Business Productivity Software

ElevateCRM

ElevateCRM: Blueprint to Brilliance in Event Planning

ElevateCRM streamlines event planning excellence by providing small to mid-sized businesses with a powerhouse platform for customer relationship management. Infused with smart automation, it cuts task times by 30%, amplifying productivity. Centralized client data and intuitive collaboration tools advance operational cohesion, resulting in a 40% drop in coordination errors. Actionable analytics propel a 20% increase in event success, while a mobile-responsive interface ensures 24/7 engagement. ElevateCRM is not just a CRM; it's the blueprint for brilliance in event planning, making every interaction lead to unforgettable experiences.

Subscribe to get amazing product ideas like this one delivered daily to your inbox!

Product Details

Explore this AI-generated product idea in detail. Each aspect has been thoughtfully created to inspire your next venture.

Vision & Mission

Vision: ElevateCRM: Orchestrating the Future of Event Mastery, Where Every Interaction Leads to Unforgettable Experiences.
Long Term Goal: ElevateCRM aspires to redefine the event planning industry by providing unparalleled ease, efficiency, and personalization in customer relationship management. We envision ElevateCRM becoming an indispensable tool synonymous with event planning success, continuously innovating to incorporate advanced AI-driven insights, machine learning for predictive client engagement, and augmented reality for immersive event visualization. Our objective is to foster a global community of event professionals who are empowered to create exceptional, memorable events with confidence and creative freedom, supported by a CRM that intuitively adapts to the evolving landscape of event management, driving growth, excellence, and a legacy of delighted clients.
Impact: ElevateCRM has revolutionized small to mid-sized event planning operations by delivering a 30% increase in productivity through its smart automation, which frees up event planners to focus on curating unique experiences rather than mundane tasks. Its centralized client management system has enhanced customer engagement by providing personalization opportunities that result in a 25% rise in client satisfaction scores. The seamless collaboration tools have reduced event coordination errors by 40%, ensuring a more cohesive planning process. The analytics dashboard translates complex data into clear, actionable insights, empowering businesses with decision-making capabilities that directly lead to a 20% growth in event success rates. By integrating customizable workflows and a mobile-friendly interface, ElevateCRM has made strategic planning accessible anywhere, any time, leading to a 35% improvement in operational responsiveness. Overall, ElevateCRM's targeted CRM functionalities are setting a new benchmark in event planning efficiency and excellence, not just satisfying the immediate needs of event professionals but also carving a path of innovation for the industry's future.

Problem & Solution

Problem Statement: Event planning professionals in small to mid-sized businesses are encumbered by inefficient processes, involving scattered client information and lack of integration between various aspects of planning, coordination, and client engagement. This leads to missed opportunities for personalization and optimization, which are essential for delivering successful and memorable events. ElevateCRM aims to eliminate these inefficiencies by offering an integrated platform to streamline event management tasks, enhance client relationships, and empower planners with actionable insights through automation and analytics.
Solution Overview: ElevateCRM harnesses a suite of intelligent automation tools that streamline the event planning process, reducing manual data entry and administrative tasks to free up valuable time for event coordinators. Centralized client information and event details provide a cohesive database, mitigating the fragmentation of critical data. The platform's collaboration capabilities enable seamless teamwork and vendor coordination, bridging communication gaps across all stages of event management. A robust analytics component of the software translates event and client data into straightforward insights, guiding planners toward informed decisions that enhance event quality and client satisfaction. Additionally, customizable templates and a mobile-responsive design ensure that planners can efficiently execute tasks and interact with clients and team members on-the-go. ElevateCRM's specialized features and strategic design collectively address the unique challenges facing small to mid-sized event planning businesses, delivering a comprehensive solution that improves operations, streamlines client engagement, and elevates the overall event experience.

Details & Audience

Description: ElevateCRM is a cutting-edge customer relationship management software designed specifically for the dynamic needs of small to mid-sized event planning businesses. Created with the vision of becoming the paramount CRM solution for industry professionals worldwide, ElevateCRM stands as a central command center from which event planners can manage client interactions, coordinate with vendors, and oversee all aspects of event execution with unmatched precision. Crafted for planners who multitask tirelessly, this platform redefines industry productivity through its smart automation features that minimize repetitive tasks, freeing up time to focus on creating memorable client experiences. Collaboration tools within ElevateCRM ensure seamless communication between teams and stakeholders, fostering a cohesive work environment no matter the physical distance. At the heart of ElevateCRM is an analytics dashboard that converts complex data into straightforward, actionable insights, driving satisfaction and propelling business growth. Customizable templates, coupled with a mobile-friendly interface, ensure that planners can work efficiently and engage clients whenever the need arises, setting new standards in client satisfaction and event management. By addressing core issues such as productivity and client relationships, ElevateCRM doesn't just facilitate event planning—it elevates it to new heights, fortifying its users to "Master Every Event, Engage Every Client." This platform is not just a tool; it's the future of event planning, where efficiency meets excellence, guiding users to achieve their full potential in event management and client service.
Target Audience: Event planners and coordinators in small to mid-sized businesses, aged 25-45, tech-savvy, seeking streamlined operations, efficiency in client and vendor management, and improved event outcomes through a centralized CRM system.
Inspiration: At the heart of ElevateCRM lies a narrative of empathy and empowerment. It was a bustling wedding season when the vision for ElevateCRM began to take shape. Event planners found themselves in a labyrinth of complexity, drowning in spreadsheets, back-to-back emails, and scattered client information. Frayed communication threads between teams and vendors were leading to costly missteps, and the personal touch—so crucial in event planning—was slipping through the cracks amidst the chaos. In those pressured moments, the seed of inspiration was sown. The creators of ElevateCRM observed the struggle for harmony and efficiency. They watched as planners poured their souls into creating experiences that mattered, only to be bogged down by the very tools that were supposed to help them excel. The 'aha' moment came through a synergy of frustrations and aspirations shared by these professionals. What if there was a way to simplify their journey? What if a single platform could anticipate their needs and become a beacon through the tumult of organizing unforgettable events? These questions became a clarion call, a mission to cut through the knot of complications with a solution that understood the planner's plight. The drive to recapture the joy in event planning, to make every client feel like the only client, was potent. The creators envisioned a future where small to mid-sized planning businesses could compete on a grand scale, by harnessing a tool that elevated their capacity for crafting stellar events and building enduring relationships. Thus, ElevateCRM was born, not just as software, but as a testament to the belief that with the right support, event planners could indeed reach new heights. It was a promise to return time to their days, strategy to their decisions, and, most importantly, the art of personal connection to the core of their events. This commitment to choreographing the future of event mastery is the soul of ElevateCRM, resonating with those who believe in the power of flawlessly orchestrated experiences.

User Personas

Detailed profiles of the target users who would benefit most from this product.

Melissa EventPro

Female, 30-35, Bachelor's degree in Event Management, Event Planner, $40,000-$60,000 income

Background

Melissa discovered her passion for event planning during college and has since worked in the industry for over 8 years. She enjoys traveling, exploring new cuisines, and staying updated on the latest event trends and technologies.

Needs & Pain Points

Needs

Efficient task management, centralized client data, intuitive collaboration, actionable analytics, mobile-responsive interface

Pain Points

Time-consuming coordination, errors in event planning, lack of automated tools, client data disorganization, limited access to real-time updates, event success measurement

Psychographics

Melissa values creativity, attention to detail, and the ability to adapt to changing event dynamics. She is motivated by client satisfaction and the opportunity to showcase her innovative ideas in event planning.

Channels

Professional event planning networks, industry forums and blogs, social media, industry events and conferences

Product Features

Key capabilities that make this product valuable to its target users.

Mobile Access

This feature provides event planners with on-the-go access to customer relationship management tools, enabling streamlined event planning, data management, and collaboration through a mobile-responsive interface.

Requirements

Mobile CRM Interface

"As an event planner, I want to access and update customer data on-the-go so that I can streamline event planning and collaborate with my team more effectively."

Description

Develop a mobile-responsive interface for customer relationship management tools, enabling event planners to access, update, and manage customer data on-the-go. This feature will provide seamless access to customer information, enabling efficient event planning, data management, and collaboration from mobile devices.

Acceptance Criteria

User Can Log In to Mobile CRM Interface

Given a valid username and password, when the user logs in, then they should be able to access the mobile CRM interface.

User Can View Customer Details

Given the user is logged in, when they select a customer, then they should be able to view the customer's details.

User Can Update Customer Information

Given the user has the appropriate permissions, when they update customer information, then the changes should be reflected in the CRM database.

Interface is Mobile Responsive

Given the interface is accessed from a mobile device, when the user interacts with the interface, then the interface should adapt to the screen size and provide a seamless user experience.

Offline Data Access

Given limited or no internet connectivity, when the user accesses the interface, then they should be able to view and update customer data offline, with changes syncing when connectivity is restored.

Real-time Data Sync

"As an event planner, I want real-time data sync between the mobile CRM and main CRM system so that I have access to the latest customer information at all times."

Description

Implement real-time data synchronization between the mobile CRM interface and the main CRM system to ensure that all customer data is up to date and consistent across all platforms. This feature will enable event planners to access the latest information on their mobile devices without the risk of outdated or conflicting data.

Acceptance Criteria

Event planner accesses customer information on mobile device

Given the event planner has updated customer information in the main CRM system, when they open the mobile CRM interface, then they should see the same updated information in real-time.

Offline data update

Given the mobile device is offline, when the event planner makes changes to customer data in the mobile CRM interface, then the changes should be synchronized with the main CRM system when the device regains connectivity.

Conflicting data resolution

Given multiple event planners are accessing and updating the same customer record simultaneously, when conflicting changes occur, then the system should prompt for resolution and ensure that the latest update is synchronized across all devices.

Performance under load

Given a large volume of customer data being updated in the main CRM system, when multiple event planners access the mobile CRM interface simultaneously, then the synchronization process should maintain real-time performance without significant delay.

Data consistency verification

Given customer data is updated via the mobile CRM interface, when the same data is viewed in the main CRM system, then the information should be consistent and reflect real-time changes made from either platform.

Offline Access and Sync

"As an event planner, I want to access and edit customer data on my mobile device even when offline, and have it sync with the main CRM system when connectivity is restored."

Description

Enable offline access to customer data on the mobile CRM interface, allowing event planners to view and edit customer information even without an internet connection. Implement auto-sync functionality to update data with the main CRM system once the internet connection is restored.

Acceptance Criteria

Event planner accesses customer data offline

Given that the event planner is using the mobile CRM interface, when there is no internet connection, then the event planner can view and edit customer data offline.

Data syncs with main CRM when connectivity is restored

Given that the event planner's mobile device regains internet connectivity, when the auto-sync functionality is triggered, then the edited customer data is updated in the main CRM system.

Event Roster Management

"As an event planner, I want to manage event rosters and attendee information on my mobile device so that I can efficiently track RSVPs and manage guest lists while on the go."

Description

Integrate event roster management tools into the mobile CRM interface, allowing event planners to easily create, update, and manage event guest lists, RSVPs, and attendee information directly from their mobile devices.

Acceptance Criteria

Creating a new event roster

Given the event planner is logged into the mobile CRM interface, when they create a new event roster, then the roster is successfully added to the system.

Updating event guest list

Given the event planner has an existing event roster open in the mobile CRM interface, when they add or remove guests from the list, then the guest list is updated accordingly.

Managing RSVPs

Given the event planner is viewing an event roster on the mobile CRM interface, when they mark an attendee as RSVP'd or not RSVP'd, then the attendee's RSVP status is updated in the system.

Viewing attendee information

Given the event planner selects a specific guest from the event roster on the mobile CRM interface, when they view the attendee's information, then all relevant details are displayed accurately.

Offline functionality

Given the event planner has no internet connection on their mobile device, when they access and make changes to event rosters, then the changes are synced to the system when the internet connection is restored.

Collaborative Task Management

"As an event planner, I want to assign, track, and update event planning tasks on my mobile device, facilitating seamless collaboration and communication with my team."

Description

Incorporate collaborative task management features into the mobile CRM interface, enabling event planners to assign, track, and update tasks related to event planning and customer management. This functionality will facilitate efficient coordination and communication among event planning teams.

Acceptance Criteria

As an event planner, I want to view a list of tasks assigned to me on the mobile CRM interface.

Given that I am logged into the mobile CRM interface, when I navigate to the 'My Tasks' section, then I should see a list of tasks assigned to me.

As an event planner, I want to assign a task to a team member using the mobile CRM interface.

Given that I am creating a new task, when I select a team member from the list of available users, then the task should be assigned to the selected team member.

As an event planner, I want to track the status of tasks assigned to me or my team members.

Given that I am viewing a task, when I check the status indicator, then I should be able to see the current status of the task (e.g., pending, in progress, completed).

As an event planner, I want to receive notifications for task updates on my mobile device.

Given that a task assigned to me is updated, when I am logged into the mobile CRM interface, then I should receive a real-time notification about the task update.

As an event planner, I want to update the status of a task using the mobile CRM interface.

Given that I am viewing a task, when I update the status of the task to 'completed', then the task status should be immediately updated and reflected for all team members.

Smart Automation

Automate repetitive tasks, streamline communication with clients and vendors, and reduce task times by 30%, allowing event planners to focus on creating unforgettable experiences for their clients.

Requirements

Task Automation

"As an event planner, I want to automate repetitive tasks and streamline communication with clients and vendors so that I can focus on creating unforgettable experiences for my clients without being bogged down by administrative tasks."

Description

Implement a system to automate repetitive tasks such as scheduling, reminders, and communication with clients and vendors. This system will streamline communication and reduce task times by 30%, enabling event planners to focus on delivering exceptional experiences for their clients.

Acceptance Criteria

Automate scheduling of recurring tasks

Given a set of repetitive tasks, When the system schedules and automates reminders for these tasks, Then the system should reduce the time spent on scheduling by 30%.

Automate client communication

Given a client communication schedule, When the system automates communication with clients based on the schedule, Then the system should reduce the time spent on client communication by 30%.

Automate vendor communication

Given a vendor communication schedule, When the system automates communication with vendors based on the schedule, Then the system should reduce the time spent on vendor communication by 30%.

Integration with calendar and task management tools

Given existing calendar and task management tools, When the system integrates with these tools to automate task scheduling and reminders, Then the system should reduce the need for manual data entry and synchronization.

Reporting and analytics for task automation

Given automated task scheduling and communication, When the system provides reporting and analytics on task completion and communication efficiency, Then the system should enable event planners to track and improve their overall task automation performance.

Client and Vendor Communication Portal

"As a user, I want a communication portal to interact with event planners, clients, and vendors so that I can easily access all relevant information and communicate effectively."

Description

Develop a dedicated portal for seamless communication between event planners, clients, and vendors. This portal will centralize all communications, including messages, documents, and updates, to ensure efficient and organized collaboration.

Acceptance Criteria

User logs in and views the message stream

Given the user is logged in, when they access the portal, then they should be able to view the message stream with communication from event planners, clients, and vendors.

User sends a message to event planner

Given the user is logged in, when they compose a message to the event planner, then the message should be successfully sent and appear in the event planner's message view.

User uploads a document for client review

Given the user is logged in, when they upload a document for client review, then the document should be displayed in the client's document section for review.

User receives a notification for vendor update

Given the user is logged in, when a vendor updates a task, then the user should receive a notification indicating the updated task details.

User searches for past communications

Given the user is logged in, when they search for past communications with a specific vendor, then the portal should display a list of all past communications with that vendor.

Task Time Reduction

"As a user, I want to reduce task times by 30% so that I can allocate more time to creating exceptional experiences for my clients."

Description

Optimize task processes to reduce task times by 30% through automation, streamlining, and efficiency improvements. This will enhance productivity and free up time for event planners to focus on creating exceptional experiences.

Acceptance Criteria

Event Task Automation

When an event task that requires manual processing is successfully automated, and the processing time is reduced by 30%, then the acceptance criterion is met.

Streamlined Task Processes

Given the task processes are optimized and streamlined, when the task completion time is reduced by 30% compared to the previous processes, then the acceptance criterion is fulfilled.

Efficiency Improvements Validation

When the efficiency improvements are implemented, and the time required to complete tasks is reduced by 30% as a result of the improvements, then the acceptance criterion is satisfied.

Productivity Enhancement

Given the task times are reduced by 30%, when the productivity metrics show a significant improvement in task efficiency and time allocation, then the acceptance criterion is considered achieved.

Time Allocation Validation

When the reallocation of time from task processing to event planning results in a 30% increase in time spent on creating exceptional experiences, then the acceptance criterion is validated.

Client and Vendor Notification System

"As a user, I want to receive automatic notifications about task progress and updates so that I can stay informed and collaborate effectively with event planners and other stakeholders."

Description

Integrate a notification system to automatically update clients and vendors about task progress, changes, and important updates. This system will improve transparency and keep all stakeholders informed in real-time.

Acceptance Criteria

Client receives automatic notification about task progress

When a task is updated, the client should receive an automatic notification containing the details of the progress update.

Vendor receives automatic notification about task changes

When a task is modified, the vendor should receive an automatic notification with the details of the task changes.

Real-time updates for stakeholders

The notification system should provide real-time updates to all stakeholders when important changes occur.

Notification customization

Users should have the ability to customize the type and frequency of notifications they receive based on their preferences.

Notification history and tracking

The system should maintain a history of all notifications sent and allow users to track the status of each notification.

Efficiency Dashboard

"As an event planner, I want a dashboard to track automation and communication efficiency so that I can identify areas for improvement and optimize our processes."

Description

Create a dashboard to monitor and track the efficiency and effectiveness of task automation and communication processes. The dashboard will provide insights and metrics to improve workflow efficiency and identify areas for optimization.

Acceptance Criteria

User can view the number of automated tasks completed in the last 24 hours.

The dashboard displays the total number of automated tasks completed in the last 24 hours.

User can track the average response time for communication processes.

The dashboard calculates and displays the average response time for communication processes over the past week.

User can identify the most time-consuming tasks for optimization.

The dashboard provides a list of the top 3 time-consuming tasks, along with their frequency and duration.

User can compare efficiency metrics between different time periods.

The dashboard allows the user to select two time periods for comparison and displays the efficiency metrics for each period.

User can export efficiency data for further analysis.

The dashboard includes an option to export efficiency data in CSV format for analysis in external tools.

Collaboration Hub

Centralized collaboration tools for seamless coordination within event planning teams, enhancing operational cohesion, reducing coordination errors by 40%, and facilitating effective teamwork.

Requirements

Real-time Collaboration Tools

"As an event planning team member, I want real-time collaboration tools so that I can work seamlessly with my team, share updates in real time, and reduce coordination errors."

Description

Implement real-time collaboration tools to enable seamless coordination within event planning teams. These tools will allow team members to work together in real time, share updates, and communicate effectively, reducing coordination errors by 40% and enhancing operational cohesion.

Acceptance Criteria

User logs in to the collaboration platform

Given a valid username and password, when the user logs in, then the system should authenticate the user and allow access to the collaboration platform.

User creates and shares an event planning document

Given a user has edit permissions, when the user creates an event planning document, then the user should be able to share the document with team members in real time.

User receives real-time notifications for updates

Given the user is logged in, when a team member updates a shared document, then the user should receive a real-time notification of the update.

User participates in a real-time collaboration session

Given an active collaboration session, when the user joins the session, then the user should be able to interact with team members in real time and view live updates.

