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Scenario for MedEd Events

This section outlines an example process performed by a Siebel MedEd administrator and end users. Your company may follow a different process according to its business requirements.

A product manager at a pharmaceutical company is responsible for increasing the market share of a new product. To accomplish this objective, he uses Siebel MedEd to plan various dinners, symposiums, and lunch-and-learn meetings to communicate the budgets and objectives. In Siebel MedEd, he creates a MedEd plan and then defines how much money each sales representative will be given to drive events within the district. In the process of creating sub plans, the product manager allocates a budget and assigns the teams who will be responsible for event planning and execution.

Sales representatives in the field use Siebel MedEd to see the events and plans to which they have been assigned, itemize the tasks they need to accomplish, invite various contacts, record expenses, develop the meetings agendas, associate speakers, add materials, and manage the overall calendar of events in his or her territory. Over time, the product manager can closely monitor whether his team is executing on-time and within budget by comparing each event's allocated budget with the actual costs.

In this scenario, the product manager is responsible for administrating Siebel MedEd so that end users can plan, track, and execute medical events. As the MedEd administrator, he requires administrative responsibilities in Siebel MedEd to:

• Establish funds for a MedEd plan
• Create MedEd activity templates
• Add MedEd literature items to the application
• Designate a contact as a MedEd speaker

The end users are the sales representatives and managers who execute MedEd events in the field. They enter information to:

• Set up a MedEd plan
• Set up MedEd events
• Track the MedEd event costs
• Set up sessions within an a MedEd event to track speakers and associate literature and materials with the event
• Designate a contact as a MedEd speaker
• Invite and register MedEd event attendees