welcome to ebd group’s partneringone tutorial. use your arrow keys to advance the slides....
TRANSCRIPT
Welcome to EBD Group’s partneringONE tutorial.
Use your arrow keys to advance the slides.
Successful partnering focuses on your:
ProfileAgenda
Requests
The Search, Bookmarks, Messages/Requests and
Agenda/Schedule tabs become visible approximately 6 weeks
before the event.The exact date will be listed
under ‘Important Dates’.
The first step in the partnering process is completing your
profile.
Your profile checklist highlights completed parts of
your profile with checkmarks and incomplete parts
with exclamations.
Under the Edit Profile tab, you can edit:
•your personal profile•your Company profile
•Products & Technologies
•Financing Information•Management• and upload a Company logo
Remember: the more complete your profile is, the more often you will appear in search results
Any delegate can edit the company profile
Under Products & Technologies, pipelines and product strategies can be entered in the ‘Biotech’,
‘Medtech’, and ‘Technology’ fields.
Before you can send a message request,
indicate when you will be available for one-to-
one meetings during the event on your
Agenda/Schedule page.
If a meeting is agreed, partneringONE will take care of finding a time and place that works for both parties.
Your default settings will have all timeslots set to
‘unavailable’.
Click on ‘change’ to make yourself available for
meetings.
Or click on ‘Set All to Available’ to open your
entire day for one-to-one meetings.
You can coordinate your meetings with the rest of the conference program. Is there a session you don’t want to miss? Block the
timeslot by clicking ‘Add’.
Search for companies you want to meet with under the
Search tab.
Searching for parties to meet with can be done through tabs for:• Free Text Search
• Company• Licensing Opportunities
• Delegates• A-Z Companies• A-Z Delegates
Once a company is located, this page will give you access to a complete
profile. Click ‘Show Details’ to view a full profile. You can also ‘Print’,
‘Bookmark’ the company to review later, or enter a meeting request right
from your search results.
Your Messages/Requests page is your company inbox. Keep track of in and
outgoing requests here.
You can sort by any of the column headings (just like a regular inbox), or
filter using the side bar.
Use the ‘In Conversation With’ view to see all messages with a specific
company. Or use the ‘Custom Filter’ to view
only the messages you want to see.
Has someone requested a
meeting with you? You can:-‘Accept’
- ‘Decline’- ‘Reply with a
message’ for more information
You can add colleagues to a
meeting by clicking the
‘Change Participants’
button.
Meetings are scheduled during the week prior to the conference. Your scheduled
meetings will be displayed in your Meeting Schedule.
Remember to pick up your latest schedule onsite. Plans always change and you should check your account at the event frequently.