User accesses collaboration tools from a mobile device

Given an internet connection, when the user accesses the collaboration platform from a mobile device, then the user should have full access to real-time collaboration tools and features.

Task Assignment and Tracking

"As a team lead, I want to be able to assign tasks and track their progress so that I can effectively manage the team's workload and ensure timely completion of tasks."

Description

Develop a feature for assigning tasks and tracking their progress within the collaboration tools. This will enable team leads to assign tasks to specific members, track their completion, and ensure accountability within the team.

Acceptance Criteria

Team Lead assigns a task to a specific team member

When the team lead selects a task and assigns it to a specific team member, the task status is updated to 'Assigned' and the assigned team member receives a notification.

Team member marks a task as complete

When a team member marks a task as complete, the task status is updated to 'Completed' and the team lead receives a notification about the task completion.

Team lead views a list of assigned tasks

Given that the team lead navigates to the task assignment dashboard, when the dashboard loads, a list of all assigned tasks with their status, assigned team member, and due dates is displayed.

Team lead reassigns a task to a different team member

When the team lead reassigns a task to a different team member, the task status is updated to 'Reassigned' and the new assigned team member receives a notification.

Team lead sets a priority for a task

Given that the team lead selects a task, when the team lead sets a priority for the task, the task is visually marked with the specified priority and the assigned team member is notified about the priority change.

Shared Calendar and Scheduling

"As an event planning team member, I want a shared calendar and scheduling feature so that I can efficiently plan and schedule events, set reminders, and avoid scheduling conflicts."

Description

Integrate a shared calendar and scheduling feature within the collaboration tools to facilitate efficient planning and scheduling of events, meetings, and deadlines. This will allow team members to view and manage event schedules, set reminders, and avoid scheduling conflicts.

Acceptance Criteria

Viewing and Managing Event Schedules

Given a user has access to the collaboration tools, When they navigate to the shared calendar feature, Then they should be able to view and manage event schedules.

Setting Reminders for Events

Given a user wants to set a reminder for an event, When they create or edit an event in the shared calendar, Then they should be able to set a reminder for the event.

Avoiding Scheduling Conflicts

Given a user wants to schedule an event, When they select a date and time for the event, Then the system should check for potential conflicts and notify the user of any conflicts.

Creating and Editing Events

Given a user has permission to create or edit events, When they create or edit an event in the shared calendar, Then the changes should be reflected and saved in real-time for all users.

Integration with Collaboration Tools

Given the collaboration tools are in use, When a user accesses the calendar and scheduling feature, Then the feature should integrate seamlessly and provide a unified interface for managing events and schedules.

Document Sharing and Version Control

"As an event planning team member, I want to be able to share and collaborate on event-related documents so that I can ensure everyone has access to the latest versions and collaborate effectively on event materials."

Description

Incorporate a document sharing and version control functionality to enable team members to share and collaborate on event-related documents. This feature will ensure that all team members have access to the latest versions of documents and streamline collaboration on event materials.

Acceptance Criteria

User uploads a document for sharing

Given that the user has a document to share, when the user uploads the document, then the document is successfully stored and made accessible to other team members.

User collaborates on a shared document

Given that multiple team members have access to a shared document, when a team member makes edits to the document, then the changes are visible to other team members in real-time.

User tracks document version history

Given that a document has been edited multiple times, when a user views the document history, then the user can see a log of all previous versions and the changes made.

User receives notifications for document updates

Given that a shared document is updated, when a team member is subscribed to the document, then the team member receives a notification about the update.

User restores previous document version

Given that a user wants to revert to a previous version of a document, when the user selects a specific version, then the document reverts to the selected version.

Communication and Chat Integration

"As an event planning team member, I want to have a communication and chat feature so that I can communicate in real time with my team, discuss event details, and make quick decisions when needed."

Description

Integrate a communication and chat feature within the collaboration tools to facilitate real-time communication and discussion among team members. This will enhance team communication, streamline coordination, and foster quick decision-making within the event planning team.

Acceptance Criteria

Team member sends a chat message

Given a communication and chat feature is enabled, when a team member sends a chat message, then the message is delivered to all team members in real-time.

Real-time notifications for new chat messages

Given a communication and chat feature is enabled, when a new chat message is sent, then all team members receive a real-time notification.

Ability to create chat groups

Given a communication and chat feature is enabled, when a team member creates a chat group, then other team members can join the group and participate in group discussions.

Search functionality within chat feature

Given a communication and chat feature is enabled, when a team member searches for specific chat messages, then the search returns relevant results within the chat history.

Integration with event planning tools

Given a communication and chat feature is enabled, when the chat feature is integrated with event planning tools, then team members can directly reference event details and tasks within the chat.

Actionable Analytics

Provides event planners with actionable insights and valuable data on client preferences, event performance, and attendee engagement, empowering informed decision-making and driving successful event outcomes.

Requirements

Client Preferences Analytics

"As an event planner, I want to access detailed analytics on client preferences so that I can personalize event experiences and improve overall client satisfaction."

Description

This requirement involves capturing and analyzing client preferences related to event themes, activities, and services. It aims to provide event planners with valuable insights to personalize and tailor event experiences based on client preferences, leading to higher satisfaction and loyalty.

Acceptance Criteria

Event Planner can view a summary of client preferences for event themes

When the event planner logs into the system, they can view a summary of event themes that clients have expressed a preference for, including the frequency of each theme's selection.

Event Planner can access detailed analytics on client preferences for activities

Given the date range of events, the event planner should be able to access a report detailing the most popular activities preferred by clients, sorted by frequency of selection.

Event Planner can generate personalized recommendations based on client preferences

When viewing client preferences for services, the event planner can use the system to generate personalized recommendations for event services that align with client preferences, based on historical data.

Event Planner can track changes in client preferences over time

The system should allow the event planner to track changes in client preferences over time, showing trends and shifts in preferences for event themes, activities, and services.

Event Planner can export client preference data for analysis

The event planner should be able to export client preference data in a structured format, such as CSV or Excel, for further analysis and integration with other tools.

Event Performance Metrics

"As an event planner, I want to easily track and analyze event performance metrics to make informed decisions and enhance the success of future events."

Description

This requirement focuses on tracking and measuring event performance indicators such as attendance, engagement, and feedback. It will enable event planners to assess the success of their events, identify areas for improvement, and make data-driven decisions for future events.

Acceptance Criteria

Planner can view attendance metrics for a specific event

When the event planner selects a specific event, the system displays the total attendance count, including the number of registered and actual attendees.

Planner can analyze engagement metrics for a specific event

Given a specific event, when the planner views engagement metrics, the system provides data on session participation, interaction levels, and content engagement.

Planner can access feedback metrics for a specific event

When the planner accesses feedback for an event, the system presents a summary of feedback ratings, comments, and sentiment analysis for each session and overall event.

Planner can compare event performance metrics across multiple events

When the planner selects multiple events, the system generates comparative performance reports showing key metrics such as attendance, engagement, and feedback ratings.

System should display insights and recommendations based on event performance data

When the planner reviews event performance data, the system provides automated insights and recommendations for improvement based on the metrics and industry benchmarks.

Attendee Engagement Tracking

"As an event planner, I want to monitor and analyze attendee engagement throughout the event to understand attendee behavior and improve event experiences."

Description

This requirement involves implementing a system to track attendee engagement through interactions with event content, activities, and sessions. It aims to provide event planners with real-time insights into attendee engagement levels and interests during events.

Acceptance Criteria

Event Registration Tracking

Given a user registers for an event, When the user's registration is confirmed, Then the system should track the user as an attendee.

Session Check-in Tracking

Given an attendee attends a session, When the attendee checks in to the session, Then the system should record the attendee's session attendance.

Content Interaction Tracking

Given an attendee interacts with event content, When the attendee engages with the content, Then the system should capture the attendee's interaction data.

Real-time Engagement Insights

Given the event is ongoing, When the system receives attendee interaction data, Then the system should provide real-time insights into attendee engagement levels and interests.

Behavior Analysis and Reporting

Given the event has ended, When the event data is analyzed, Then the system should generate reports on attendee behavior and engagement patterns.

Real-time Feedback Collection

"As an event planner, I want to collect real-time feedback from attendees to quickly address concerns and enhance the overall event experience in real-time."

Description

This requirement focuses on implementing a real-time feedback collection mechanism to gather attendee feedback during events. It aims to capture immediate impressions and insights from attendees, enabling event planners to address issues promptly and make on-the-fly improvements.

Acceptance Criteria

Attendee submits feedback form with ratings for different event aspects

Given an event feedback form with ratings for aspects such as content, speaker, venue, and organization, when the attendee submits the form, then the feedback is captured in real-time and stored for analysis.

Real-time dashboard displays aggregated feedback from multiple attendees

Given a real-time dashboard that collects and aggregates feedback from multiple attendees, when attendees submit their feedback, then the dashboard updates in real-time to display the overall sentiment and key insights.

Event planner receives real-time alerts for critical feedback

Given a feedback monitoring system, when critical feedback is submitted by attendees, then the event planner receives immediate alerts to address the concerns and make necessary adjustments in real-time.

Feedback collection is seamless and non-disruptive to the event experience

Given a feedback collection method that is seamless and non-disruptive, when attendees provide feedback without interrupting the event experience, then the collection process is considered successful.

Feedback data is structured and actionable for event planners

Given structured feedback data with key insights and actionable metrics, when event planners review the feedback, then they can readily identify areas for improvement and make informed decisions for real-time event enhancements.

Data Visualization and Reporting

"As an event planner, I want to access visually compelling reports and dashboards that present event data and insights in a clear and actionable format, enabling me to communicate performance and make informed decisions."

Description

This requirement involves developing robust data visualization and reporting capabilities to present actionable insights and trends to event planners. It aims to provide comprehensive and intuitive reports that allow event planners to make informed decisions and communicate performance effectively.

Acceptance Criteria

Accessing the Dashboard

Given that I am logged in as an event planner, when I access the dashboard, then I should see visually compelling reports and dashboards presenting event data and insights in a clear and actionable format.

Event Trends Visualization

Given a set of event data, when I generate a trend visualization report, then I should be able to identify trends and patterns in event performance over time.

Custom Report Configuration

Given that I want to create a custom report, when I configure the report settings, then I should be able to select specific data fields, apply filters, and choose visualization options to meet my reporting needs.

Data Export Functionality

Given a report or dashboard view, when I export the data, then the exported file should contain comprehensive event data in a commonly used format such as CSV or Excel.

Performance Comparison Visualization

Given multiple events, when I compare performance metrics between events using visualization, then I should be able to easily identify performance variations and make informed decisions based on the comparisons.

Interactive Dashboard Features

Given access to the dashboard, when I interact with the features, then I should be able to drill down into specific data points, apply filters, and customize the view to focus on relevant insights.

Client Engagement Tools

Features for personalized client engagement, seamless coordination, and real-time updates, ensuring that every interaction leads to unforgettable experiences and excellence in event planning.

Requirements

Personalized Event Recommendations

"As a frequent user, I want to receive personalized event recommendations, so that I can easily discover and attend events that match my interests and preferences."

Description

Enable the system to analyze user preferences, past interactions, and event history to provide personalized event recommendations. This feature will enhance user engagement and satisfaction by offering tailored event suggestions based on individual preferences and interests.

Acceptance Criteria

User Logs In and Receives Recommended Event

Given a registered user with saved preferences and past interactions, when the user logs into the system, then the system should analyze the user's data and provide personalized event recommendations on the dashboard.

User Interacts with Recommended Event

Given a user views a recommended event, when the user interacts with the event by clicking on it, then the system should track this interaction and use the data to further refine the user's event recommendations.

User Dismisses Recommended Event

Given a user views a recommended event, when the user dismisses the event without interacting with it, then the system should understand that this event is not of interest to the user and use this feedback to adjust future event recommendations.

User Preferences Update

Given a user updates their preferences, when the user saves the changes, then the system should reanalyze the user's data and update the personalized event recommendations based on the new preferences.

User Feedback on Recommended Event

Given a user attends a recommended event, when the user provides feedback rating on the event, then the system should use this feedback to improve the accuracy of future event recommendations for the user.

Real-time Event Updates

"As a user attending events, I want to receive real-time updates, so that I can stay informed about any changes or additions to the events I plan to attend."

Description

Implement real-time event updates to provide users with instant notifications about event changes, new additions, or reminders. This will ensure users stay informed and up-to-date, enhancing their overall event experience.

Acceptance Criteria

User receives a notification for event changes

Given the user is logged in and has subscribed to the event, when there is a change in event details or schedule, then the user receives a real-time notification with the updated information.

User receives a reminder for upcoming events

Given the user has upcoming events in their schedule, when the event start time is approaching, then the user receives a real-time reminder notification.

System provides instant notifications for new event additions

Given the user has opted in to receive notifications for new events, when new events are added, then the user receives instant notifications about the new additions.

User can customize notification preferences

Given the user is logged in, when the user navigates to notification settings, then the user can customize their notification preferences for different event updates and reminders.

User receives notifications even when the app is in the background

Given the user has the app installed and logged in, when the app is running in the background, then the user receives real-time event notifications.

Client Engagement Analytics

"As a event planner, I want to access client engagement analytics, so that I can understand user preferences and feedback to enhance event planning and coordination."

Description

Integrate client engagement analytics to track user interactions, preferences, and feedback. This will provide valuable insights for event planning and improve client engagement strategies, leading to better customer experiences.

Acceptance Criteria

User can access client engagement analytics dashboard

When the user logs in, they can view a dashboard with analytics on user interactions, preferences, and feedback.

Analytics dashboard displays user preferences and feedback

Given that the user is on the dashboard, the analytics display user preferences and feedback in a clear and organized manner.

Event planning insights based on analytics

When the user accesses the analytics, they can derive valuable insights for event planning such as popular themes, preferred activities, and areas for improvement based on feedback.

Feedback collection and categorization

When users provide feedback, the system categorizes it into relevant themes and sentiments for easy analysis and reporting.

Real-time user interaction tracking

Given that the system is active, it tracks user interactions in real-time and updates the analytics accordingly.

Seamless Coordination Tools

"As an event organizer, I want seamless coordination tools, so that I can easily communicate and collaborate with clients and vendors for effective event planning and execution."

Description

Develop seamless coordination tools to facilitate communication and collaboration among event organizers, clients, and vendors. These tools will streamline the coordination process, ensuring efficient teamwork and smooth event execution.

Acceptance Criteria

Event Creation

Given a user wants to create a new event, When they fill out the event details and submit the form, Then the event should be successfully created in the system.

Vendor Invitation

Given an event organizer wants to invite a vendor to collaborate, When they send an invitation to the vendor's email address, Then the vendor should receive the invitation and be able to accept it.

Client Feedback

Given a client wants to provide feedback on the event details, When they submit their feedback through the platform, Then the feedback should be successfully recorded and visible to the event organizer.

Real-Time Chat

Given a user wants to chat in real-time with a client or vendor, When they open the chat window and send a message, Then the message should be promptly delivered and displayed in the recipient's chat window.

Task Management

Given an event organizer wants to assign tasks to vendors, When they create and assign tasks through the platform, Then the tasks should be visible to the assigned vendors and trackable for progress.

Dynamic Event Scheduling

"As a client, I want to customize event schedules, so that I can plan and organize events based on my specific preferences and requirements."

Description

Implement dynamic event scheduling capabilities to allow clients to customize event schedules based on their preferences and requirements. This feature will provide flexibility and customization options for clients, enhancing their event planning experience.

Acceptance Criteria

Client customizes event schedule

Given a list of available time slots, when the client selects specific time slots and assigns activities to them, then the schedule is generated with the assigned activities at the selected time slots.

Client saves customized schedule

Given a customized event schedule, when the client saves the schedule, then the schedule is stored for future reference and retrieval.

Validation of event schedule customization

Given an event schedule with customized time slots and activities, when the client reviews the schedule, then the customized time slots and activities are accurately reflected.

Error handling for conflicting schedule

Given a request to schedule conflicting activities at the same time slot, when the client attempts to save the schedule, then an error message is displayed to alert the client of the conflict.

Client exports customized schedule

Given a customized event schedule, when the client chooses to export the schedule, then the schedule is exported in a downloadable file format with the correct time slots and assigned activities.

Mobile Access

Empower event planners with on-the-go access to customer relationship management tools, enabling streamlined event planning, data management, and real-time collaboration through a mobile-responsive interface.

Requirements

Mobile-Responsive Interface

"As an event planner, I want to access customer relationship management tools on my mobile device so that I can efficiently manage data, collaborate with my team, and access real-time information while on the go."

Description

Develop a responsive interface that allows event planners to access customer relationship management tools on mobile devices. This feature will enable seamless interaction with the CRM system, ensuring that event planners can manage data, collaborate with team members, and access real-time information from any location.

Acceptance Criteria

When I access the login page on a mobile device, the layout and elements should adjust to fit the screen size and provide a user-friendly experience. The login fields, buttons, and navigation should be easily accessible and usable on mobile.

Viewing and editing customer data

When I view and edit customer data on a mobile device, the interface should display all relevant information in a clear and readable format. I should be able to add, edit, and delete customer records without any usability issues on a mobile screen.

Real-time collaboration with team members

When collaborating with team members using the CRM tools on a mobile device, the interface should support real-time updates and communication. Any changes made by team members should be immediately visible, and the messaging or collaboration features should function seamlessly on mobile.

Accessing real-time information

When I access real-time information on a mobile device, the interface should provide live updates and ensure that data syncs in real time. Any changes made on the desktop or other devices should be immediately reflected on the mobile interface without the need for manual refresh or sync.

Responsive dashboard and reporting

When I view the dashboard and generate reports on a mobile device, the interface should adapt to the screen size and provide clear visualizations. The charts, graphs, and data should be responsive and easily navigable, enabling me to access key insights and information on the go.

Real-Time Data Collaboration

"As an event planner, I want to collaborate with my team in real-time on data management tasks so that we can work together efficiently and minimize data entry errors."

Description

Implement real-time data collaboration features within the CRM system to allow event planners to work together on data management tasks. This feature will enable multiple users to view and edit data simultaneously, promoting efficient collaboration and reducing data entry errors.

Acceptance Criteria

Event planner initiates real-time collaboration session

Given an active data management task, when the event planner invites team members to collaborate in real time, then all invited team members can simultaneously view and edit the data.

Multiple users editing the same data record

Given multiple team members are collaborating in real time on a data record, when one user makes a change, then the changes are immediately reflected for all other users viewing the same data record.

Data entry error prevention

Given real-time collaboration is in progress, when a user tries to edit a data record that is currently being edited by another user, then a notification is displayed to prevent simultaneous conflicting edits.

Real-time status updates

Given real-time collaboration is active, when one user makes a change to a data record, then all other users viewing the same record receive an immediate status update indicating the change.

Event Planning Dashboard

"As an event planner, I want a dedicated dashboard for event planning to have a comprehensive view of event details, attendee information, and task management in one place."

Description

Create a dashboard specifically tailored for event planning, providing a comprehensive view of event details, attendee information, and task management. This dashboard will streamline the event planning process by offering event-specific insights and task tracking capabilities.

Acceptance Criteria

Event Planning Dashboard: View Event Details

The dashboard should display key event details such as event name, date, time, and location in a clear and accessible manner.

Event Planning Dashboard: Access Attendee Information

The dashboard should provide easy access to attendee information, including RSVP status, dietary restrictions, and contact details, with the ability to search and filter attendee lists.

