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Case Study • Financial Services

Solving the Dynamic Session Assignment Dilemma

How ME MOBILE provided dynamic scheduling and eliminated costly, labor-intensive agenda printing for over 100 sessions.

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The Profile

Financial Management Annual Meeting

A financial management customer holds an annual training meeting featuring 8 to 10 education categories and more than 100 sessions using our custom event management solutions.

  • Attendees can only attend sessions in categories they have been assigned.
  • Attendees cannot view all categories, but can view shared activities like dinners and general sessions.
The Challenge

On-Site Adjustments & Heavy Printing

Agendas adjust even after the meeting starts due to speaker changes and changing meeting room locations. Attendees may also request and be granted new or additional training categories on-site.

  • Prior to ME MOBILE, staff printed numerous general and personal agendas on-site.
  • This was expensive and labor-intensive, pulling planning staff away from managing the meeting.
The Solution

Familiar Data Setup & Dynamic Profile Filtering with ME MOBILE

ME MOBILE provided a formatted spreadsheet capturing attendees, sessions, education categories, and pertinent meeting information-giving the customer a familiar format to set up data to populate the mobile app.

1. Personal Profiles

Each attendee gets a personal profile with one or more education categories built from spreadsheet data.

2. Data Constraints

Using our data personalization engine, attendees only see eligible category sessions plus ‘public’ sessions.

3. Instant Reflection

Agenda changes or category updates via real-time agenda synchronization reflect immediately in attendee personal profiles.

The Results

The client was able to Go Green by eliminating full and personal agenda printing, gave attendees higher confidence in their profile agendas, and made once cumbersome updates quick and easy.

5th Year Continuous Partnership

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