GUIDEPOINT GLOBAL QUICK REFERENCE GUIDE FOR CLIENT … · Patrick Clarke has 30 years experience in the energy industry, specifically electrical transmission and distribution as a

GUIDEPOINT GLOBAL

QUICK REFERENCE GUIDE

CLIENT PORTAL SCHEDULING FEATURE

1

GUIDEPOINT GLOBAL

QUICK REFERENCE GUIDE

FOR



Table of Contents 1. Introduction ................................

2. Getting Started ................................

3. Client Scheduling: Description of Standard Workflow

4. Client Scheduling: Description of Non

5. Using the Conference Bridge

6. Usage Reports ................................

7. Summary ................................

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Table of Contents

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Client Scheduling: Description of Standard Workflow ................................................................

Client Scheduling: Description of Non-Standard Workflow ................................................................

Using the Conference Bridge ................................................................................................

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1. Introduction

A new “Client Portal Scheduling”schedule consultations directly through Guidepoint Global ‘s Client Portal. conference bridge; and allows Clients to view the Advisor‘s Calendar, Select available Tfrom Advisor Calendar, Propose Alternate Timeslots, Receive Confirmations with Bridge Conference Details, and Download Confirmed Scheduled Calls to Outlook Calendar.

2. Getting Started

The workflow process begins as usual. screening and identifies potential Advisors for requested Consultation. to Advisor(s). When responding, the Advisors include their availability.When the “Advisors Available” Email is sent to the Client, a to the Advisor’s name:

Dear Cecily,

Regarding your consultation request on Purchasers at Utilities (TEST), please review the following Advisor

bios below. Click on “Schedule” beside the appropriate Advisor’s name to

====================================================================

1. Mr. Patrick Clarke CIPD, MBA, DMS (First Consult

DIRECTOR OF NETWORK CONNECTION EDF

Patrick Clarke has 30 years experience in the energy industry, specifically electrical transmission and

distribution as a professional Engineer. The experience was gained at various levels, professional engineer,

project manager, senior manager and executive director. Responsibility range from network planning,

operation, maintenance and construction. Knowl

director responsibility is broader than just the technical elements of running a business, it includes, business

planning, people management, project management, contractor management, safety, Leadership

management skills, Profit and Loss management, Organization efficiency, Resource Management,

Employee Engagement and Relations, Customer Service Management

Availability (US Eastern Time):

- Thu (07/21): 8:00 AM - 11:00 AM

- Sat (07/23): 1:30 PM - 04:30 PM

------------------------------------------------------------------------

Please feel free to contact me with any questions.

Best regards,

Sal Savino

Guidepoint Global

3. Client Scheduling: Description of Standard Workflow

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Client Portal Scheduling” feature is now available that provides the ability for Clients to schedule consultations directly through Guidepoint Global ‘s Client Portal. This feature utilizes a conference bridge; and allows Clients to view the Advisor‘s Calendar, Select available Tfrom Advisor Calendar, Propose Alternate Timeslots, Receive Confirmations with Bridge Conference Details, and Download Confirmed Scheduled Calls to Outlook Calendar.

The workflow process begins as usual. The Guidepoint Global Project Manager performs screening and identifies potential Advisors for requested Consultation. A screening email is sent to Advisor(s). When responding, the Advisors include their availability. When the “Advisors Available” Email is sent to the Client, a Scheduling Link will now appear next


bios below. Click on “Schedule” beside the appropriate Advisor’s name to schedule the consultation time.

====================================================================

1. Mr. Patrick Clarke CIPD, MBA, DMS (First Consult) (schedule)

DIRECTOR OF NETWORK CONNECTION EDF




operation, maintenance and construction. Knowledge of voltage levels up to £132kv. As an executive


planning, people management, project management, contractor management, safety, Leadership


Employee Engagement and Relations, Customer Service Management

11:00 AM

------------------------------------------------------------------------

Please feel free to contact me with any questions.

Client Scheduling: Description of Standard Workflow

feature is now available that provides the ability for Clients to This feature utilizes a

conference bridge; and allows Clients to view the Advisor‘s Calendar, Select available Timeslots from Advisor Calendar, Propose Alternate Timeslots, Receive Confirmations with Bridge Conference Details, and Download Confirmed Scheduled Calls to Outlook Calendar.

ject Manager performs A screening email is sent

Scheduling Link will now appear next


schedule the consultation time.