Event Planning Dashboard: Task Management

The dashboard should offer task management features such as creating, assigning, and tracking tasks related to event planning, with the ability to set deadlines and priorities.

Event Planning Dashboard: Event Insights

The dashboard should present event-specific insights and analytics, such as attendance trends, budget allocation, and event performance metrics, to help in decision-making and planning.

Event Planning Dashboard: Mobile Compatibility

The dashboard should be fully compatible and responsive on mobile devices, allowing event planners to access and manage event details on the go.

Customizable Data Filters

"As an event planner, I want to customize data filters to focus on relevant information for effective decision-making during event planning."

Description

Introduce customizable data filters within the CRM system to allow event planners to filter and sort information based on their specific needs. This feature will enhance data visibility and enable event planners to focus on relevant data for effective decision-making.

Acceptance Criteria

Event planner can create a new data filter by selecting specific criteria such as date, location, or attendee type.

Given the event planner is on the data filter creation page, when the event planner selects the date, location, or attendee type criteria, then the system should save the selected criteria for future use.

Event planner can apply a saved data filter to view relevant information for event planning.

Given the event planner is viewing the data, when the event planner selects a saved data filter, then the system should display information based on the selected filter criteria.

Event planner can edit a saved data filter by modifying the filter criteria.

Given the event planner is on the data filter management page, when the event planner selects a saved data filter to edit and modifies the filter criteria, then the system should update the filter with the new criteria.

The system should provide a default set of data filters for event planners to use as a starting point.

Given the event planner is on the data filter management page, when the event planner accesses the list of available filters, then the system should display a default set of filters that can be used without customization.

Event planner can delete a saved data filter from the system.

Given the event planner is on the data filter management page, when the event planner selects a saved data filter to delete, then the system should prompt for confirmation and remove the filter upon confirmation.

Task Assignment and Tracking

"As an event planner, I want to assign and track tasks within the CRM system to streamline task management and improve team coordination during event planning."

Description

Enable task assignment and tracking capabilities within the CRM system, allowing event planners to assign tasks to team members, set deadlines, and track task progress. This feature will centralize task management and enhance team coordination during event planning.

Acceptance Criteria

Assigning a Task

Given a user is logged into the CRM system as an event planner, when they create a new task assignment for a team member, then the task details including title, description, and deadline are successfully saved in the system.

Tracking Task Progress

Given a user is logged into the CRM system as an event planner, when they view the task dashboard, then they can see a list of assigned tasks and their status (e.g., not started, in progress, complete) for each team member.

Setting Task Deadlines

Given a user is logged into the CRM system as an event planner, when they assign a task to a team member, then they can set a specific deadline for task completion, and the system will send a reminder notification to the assigned team member as the deadline approaches.

Filtering Tasks

Given a user is logged into the CRM system as an event planner, when they filter tasks by status (e.g., not started, in progress, complete), then the system displays a list of tasks based on the selected status, allowing for easy tracking and monitoring of task progress.

Task Assignment Notification

Given a user is logged into the CRM system as an event planner, when they assign a task to a team member, then the assigned team member receives a notification or email with details of the assigned task, including the title, description, and deadline.

Task Automation

Automate repetitive tasks, streamline communication with clients and vendors, and reduce task times by 30%, allowing event planners to focus on creating unforgettable experiences for their clients.

Requirements

Automated Task Management

"As an event planner, I want a system that can automate task management and streamline communications with clients and vendors, so that I can save time and focus on creating unforgettable client experiences."

Description

Implement a system to automatically assign and track repetitive tasks, streamlining communication with clients and vendors. This feature will reduce task times by 30%, freeing up time for event planners to focus on delivering exceptional experiences for clients.

Acceptance Criteria

Automated Task Assignment

Given a list of repetitive tasks, When the system automatically assigns tasks to team members based on predefined rules and criteria, Then the tasks are successfully assigned without manual intervention.

Task Tracking and Status Update

Given a task is assigned to a team member, When the team member updates the status of the task, Then the system accurately tracks and displays the status of the task in real-time.

Communication with Clients and Vendors

Given a task update, When the system automatically notifies the relevant clients and vendors, Then the communication is successful and streamlined, reducing the need for manual follow-ups.

Task Time Reduction

Given the implementation of the system, When the average task completion time is reduced by 30% compared to manual task management, Then the requirement is successfully met.

Focus on Client Experiences

Given the system is in place, When event planners have more time to focus on delivering exceptional experiences for clients, Then the system has successfully freed up time for event planners as per the requirement.

Client and Vendor Communication Dashboard

"As a user, I want a dashboard that enables seamless communication with clients and vendors, so that I can easily keep everyone informed and aligned on event planning tasks."

Description

Develop a centralized dashboard for efficient communication with clients and vendors. The dashboard will provide a unified platform for exchanging messages, sharing updates, and managing event-related communications, improving collaboration and clarity in communications.

Acceptance Criteria

User logs in and sees a unified dashboard with messaging, updates, and event communications sections

Given the user is logged in, when they access the dashboard, then they should see separate sections for messaging, updates, and event communications.

User can send a message to a client or vendor from the dashboard

Given the user is on the dashboard, when they select a client or vendor, then they should be able to compose and send a message directly from the dashboard.

User can view message history and updates related to specific events

Given the user is on the dashboard, when they select a specific event, then they should be able to view the message history and updates related to that event.

User receives real-time notifications for new messages and event updates

Given the user is logged in, when a new message is received or there is an update related to an event, then the user should receive a real-time notification on the dashboard.

User can archive and categorize messages and communications

Given the user is on the dashboard, when they archive a message, then it should be moved to a separate archive section and categorized based on client, vendor, or event.

Task Time Reduction

"As a user, I want to optimize and reduce task completion times by 30%, so that I can focus on higher-value event planning activities and deliver exceptional client experiences."

Description

Introduce features and tools to optimize task processes, leading to a 30% reduction in task completion times. This will involve identifying bottlenecks, streamlining workflows, and automating repetitive tasks to enhance efficiency and productivity for event planners.

Acceptance Criteria

Event Registration Process Optimization

Given a user initiates an event registration, when the registration process is streamlined and automated, then the time to complete the registration is reduced by 30%.

Task Workflow Analysis

Given an event planner performs a task, when the workflow is analyzed to identify bottlenecks and inefficiencies, then the identified areas for optimization are documented.

Automated Task Assignment

Given a task is created, when the task assignment is automated based on predefined criteria, then the time to assign the task is reduced by 30%.

Efficiency Metrics Reporting

Given the new features and tools are implemented, when efficiency metrics are tracked and reported, then the reports demonstrate a 30% reduction in task completion times.

User Training on New Tools

Given new tools are introduced, when event planners are trained on utilizing the tools effectively, then the time taken to complete tasks using the new tools is reduced by 30%.

Customizable Task Automation Rules

"As a user, I want the ability to create custom automation rules for tasks, so that I can tailor the automation to meet the unique needs of each event and minimize manual intervention."

Description

Enable event planners to create and customize task automation rules based on specific event requirements and preferences. This feature will allow for the streamlined automation of recurring tasks, reducing manual intervention and enhancing efficiency in task management.

Acceptance Criteria

Creating a new task automation rule

Given that I am an event planner on the platform, when I navigate to the task automation section, then I should see an option to create a new automation rule for a specific event.

Customizing task automation rules

Given that I am creating a new automation rule, when I select the event-specific criteria and preferences, then the system should allow me to customize the automation rule according to the unique needs of the event.

Saving custom automation rules

Given that I have customized an automation rule, when I save the rule, then the system should store the rule with the specific event details and preferences for future automation.

Testing automation rules

Given that I have saved a custom automation rule, when a relevant event action triggers the rule, then the system should automatically execute the task based on the rule's criteria and preferences.

Viewing and managing automation rules

Given that I have created multiple automation rules, when I navigate to the task automation dashboard, then I should be able to view, edit, and delete existing automation rules for different events.

Vendor Performance Tracking

"As a user, I want a system to track and evaluate vendor performance, so that I can make informed decisions and ensure exceptional service quality for clients."

Description

Implement a system to track and evaluate vendor performance, including delivery timelines, quality of service, and communication efficiency. This system will provide valuable insights to event planners, enabling informed decisions and improved vendor management.

Acceptance Criteria

Vendor performance data is successfully recorded for each completed service

Given a completed service by a vendor, When the delivery timeline and service quality are evaluated, Then the vendor performance data is recorded in the system.

Performance evaluation is based on predefined criteria

Given a completed service by a vendor, When the performance criteria for delivery timelines, service quality, and communication are applied, Then the vendor performance is evaluated based on predefined criteria.

System generates performance reports for each vendor

Given vendor performance data in the system, When performance evaluation is complete, Then the system generates a performance report for each vendor.

Event planner views vendor performance reports

Given access to the system, When the event planner requests vendor performance reports, Then the system displays the corresponding performance report for each vendor.

Event planner receives system notifications for poor performance

Given predefined performance thresholds, When a vendor's performance falls below the thresholds, Then the system sends a notification to the event planner regarding the poor performance.

Collaboration Hub

Provide a centralized collaboration platform for seamless coordination within event planning teams, enhancing operational cohesion, reducing coordination errors by 40%, and facilitating effective teamwork.

Requirements

Event Planning Dashboard

"As an event planning team member, I want a centralized dashboard to access and manage all event planning information, so that I can easily coordinate with team members and stay updated on tasks and timelines."

Description

Implement a centralized dashboard for event planning teams to access and manage all relevant information, including tasks, timelines, and resource allocation. This dashboard will provide a comprehensive overview of the event planning process, enabling seamless coordination and collaboration among team members.

Acceptance Criteria

User login to the event planning dashboard

Given a registered user, When the user provides valid login credentials, Then the user should be able to access the event planning dashboard.

Viewing event tasks on the dashboard

Given an event planning team member, When the member logs in, Then the member should be able to view all assigned tasks in a clear and organized manner.

Managing timelines on the dashboard

Given an event planning team member, When the member accesses the dashboard, Then the member should be able to create, edit, and update event timelines as needed.

Resource allocation on the dashboard

Given an authorized team member, When the member accesses the dashboard, Then the member should be able to allocate resources to specific tasks and events.

Collaboration features on the dashboard

Given an event planning team, When team members access the dashboard, Then they should be able to collaborate by sharing updates, comments, and documents related to event planning.

Real-time Communication Channel

"As an event planner, I want a real-time communication channel to collaborate and communicate with team members in real time, so that we can reduce errors and make timely decisions."

Description

Integrate a real-time communication channel for instant messaging and collaboration within the event planning teams. This feature will enable quick and efficient communication, reducing coordination errors and facilitating immediate decision-making.

Acceptance Criteria

User can send text messages in real-time

Given the user is logged in and connected to the real-time communication channel, when the user enters a text message and clicks 'Send', then the message is immediately delivered to all team members in the channel.

User can receive real-time notifications for new messages

Given the user is logged in and connected to the real-time communication channel, when a new message is sent by a team member, then the user receives a real-time notification with the message content.

User can create and join multiple conversation channels

Given the user is logged in, when the user creates a new conversation channel or joins an existing one, then the user can start collaborating and communicating with team members in the selected channel.

User can view online status of team members

Given the user is logged in, when the user views the list of team members in a conversation channel, then the user can see the online status of each team member (online/offline).

User can search for messages in the conversation channel

Given the user is logged in and viewing a conversation channel, when the user enters a keyword in the message search field and clicks 'Search', then the system returns a list of messages containing the keyword, allowing the user to find relevant information.

Task Assignment and Tracking

"As a team lead, I want to assign tasks to team members and track their progress, so that we can improve operational cohesion and maintain transparency in task management."

Description

Develop a feature for assigning tasks to team members and tracking their progress. This functionality will enhance operational cohesion by ensuring clear task assignments and providing visibility into task statuses and completions.

Acceptance Criteria

Team Lead assigns a task to a team member

Given a task and a team member, when the Team Lead assigns the task to the team member, then the task is marked as assigned and the team member receives a notification.

Team Lead tracks task progress

Given a task with assigned team members, when the Team Lead tracks the task progress, then the status and progress of the task are displayed with details of each team member's contributions.

Team member completes a task

Given an assigned task, when the team member completes the task, then the task status is updated as completed and the Team Lead receives a notification.

Task overdue notification

Given an overdue task, when the task exceeds the deadline, then the Team Lead receives a notification about the overdue task.

Task reassignment

Given an assigned task, when the Team Lead reassigns the task to a different team member, then the previous assignee is notified of the reassignment and the new assignee receives a notification.

Resource Management Tool

"As an event coordinator, I want a tool to allocate and track event resources, so that we can effectively manage resource allocation and minimize coordination errors."

Description

Create a resource management tool for allocating event resources and tracking their availability. This tool will streamline resource allocation and management, reducing coordination errors and ensuring efficient resource utilization.

Acceptance Criteria

Allocate Available Resources

Given a list of available resources, when I allocate a resource to an event, then the resource should be marked as unavailable for the event's duration.

View Resource Availability

Given a date range, when I view resource availability, then I should see a list of available resources for the specified date range.

Edit Resource Allocation

Given an allocated resource, when I edit the allocation details, then the changes should be updated and reflected in the resource allocation.

Access Resource History

Given a resource, when I access the history, then I should see a log of all allocations and deallocations for that resource.

Remind Resource Return

Given an allocated resource, when the return date approaches, then a reminder should be sent to the event coordinator and the resource manager.

Collaborative Task Calendar

"As a team member, I want a shared task calendar to visualize task timelines and dependencies, so that we can work collaboratively and stay organized with clear task schedules."

Description

Implement a shared task calendar for event planning teams to visualize task timelines, deadlines, and dependencies. This feature will facilitate effective teamwork by providing a clear overview of task schedules and dependencies.

Acceptance Criteria

User can create a new task on the shared calendar

Given the user has appropriate permissions, when the user creates a new task, then the task is added to the shared calendar with the correct timeline and details.

User can edit an existing task on the shared calendar

Given the user has appropriate permissions, when the user edits an existing task, then the changes are reflected on the shared calendar and dependencies are updated accordingly.

User can view task timelines on the shared calendar

Given the user accesses the shared calendar, when the user views the calendar, then the task timelines are clearly displayed, indicating start and end dates for each task.

User can view task dependencies on the shared calendar

Given the user accesses the shared calendar, when the user views the calendar, then the task dependencies are visually represented, showing which tasks are dependent on others.

User can set task dependencies on the shared calendar

Given the user has appropriate permissions, when the user sets task dependencies, then the dependencies are accurately reflected on the shared calendar and impact task timelines accordingly.

Actionable Analytics

Offer event planners valuable insights and data on client preferences, event performance, and attendee engagement, empowering informed decision-making and driving successful event outcomes.

Requirements

Client Preference Tracking

"As an event planner, I want to track and store client preferences so that I can customize and improve future event proposals and offerings based on client preferences."

Description

Track and store client preferences for venues, themes, catering, and other event details. This data will provide valuable insights to tailor future event proposals and offerings to align with client preferences, enhancing overall satisfaction.

Acceptance Criteria

Client submits venue preferences through online form

Given the client is logged in to their account, when they submit their venue preferences through the online form, then the system should store the preferences in the database.

Event planner retrieves client catering preferences for upcoming event

Given the event planner is logged in to the system, when they view the client's catering preferences for an upcoming event, then the system should display the relevant details including food allergies and dietary restrictions.

Client updates theme preferences for an upcoming event

Given the client has an upcoming event booked, when they update their theme preferences through their client portal, then the system should update the event record with the new theme preferences.

Event planner analyzes aggregated client preferences report

Given the event planner has access to the system, when they request an aggregated report of client preferences, then the system should generate a detailed report including venue, theme, and catering preferences for analysis.

System sends automated notification for unsubmitted client preferences

Given the system has the client preferences deadline, when the deadline approaches and the client has not submitted their preferences, then the system should send an automated notification to remind the client to submit their preferences.

Event Performance Analytics

"As an event planner, I want to collect and analyze event performance data so that I can evaluate event success and identify areas for improvement."

Description

Collect and analyze event performance data including attendance, engagement, feedback, and outcomes. This analytics will provide event planners with valuable insights to evaluate event success and identify areas for improvement.

Acceptance Criteria

Event Performance Data Collection

Given the event performance data collection module is enabled, when an event is created, then the system should automatically start collecting attendance, engagement, and feedback data for the event.

Event Performance Data Analysis

Given the event performance data is collected, when the event is completed, then the system should analyze the data to provide insights on event success and areas for improvement.

Attendance Tracking

Given an event is ongoing, when attendees register or check-in, then the system should record their attendance to the event.

Engagement Measurement

Given an event is in progress, when attendees participate in event activities, then the system should track and measure their engagement to provide quantitative data on attendee engagement.

Feedback Collection

Given the event is concluded, when attendees provide feedback through surveys or ratings, then the system should capture and store the feedback data for analysis.

Attendee Engagement Metrics

"As an event planner, I want to capture data on attendee engagement so that I can plan future events and enhance attendee satisfaction based on their experience."

Description

Capture data on attendee engagement, interactions, and satisfaction during the event. This information will provide event planners with a comprehensive view of attendee experience, helping in planning future events and enhancing attendee satisfaction.

Acceptance Criteria

Data capture for attendee check-in

Given an attendee checks in at the event, when their information is captured in the system, then their engagement is tracked for the duration of the event.

Interactive session participation tracking

Given an interactive session is conducted, when attendees actively participate by asking questions or providing feedback, then their interactions are recorded and tracked.

Post-event survey completion

Given the event concludes, when attendees complete a post-event satisfaction survey, then their satisfaction metrics are captured and analyzed.

Event app engagement monitoring

Given attendees use the event app, when their interactions and engagement within the app are monitored, then their usage patterns and preferences are recorded.

Real-time polling response tracking

Given real-time polling is conducted during the event, when attendees respond to the polls, then their responses are captured and aggregated for analysis.

Real-Time Feedback Collection

"As an event planner, I want to implement real-time feedback collection mechanisms so that I can gather immediate insights into attendee experience and make real-time adjustments to improve event satisfaction."

Description

Implement real-time feedback collection mechanisms to gather attendee feedback during the event. This will provide event planners with immediate insights into attendee experience, enabling them to make real-time adjustments to improve event satisfaction.

Acceptance Criteria

Attendee can submit feedback during the event

The system allows attendees to submit feedback on their experience during the event, including ratings, comments, and suggestions.

Feedback is captured in real-time

The feedback submitted by the attendees is captured and displayed in real time for event planners to review and analyze.

Event planners can access feedback data in real-time

Event planners have access to a real-time dashboard or interface that displays the feedback data, including ratings, comments, and trends.

Real-time feedback leads to event adjustments

Event planners use the real-time feedback to make immediate adjustments to the event, such as addressing issues, making changes, or improving attendee experience based on the feedback received.

Feedback collection mechanism is user-friendly

The feedback collection mechanism is intuitive and user-friendly for attendees, allowing for easy submission of feedback without technical difficulties or barriers.

Customizable Reporting Dashboard

"As an event planner, I want to have a customizable reporting dashboard so that I can visualize and present event data and make data-driven decisions for future events."

Description

Develop a customizable reporting dashboard to visualize and present event data including client preferences, event performance, and attendee engagement. This will empower event planners to derive meaningful insights and make data-driven decisions for future events.

Acceptance Criteria

Event Planner Customizes Dashboard Widgets

Given the event planner is logged into the reporting dashboard, when they customize the dashboard widgets to display client preferences, event performance, and attendee engagement metrics, then the customized dashboard reflects the selected widgets accurately.

