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Project Management

With MarketingPilot you'll have more time to focus on proactive, strategic planning. MarketingPilot provides a robust, comprehensive and flexible system for event planning, execution, collaboration and workflow. With MarketingPilot shared electronic event folders are a reality; now you can have all the information about every event and its workflow in one place. MarketingPilot enhances transparency and accountability, and makes it easy to see what each person is doing and to assign work.

The Emphasis is on Speed and Flexibility
MarketingPilot's project management and workflow features are designed to handle even the most complex and varied workload.

Start Projects Fast

  • Create event templates - always execute projects using best practices.
  • Use templates with one click.
  • Web Portal for event requests.
  • Maintain a centralized queue for all project requests.
  • Accept, reject, assign and schedule projects.

Turn on a Dime

  • Reschedule an entire event with one click; MarketingPilot immediately alerts the entire team.
  • Add tasks on the fly.
  • Reassign tasks as needed.
  • Find events using text search or filter.

Protect

  • Designate the team for the event. Only team members can access event information.
 

Manage Tasks

  • Task dashboards roll-up each user's tasks across jobs.
  • Set start, due and reminder dates.
  • Categorize tasks to assess and compare performance.
  • Track how long tasks actually take versus their original estimated time.
  • Group tasks by stage within an event..
  • Setup tasks to start when a predecessor is completed.
  • Sequence tasks in any order within an event.
  • Automatically update project status as tasks are completed.
  • Insert additional tasks into an event's workflow any time things change.

Track Time

  • Link all time slips to the event they are for.
  • Track estimated vs. actual time.

Track Financial Data

  • Prepare cost and time estimates for the event.
  • Track event costs and profitability.
  • Automatically track direct labor costs.
  • Automatically calculate and clear Work in Process.
  • Track all event-related purchase orders, expenses, quotes, estimates, RFQs and invoices.
  • Track all vendors for an event.

Collaborate and Share

  • Event dashboard links directly to all related information.
  • Threaded discussions and notes.
  • Online file approval, review and markup.
  • Integration with Adobe Acrobat and Microsoft Office.
 

Track Critical Dates

  • Start date.
  • Due date.
  • Completion date.
  • Key milestone dates.
  • Track the dates of every task.
  • Set automatic reminders.
  • Display personal and event-wide calendars.

Manage Files and Other Important Information

  • Save detailed event specifications.
  • Store all the files related to each event.
  • Track all reviews and approvals for each event.
  • Make a Creative brief for each event.
  • Log all event-related email messages.
  • Track all event notes.
  • Link the original request to the event.

Measure Performance

  • Monitor and improve event cycle time.
  • Track workload.
  • Measure Staff Realization and Utilization.
  • Track event request performance.

Avoid Surprises

  • Automatically alert the team if the due date is missed.
  • Notify users when the project is completed.
  • Send reminders via email or text message.
  • Automatically send Email alerts when new event are assigned, received, and updated.


Event Management Features

- Accounting/Financial
- Alerts
- Business Development
- Contract Management
- Credit Card Processing
- Document Management

- Equipment
- Functions/Banquest/Seating
- Inventory Management
- Lead Management
- Lodging
- Marketing

- Project Management
- Registration
- Reports
- Session Management
- Sponsorship
- Staffing/Scheduling

- Time Tracking
- Trade Shows
- Travel
- Venue Management
- Web Portal
- Web Registration
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