partneringone tutorial

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Slide 1:

Welcome to EBD Group’s partneringONE tutorial . Successful partnering focuses on your: Profile Agenda Requests 1

Slide 2:

The Search , Bookmarks , Messages/Requests and Agenda/Schedule tabs become visible approximately 6 weeks before the event. The exact date will be listed under ‘Important Dates’. 2

Slide 3:

The first step in the partnering process is completing your profile. 3

Slide 4:

Your profile checklist highlights completed parts of your profile with checkmarks and incomplete parts with exclamations. 4

Slide 5:

Under the Edit Profile tab, you can edit: your personal profile your Company profile Products & Technologies Financing Information Management and upload a Company logo 5

Slide 6:

Remember: the more complete your profile is, the more often you will appear in search results 6

Slide 7:

Any delegate can edit the company profile Under Products & Technologies , pipelines and product strategies can be entered in the ‘Biotech’, ‘ Medtech ’, and ‘ Technology’ fields. 7

Slide 8:

Before you can send a message request, indicate when you will be available for one-to-one meetings during the event on your Agenda/Schedule page. If a meeting is agreed, partneringONE will take care of finding a time and place that works for both parties. 8

Slide 9:

Your default settings will have all timeslots set to ‘unavailable’. Click on ‘change’ to make yourself available for meetings. Or click on ‘Set All to Available’ to open your entire day for one-to-one meetings. 9

Slide 10:

You can coordinate your meetings with the rest of the conference program. Is there a session you don’t want to miss? Block the timeslot by clicking ‘Add’. 10

Slide 11:

Search for companies you want to meet with under the Search tab. Searching for parties to meet with can be done through tabs for: Free Text Search Company Licensing Opportunities Delegates A-Z Companies A-Z Delegates 11

Slide 12:

Once a company is located, this page will give you access to a complete profile. Click ‘Show Details’ to view a full profile. You can also ‘Print’, ‘Bookmark’ the company to review later, or enter a meeting request right from your search results. 12

Slide 13:

Your Messages/Requests page is your company inbox. Keep track of in and outgoing requests here. You can sort by any of the column headings (just like a regular inbox), or filter using the side bar. 13

Slide 14:

Use the ‘In Conversation With’ view to see all messages with a specific company. Or use the ‘Custom Filter’ to view only the messages you want to see. 14

Slide 15:

Has someone requested a meeting with you? You can: ‘Accept’ ‘Decline’ - ‘Reply with a message’ for more information 15

Slide 16:

You can add colleagues to a meeting by clicking the ‘Change Participants’ button. 16

Slide 17:

Meetings are scheduled during the week prior to the conference. Your scheduled meetings will be displayed in your Meeting Schedule . 17

Slide 18:

And remember – you can always review your past partneing activity from www.partneringONE.com. 18