Event Data Visualization

Given the event data is imported into the reporting dashboard, when the event planner visualizes the data using charts, graphs, and tables, then the dashboard displays the event data in a clear and understandable format.

Dashboard Filter Functionality

Given the event planner is using the reporting dashboard, when they apply filters to refine the displayed data based on event type, date range, and attendee demographics, then the filtered dashboard accurately reflects the selected criteria.

Exporting Dashboard Reports

Given the event planner is on the reporting dashboard, when they export the dashboard reports in formats such as PDF or CSV, then the exported reports contain accurate and complete event data.

Data-Driven Decision Making

Given the event planner has access to the reporting dashboard, when they use the dashboard insights to make data-driven decisions for future events, then the decisions result in measurable improvements in event planning and performance.

Experience Enhancement

Develop a suite of features focused on personalized client engagement, streamlined coordination, and real-time updates, ensuring that every interaction leads to unforgettable experiences and excellence in event planning.

Requirements

Personalized Client Profiles

"As a user, I want to create detailed client profiles so that I can understand their preferences and provide personalized experiences during event planning."

Description

Develop a feature to create detailed client profiles, including contact information, preferences, and past interactions. This enables personalized and targeted communication, enhancing client engagement and satisfaction.

Acceptance Criteria

Creating a new client profile with contact information

Given that I am a user on the platform, when I enter the client's contact information, including name, email, and phone number, then the system should save the information and create a new client profile.

Adding client preferences to the profile

Given that I am a user with access to client profiles, when I add client preferences such as event type, date preferences, and dietary restrictions, then the system should update the client profile with the new preferences.

Viewing past interactions with a client

Given that I am a user accessing a client profile, when I navigate to the past interactions section, then I should be able to view a log of all past interactions and communications with the client.

Editing client profile details

Given that I am a user with permission to edit client profiles, when I make changes to client information or preferences, then the system should update the client profile with the new details.

Searching for a client profile

Given that I am a user looking for a specific client profile, when I use the search function and enter the client's name or contact information, then the system should display the matching client profile.

Real-Time Notifications

"As a client, I want to receive real-time notifications about event updates and activities so that I can stay informed and involved throughout the planning process."

Description

Implement a system for real-time notifications to keep clients and team members updated on event-related activities, changes, and milestones. This ensures timely communication and coordination, leading to smooth event management and client satisfaction.

Acceptance Criteria

Client receives real-time notification when event details are updated

Given the client is logged into the system, when event details are updated by the team, then the client should receive a real-time notification containing the updated information.

Client receives real-time notification for upcoming event milestones

Given the client has upcoming events scheduled, when the event milestones are reached, then the client should receive real-time notifications about the milestone achievements.

Team members receive real-time notification of client interactions

Given the team members are logged into the system, when a client interacts with event details or updates, then the team members should receive real-time notifications about the client interactions.

Real-time notification for new event activities

Given new activities are added to an event, when the activities are added, then the clients and team members associated with the event should receive real-time notifications about the new activities.

Real-time notification for event schedule changes

Given changes are made to an event schedule, when the schedule is updated, then the clients and team members associated with the event should receive real-time notifications about the schedule changes.

Customizable Event Checklists

"As an event planner, I want to create customized event checklists to ensure that all necessary tasks and details are systematically organized and managed for each event."

Description

Create customizable event checklists that can be tailored to specific client preferences and event requirements. This feature enables efficient planning, organization, and coordination, ensuring that no detail is overlooked during event preparation and execution.

Acceptance Criteria

Creating a new event checklist

Given a user has the necessary permissions and access, when they create a new event checklist, then the checklist should be customizable with the ability to add, remove, and rearrange tasks and items as needed.

Editing an existing event checklist

Given a user has an existing event checklist, when they edit the checklist, then the changes should be automatically saved and reflected in the checklist without losing previous data.

Assigning tasks to team members

Given a user is managing an event checklist, when they assign tasks to team members, then the assigned tasks should be visible to the assigned team members with clear deadlines and responsibilities.

Tracking checklist completion status

Given a user is using an event checklist, when they track checklist completion status, then the system should provide real-time updates on the progress of each task and overall checklist completion.

Exporting checklist to PDF

Given a user needs to share the event checklist, when they export the checklist to PDF, then the PDF should include all checklist items, task details, comments, and attachments in a well-formatted and organized manner.

Integrated Vendor Management

"As an event coordinator, I want to manage vendor details and interactions within the system to streamline the process of vendor selection and maintain effective communication with vendors."

Description

Integrate a vendor management system to maintain a database of trusted vendors, manage contracts, and track vendor interactions. This streamlines the vendor selection process and ensures seamless coordination, fostering strong vendor relationships and optimizing event planning efficiency.

Acceptance Criteria

User can add a new vendor to the system

Given the user is logged in and has access to the system, when the user fills out the vendor details form and submits it, then the new vendor should be added to the database.

User can update vendor details in the system

Given the user is logged in and has access to the system, when the user selects a vendor from the database and updates the vendor details and saves the changes, then the vendor details should be updated in the database.

User can search for vendors in the system

Given the user is logged in and has access to the system, when the user enters search criteria in the vendor search function and initiates the search, then the system should return a list of vendors that match the search criteria.

User can manage vendor contracts in the system

Given the user is logged in and has access to the system, when the user selects a vendor and initiates the contract management function, then the user should be able to view, add, edit, or delete vendor contracts.

User can track vendor interactions in the system

Given the user is logged in and has access to the system, when the user selects a vendor and initiates the vendor interactions function, then the user should be able to view a log of all interactions with the vendor.

Analytics and Reporting Dashboard

"As a manager, I want to access an analytics and reporting dashboard to monitor client engagement metrics and evaluate the success of event planning efforts, allowing me to make informed strategic decisions."

Description

Develop an analytics and reporting dashboard to track client engagement, event success metrics, and team performance. This provides valuable insights for optimizing event strategies, improving client experiences, and measuring the effectiveness of event planning initiatives.

Acceptance Criteria

Accessing Client Engagement Metrics

Given that I am a manager, when I access the analytics and reporting dashboard, then I should be able to view client engagement metrics such as attendee satisfaction, engagement duration, and interaction frequency.

Evaluating Event Success Metrics

Given that I am a manager, when I access the analytics and reporting dashboard, then I should be able to evaluate event success metrics including attendance rate, feedback scores, and revenue generated.

Monitoring Team Performance

Given that I am a manager, when I access the analytics and reporting dashboard, then I should be able to monitor team performance indicators such as task completion rates, event planning efficiency, and resource utilization.

Filtering Data for Specific Time Periods

Given that I am a manager, when I use the analytics and reporting dashboard, then I should be able to filter data for specific time periods (e.g., weekly, monthly, quarterly) to analyze trends and fluctuations.

Visualizing Data Trends

Given that I am a manager, when I use the analytics and reporting dashboard, then I should be able to visualize data trends through charts, graphs, and other visualizations to facilitate quick insights and decision-making.

EventSync

Sync and integrate event data across all platforms for streamlined planning and seamless coordination.

Requirements

Event Data Sync

"As an event planner, I want the event data to sync across all platforms so that I can plan and coordinate events seamlessly without worrying about data inconsistencies."

Description

Implement a system to sync event data across all platforms, ensuring consistency and accuracy in planning and coordination. This functionality will allow seamless integration of event data and eliminate discrepancies in information.

Acceptance Criteria

Event Data Sync - Initial Data Upload

Given the system is implemented, when the initial data is uploaded to the primary platform, then the data should be synchronized and propagated to all other platforms within 5 minutes.

Event Data Sync - Real-Time Updating

Given data is updated on any platform, when the update occurs, then the changes should be reflected in real-time on all other platforms within 1 minute.

Event Data Sync - Data Consistency

Given the data is synchronized across all platforms, when a discrepancy is detected, then the system should automatically resolve the inconsistency and notify the user within 10 minutes.

Event Data Sync - Error Handling

Given the event data sync encounters an error, when the error occurs, then the system should log the issue and provide a detailed error report for investigation.

Event Data Sync - Data Integrity Verification

Given the event data is synced, when the sync is complete, then the system should perform integrity verification to ensure the accuracy and completeness of the synced data.

Real-time Event Updates

"As a stakeholder, I want to receive real-time event updates so that I can make informed decisions and effectively contribute to event planning and coordination."

Description

Enable real-time event updates to ensure timely information availability for all stakeholders. This feature will enhance communication and decision-making during event planning and coordination.

Acceptance Criteria

Stakeholder receives real-time event update notification

Given the stakeholder is subscribed to event updates, when a new event update is available, then the stakeholder receives a real-time notification with the updated information.

Real-time event updates are available across all devices

Given the stakeholder accesses the event update platform from different devices, when an event update is made, then the update is immediately available and synchronized across all devices in real-time.

Event update notifications include relevant details

Given the stakeholder receives an event update notification, when they view the notification, then it includes relevant details such as event time, venue, and any important updates.

Event organizers can send real-time updates

Given the event organizer has new information to share, when they use the event update platform, then the updates are sent in real-time to all stakeholders subscribed to the event.

Stakeholders can acknowledge receipt of event updates

Given the stakeholder receives an event update notification, when they review the information, then they have the option to acknowledge receipt, providing feedback to the event organizers.

Cross-Platform Compatibility

"As a user, I want event data to be accessible and compatible across various platforms so that I can collaborate and contribute to event planning from any device."

Description

Ensure cross-platform compatibility for event data integration, allowing seamless access and sharing of event information across different devices and systems.

Acceptance Criteria

User accesses event data from a mobile device

Given that the user is using a mobile device, when they access the event data, then the data is displayed and accessible without any formatting or functionality issues.

User accesses event data from a desktop computer

Given that the user is using a desktop computer, when they access the event data, then the data is displayed and accessible without any formatting or functionality issues.

User shares event information with another user on a different platform

Given that a user shares event information with another user who is using a different platform, when the information is received, then it is displayed and accessible without any compatibility issues.

User edits event data from a tablet device

Given that the user is editing event data from a tablet device, when they make changes to the data, then the changes are successfully saved and reflected across all platforms.

Integration of event data with third-party systems

Given that event data is integrated with third-party systems, when the integration occurs, then the data is compatible and accessible without any errors or conflicts.

Event Data Security

"As a data privacy advocate, I want event data to be securely protected to maintain data integrity and respect the privacy of event stakeholders."

Description

Implement robust security measures to protect event data integrity and privacy. This security feature will safeguard sensitive event information from unauthorized access and ensure data confidentiality.

Acceptance Criteria

User logs in and can only access their own event data

Given a user with valid credentials, when the user logs in, then the system should only display event data associated with that user.

Data encryption is applied to event data at rest

Given event data at rest, when data is stored in the database, then the data should be encrypted using industry-standard encryption algorithms.

Data access is restricted based on user roles

Given different user roles, when users attempt to access event data, then access should be restricted based on the user's role and permission level.

Audit trail captures all access and modification events

Given user interactions with event data, when users access or modify the data, then the system should capture and log all access and modification events in an audit trail.

Compliance with data privacy regulations

Given event data, when the system processes and handles the data, then the system should comply with relevant data privacy regulations and standards such as GDPR and CCPA.

Automated Data Validation

"As a data quality enthusiast, I want automated data validation to ensure the accuracy and consistency of event data, eliminating the need for manual data verification."

Description

Introduce automated data validation processes to verify the accuracy and consistency of event data across platforms. This feature will minimize errors and discrepancies in event information.

Acceptance Criteria

Event Data Validation Process Initialization

Given the automated data validation process is initiated, when event data is received from different platforms, then the system should begin the validation process by comparing the data for accuracy and consistency.

Validation Process Completion Notification

Given the automated data validation process is initiated, when the validation process is completed for a set of event data, then the system should send a notification with the validation results and highlight any discrepancies or errors found.

Error Handling and Logging

Given the automated data validation process is initiated, when discrepancies or errors are identified during the validation process, then the system should log the details of the errors and provide an interface for error handling and resolution.

Consistency Check for Event Attributes

Given the automated data validation process is initiated, when event attributes such as date, time, location, and participant details are validated, then the system should ensure consistent formatting and accuracy across all platforms.

Integration with Event Data Sources

Given the automated data validation process is initiated, when event data is retrieved from various sources and platforms, then the system should integrate with the data sources to perform the validation process seamlessly and efficiently.

Customizable Event Notifications

"As a user, I want to customize event notifications based on my role and responsibilities so that I can stay informed about relevant event updates without being overwhelmed with unnecessary notifications."

Description

Provide customizable event notification settings to allow users to tailor their notification preferences based on their role and responsibilities in event planning and coordination.

Acceptance Criteria

User can select notification preferences during account setup

Given a new user is setting up their account, when they reach the notification preferences section, then they should be able to select their notification preferences based on their role and responsibilities.

User can update notification preferences at any time

Given a user is logged into their account, when they navigate to their notification settings, then they should be able to update their notification preferences based on their changing role and responsibilities.

Notification preferences are saved and applied to incoming events

Given a user has set their notification preferences, when a new event is created that matches their role and responsibilities, then they should receive notifications based on their selected preferences.

User can receive notifications via multiple channels

Given a user has set their notification preferences, when an event update or notification is sent, then the user should receive notifications via the selected channels (e.g. email, mobile app, SMS).

User can disable specific notification types

Given a user has set their notification preferences, when they want to opt out of specific notification types, then they should be able to disable those notification types from their preferences.

SmartTasker

Automate repetitive tasks, reducing workload and freeing up time for creative event planning.

Requirements

Automated Task Scheduler

"As an event planner, I want to automate repetitive tasks so that I can focus on creative event planning and strategy instead of spending time on manual and repetitive tasks."

Description

Implement a feature that allows users to schedule and automate repetitive tasks such as sending reminders, updating event details, and generating reports. This feature will reduce the workload by automating manual tasks, freeing up time for creative event planning and strategy.

Acceptance Criteria

User schedules a reminder for an event

Given the user has selected an event and set a specific date and time for the reminder, When the scheduled time is reached, Then the system sends a reminder notification to the user.

User updates event details and sets an automation rule

Given the user has selected an event and defined specific update rules, When the event details match the defined rules, Then the system automatically updates the event details according to the defined rules.

User sets up a report generation automation

Given the user has defined the parameters for the report and set a frequency for generation, When the specified frequency is reached, Then the system automatically generates and delivers the report to the user.

User views the list of scheduled automated tasks

Given the user has access to the automated task scheduler, When the user navigates to the scheduled tasks section, Then the system displays a list of all scheduled automated tasks along with their details.

User disables an automated task

Given the user has selected a scheduled task to disable, When the user confirms the action, Then the system disables the selected automated task from running in the future.

Task Automation History

"As an event planner, I want to view a history log of automated tasks so that I can monitor task performance and identify any issues or errors."

Description

Provide a feature to maintain a history log of automated tasks, including details such as task completion status, execution time, and any errors encountered. This feature will enable users to track task performance, identify issues, and ensure the reliability of automated processes.

Acceptance Criteria

View task history log

Given the user has automated tasks, when the user navigates to the task history log, then the system displays a list of completed tasks with details such as status, execution time, and any errors encountered.

Filter task history log

Given the user is viewing the task history log, when the user applies filters such as task status, date range, and task name, then the system filters the task history log based on the applied filters.

Sort task history log

Given the user is viewing the task history log, when the user selects a sorting option, such as by execution time or task name, then the system sorts the task history log based on the selected option.

Export task history log

Given the user is viewing the task history log, when the user selects the export option, then the system generates a downloadable file, such as a CSV or PDF, containing the task history log data.

View task details

Given the user is viewing the task history log, when the user selects a task from the list, then the system displays detailed information about the selected task, including task completion status, execution time, and any errors encountered.

Custom Task Templates

"As an event planner, I want to create custom task templates so that I can easily automate common event planning tasks with predefined configurations."

Description

Introduce customizable task templates that users can create and reuse for common event planning tasks. This feature will streamline the task automation process by allowing users to define and reuse standardized task configurations, saving time and effort.

Acceptance Criteria

Creating a Task Template

Given a user has the 'Create Task Template' permission, when the user selects the 'Create New Template' option, then they should be able to define a new task template with a name and a set of configurable options.

Editing a Task Template

Given a user has the 'Edit Task Template' permission, when the user selects an existing task template to edit, then they should be able to modify the template and save the changes.

Assigning a Task Template to an Event

Given a user is creating or editing an event, when the user selects a task template to assign to the event, then the event should be populated with the predefined tasks and configurations from the selected template.

Viewing Task Templates List

Given a user has access to task templates, when the user navigates to the task templates section, then they should see a list of available task templates with their names and descriptions.

Deleting a Task Template

Given a user has the 'Delete Task Template' permission, when the user selects a task template to delete, then the template should be removed from the system.

Task Dependency Management

"As an event planner, I want to manage task dependencies so that I can ensure automated tasks are executed in the correct order and sequence, preventing conflicts and errors."

Description

Enable the management of task dependencies to ensure that automated tasks are executed in the correct order and sequence. This feature will prevent conflicts and errors by establishing inter-task relationships and dependencies.

Acceptance Criteria

Create task dependencies

Given a set of automated tasks, when I define the dependencies between tasks, then the tasks are executed in the correct order based on the defined dependencies.

View task dependencies

Given a list of tasks with dependencies, when I view the task dependencies, then I can see the relationships and sequence of tasks.

Edit task dependencies

Given an existing set of task dependencies, when I edit the dependencies between tasks, then the changes are reflected in the execution order of tasks.

Check for conflicts

Given a set of task dependencies, when I check for conflicts in the dependency graph, then I receive notifications of any conflicting dependencies.

Resolve conflicts

Given notifications of conflicting dependencies, when I resolve the conflicts, then the task dependencies are updated to prevent errors and conflicts during task execution.

Task Performance Analytics

"As an event planner, I want to analyze task performance and resource utilization so that I can optimize and improve the efficiency of automated processes."

Description

Integrate performance analytics and reporting tools to provide insights into task execution times, efficiency, and resource utilization. This feature will enable users to analyze the performance of automated tasks and optimize processes for efficiency.

Acceptance Criteria

User can access performance analytics dashboard

Given the user has the necessary access rights, When the user navigates to the performance analytics dashboard, Then the user should be able to view task execution times, efficiency metrics, and resource utilization data.

Task performance analytics data is accurate and up-to-date

Given the performance analytics tool has been collecting data, When the user accesses the task performance analytics data, Then the data should accurately reflect the current status of task execution times and resource utilization.

Performance analytics reports can be customized and exported

Given the user is on the performance analytics dashboard, When the user selects a date range and performance metrics, Then the user should be able to customize the report and export it in a downloadable format.

Performance alerts and notifications are configurable

Given the user has access to performance alert settings, When the user configures performance thresholds and notifications, Then the user should receive alerts for task performance outliers based on the configured thresholds.

Performance analytics and insights are accessible via API

Given the user has the necessary API credentials, When the user makes an API call to retrieve performance analytics data, Then the user should receive a response containing task performance analytics and insights in a standardized format.

ClientInsight

Gain valuable insights into client preferences and behavior to personalize the event experience and drive customer satisfaction.

Requirements

Client Insights Dashboard

"As an event organizer, I want to gain valuable insights into client preferences and behavior so that I can personalize the event experience and drive customer satisfaction by delivering tailored experiences that align with client preferences."

Description

Develop a dashboard to display client preferences and behavior data, enabling personalized event experiences and enhancing customer satisfaction. The dashboard will provide comprehensive insights into client interactions, preferences, and activity patterns, supporting data-driven decision making.