====================================================================




edge of voltage levels up to £132kv. As an executive


planning, people management, project management, contractor management, safety, Leadership and People


When the Client receives the Email and clicks on the scheduling link, they will be provided with a scheduling grid which shows the Advisor’s availability highlighted in green. The Client can then view and select availability matching that of the Advisor’s availability anschedule the consultation by clicking the left mouse button and scrolling over the desired timeslots on the grid. When the mouse button is released, the matching Advisor and Client selected timeslots will be highlighted in yellow. Note that only one timAdvisor. A one hour time slot is generally selected.

The following confirmation message is received when Client clicks on “Send” button:

4

receives the Email and clicks on the scheduling link, they will be provided with a scheduling grid which shows the Advisor’s availability highlighted in green. The Client can then view and select availability matching that of the Advisor’s availability anschedule the consultation by clicking the left mouse button and scrolling over the desired timeslots on the grid. When the mouse button is released, the matching Advisor and Client selected timeslots will be highlighted in yellow. Note that only one time slot can be chosen per Advisor. A one hour time slot is generally selected.


be provided with a scheduling grid which shows the Advisor’s availability highlighted in green. The Client can then view and select availability matching that of the Advisor’s availability and schedule the consultation by clicking the left mouse button and scrolling over the desired timeslots on the grid. When the mouse button is released, the matching Advisor and Client

e slot can be chosen per


Confirmation Emails are then immediately sent to the AdvisorOutlook calendar entry with CONFIRMED in the subject line These Emails will contain the call bridge information. The Guidepoint Global Project Manager is also informed of the scheduled confirmation via Email.

5

Confirmation Emails are then immediately sent to the Advisor and Client that includes a link to an Outlook calendar entry with CONFIRMED in the subject line

These Emails will contain the call bridge information. The Guidepoint Global Project Manager is also informed of the scheduled confirmation via Email.

Confirmation Email to Client

and Client that includes a link to an

These Emails will contain the call bridge information. The Guidepoint Global Project Manager is

Sidney,

A consultation is confirmed with James Pray on Next Generation

Sequencing (#157071). Please dial in at the number below at

the time of the scheduled consultation.

Date: Friday, July 29, 2011

Time: 01:00PM (GMT-05:00) Eastern Time (US & Canada)

Request: Next Generation Sequencing

Advisor: James Pray

Company: CAD-1, Inc.

Dial-in Number (US & Canada): (877) 503

Dial-in Number (Outside US & Canada): (312) 436

Passcode: 82021

Advisor Email: [email protected]

To download this consultation to your calendar, please click here:

https://dev.guidepointglobal

y4-HZ7Q9

Note: If you cannot reach this Advisor at the scheduled time, please

contact Guidepoint Global immediately.

Advisor Bio:

James Pray has been the IT Manager of CAD

years. He has been working in Information Technology for nearly 10

years and carries an Associates Degree in Network Administration and

is a Microsoft Certified Professional. James has and does perform

every function needed in a SMB (Small

Technology environment. He is well skilled in all Microsoft Operating

Systems, Computer Networking Environments, PC Hardware and

Peripheral Devices, SQL Databases, and has vast knowledge and

troubleshooting skills in a great many Information Technology areas

and aspects. He is also proficient in many programming languages

including Visual Basic, C#, HTML, and ASP and has used those skills

to create several programs in use by his current employer and with

several personal clients.

Please contact me if you have any qu

schedule for any reason.

Best regards,

System Developer

Guidepoint Global

New York 10022

9876543210

6

A consultation is confirmed with James Pray on Next Generation

Please dial in at the number below at

the time of the scheduled consultation.

2011

05:00) Eastern Time (US & Canada)


in Number (US & Canada): (877) 503-9747

in Number (Outside US & Canada): (312) 436-2499

[email protected]


https://dev.guidepointglobal.com/requests/icalendar?k=2dgHKfGNfm

Note: If you cannot reach this Advisor at the scheduled time, please

contact Guidepoint Global immediately.

James Pray has been the IT Manager of CAD-1, Inc for nearly five

king in Information Technology for nearly 10

years and carries an Associates Degree in Network Administration and

is a Microsoft Certified Professional. James has and does perform

every function needed in a SMB (Small-Medium Business)Information

environment. He is well skilled in all Microsoft Operating

Systems, Computer Networking Environments, PC Hardware and

Peripheral Devices, SQL Databases, and has vast knowledge and

troubleshooting skills in a great many Information Technology areas

ects. He is also proficient in many programming languages

including Visual Basic, C#, HTML, and ASP and has used those skills

to create several programs in use by his current employer and with

Please contact me if you have any questions or if you need to re-

E: [email protected]

7

[email protected]

Confirmation Email to Advisor

Dear Mr. James Pray,

You are confirmed for the following consultation with Sidney McNab of L.E.K Consulting on Next

Generation Sequencing (#157071).

the time of the call.


