussions 1. '''Make Contacts''' (''Get Outside the Building'') 1. Meetings with close contacts, initially with AH 1. Calls to close contacts about the typical ''buy process'' 1. Training & support of prospects with trial systems