Acceptance Criteria

User logs in and views client preferences dashboard

Given that the user is logged in, when they navigate to the dashboard section, then they should see a comprehensive display of client preferences and behavior data.

User filters dashboard by client activity patterns

Given that the user is on the client preferences dashboard, when they apply the activity patterns filter, then the dashboard should update to show client data based on the selected activity patterns.

User accesses specific client interactions

Given that the user is on the client preferences dashboard, when they click on a specific client interaction, then the dashboard should display detailed information about that interaction.

User creates personalized event experience based on dashboard insights

Given that the user has analyzed client preferences and behavior data, when they create a personalized event plan, then the system should provide recommendations based on the analyzed insights.

User monitors client engagement metrics

Given that the user is on the client preferences dashboard, when they view the engagement metrics section, then the dashboard should display real-time data on client engagement and interaction metrics.

Behavioral Data Collection

"As a data analyst, I want to collect and analyze client behavior data to personalize event experiences and drive customer satisfaction by understanding client preferences and behaviors."

Description

Implement a data collection system to capture and analyze client interactions and behavior during events. The system will collect and store data on client engagement, preferences, feedback, and activity, providing valuable input for personalized event planning and customer satisfaction improvement.

Acceptance Criteria

Client behavior data collected during event registration

The system captures client data such as registration details, preferences, and contact information during event registration.

Client engagement metrics recorded during event participation

The system tracks client engagement metrics such as session attendance, session duration, and interaction frequency during events.

Client feedback collection after events

The system collects client feedback through post-event surveys and evaluations to gather insights on satisfaction and preferences.

Data analysis for personalized event planning

The system analyzes client behavior data to identify patterns, preferences, and trends for personalized event planning.

Data-driven customer satisfaction improvement

The system uses client behavior data to drive improvements in event experiences and customer satisfaction based on identified preferences and feedback.

Preference-Based Recommendations

"As a client, I want to receive personalized event recommendations based on my preferences and behavior so that I can have a more personalized and enjoyable event experience."

Description

Integrate an algorithm to generate personalized event recommendations based on client preferences and behavior. The recommendation system will utilize client data to suggest tailored event options, enhancing client satisfaction and increasing event engagement.

Acceptance Criteria

User logs in for the first time

Given a new user account with preferences and behavior data, when the user logs in for the first time, then the recommendation system suggests personalized event options based on the client's preferences and behavior.

User updates their preferences

Given an existing user account with updated preference data, when the user updates their preferences, then the recommendation system reflects the changes and adjusts the personalized event recommendations accordingly.

User engages with event recommendations

Given personalized event recommendations presented to the user, when the user engages with the recommended events, then the recommendation system tracks the user's engagement and updates the recommendations based on the user's interaction.

User receives event recommendations via multiple channels

Given a user subscribed to receive event recommendations via email, push notifications, and in-app notifications, when the recommendation system generates personalized event options, then the recommendations are delivered via the subscribed channels according to user preferences.

User does not engage with event recommendations

Given personalized event recommendations presented to the user, when the user does not engage with the recommended events over a period of time, then the recommendation system adjusts the recommendations to include different event options based on the user's lack of engagement.

Real-time Client Feedback Monitoring

"As an event organizer, I want to monitor real-time client feedback during events so that I can promptly address client needs and preferences and ensure a high level of customer satisfaction."

Description

Enable real-time monitoring of client feedback and sentiments during events. Implement a system to capture and analyze client feedback as it occurs, allowing event organizers to address client needs and preferences promptly, leading to improved event experiences and customer satisfaction.

Acceptance Criteria

Event Feedback Capture

Given an ongoing event with active client participation, when a client provides feedback, then the system captures and stores the feedback in real-time.

Feedback Analysis

Given captured client feedback, when the system analyzes the sentiment and categorizes the feedback, then it provides real-time insights into client sentiments and preferences.

Client Needs Notification

Given analyzed client feedback, when the system detects urgent client needs or negative sentiments, then it notifies event organizers for prompt action.

Feedback Dashboard

Given stored and analyzed client feedback, when event organizers access the feedback dashboard, then they can view real-time feedback trends and metrics.

Client Satisfaction Improvement

Given access to real-time feedback insights, when event organizers take actions to address client needs and preferences, then there is a measurable improvement in client satisfaction and event experiences.

Client Preference Visualization

"As an event organizer, I want visual representations of client preferences and behavior trends so that I can make informed decisions and plan personalized events that cater to client preferences, ultimately driving customer satisfaction."

Description

Develop visualizations to display client preferences and behavior trends in an easily understandable format. The visual representations will provide event organizers with clear insights into client preferences and behaviors, facilitating informed decision-making for personalized event planning and client satisfaction improvement.

Acceptance Criteria

Display client preference visualizations for a specific event

Given a specific event, when the client preference visualizations are displayed, then the visualizations should accurately represent the preferences and behavior trends of the clients attending that event.

Display client behavior trend visualizations over time

Given a specific time period, when the client behavior trend visualizations are displayed, then the visualizations should accurately represent the trends and patterns in client behavior over that time period.

Filter client preferences by category

Given a set of preference categories, when the client preference visualizations are filtered by a specific category, then the visualizations should display only the preferences related to that category, allowing for focused analysis.

Compare client preferences across multiple events

Given multiple events, when the client preference visualizations are compared, then the visualizations should provide a clear comparison of client preferences and behavior trends across those events, facilitating event planning decisions.

Identify outliers in client preferences

Given the client preference visualizations, when outliers in client preferences are identified, then the visualizations should highlight and flag these outliers for further analysis and consideration.

RealTimeAlerts

Receive instant notifications and updates on event progress, ensuring proactive decision-making and timely adjustments.

Requirements

Real-time Event Notifications

"As an event organizer, I want to receive instant notifications and updates on event progress so that I can make proactive decisions and timely adjustments to ensure the success of the event."

Description

Implement a system to deliver instant notifications and updates on event progress, ensuring proactive decision-making and timely adjustments. This feature will enable users to stay informed about the latest developments in real-time, enhancing their ability to make informed decisions and take immediate action based on event progress.

Acceptance Criteria

User receives instant notification when a new event is created

Given a new event is created, When the system detects the event creation, Then the user should receive an instant notification with event details.

User receives real-time updates on event progress

Given an event is in progress, When there is a significant update in the event status, Then the user should receive a real-time update/notification with the latest event progress.

Notification includes relevant event information

Given the user receives a notification, When the user views the notification, Then the notification should include relevant event details such as event name, date, time, and location.

User can take immediate action based on the notification

Given the user receives a notification, When the user views the notification, Then the user should be able to take immediate action, such as making decisions or adjustments based on the event progress information provided in the notification.

Notification system supports user preferences

Given the user has set notification preferences, When a notification is generated, Then the notification system should adhere to the user's selected preferences, such as frequency, type of updates, and preferred communication channels.

Notification delivery is reliable and consistent

Given a notification is generated, When the system sends the notification, Then the delivery of the notification should be reliable and consistent, ensuring that the user receives the notification in a timely manner without delays.

Custom Notification Preferences

"As a user, I want to be able to customize my notification preferences so that I can receive updates and notifications that are relevant to my specific interests and responsibilities."

Description

Allow users to set customized notification preferences based on their specific interests and roles. This feature will empower users to personalize their notification settings, ensuring they receive relevant and meaningful updates tailored to their individual needs and responsibilities.

Acceptance Criteria

User selects specific notification categories

Given a list of notification categories, When the user selects specific categories of interest, Then the selected categories should be saved as the user's notification preferences.

User sets notification frequency

Given the option to set notification frequency, When the user selects a frequency preference, Then the system should send notifications according to the chosen frequency.

User receives test notification

Given the notification preferences are set, When a test notification is sent, Then the user should receive the test notification based on the selected preferences.

User updates notification preferences

Given existing notification preferences, When the user updates their preferences, Then the system should update the user's notification settings accordingly.

User resets notification preferences

Given existing notification preferences, When the user resets their preferences to default, Then the system should revert the user's notification settings to the default configuration.

Event Progress Tracking

"As an event attendee, I want to track the progress of events in real-time so that I can stay informed about key developments and milestones throughout the event."

Description

Develop a feature that enables users to track the progress of events in real-time, providing detailed insights and status updates. This capability will allow users to stay informed about event milestones, performance metrics, and key developments as they occur.

Acceptance Criteria

User views event progress on the dashboard

Given the user is logged in and on the dashboard, when the user selects the event progress section, then the current progress status and milestone updates are displayed in real time.

User receives push notifications for event milestones

Given the user has enabled push notifications, when a milestone is achieved during the event, then the user receives a push notification with details of the milestone achieved.

User accesses detailed event performance metrics

Given the user is on the event page, when the user navigates to the performance metrics section, then detailed performance metrics including attendance, engagement, and feedback are displayed.

User tracks speaker session progress

Given the user is attending a speaker session, when the user selects the speaker session, then the current progress of the session, including the topic, duration, and audience interaction, is displayed in real time.

User explores past event progress

Given the user is on the event page, when the user navigates to the past events section, then the progress and performance metrics of past events are displayed for reference.

Alerts for Critical Changes

"As a participant, I want to receive alerts for critical changes affecting event progress so that I can respond promptly to any issues or challenges that arise during the event."

Description

Implement an alert system to notify users about critical changes or issues affecting event progress. This feature will ensure that users are promptly informed about any significant developments or challenges that may impact their event experience or require immediate attention.

Acceptance Criteria

User receives critical change alert when event progress is affected

Given the user is a participant, When a critical change or issue affecting event progress occurs, Then the user receives an alert notification in real-time with details of the issue or change.

User has the option to acknowledge and dismiss the critical change alert

Given the user receives a critical change alert, When the user views the alert, Then the user has the option to acknowledge and dismiss the alert to clear it from their notification queue.

User receives follow-up alerts for unresolved critical changes

Given the user has acknowledged a critical change alert, When the issue or change remains unresolved, Then the user continues to receive follow-up alerts at regular intervals until the issue is resolved.

System logs all critical change alerts and acknowledgments

Given the user receives or acknowledges a critical change alert, When the alert is triggered or acknowledged, Then the system logs the alert details, acknowledgment status, and timestamps for auditing and tracking purposes.

User does not receive duplicate critical change alerts

Given the user has acknowledged a critical change alert, When the same critical change occurs again, Then the user does not receive a duplicate alert to avoid inundating the user with repeated notifications.

Notification History and Archive

"As a user, I want access to a notification history and archive so that I can review past updates and references for future reference and record-keeping."

Description

Create a feature that maintains a history and archive of notifications, allowing users to review past updates and references for future use. This capability will enable users to access and revisit previous notifications, ensuring a comprehensive record of event-related communications.

Acceptance Criteria

User accesses the notification history

Given the user is logged into the system, When the user navigates to the notification history section, Then the user should see a list of past notifications.

User views details of a past notification

Given the user is in the notification history section, When the user selects a specific past notification, Then the user should be able to view the details of that notification.

User archives a notification

Given the user is viewing a notification, When the user chooses to archive the notification, Then the notification should be moved to the archive section.

User searches for a specific past notification

Given the user is in the notification history section, When the user searches for a specific past notification using keywords or filters, Then the system should display relevant notifications matching the search criteria.

User accesses the archived notifications

Given the user has accessed the archive section, When the user navigates the archived notifications, Then the user should see a list of archived notifications.

VendorConnect

Facilitate seamless communication and collaboration with vendors to ensure smooth and efficient event execution.

Requirements

Vendor Communication Portal

"As an event planner, I want a dedicated portal to communicate and collaborate with vendors in real-time, so that I can ensure smooth and efficient execution of events."

Description

Implement a dedicated portal for seamless communication and collaboration with vendors. The portal will enable real-time messaging, file sharing, and event coordination to ensure a smooth and efficient execution of events. It will integrate with the existing event management system to streamline vendor communication and enhance event planning and execution processes.

Acceptance Criteria

User logs in to the portal and accesses the real-time messaging feature

Given the user is logged in, When the user selects the messaging feature, Then the user should be able to send and receive real-time messages with vendors.

User uploads a file to share with vendors through the portal

Given the user is logged in, When the user uploads a file, Then the file should be successfully shared with the selected vendors.

User schedules an event coordination request with vendors

Given the user is logged in, When the user schedules an event coordination request, Then the request should be sent to the vendors and logged in the system for tracking.

User integrates the vendor communication portal with the existing event management system

Given the user is logged in, When the user integrates the portal with the event management system, Then the system should successfully synchronize data and communications between the two platforms.

User receives a notification for a new message from a vendor

Given the user is logged in, When the user is not actively using the portal, Then the user should receive a real-time notification for any new message from a vendor.

Vendor Contact Management

"As an event organizer, I want a centralized system to manage vendor contacts and communication history, so that I can efficiently coordinate with vendors for event planning and execution."

Description

Develop a centralized contact management system to store and manage vendor contact information, including vendor details, communication history, and performance feedback. The system will provide easy access to vendor contacts and streamline communication and coordination with vendors for event planning and execution.

Acceptance Criteria

Add New Vendor Contact

Given a user has access to the system, when they add a new vendor contact with complete details, then the contact information is successfully stored in the system.

View Vendor Contact Details

Given a user wants to view vendor contact details, when they search for a specific vendor contact, then the system displays the complete contact information along with communication history and performance feedback.

Edit Vendor Contact Information

Given a user has access to the system, when they edit an existing vendor contact's information, then the system updates the contact details without any data loss.

Record Communication History

Given a user communicates with a vendor, when they log the communication details in the system, then the system records the communication history for future reference.

Generate Vendor Contact Report

Given a user wants to analyze vendor performance, when they generate a vendor contact report, then the system provides a comprehensive report including contact details, communication history, and performance feedback.

Vendor Performance Tracking

"As an event manager, I want to track and evaluate vendor performance to make informed decisions and improve vendor collaboration for future events."

Description

Integrate performance tracking and evaluation features to monitor vendor performance and feedback. This feature will enable the assessment of vendor performance based on predefined criteria, and provide insights to improve vendor selection and collaboration for future events.

Acceptance Criteria

Vendor Performance Tracking - Log in and Access Dashboard

Given a user has valid credentials, when they log in, then they should be able to access the vendor performance tracking dashboard.

Vendor Performance Tracking - View Vendor Performance Metrics

Given a user is on the vendor performance tracking dashboard, when they select a specific vendor, then they should be able to view performance metrics such as delivery time, quality, and customer feedback.

Vendor Performance Tracking - Provide Feedback

Given a user is viewing vendor performance metrics, when they submit feedback for a vendor, then the feedback should be saved for future evaluation.

Vendor Performance Tracking - Generate Performance Reports

Given a user is on the vendor performance tracking dashboard, when they request a performance report, then the system should generate a report with performance metrics for all vendors.

Vendor Performance Tracking - Set Performance Thresholds

Given a user has admin privileges, when they set performance thresholds, then the system should trigger alerts when vendor performance falls below the defined thresholds.

Vendor Task Assignment and Tracking

"As an event coordinator, I want to assign and track tasks for vendors to ensure their active involvement and contribution to the successful execution of events."

Description

Enable task assignment and tracking capabilities to assign specific event-related tasks to vendors and track their progress. This feature will streamline task allocation and monitoring, ensuring that vendors fulfill their roles effectively and contributing to the successful execution of events.

Acceptance Criteria

Assigning tasks to vendors

Given a list of vendors and tasks, when I assign a task to a vendor, then the task is marked as assigned to that vendor.

Tracking vendor progress

Given a task assigned to a vendor, when the vendor updates the task status, then the progress is updated in the system.

Monitoring vendor contribution

Given a list of tasks assigned to vendors, when I view the vendor contribution report, then I can see the completion status of each task and the overall contribution of each vendor.

Vendor task notification

Given a new task assigned to a vendor, when the task is assigned, then the vendor receives a notification about the new task.

Task completion validation

Given a task marked as complete by a vendor, when the event coordinator validates the task completion, then the task status is updated to 'Completed' in the system.

Vendor Feedback System

"As an event organizer, I want a feedback system to gather and analyze vendor feedback, so that I can assess vendor performance, improve future collaboration, and enhance event outcomes."

Description

Implement a feedback system to collect and analyze vendor feedback after each event. The system will gather feedback from event planners and participants, providing valuable insights to assess vendor performance and improve future collaboration. It will also support constructive communication with vendors to address feedback and enhance event outcomes.

Acceptance Criteria

Event Planner Submits Feedback

When an event planner submits feedback for a vendor, the feedback system saves the data with the event details and vendor information.

Participant Submits Feedback

When a participant submits feedback for a vendor, the feedback system saves the data with the event details and vendor information.

Feedback Analysis

The feedback system analyzes the submitted feedback to identify trends, strengths, and areas for improvement, providing actionable insights for vendor assessment and collaboration improvement.

Vendor Communication

The feedback system allows event organizers to communicate feedback to vendors in a constructive and timely manner, facilitating open dialogue and collaborative improvements.

Performance Metrics

The feedback system generates performance metrics and reports based on the collected feedback, enabling event organizers to track vendor performance and assess the impact of feedback on event outcomes.

SmartTaskAutomation

Automate repetitive tasks, streamline communication, and reduce task times by 30%, empowering event planners to focus on creating unforgettable experiences.

Requirements

Task Automation

"As an event planner, I want the ability to automate repetitive tasks so that I can focus on creating memorable experiences and improve productivity."

Description

Implement a system to automate repetitive tasks, such as sending out event reminders, updating event schedules, and managing attendee communications. This automation will streamline event planning processes, reduce manual effort, and improve efficiency.

Acceptance Criteria

Automated Event Reminder Emails

Given a set time before an event, when the automation system is triggered, then it should send reminder emails to all registered attendees.

Automated Event Schedule Updates

Given a change in the event schedule, when the automation system is activated, then it should update the event schedule and notify all relevant stakeholders.

Automated Attendee Communication

Given specific triggers such as registration confirmation or event updates, when the automation system is triggered, then it should send personalized emails to attendees based on the trigger.

Integration with Event Management Platform

Given an established event management platform, when the automation system is integrated, then it should seamlessly communicate with the platform to perform automated tasks.

Monitoring and Error Handling

Given the automation system is active, when errors occur during task execution, then it should log the errors and notify the admin for resolution.

Communication Streamlining

"As an event planner, I need a communication platform that streamlines interactions with vendors and clients, enabling efficient collaboration and timely responses."

Description

Integrate a communication platform to streamline interactions between event planners, vendors, and clients. This platform will centralize communication channels, improve collaboration, and ensure timely response to inquiries and requests.

Acceptance Criteria

Event Planner Sends Message to Vendor

Given the event planner sends a message to a vendor, when the message is successfully delivered and acknowledged by the vendor, then the acceptance criteria is met.

Vendor Responds to Event Planner

Given the vendor receives a message from the event planner, when the vendor responds to the message within 24 hours, then the acceptance criteria is met.

Event Planner Sends Message to Client

Given the event planner sends a message to a client, when the message is successfully delivered and acknowledged by the client, then the acceptance criteria is met.

Client Responds to Event Planner

Given the client receives a message from the event planner, when the client responds to the message within 24 hours, then the acceptance criteria is met.

Real-Time Communication Between Event Planner, Vendor, and Client

Given the event planner, vendor, and client engage in real-time communication, when messages are delivered and responded to without delays, then the acceptance criteria is met.