Time: 11:00AM (GMT-07:00) Mountain Time (US & Canada)


Client Name: Sidney McNab

Client Company: L.E.K Consulting

Dial-in Number (US & Canada): (877) 503

Dial-in Number (Outside US & Canada): (312) 436

Passcode: 82021

If the client has not dialed in within ten (10) minutes of the scheduled time, contact me

immediately by replying to this email or calling the phone number included in the signature

below.

To download this consultation to your calendar, ple

https://dev.guidepointglobal.com/requests/icalendar?k=2dgHKfGNfmy4

As a reminder, the information discussed during the consultation must not vio

confidentiality agreement or other proprietary right. You must decline to participate in any

consultation that would violate any agreement to which you are a party and you must terminate

any consultation that moves into subject matter you cannot d

about your current employer.

If you have not already done so, please review the

agreed to be bound.

You will receive an email following this consultation instructing you to submit an invoice online.

Again, thank you for your time. Please feel free to contact me with any questions.

Best regards,

System Developer

Guidepoint Global

9876543210

4. Client Scheduling: Description of Non

There are cases where the Advisor needs to confirm availability before the consultation can be Confirmed:

• Advisor/Client Availability Match, however:� More than 24 hours has elapsed since Advisor provided

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Generation Sequencing (#157071). Please dial-in at the phone number listed below at


07:00) Mountain Time (US & Canada)


Client Name: Sidney McNab

Client Company: L.E.K Consulting

in Number (US & Canada): (877) 503-9747

in Number (Outside US & Canada): (312) 436-2499




https://dev.guidepointglobal.com/requests/icalendar?k=2dgHKfGNfmy4-HZ7Q9

As a reminder, the information discussed during the consultation must not vio



any consultation that moves into subject matter you cannot discuss, including any discussion

about your current employer.

If you have not already done so, please review the terms & conditions, to which you have

receive an email following this consultation instructing you to submit an invoice online.


Scheduling: Description of Non-Standard Workflow

There are cases where the Advisor needs to confirm availability before the consultation can be

Advisor/Client Availability Match, however: More than 24 hours has elapsed since Advisor provided availability; or


in at the phone number listed below at



HZ7Q9

As a reminder, the information discussed during the consultation must not violate any



iscuss, including any discussion

, to which you have

receive an email following this consultation instructing you to submit an invoice online.


There are cases where the Advisor needs to confirm availability before the consultation can be

availability; or

� Consultation is requested within 6 hours of scheduling

• Availability Does Not Match

For these Scenarios, the Thank You screen says:

Also, an email is immediately sent to the with PENDING (in caps) in the subject line.

On the Client Portal, Clients can see the status of their consultation. After the call time was requested, it is shown as “Pending”

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Consultation is requested within 6 hours of scheduling

Availability Does Not Match

For these Scenarios, the Thank You screen says:

Also, an email is immediately sent to the Client that includes a link to an Outlook calendar entry with PENDING (in caps) in the subject line.

On the Client Portal, Clients can see the status of their consultation. After the call time was requested, it is shown as “Pending” on the Project detail page:”

that includes a link to an Outlook calendar entry

On the Client Portal, Clients can see the status of their consultation. After the call time was

An Email is also sent to the Advisor requesting action; that is, requesting that confirmation of the pending call be confirmed:

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An Email is also sent to the Advisor requesting action; that is, requesting that confirmation of the

An Email is also sent to the Advisor requesting action; that is, requesting that confirmation of the

If/when the Advisor clicks on the “Confirm” link from the email, the call is now confirmed. He/she will see a “Thank You” page saying the call has been CONFIRMED. The then sent to both the Advisor and the Client with the dialthe call has been confirmed on the Client portal on the Project detail page:

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Advisor clicks on the “Confirm” link from the email, the call is now confirmed. He/she will see a “Thank You” page saying the call has been CONFIRMED. The confirmation email is then sent to both the Advisor and the Client with the dial-in information. The Client can see that the call has been confirmed on the Client portal on the Project detail page:

Advisor clicks on the “Confirm” link from the email, the call is now confirmed. He/she confirmation email is

The Client can see that

If the Advisor is not able to accommodate the requested time, the Guidepointwill step in to continue the scheduling process at a mutually convenient time.”

