Strategic Access Technology

The Secret Behind Plan 365's Responsive Support Teams

There's a secret sauce behind Plan 365's hallmark personalized service and responsiveness. Managing thousands of programs and hundreds of thousands of associated logistical details requires a scalable, secure, functionally rich applications infrastructure.

That's where Plan 365 STAT comes in.

STAT, Plan 365's core program management applications environment, enables our project teams to:

• Stay on top of every logistics detail
• Manage compliance controls
• Track costs and manage budgets
• Capture registration, attendee and performance metric information
• Provide detailed tracking and performance reporting
• Meet the customized needs of each client

Plan 365 STAT Features:

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• Customizable Dashboards: Vital statistics and actionable program status through tailored views of key information
• Program Data Management: Systematic process workflow and granular program detail so nothing falls through the cracks
• Complete Logistics Management: Online program requests, speaker nomination / scheduling, invitation, registration/attendee management, venue / AV, calendar, budget and expense management / tracking, third party payments
• Speakers Bureau: Speaker profiles, CVs, utilization, contracts, training history / status, compliance status, payments and program participation history
• Budget Management: Budget allocation, tracking and drill down by region, territory, sales rep, expense management / tracking
• Compliance Controls and Business Rules: Debarment, utilization, payment caps, logistics and spend controls
• Reporting: Based on role, view, manage, and share information
• Audience Management: Target list integration, registration support, attendee information management
• User Portals: User-friendly secure, web-based access to sales program information; compliance audit reporting; brand sponsor management information; speaker information center