Task Time Reduction

"As an event planner, I aim to reduce task times by 30% to improve productivity and allocate more time to creating exceptional event experiences."

Description

Develop features to reduce task times by 30% through process optimization, task prioritization, and automation. This will enable event planners to complete tasks more efficiently, optimize resource allocation, and meet deadlines effectively.

Acceptance Criteria

Event Creation Process Optimization

Given a list of event creation tasks, when the process optimization feature is applied, then the total time taken to complete the tasks is reduced by 30%.

Task Prioritization Implementation

Given a set of tasks with different priorities, when the task prioritization feature is utilized, then high-priority tasks are completed before low-priority tasks, resulting in a 30% reduction in overall task completion time.

Automation of Repetitive Tasks

Given a set of repetitive tasks, when the automation feature is enabled, then the time taken to complete these tasks is reduced by 30% compared to manual execution.

Event Planner Dashboard

"As an event planner, I want a centralized dashboard to efficiently manage tasks, schedules, and communication, allowing me to stay organized and informed about event details."

Description

Create a centralized dashboard for event planners to manage tasks, schedules, and communication in a unified interface. The dashboard will provide an overview of event details, pending tasks, and communication records, offering insight and control over event planning activities.

Acceptance Criteria

User logs in and views a summary of upcoming events on the dashboard

Given a registered user with event planning permissions, when the user logs into the dashboard, then the user should see a summary of upcoming events including event name, date, and location.

User manages tasks on the dashboard

Given a list of tasks assigned to the user, when the user selects a task from the list, then the user should be able to view task details, update task status, and assign the task to another user.

User schedules a new event with the dashboard

Given the user has event planning permissions, when the user navigates to the schedule event section, then the user should be able to enter event details including name, date, time, and location, and save the event to the dashboard.

User views communication records for a specific event

Given a selected event on the dashboard, when the user clicks on the communication records tab, then the user should be able to view all communication related to the selected event, including emails, messages, and notes.

User filters and searches for specific tasks on the dashboard

Given a list of tasks on the dashboard, when the user applies a filter or enters a search term, then the user should see the filtered list of tasks based on the applied criteria.

Efficiency Reporting

"As an event planner, I require reporting features to track the efficiency gains from process automation and communication streamlining, enabling me to assess the impact on productivity and resource utilization."

Description

Implement reporting capabilities to track the efficiency gains from task automation, communication streamlining, and task time reduction. This reporting will provide insights into time savings, resource utilization, and productivity improvements for event planning activities.

Acceptance Criteria

As an event planner, I want to view a summary of time savings from process automation.

When I access the reporting feature, I can see a summary of time saved from automated tasks and processes.

As an event planner, I want to track resource utilization improvements from communication streamlining.

When I view the resource utilization report, I can observe a quantifiable improvement in resource allocation and usage due to streamlined communication.

As an event planner, I want to measure the impact of task time reduction on productivity.

When I analyze the productivity report, I can identify the positive impact of reduced task time on overall productivity metrics.

As an event planner, I want to compare efficiency gains between different event planning activities.

When I use the reporting feature, I can compare efficiency gains across different event planning activities to identify areas of improvement and best practices.

As an event planner, I want to export efficiency reports for documentation and analysis.

When I export the efficiency report, the file format is compatible for documentation and analysis purposes, ensuring ease of use for further analysis.

InsightfulAnalytics

Gain actionable insights into client preferences, event performance, and attendee engagement, enabling informed decision-making and driving successful event outcomes.

Requirements

Event Data Analytics

"As an event organizer, I want to access detailed analytics on client preferences, event performance, and attendee engagement so that I can make informed decisions and enhance the success of my events."

Description

This requirement involves implementing a comprehensive data analytics system to track and analyze client preferences, event performance, and attendee engagement. It provides valuable insights for informed decision-making and drives successful event outcomes by optimizing strategies and resource allocation.

Acceptance Criteria

Accessing client preference analytics

Given the user has access to the data analytics system, when they request a report on client preferences, then the system should generate a detailed report with client preferences including demographics, interests, and past behavior.

Accessing event performance analytics

Given the user has access to the data analytics system, when they request a report on event performance, then the system should generate a comprehensive report with key performance indicators, attendance metrics, and revenue breakdown.

Accessing attendee engagement analytics

Given the user has access to the data analytics system, when they request a report on attendee engagement, then the system should generate an insightful report with engagement metrics, feedback analysis, and participation insights.

Filtering and segmenting analytics data

Given the user has access to the data analytics system, when they apply filters and segments to the analytics data, then the system should provide clear and customizable segmentation options with real-time updates.

Exporting analytics data for external analysis

Given the user has access to the data analytics system, when they export analytics data for external analysis, then the system should allow seamless export of data in formats compatible with external analysis tools.

Real-time Engagement Tracking

"As a event organizer, I want to track attendee engagement in real-time so that I can adapt and optimize the event experience based on immediate insights."

Description

This requirement involves developing real-time tracking capabilities to monitor attendee engagement during events. It allows for immediate assessment of attendee interest, interactions, and feedback, enabling event organizers to adapt and optimize the event experience in real-time.

Acceptance Criteria

Attendee login triggers engagement tracking

Given an attendee logs into the event platform, When the attendee engages with event content, Then the tracking system records the engagement in real-time.

Real-time display of engagement metrics

Given an event is in progress, When the tracking system records attendee engagement, Then the system displays real-time metrics such as attendee interactions, feedback, and interest levels.

Adaptive event experience based on engagement data

Given the tracking system records low engagement levels, When event organizers receive the data, Then they adapt the event experience by introducing interactive elements or adjusting content to increase engagement.

Integration with event feedback system

Given the event concludes, When attendee feedback is submitted, Then the tracking system correlates feedback with engagement data to identify areas for improvement.

Real-time alert for low engagement

Given an event is ongoing, When the engagement level falls below a pre-defined threshold, Then the system triggers a real-time alert for event organizers to take immediate action.

Client Preference Surveys

"As an event organizer, I want to gather client feedback and preferences through surveys to understand their needs and create more tailored event experiences."

Description

This requirement involves integrating client preference surveys into the event platform to gather feedback and preferences from attendees. It enables event organizers to understand client needs and expectations, leading to more tailored and successful event experiences.

Acceptance Criteria

Client submits survey response

Given a client has attended an event, When the client submits the survey response, Then the survey response is recorded successfully.

Survey includes rating system

Given a survey question is presented, When the client selects a rating, Then the rating is captured and recorded for analysis.

Survey captures open-ended feedback

Given a survey question allows open-ended feedback, When the client provides a text response, Then the text response is saved for review and analysis.

Survey response includes event preferences

Given the survey includes questions about event preferences, When the client provides preferences, Then the preferences are recorded and can be used for event planning.

Survey submission confirmation

Given the client submits the survey response, When the submission is successful, Then the client receives a confirmation message.

Performance Benchmarking Tools

"As an event organizer, I want to benchmark event performance against industry standards and historical data to evaluate success and identify areas for improvement."

Description

This requirement involves implementing benchmarking tools to compare event performance with industry standards and historical data. It provides valuable insights for evaluating event success and identifying areas for improvement.

Acceptance Criteria

Event Performance Benchmarking Setup

Given the event performance benchmarking tool is installed and configured with industry standards and historical data, When the user selects a specific event to benchmark, Then the tool should retrieve and display relevant benchmarking data for the selected event.

Comparison with Industry Standards

Given the benchmarking data for the selected event is displayed, When the user compares the event performance with industry standards, Then the tool should provide a clear comparison report highlighting performance variations and deviations.

Evaluation of Event Success

Given the comparison report is generated, When the user evaluates the event success based on benchmarking data, Then the tool should calculate and present success metrics such as performance score, audience engagement, and return on investment.

Identification of Improvement Areas

Given the event success metrics are presented, When the user identifies areas for improvement based on benchmarking data, Then the tool should highlight specific performance areas where improvements can be made and suggest actionable insights.

Integrated Reporting and Analysis

Given the insights and improvement suggestions are provided, When the user generates a comprehensive benchmarking report, Then the tool should compile all benchmarking data, insights, and suggestions into a detailed report for further analysis and review.

Predictive Analytics for Event Planning

"As an event organizer, I want to use predictive analytics to forecast attendee engagement and event success metrics so that I can proactively plan and optimize event strategies."

Description

This requirement involves integrating predictive analytics capabilities to forecast attendee engagement, preferences, and event success metrics. It enables event organizers to proactively plan and optimize event strategies based on data-driven predictions.

Acceptance Criteria

As an event organizer, I want to access historical attendee engagement data for a specific event so that I can input it into the predictive analytics model.

The system should allow the event organizer to input historical attendee engagement data including attendance, interaction, feedback, and participation.

Upon entering the historical attendee engagement data, the predictive analytics model should generate forecasts for attendee engagement metrics such as turnout, engagement level, and participation rate for future events.

The predictive analytics model should accurately predict attendee engagement metrics with a margin of error less than 10% based on historical data inputs.

As an event organizer, I want to receive a visualization of the predicted attendee engagement metrics to assist in event planning and decision-making.

The system should generate visual representations such as charts and graphs displaying the predicted attendee engagement metrics for easy interpretation and analysis.

After receiving the predicted attendee engagement metrics, the system should provide recommendations for event strategies and optimizations based on the forecasted data.

The system should generate actionable recommendations such as scheduling adjustments, targeted marketing approaches, and engagement strategies based on the predicted attendee engagement metrics.

The event organizer should be able to review the recommendations and make informed decisions regarding event strategies and optimizations.

The system should allow the event organizer to review the generated recommendations and provide feedback or make adjustments as needed.

MobileCollaborate

Enable on-the-go access to customer relationship management tools and seamless collaboration through a mobile-responsive interface, ensuring efficient teamwork and coordination.

Requirements

Mobile-Responsive Interface

"As a sales representative, I want to access CRM tools and collaborate seamlessly on-the-go so that I can efficiently coordinate with my team and provide better service to our clients."

Description

Implement a mobile-responsive interface to allow on-the-go access to customer relationship management tools and enable seamless collaboration. This feature will ensure efficient teamwork and coordination by providing a user-friendly interface accessible on mobile devices.

Acceptance Criteria

Accessing CRM Tools on Mobile

Given that I am a sales representative on-the-go, when I navigate to the CRM platform on my mobile device, then I should be able to access all CRM tools and features without any layout or functionality issues.

Seamless Collaboration on Mobile

Given that I am collaborating with my team on a mobile device, when I share documents, messages, or updates, then my team members should be able to view and interact with the shared content seamlessly on their mobile devices.

Responsiveness Across Devices

Given various screen sizes and orientations, when I access the CRM platform on different mobile devices, then the interface should adapt and display optimally on all screen sizes and orientations, ensuring a consistent user experience.

Offline Access

Given low or no internet connectivity, when I am using the mobile interface, then I should be able to access and update essential CRM data, with the changes syncing once the internet connection is restored.

Efficient Data Entry on Mobile

Given the need to enter and update client information, when I use the mobile interface, then I should be able to easily input and edit data without encountering input errors or usability issues.

Real-Time Data Sync

"As a team leader, I want to have real-time access to updated customer data on my mobile device so that I can make informed decisions and collaborate effectively with my team."

Description

Enable real-time data synchronization between the mobile interface and the CRM system to ensure that the information is always up-to-date and accurate. This capability will support seamless collaboration and decision-making for the team.

Acceptance Criteria

User logs in to the mobile interface and updates a customer record

When the user logs in to the mobile interface and updates a customer record, the CRM system reflects the changes in real time.

User adds a new customer record via the mobile interface

When the user adds a new customer record via the mobile interface, the CRM system immediately syncs the new record in real time.

User searches for a customer record on the mobile interface

When the user searches for a customer record on the mobile interface, the displayed information is always up-to-date and synchronized with the CRM system in real time.

User accesses customer data on the mobile interface during an offline mode

When the user accesses customer data on the mobile interface during an offline mode, the data displayed is the latest synchronized information available when the user was last online.

User edits a customer record on the CRM system

When the user edits a customer record on the CRM system, the changes are immediately reflected in the mobile interface in real time.

Offline Access

"As a field agent, I want to be able to access and update customer data offline so that I can continue working efficiently, regardless of internet availability."

Description

Provide offline access to essential CRM functionalities, allowing users to work with limited or no internet connectivity. This feature will ensure continuous productivity even in areas with poor network coverage.

Acceptance Criteria

Field agent can access and view customer data offline

Given the field agent has no internet connectivity, when they open the CRM application, then they can view customer data stored locally on the device.

Field agent can update customer data offline

Given the field agent has no internet connectivity, when they update customer data in the CRM application, then the changes are stored locally and synced to the server when the connection is restored.

Offline data sync

Given the field agent makes changes to customer data offline, when the device regains internet connectivity, then the changes are automatically synced to the server.

Offline access indicator

Given the CRM application is opened with no internet connectivity, when the user attempts to access customer data, then the application displays an offline access indicator to notify the user of their offline status.

Offline data conflict resolution

Given a conflict arises between offline and server data, when the device regains internet connectivity, then the CRM application provides a mechanism to resolve the conflicts before syncing the data to the server.

Activity Notifications

"As a customer support agent, I want to receive instant notifications about customer inquiries and updates so that I can provide timely and effective support through the mobile interface."

Description

Implement real-time activity notifications and alerts within the mobile interface to keep users informed about important events, updates, and pending tasks. This feature will enhance user engagement and responsiveness.

Acceptance Criteria

Receive instant notification for new customer inquiries

When a new customer inquiry is received, the customer support agent should receive an instant notification on the mobile interface.

Receive instant notification for customer updates

When there is an update on an existing customer inquiry, the customer support agent should receive an instant notification on the mobile interface.

View pending tasks in the notification center

The notification center should display a list of pending tasks for the customer support agent to view and manage.

Mark notifications as read

The customer support agent should be able to mark notifications as read to clear them from the notification center.

Notification settings

Provide an option for the customer support agent to customize notification settings based on their preferences and priorities.

Cross-Platform Compatibility

"As an IT administrator, I want the mobile CRM interface to work seamlessly on both iOS and Android devices to ensure that all team members, regardless of their device preference, can access and collaborate effectively."

Description

Ensure seamless compatibility and performance across various mobile platforms, including iOS and Android, to provide a consistent user experience for all users. This requirement will enhance accessibility and usability for a diverse user base.

Acceptance Criteria

Accessing CRM Interface on iOS Device

Given a user is on an iOS device, when they access the CRM interface, then the interface should load without errors and display all content and features correctly.

Accessing CRM Interface on Android Device

Given a user is on an Android device, when they access the CRM interface, then the interface should load without errors and display all content and features correctly.

User Authentication on iOS and Android

Given a user logs in to the CRM interface on an iOS or Android device, when they provide valid credentials, then they should be able to access the full functionality of the CRM system without any device-specific limitations.

Data Synchronization on iOS and Android

Given a user performs an action on the CRM interface on an iOS or Android device, when the action is completed, then the data should synchronize seamlessly across all devices and platforms in real-time.

Performance Testing on iOS and Android

Given a user performs common tasks on the CRM interface on iOS and Android devices, when the usage is stress-tested, then the interface should maintain consistent performance and responsiveness without significant delays or glitches.

ClientExperience360

Provide personalized client engagement tools and real-time updates, ensuring that every interaction leads to unforgettable experiences and excellence in event planning.

Requirements

Real-time Event Updates

"As a client, I want to receive real-time updates on event details and changes so that I can stay informed and actively participate in the event planning process."

Description

Enable real-time updates for event planning and management, providing clients with instant access to event information and updates. This feature ensures that clients are informed and engaged throughout the event planning process, resulting in a seamless and personalized experience.

Acceptance Criteria

Client receives real-time updates on event details

When the event details are updated, the client receives instant notifications via the event planning platform.

Client can view immediate changes in event schedule

When there are changes in the event schedule, the client can immediately view the updates without manual refresh.

Real-time notifications for event location changes

When there are changes in the event location, the client receives real-time notifications on the event planning platform.

Client feedback submission in real-time

When clients submit feedback, the system can process and display the feedback in real-time to event planners.

Integration with calendar for real-time event updates

The system integrates with the client's calendar to provide real-time updates on event details and changes.

Personalized Client Engagement Tools

"As a client, I want access to personalized engagement tools to customize my event experience and ensure a more meaningful and tailored interaction with the event planner."

Description

Develop personalized engagement tools to enhance client interaction, providing customized experiences and fostering strong client relationships. These tools will enable clients to personalize their event preferences and requirements, leading to a deeper level of engagement and satisfaction.

Acceptance Criteria

Client sets event preferences and requirements

Given the client has logged into the personalized engagement tool, When the client sets event preferences and requirements such as date, location, and theme, Then the system should save and display the selected preferences for future reference.

Client receives personalized event recommendations

Given the client has provided event preferences and requirements, When the client accesses the personalized engagement tool, Then the system should recommend personalized events based on the client's preferences and requirements.

Client updates event preferences

Given the client has existing event preferences saved in the system, When the client accesses the personalized engagement tool and updates event preferences such as date, location, and theme, Then the system should update and reflect the changes in the client's preferences.

Client provides feedback on personalized event recommendations

Given the client has received personalized event recommendations, When the client interacts with the recommended events and provides feedback, Then the system should use the feedback to improve and refine future event recommendations for the client.

Client receives tailored communication from event planner

Given the client has engaged with personalized event recommendations, When the event planner communicates with the client, Then the communication should be tailored to the client's preferences and requirements for a more meaningful interaction.

Interactive Event Feedback System

"As a client, I want to provide real-time feedback during and after events to help event planners understand my preferences and improve future events."

Description

Implement an interactive feedback system to gather real-time feedback from clients during and after events. This system will enable clients to share their opinions and suggestions, allowing event planners to adapt and improve the event experience based on client feedback.

Acceptance Criteria

Client submits feedback during an event

Given the event is ongoing, when the client submits feedback through the interactive system, then the feedback is recorded in real-time.

Event planner receives real-time feedback notifications

Given the event is ongoing, when a client submits feedback through the interactive system, then the event planner receives a real-time notification with the feedback details.

Feedback form allows for multiple response types

Given the feedback form, when a client provides feedback, then the form accepts ratings, comments, and suggestions as input.

Client submits feedback after the event

Given the event has ended, when the client submits feedback through the interactive system, then the feedback is recorded for future event planning.

Event planner reviews and analyzes feedback data

Given the event has ended, when the event planner accesses the feedback data, then they can view and analyze the feedback to identify areas for improvement.

Client Data Security Measures

"As a client, I want to ensure that my personal and event information is securely stored and protected from unauthorized access or breaches."

Description

Integrate robust security measures to safeguard client data and ensure the privacy and confidentiality of client information. This includes implementing encryption, access controls, and data protection protocols to secure client data throughout the engagement process.

Acceptance Criteria

Client data encryption

Client data is encrypted at rest and in transit using industry-standard encryption algorithms such as AES-256.

Access control measures

Role-based access control is implemented to restrict unauthorized access to client data. Access is granted on a need-to-know basis.

Data protection protocols

Data loss prevention measures are in place to prevent unauthorized data exfiltration. This includes monitoring and alerts for any abnormal data access patterns.

Security audit logs

A comprehensive audit log is maintained to track all access and modifications to client data. This includes user activities, login attempts, and data changes.

Incident response plan

An incident response plan is established to address any security breaches or data incidents. This includes identifying, containing, eradicating, recovering, and learning from security events.

