Client Lunch/Dinner Planning
Use Stemmons in order to accomplish tasks associated in the set up of a Lunch or Dinner meetings.Setting up a client lunch can be complex, especially for VIP clients. By utilizing Quest to ensure all action items are executed and Cases to carry out communications around said items, the planning becomes smoother. To track progress of items holistically, FACTS can house relevant reports.USER EXPERIENCE :
- Director will create and assign case requesting that the meal meeting be planned.
- Quest form containing all items that are required in the plan is created.
- Quest form generates Cases depending on each line item in the plan and are assigned to the correct people.
- Person assigned a task will look in Standards for proper procedure on how to accomplish their task.
- Track status of Cases with reports by client, meal description, case status, due date, etc.