5. Using the Conference Bridge

Upon receiving call confirmations and the conference bridge details, both, the Client and Advisor will dial into the conference bridge at the scheduled time.Canada, the conference bridge number to dial will always bein the email confirmations. For parties located outside the US and Canada, the bridge conference number to dial will always beBoth phone numbers can be reached from any telephone.also be provided for each consultation, which must be entered when promotedbridge conference numbers.

The conference company “recognizes” the phone numbers being dialed into the bridge. The conference bridge supports multiple Client participation. If the Client forwards the dial

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If the Advisor is not able to accommodate the requested time, the Guidepoint Project Manager will step in to continue the scheduling process at a mutually convenient time.”

Upon receiving call confirmations and the conference bridge details, both, the Client and Advisor bridge at the scheduled time. For parties located within the US and

Canada, the conference bridge number to dial will always be the same toll free number provided For parties located outside the US and Canada, the bridge

rence number to dial will always be the same number provided in the email confirmations.Both phone numbers can be reached from any telephone. In addition, a unique passcode will also be provided for each consultation, which must be entered when promoted, after dialing the

The conference company “recognizes” the phone numbers being dialed into the bridge. The conference bridge supports multiple Client participation. If the Client forwards the dial

Project Manager

Upon receiving call confirmations and the conference bridge details, both, the Client and Advisor For parties located within the US and

the same toll free number provided For parties located outside the US and Canada, the bridge

the same number provided in the email confirmations. In addition, a unique passcode will

, after dialing the

The conference company “recognizes” the phone numbers being dialed into the bridge. The conference bridge supports multiple Client participation. If the Client forwards the dial-in

information on to colleagues, the colleagues must dial the same bridge numbers, and enter the same passcode to join the call.

6. Usage Reports

The Client Portal Scheduling feature provides timely feedback on Time and Call Durations in the Client Portal Usage Reports, on aUsage Report will display a call duration reflecting the scheduled call duration. After the call has been completed, the call duration is updated with the actual call duration obtained from thconference bridge data. The call date, time and duration is displayed on the Usage Reports as shown below:

7. Summary

To recap:

• Schedule one Advisor at a time

• Choose from the Advisor’s given availability as much as possible for immediate confirmation

• Scheduling soon after receiving the Advisor bios results in a higher likelihood of immediate confirmation.the Advisor must reconfirm to ensure they are still available at the chosen time.

• If a call is requested within a few hours, the Advisor also has to reconfirm that they are still available.

• Use the conference bridge information provided in the Email confirmations to dial into the conference at the scheduled time.

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ues, the colleagues must dial the same bridge the same passcode to join the call.

The Client Portal Scheduling feature provides timely feedback on Time and Call Durations in the Client Portal Usage Reports, on a hourly basis. When a consultation is initially scheduled, the Usage Report will display a call duration reflecting the scheduled call duration. After the call has been completed, the call duration is updated with the actual call duration obtained from thconference bridge data. The call date, time and duration is displayed on the Usage Reports as

Schedule one Advisor at a time

Choose from the Advisor’s given availability as much as possible for immediate

cheduling soon after receiving the Advisor bios results in a higher likelihood of immediate confirmation. After 24 hours elapses since the Advisor provided availability, the Advisor must reconfirm to ensure they are still available at the chosen time.

a call is requested within a few hours, the Advisor also has to reconfirm that they are

Use the conference bridge information provided in the Email confirmations to dial into the conference at the scheduled time.

The Client Portal Scheduling feature provides timely feedback on Time and Call Durations in the hourly basis. When a consultation is initially scheduled, the

Usage Report will display a call duration reflecting the scheduled call duration. After the call has been completed, the call duration is updated with the actual call duration obtained from the conference bridge data. The call date, time and duration is displayed on the Usage Reports as

Choose from the Advisor’s given availability as much as possible for immediate

cheduling soon after receiving the Advisor bios results in a higher likelihood of After 24 hours elapses since the Advisor provided availability,

the Advisor must reconfirm to ensure they are still available at the chosen time.

a call is requested within a few hours, the Advisor also has to reconfirm that they are

Use the conference bridge information provided in the Email confirmations to dial into the

Documents

GUIDEPOINT GLOBAL QUICK REFERENCE GUIDE FOR CLIENT … · Patrick Clarke has 30 years experience in the energy industry, specifically electrical transmission and distribution as a