Automated Client Communication System

"As a client, I want to receive automated updates and reminders about my upcoming events, making it easier for me to stay organized and informed about event details."

Description

Develop an automated communication system to streamline client communication, providing timely updates and reminders for upcoming events. This system will facilitate efficient and personalized communication, ensuring that clients are well-informed and prepared for their upcoming events.

Acceptance Criteria

Client receives automated reminder for upcoming event

Given an upcoming event, when the system's scheduled reminder triggers, then the client should receive an automated reminder with event details and relevant information.

Client receives personalized event updates via preferred communication channel

Given multiple communication channels, when the system sends event updates, then the client should receive personalized updates through their preferred communication channel (email, SMS, etc.)

Client confirms event attendance through automated communication

Given an upcoming event, when the system sends an attendance confirmation request, then the client should be able to confirm attendance through a simple response (e.g., reply with 'Yes' or 'No')

Client receives timely updates for event changes or cancellations

Given any changes to scheduled events, when the system detects the changes, then the client should receive timely updates with relevant changes or event cancellations

System tracks and logs client communication preferences

Given client interaction with communication, when the system logs preferences, then the system should accurately track and update the client's communication preferences for future interactions

VendorIntegration

Sync and integrate event data across all platforms, facilitating seamless communication and collaboration with vendors to ensure smooth and efficient event execution.

Requirements

Event Data Integration

"As an event organizer, I want to sync and integrate event data across platforms so that I can communicate and collaborate with vendors effectively, ensuring smooth and efficient event execution."

Description

Enable synchronization and integration of event data across all platforms to facilitate seamless communication and collaboration with vendors, ensuring smooth and efficient event execution. This requirement involves the development of data synchronization protocols and integration tools to unify event data from multiple sources.

Acceptance Criteria

Event data sync initiated when a new event is created

When a new event is created, the system automatically initiates synchronization of event data across all platforms and sources, including date, time, location, and participant information.

Real-time data updates during event planning

The system ensures that any updates or changes to event data are immediately synchronized in real-time across all integrated platforms, allowing for accurate and consistent information during event planning and coordination.

Data integrity validation after synchronization

After synchronization, the system conducts data integrity checks to validate the accuracy and completeness of synchronized event data, ensuring that the information is consistent and error-free across all platforms.

Automatic vendor notification on data update

When event data is updated or modified, the system automatically sends notifications to vendors and collaborators, informing them of the changes and ensuring timely communication and collaboration.

Error handling during data synchronization

The system includes robust error handling mechanisms to address and resolve any synchronization errors or discrepancies, ensuring that the integrated event data remains accurate and reliable at all times.

Customizable data integration settings

The system allows for customizable data integration settings, enabling event organizers to define specific data sources, fields, and synchronization frequency based on their unique event management requirements.

Performance testing of synchronization process

Conduct performance testing to ensure that the synchronization process meets the specified performance benchmarks, including data transfer speed, processing time, and system resource utilization.

Real-time Data Updates

"As a stakeholder, I want real-time data updates for event information so that I can access the latest information and make informed decisions without delay."

Description

Implement real-time data updates for event information, enabling instant changes and updates to be reflected across all platforms and systems in real time. This requirement involves the development of real-time data update mechanisms and notification systems to ensure immediate propagation of changes to all relevant stakeholders.

Acceptance Criteria

User Receives Real-Time Event Update Notification

Given the user is subscribed to event updates, when a new event information is added or updated, then the user should receive a real-time notification with the updated details.

Event Information Updates Instantly Reflected

Given event information is updated, when a user accesses the event information on any platform, then the updates should be instantly reflected without any delay.

Real-Time Data Update Confirmation

Given an event update is made, when the system updates the event information in real time, then a confirmation message should be sent to the updating party.

Real-Time Data Update Error Handling

Given an error occurs during a real-time data update, when an error is detected, then the system should handle the error and log the details for troubleshooting.

Real-Time Data Update Performance Testing

Given real-time data updates are enabled, when the system is under load, then performance testing should be conducted to ensure updates are propagated in real time without degradation.

Vendor Communication Portal

"As a vendor, I want a communication portal to collaborate with event organizers so that I can access and exchange information easily, contributing to the success of the event."

Description

Develop a vendor communication portal within the event management system, providing a centralized platform for seamless communication and collaboration with vendors. This requirement involves the design and implementation of a secure, user-friendly portal for vendors to access and exchange event-related information.

Acceptance Criteria

Vendor login to the portal

Given a registered vendor with valid credentials, when the vendor logs in to the portal, then the vendor should be redirected to the dashboard.

Vendor access to event information

Given a vendor is logged in, when the vendor navigates to the event information section, then the vendor should be able to view event schedules, requirements, and contact information.

Vendor submission of event proposals

Given a vendor is logged in, when the vendor submits an event proposal, then the proposal should be recorded in the system and trigger a notification to the event organizers.

Real-time chat with event organizers

Given a vendor is logged in, when the vendor initiates a chat with event organizers, then the communication should be real-time and allow file attachments.

Notification of proposal status

Given a vendor has submitted a proposal, when the proposal status is updated, then the vendor should receive a notification with the updated status.

Automated Event Updates

"As a stakeholder, I want automated event updates so that I can stay informed about key event milestones and changes without manual intervention."

Description

Introduce automated event updates to send notifications and updates to stakeholders based on predefined triggers and event milestones. This requirement involves the development of automated notification systems and event triggers to ensure timely and relevant updates are delivered to stakeholders.

Acceptance Criteria

Stakeholder Receives Automated Notification for Event Registration Deadline

When the event registration deadline is approaching, the stakeholder receives an automated notification with clear instructions on how to complete the registration process.

Stakeholder Receives Update on Event Agenda Changes

When there are changes to the event agenda, the stakeholder receives an automated update with the details of the changes and any impact on their participation.

Stakeholder Receives Reminder for Upcoming Event

One week before the event, the stakeholder receives an automated reminder with the event details and any last-minute reminders or changes.

Stakeholder Receives Post-Event Survey Prompt

After the event concludes, the stakeholder receives an automated prompt to participate in a post-event survey to provide feedback and insights.

Automated Notification for Event Cancellation or Rescheduling

In the event of a cancellation or rescheduling, the stakeholder receives an automated notification with clear information about the changes and any necessary actions to be taken.

Data Security Measures

"As a data security advocate, I want robust security measures for event data to ensure the integrity and confidentiality of information during synchronization and integration."

Description

Implement robust data security measures to ensure the protection and integrity of event data during synchronization and integration. This requirement involves the implementation of encryption, access controls, and data validation mechanisms to safeguard event data from unauthorized access or tampering.

Acceptance Criteria

Event Data Encryption

Given event data is synchronized or integrated, when encryption mechanisms are applied to the data, then the event data is protected from unauthorized access.

Access Control Implementation

Given event data is accessed for synchronization or integration, when access controls are implemented to restrict unauthorized access, then unauthorized access to event data is prevented.

Data Validation Mechanism

Given event data is being validated for synchronization or integration, when data validation mechanisms are applied to ensure data integrity, then the integrity of the event data is maintained.

Mobile CRM Access

Requirements

Mobile-Optimized CRM Interface

"As an event planner, I want to access and manage client data, event details, and collaboration tools from my mobile device so that I can streamline event planning and coordination while being mobile."

Description

Develop a mobile-optimized interface for the customer relationship management (CRM) tool, ensuring seamless accessibility and functionality on various mobile devices. The mobile interface should provide event planners with easy access to client data, event details, and collaboration features on-the-go.

Acceptance Criteria

User logs in to the CRM interface on a mobile device

Given that the user is on a mobile device, When the user logs in to the CRM interface, Then the interface should adapt to the mobile screen size and display all necessary client data and event details in a readable and accessible format.

User accesses client data from the mobile interface

Given that the user is logged in to the mobile CRM interface, When the user navigates to the client data section, Then the interface should load and display client details including contact information, communication history, and upcoming event details.

User updates client information from the mobile interface

Given that the user is viewing a client's profile on the mobile CRM interface, When the user edits and saves client information, Then the interface should successfully update the client details and display a confirmation message.

User accesses collaboration tools from the mobile interface

Given that the user is logged in to the mobile CRM interface, When the user accesses the collaboration section, Then the interface should display tools for messaging, file sharing, and task management in an intuitive and mobile-friendly layout.

User creates a new event from the mobile interface

Given that the user is on the mobile CRM interface, When the user initiates the event creation process, Then the interface should allow the user to input event details, select clients, and set event parameters seamlessly on a mobile device.

Real-Time Collaboration Features

"As a team member involved in event planning, I want to collaborate with other team members and clients in real time through the CRM tool so that we can communicate effectively, assign tasks, and track progress seamlessly."

Description

Implement real-time collaboration features within the CRM tool, enabling event planners to collaborate with team members and clients in real time. This feature will facilitate instant communication, task assignments, and progress tracking, enhancing teamwork and efficiency in event planning.

Acceptance Criteria

Event Planner sends real-time message to a team member

Given the event planner is logged in to the CRM tool, when they send a message to a team member, then the team member should receive the message instantly.

Event Planner assigns task to a client in real-time

Given the event planner has an open event project, when they assign a task to a client, then the client should immediately receive the task notification and see the task in their dashboard.

Team members collaborate in real time on event details

Given multiple team members are logged in to the CRM tool, when they edit event details simultaneously, then changes made by each team member should be instantly visible to others.

Real-time progress tracking for event tasks

Given an event project is in progress, when a team member updates the task status, then all other authorized team members should see the updated status in real time.

Real-time notification for new client comments

Given a client is logged in to the CRM tool, when they comment on an event detail, then all relevant team members should receive a real-time notification of the new comment.

Data Synchronization Across Devices

"As an event planner, I want the data in the CRM tool to sync seamlessly across all my devices so that I can access the most current information and updates regardless of the device I am using."

Description

Enable seamless synchronization of data across different devices using the CRM tool, ensuring that updates made on one device reflect instantly on others. This functionality will provide event planners with consistent and up-to-date information across all devices, enhancing data accuracy and accessibility.

Acceptance Criteria

Initial Sync of Data

Given that I have updated a contact's information on one device, When I access the CRM tool on another device, Then the updated contact information should be instantly synchronized and visible on the other device.

Real-time Event Updates

Given that I receive updates about an event on one device, When I check the CRM tool on another device, Then the event data should be instantly updated to reflect the new information.

Offline Data Sync

Given that I make changes to a contact's details while offline, When I come back online, Then the changes should be synchronized with the CRM tool on other devices.

Conflict Resolution

Given that conflicting changes are made to the same contact's details on different devices, When the devices sync, Then a conflict resolution mechanism should be triggered to resolve the conflicting changes without data loss.

Sync Status Indicator

Given that data synchronization is in progress, When I access the CRM tool, Then there should be a visual indicator that shows the current status of data synchronization.

Event Details Customization Options

"As an event planner, I want the ability to customize event details fields in the CRM tool so that I can capture and organize event information in a way that aligns with the specific requirements and preferences of each event."

Description

Introduce customizable event details fields within the CRM tool, allowing event planners to tailor the information fields based on specific event requirements. This customization will enable event planners to capture and organize event specifics as per their unique needs and client preferences.

Acceptance Criteria

Customize Event Date and Time Fields

Event planners can add, remove, and rearrange date and time fields for different events.

Customize Event Location Fields

Event planners can create custom location fields and specify the format and required information for event locations.

Customize Event Attendee Fields

Event planners can define specific attendee fields, such as dietary preferences or special accommodations, based on event requirements.

Customize Event Agenda Fields

Event planners have the ability to customize agenda fields to include session titles, descriptions, speakers, and session timings.

Customize Event Budget Fields

Event planners can add custom budget fields to track and manage event expenditures, revenue projections, and cost allocations.

Integrated Task Management System

"As an event planner, I want a built-in task management system in the CRM tool so that I can create, assign, and track tasks seamlessly, ensuring efficient coordination and productivity in event planning."

Description

Integrate a task management system within the CRM tool, enabling event planners to create, assign, and track tasks related to event planning. This feature will streamline task management and ensure efficient coordination among team members, enhancing productivity and organization.

Acceptance Criteria

Event planner creates a new task

Given the event planner is logged into the CRM tool, when they navigate to the task management section, then they should be able to create a new task with a title, description, and due date.

Event planner assigns a task to team members

Given the event planner has created a task, when they assign the task to a team member, then the team member should receive a notification and the task should appear in their task list.

Event planner tracks task progress

Given the event planner has assigned tasks to team members, when they view the task list, then they should be able to track the progress of each task, including status and completion percentage.

Event planner marks a task as complete

Given the event planner has assigned tasks to team members, when a team member completes a task, then the event planner should be able to mark the task as complete and the task status should be updated accordingly.

Event planner filters and searches for tasks

Given the event planner has multiple tasks, when they use the filtering and search functions, then they should be able to search for tasks by title, due date, assigned team member, and status.

Vendor Communication Automation

Automate repetitive tasks, streamline communication, and reduce task times by 30%, empowering event planners to focus on creating unforgettable experiences.

Requirements

Task Automation

"As an event planner, I want to automate repetitive tasks so that I can save time and focus on creating memorable experiences for attendees."

Description

Implement a system for automating repetitive tasks such as email communications, scheduling, and data entry. This feature will streamline workflows, reduce manual effort, and improve efficiency for event planners.

Acceptance Criteria

Automate Email Communications

Given a list of email recipients, when the system is triggered, then it should send personalized emails to each recipient automatically.

Automate Scheduling

Given a scheduling request, when the system is activated, then it should find available time slots and schedule the event without manual intervention.

Automate Data Entry

Given a data entry task, when the system is invoked, then it should automatically populate the required fields and save the data without manual input.

Communication Streamlining

"As a member of an event planning team, I want a centralized communication platform so that I can easily collaborate with team members and stay updated on task progress."

Description

Develop a centralized communication platform for event planning teams to collaborate, share updates, and coordinate tasks in real-time. This will enhance communication efficiency, reduce errors, and ensure seamless coordination among team members.

Acceptance Criteria

User can create a new event and invite team members to collaborate.

Given that the user has access to the platform, when they create a new event and invite team members, then the team members receive the invitation and can join the event.

User can post updates and announcements for team members to see and comment on.

Given that the user is logged in, when they post an update or announcement, then team members can view the post, comment on it, and receive notifications for new comments.

User can assign tasks and set deadlines for team members.

Given that the user is a team lead, when they assign tasks to team members and set deadlines, then team members receive notifications, and the tasks are added to their dashboard with the specified deadlines.

User can track task progress and view the status of each task assigned.

Given that the user is logged in, when they navigate to the task dashboard, then they can view the status of each task, including completion percentage and pending tasks.

User can participate in real-time chat with team members.

Given that the user is online, when they initiate or join a chat conversation, then they can exchange real-time messages with team members, view message history, and receive notifications for new messages.

Task Time Reduction

"As an event planner, I want to reduce task times by 30% so that I can focus on delivering exceptional event experiences within shorter timeframes."

Description

Introduce optimization techniques to reduce task completion times by 30%. This will involve identifying bottlenecks, streamlining processes, and utilizing automation to enhance overall productivity for event planners.

Acceptance Criteria

Identify bottlenecks in the event planning process

Given a detailed review of the event planning process, when identifying bottlenecks that cause delays, then provide a list of specific bottlenecks with potential impact on task completion times.

Streamline event planning processes

Given the list of identified bottlenecks, when streamlining the event planning processes to remove inefficiencies and redundancies, then demonstrate a streamlined process with documented improvements in task completion times.

Implement task automation in event planning

Given the streamlined event planning processes, when implementing task automation for repetitive and time-consuming tasks, then show a 30% reduction in task completion times for the automated processes.

Validate 30% reduction in task completion times

Given the implementation of task automation, when measuring the task completion times before and after automation, then verify a consistent 30% reduction in task completion times for the automated processes.

Monitor overall productivity improvement

Given the verified 30% reduction in task completion times, when monitoring overall productivity metrics for event planning, then demonstrate an improvement in overall productivity and time management for event planners.

Efficiency Dashboard

"As an event planner, I want an efficiency dashboard so that I can track task progress, identify bottlenecks, and allocate resources effectively to ensure timely event execution."

Description

Create a dashboard that provides real-time insights into task completion, resource allocation, and progress tracking for event planning activities. The dashboard will enable event planners to make data-driven decisions, identify inefficiencies, and optimize resource utilization.

Acceptance Criteria

Event Planner logs in to the efficiency dashboard

Given the event planner has valid credentials, when they log in to the efficiency dashboard, then they should be able to view the dashboard interface with task completion, resource allocation, and progress tracking.

Event progress tracking on the efficiency dashboard

Given the event planner is logged in and viewing the dashboard, when they select an event from the list, then they should be able to track task completion, resource allocation, and progress tracking specific to that event.

Identifying bottlenecks on the efficiency dashboard

Given the event planner is logged in and viewing the dashboard, when they analyze the task completion data, then they should be able to identify bottlenecks in the event planning process and resource allocation.

Resource allocation recommendations on the efficiency dashboard

Given the event planner is logged in and viewing the dashboard, when they review the resource allocation insights, then they should receive recommendations for optimizing resource utilization based on task completion and progress tracking.

Real-time data updates on the efficiency dashboard

Given the event planner is logged in and viewing the dashboard, when they perform a task update, then the dashboard should reflect real-time updates to task completion and resource allocation.

Event Experience Focus

"As an event planner, I want event planning tools that prioritize creating unforgettable experiences so that I can focus on delivering exceptional and memorable events for attendees."

Description

Optimize the user interface and workflow of event planning tools to prioritize and simplify the process of creating unforgettable experiences for attendees. This enhancement will ensure that event planners can dedicate more time to the creative aspects of event design and experience creation.

Acceptance Criteria

Event planner can easily customize event themes and branding elements

The event planning tool allows for easy customization of event themes, including colors, fonts, and visual elements such as logos and background images.

Seamless integration with social media sharing and engagement features

The event planning tool seamlessly integrates with popular social media platforms, allowing event planners to easily share event details, updates, and engage with attendees through social channels.

Efficient attendee registration and ticketing management

The event planning tool provides a streamlined process for attendee registration and ticketing management, including options for custom registration forms, ticket types, and integrated payment processing.

Real-time collaboration and communication with event team members

The event planning tool enables real-time collaboration and communication among event team members, with features such as task assignment, chat, and file sharing to streamline event planning and coordination.

Insightful analytics and reporting for event performance

The event planning tool offers comprehensive analytics and reporting capabilities to track event performance, attendee engagement, and ticket sales, providing valuable insights for optimizing future events.

Real-time Event Progress Updates

Receive instant notifications and updates on event progress, ensuring proactive decision-making and timely adjustments for seamless event execution.

Requirements

Instant Notifications

"As an event organizer, I want to receive instant notifications and updates on event progress so that I can make proactive decisions and ensure seamless event execution."

Description

Implement instant notifications and updates for event progress, enabling users to receive real-time information and make proactive decisions for seamless event execution. This feature will enhance user engagement, improve event management, and facilitate timely adjustments based on live event updates.

Acceptance Criteria

User receives instant notification when new event is created

Given a new event is created, When the event is saved, Then the user should receive an instant notification about the new event.

User receives instant updates on event progress

Given an ongoing event, When there is an update in the event progress, Then the user should receive an instant notification with the updated information.

User can customize notification preferences

Given the user settings, When the user customizes their notification preferences, Then the system should update the notification settings accordingly.

System delivers notifications in real-time

Given an event activity, When there is a significant update or change, Then the system should deliver a notification to the user in real-time.

User can view event details from notifications

Given a notification, When the user clicks on it, Then the system should redirect the user to the relevant event details in the app.

Customizable Notifications

"As an event participant, I want to customize my notification preferences so that I can receive personalized event updates based on my preferences and stay informed about relevant event progress."

Description

Allow users to customize their notification preferences, such as selecting specific event updates to receive notifications for, choosing the frequency of notifications, and setting notification channels (e.g., email, SMS, app push notifications). This feature will provide users with tailored control over their notification settings, ensuring they receive relevant and timely event updates.

Acceptance Criteria

User selects specific event updates to receive notifications for

Given a list of event update types, When the user selects specific event update types to receive notifications for, Then the system records the user's preferences and sends notifications for the selected event update types.

User chooses the frequency of notifications

Given options for notification frequency (e.g., immediate, daily, weekly), When the user chooses the frequency of notifications, Then the system sends notifications based on the selected frequency.

User sets notification channels

Given notification channel options (e.g., email, SMS, app push notifications), When the user sets notification channels, Then the system sends notifications through the selected channels.

User updates notification preferences

Given the option to update notification preferences, When the user updates notification preferences, Then the system applies the updated preferences to future notifications.

User receives notifications based on selected preferences

Given the user's selected notification preferences, When an event update matches the selected preferences, Then the system sends a notification to the user.

Event Progress Tracking

"As an event attendee, I want to track event progress so that I can stay informed about the latest updates, changes, and milestones during the event, and access historical event data for future reference."

Description

Develop a feature that enables users to track event progress, including milestones, agenda changes, speaker updates, and other relevant event details. Users should be able to view real-time progress updates and access historical event data to gauge the success of past events.

Acceptance Criteria

View real-time progress updates

Given that I am a logged-in user, when I navigate to the event progress tracking page, then I should see real-time updates on event milestones, agenda changes, and speaker updates.

Access historical event data

Given that I am a logged-in user, when I access the event progress tracking page, then I should be able to view historical event data for past events, including milestones, agenda changes, and speaker updates.

Track changes and updates

Given that I am a logged-in user, when I view event progress details, then I should be able to track changes and updates to event milestones, agenda, and speakers in a chronological order.

View event success metrics

Given that I am a logged-in user, when I access historical event data, then I should be able to view success metrics such as attendance, ratings, and feedback for past events.

Filter and sort historical data

Given that I am a logged-in user, when I access historical event data, then I should be able to filter and sort the data based on event date, type, and success metrics.

Real-time Event Insights

"As an event organizer, I want to access real-time event insights so that I can make data-driven decisions, assess event success, and identify areas for improvement while the event is ongoing."

Description

Integrate real-time event analytics and insights to provide users with data-driven event progress reports, attendee engagement metrics, and performance indicators. This feature will enable users to make data-informed decisions, assess event success, and identify areas for improvement in real time.

Acceptance Criteria

Event Dashboard: Real-time Data Updates

Given that an event is ongoing, when I access the event dashboard, then I should see real-time updates of event progress, attendee engagement metrics, and performance indicators.

Data-Informed Decision Making

Given access to real-time event insights, when I analyze the data, then I can make data-informed decisions to enhance the event experience and impact.

Event Success Assessment

Given real-time event insights, when I review the event success metrics, then I can assess the event's performance and identify successful elements.

Identifying Improvement Areas

Given access to real-time insights, when I analyze the data, then I can identify areas for improvement during the event and make necessary adjustments.

Integration with Event Management Platforms

"As an event planner, I want the instant notification feature to integrate with my event management platform so that I can receive real-time event updates within my existing event planning workflow and tools."

Description

Integrate the instant notification feature with popular event management platforms and tools, allowing seamless connectivity and interoperability with existing event management systems. This integration will provide users with a unified event management experience and ensure compatibility with their preferred event planning tools.

Acceptance Criteria

Receive real-time event updates on the event management platform dashboard

When an event is updated, the instant notification feature should display the update on the event management platform dashboard in real-time.

Integrate with major event management platforms

The instant notification feature should seamlessly integrate with at least three major event management platforms, such as Eventbrite, Cvent, and Eventzilla.

Test notification delivery across different event management tools

Verify that the instant notification feature can deliver notifications successfully across a range of event management tools, including web-based and mobile platforms.

Ensure compatibility with existing event management workflows

The integration should not disrupt the existing event management workflows and tools used by event planners, ensuring a smooth and compatible experience.

Validate event update accuracy

Confirm that the instant notification feature accurately reflects event updates, such as changes in event time, location, or agenda, without delays or errors.

Personalized Client Engagement

Facilitate personalized client engagement through tailored communication, ensuring that every interaction leads to unforgettable experiences and excellence in event planning.

Requirements

Personalized Client Profile Creation

"As an event planner, I want to create personalized client profiles so that I can tailor communication and event experiences based on individual preferences and history, leading to exceptional client engagement and satisfaction."

Description

Enable the creation of personalized client profiles to capture individual preferences, history, and event requirements. This feature will allow event planners to tailor communication and experiences based on client preferences and past interactions, resulting in enhanced client engagement and satisfaction.

Acceptance Criteria

Creating a New Client Profile

Given a new client's information is entered, When the profile is saved, Then the system should create a new personalized client profile with the provided information.

Editing an Existing Client Profile

Given an existing client profile is selected, When the information is updated, Then the system should reflect the changes in the personalized client profile.

Viewing Client Profile Details

Given a client profile is accessed, When the user selects to view profile details, Then the system should display the personalized client information including preferences and event history.

Tailoring Communication Based on Client Profile

Given the event planner is drafting communication, When selecting recipients, Then the system should allow filtering based on client preferences and history.

Measuring Client Engagement

Given event interactions are logged, When analyzing client engagement, Then the system should provide metrics based on client preferences and past interactions.

Communication Preferences Capture

"As a client, I want to specify my communication preferences so that event planners can tailor communication to my preferences, making each interaction personalized and relevant to my needs."

Description

Implement a feature to capture communication preferences such as preferred communication channels, frequency, and content topics for each client. This will enable event planners to customize communication based on client preferences and ensure that interactions are personalized and relevant.

Acceptance Criteria

Client specifies preferred communication channels

Given the client is logged into their account, when they navigate to the communication preferences section, then they should be able to specify their preferred communication channels such as email, phone, and messaging apps.

Client sets communication frequency preferences

Given the client is accessing their communication preferences, when they select communication frequency, then they should be able to choose the frequency of communication such as daily, weekly, or monthly.

Client selects preferred content topics

Given the client is managing their communication preferences, when they select content topics, then they should be able to choose the topics they are interested in receiving communication about, such as event updates, industry news, or special offers.

Event planner views client communication preferences

Given the event planner has access to client profiles, when they view a client's profile, then they should be able to see the client's specified communication preferences including channels, frequency, and content topics.

Communication preferences customization

Given the event planner has access to client communication preferences, when they send out communication, then they should customize the content, frequency, and channels based on the client's specified preferences.

Automated Personalized Messaging

"As a client, I want to receive personalized messages based on my preferences and interaction history, ensuring that every communication is relevant and enhances my experience."

Description

Develop an automated messaging system that delivers personalized messages to clients based on their preferences and interaction history. This will streamline communication efforts and ensure that clients receive tailored, timely, and relevant messages, enhancing their overall experience.

Acceptance Criteria

Client Preference Selection

Given a client has specified their preferences, when the automated messaging system generates a message, then the message content aligns with the client's preferences.

Interaction History Tracking

Given a client has interacted with the system, when the automated messaging system generates a message, then the message content reflects the client's interaction history.

Personalized Message Delivery

Given the system has client data and preferences, when a message is scheduled for delivery, then the message is delivered with personalized content based on the client's profile.

Timely Message Delivery

Given the client's preferred communication time, when a message is scheduled for delivery, then the message is delivered at the specified time.

Message Relevance Assessment

Given a client has received a message, when the client responds or takes action, then the system tracks the response/action for relevance assessment.

Event Feedback and Preference Analysis

"As a client, I want to provide feedback and preferences after each event so that event planners can use this information to enhance future experiences and personalize their services based on my feedback."

Description

Integrate a feedback and preference analysis system to gather client feedback and preferences after each event. This feature will provide valuable insights to event planners, allowing them to further personalize future interactions and improve event planning based on client feedback.

Acceptance Criteria

Client submits feedback after event via app interface

Given the client has attended an event, when they open the app interface, then they should be able to submit feedback and preferences for the event.

Feedback form includes rating and comment section

Given the client is providing feedback, when they access the feedback form, then they should see options to rate the event and provide comments about their experience.

Event planners receive feedback in a centralized dashboard

Given the client has submitted feedback, when event planners login to their dashboard, then they should be able to view and analyze the feedback and preferences from all events.

Feedback analysis includes sentiment analysis

Given event planners are analyzing feedback, when they access the feedback analysis tool, then they should see a sentiment analysis of the feedback to understand overall client sentiment.

Preference analysis influences future event planning

Given the feedback and preferences have been analyzed, when event planners are planning future events, then they should use the insights gained to personalize and improve future event experiences.

Real-time Client Engagement Monitoring

"As an event planner, I want to monitor real-time client engagement so that I can proactively engage with clients based on their behavior and preferences, ensuring a responsive and personalized approach to client engagement."

Description

Implement a system to monitor real-time client engagement, allowing event planners to track client interactions, preferences, and engagement levels. This feature will enable event planners to proactively engage with clients based on their real-time behavior and preferences, ensuring a responsive and personalized approach to client engagement.

Acceptance Criteria

Event Planner can view real-time client engagement data on the dashboard

When the event planner logs into the system, they can view real-time client engagement data with information such as interactions, preferences, and engagement levels displayed on the dashboard

Real-time client engagement data is updated continuously

The client engagement data is updated in real-time, ensuring that the event planner has access to the most current information about client interactions and engagement levels

Event planner receives real-time notifications for high-priority client interactions

When a high-priority client interaction occurs, the event planner receives a real-time notification, alerting them to the interaction and enabling them to respond proactively

Client engagement data is segmented by behavior and preferences

The client engagement data is segmented based on client behavior and preferences, allowing the event planner to analyze and understand specific client engagement patterns and preferences

System provides recommendations for proactive client engagement based on real-time data

The system analyzes real-time client engagement data to provide recommendations for proactive client engagement actions based on client behavior and preferences

Integrated Data Sync

Sync and integrate event data across all platforms for streamlined planning, seamless coordination, and efficient teamwork within event planning teams.

Requirements

Cross-Platform Event Data Sync

"As an event planner, I want to sync and integrate event data across all platforms so that I can plan events seamlessly, coordinate with my team efficiently, and ensure that everyone has access to the latest event information."

Description

Implement a feature to synchronize event data across all platforms, ensuring that event details, schedules, and updates are consistent and up-to-date. This will streamline event planning, enhance coordination, and improve overall team efficiency within event planning teams.

Acceptance Criteria

User Syncs Event Data from Web to Mobile

Given the user has made changes to event details on the web platform, When the user syncs the data to the mobile platform, Then the event details and updates are successfully reflected on the mobile platform.

User Syncs Event Data from Mobile to Web

Given the user has made changes to event details on the mobile platform, When the user syncs the data to the web platform, Then the event details and updates are successfully reflected on the web platform.

Real-Time Synchronization of Event Schedules

Given multiple users are viewing the event schedule, When a user updates the event schedule, Then the schedule is immediately synchronized and updated in real-time for all users across all platforms.

Offline Event Data Access

Given the user is offline, When the user accesses event details on any platform, Then the user can view previously synced event data, allowing for offline access to event information.

Conflict Resolution for Event Updates

Given two or more users update the same event details simultaneously, When the system detects conflicting changes, Then the system provides a resolution mechanism for users to review and resolve conflicts to maintain data consistency across all platforms.

Real-time Data Updates

"As a team member, I want real-time data updates for event details so that I can access the latest information instantly and collaborate with my team more effectively."

Description

Enable real-time data updates for event details and schedules, allowing instant visibility and access to the latest changes. This will ensure that event planners and team members have accurate and timely information for effective planning and coordination.

Acceptance Criteria

User receives instant notification when event details are updated

Given the event details are updated, when the user is connected to the internet, then the user should receive a real-time notification about the changes.

Real-time update of event schedule on the event planner dashboard

Given the event schedule is updated, when the event planner is logged in, then the event planner dashboard should instantly display the updated schedule.

Offline access to cached event details

Given the user has accessed event details when online, when the user is offline, then the user should be able to access the previously cached event details without an internet connection.

Consistency of updated event details across all team member devices

Given the event details are updated, when multiple team members are logged in, then the updated event details should be consistent and synchronized across all team member devices in real time.

Data synchronization between web and mobile versions

Given the event details are updated on the web version, when the user switches to the mobile version, then the updated event details should be synchronized and accessible in real time on the mobile version.

Collaborative Event Planning Tools

"As a member of the event planning team, I want collaborative event planning tools so that I can communicate and collaborate with my team members easily, manage tasks effectively, and contribute to successful event planning."

Description

Integrate collaborative event planning tools to facilitate teamwork, communication, and task management within event planning teams. This feature will provide a centralized platform for team members to coordinate tasks, share ideas, and manage event-related activities.

Acceptance Criteria

User can create a new event and invite team members

Given the user is logged in and has appropriate permissions, when the user creates a new event and selects team members to invite, then the team members receive invitations to the event.

User can assign and track tasks for event planning

Given the user is part of an event planning team and is logged in, when the user assigns tasks to team members and tracks the progress of tasks, then the user can monitor task completion and updates in real-time.

User can collaborate on event details in real-time

Given the user is logged in and has access to an event, when the user makes changes to event details, such as date, time, location, or agenda, then the changes are reflected in real-time for all team members.

User can share files and documents with team members

Given the user is logged in and has permission to share files, when the user uploads files and documents related to event planning, then team members can access and download the files as needed.

User can communicate with team members within the platform

Given the user is logged in and has access to the event, when the user sends messages or comments to team members within the platform, then team members receive notifications and can respond within the platform.

Customizable Event Notifications

"As an event planner, I want customizable event notifications so that I can stay informed about important event updates, deadlines, and changes, and take proactive actions to ensure successful event planning."

Description

Implement customizable event notifications to allow event planners and team members to configure personalized alerts for important event updates, deadlines, and changes. This will enhance proactive planning, minimize communication gaps, and ensure that everyone stays informed about critical event-related information.

Acceptance Criteria

Event planner sets up personalized alert for important event updates

Given the event planner has access to the notification settings, when they configure a personalized alert for important event updates and save the settings, then the customized alert is successfully created and saved for future notifications.

Team member configures deadline notifications for events

Given the team member is logged into the event management system, when they navigate to the notification preferences, then they should be able to set up deadline notifications for specific events and receive alerts for upcoming deadlines.

Event planner receives real-time updates for event changes

Given the event planner has enabled real-time notifications, when there are changes to the event details, then the event planner should receive immediate alerts with the updated information.

Customizing event reminder frequency

Given the event planner is accessing the notification settings, when they are customizing the event reminder frequency, then they should be able to select the frequency intervals for receiving reminders (e.g., daily, weekly, monthly)

Verification of successful notification setup

Given the user configures a customized event notification, when the system confirms the successful setup and acknowledges the user with a confirmation message, then the notification setup is considered successful.

Audit Trail for Event Changes

"As an event organizer, I want an audit trail for event changes so that I can track and review all modifications made to event details and schedules, ensuring accountability and transparency in event planning."

Description

Develop an audit trail to track and record all changes made to event details, schedules, and plans. This will provide accountability, transparency, and a historical record of event-related changes, ensuring visibility into the evolution of event planning decisions and actions.

Acceptance Criteria

Creating a New Event

Given that a new event is created, when event details are added or modified, then the audit trail records the user, timestamp, and specific changes made.

Updating Event Schedule

Given that the event schedule is updated, when changes are made to event timing or agenda, then the audit trail captures the previous and new schedule details with timestamps.

Canceling an Event

Given that an event is canceled, when the cancellation is initiated, then the audit trail logs the reason for cancellation, user responsible, and timestamp.

Viewing Event Change History

Given that an event organizer views the event change history, when the audit trail is accessed, then it displays a chronological record of all changes with user details and timestamps.

Exporting Audit Trail Report

Given the need to export an audit trail report, when the export function is used, then it generates a comprehensive report with all event changes, user actions, and timestamps.

Product Ideas

Innovative concepts that could enhance this product's value proposition.

ElevateApp

ElevateApp is a mobile application designed to provide event planners with on-the-go access to customer relationship management tools. It allows users like Melissa to streamline event planning tasks, manage client data, and collaborate with the team through a user-friendly and mobile-responsive interface.

Idea

AutomateConnect

AutomateConnect is a smart automation feature integrated into ElevateCRM, offering event planners the ability to automate repetitive tasks, streamline communication with clients and vendors, and reduce task times by 30%. This feature is designed to amplify productivity and allow event planners to focus on creating unforgettable experiences for their clients.

Idea

CollabCentral

CollabCentral is a collaboration hub within ElevateCRM that provides event planning teams with intuitive and centralized tools for seamless coordination. It enhances operational cohesion, reduces coordination errors by 40%, and facilitates effective teamwork, ensuring that all team members are aligned in delivering successful events.

Idea

InsightIQ

InsightIQ is an analytics module within ElevateCRM that offers actionable insights to event planners, helping them make informed decisions and improve event success rates by 20%. It provides valuable data on client preferences, event performance, and attendee engagement, empowering event planners with the information needed to drive successful event outcomes.

Idea

ExperienceXcel

ExperienceXcel is a suite of features within ElevateCRM that focuses on ensuring every interaction leads to unforgettable experiences. It includes tools for personalized client engagement, seamless coordination, and real-time updates, all aimed at elevating the event planning experience and delivering excellence in every event.

Idea

Press Coverage

Imagined press coverage for this groundbreaking product concept.

ElevateCRM Revolutionizes Event Planning with Smart Automation and Seamless Collaboration

Imagined Press Article

FOR IMMEDIATE RELEASE ElevateCRM, the cutting-edge platform for customer relationship management, is set to transform event planning for small and mid-sized businesses. With its infusion of smart automation, the platform slashes task times by 30%, amplifying productivity and allowing event planners to focus on creating unforgettable experiences. The centralized client data and intuitive collaboration tools are designed to advance operational cohesion, resulting in a 40% drop in coordination errors. Moreover, actionable analytics within ElevateCRM propel a 20% increase in event success, empowering informed decision-making and driving successful event outcomes. The mobile-responsive interface ensures 24/7 engagement, making ElevateCRM the blueprint for brilliance in event planning. According to [Your Name], CEO of ElevateCRM: "We are thrilled to introduce ElevateCRM to the event planning industry. Our platform is a game-changer, empowering event planners with seamless collaboration, actionable insights, and smart automation to elevate the event planning experience." ElevateCRM is not just a CRM; it's a powerhouse platform designed to make every interaction lead to unforgettable experiences. For media inquiries, please contact: [Your Contact Information]

Want More Amazing Product Ideas?

Subscribe to receive a fresh, AI-generated product idea in your inbox every day. It's completely free, and you might just discover your next big thing!

Transform ideas into products

Full.CX effortlessly brings product visions to life.

This product was entirely generated using our AI and advanced algorithms. When you upgrade, you'll gain access to detailed product requirements, user personas, and feature specifications just like what you see below.

Start creating for free