In the heady ’90s, when tech jobs were juicy
plums for the picking, companies sprang up offering meetings
management software, and new features arrived almost daily. When
the bubble burst, experts predicted a mass consolidation of
meetings technology solutions. They were wrong. While some mergers
did take place, hundreds of choices for managing meetings, members
and attendees now exist. Determining which program is right for you
can be harrowing.
Below is a sampling of 10 comprehensive packages, available
either as stand-alone applications or online through an application
service provider (ASP) model. These products offer a little bit of
everything: event and attendee management, reporting, online
registration and more.
Amlink Technologies
www.amlinkevents.com; (800) 869-7166
This Australian company’s main product is Events Pro, but it
recently merged with Peopleware Pro, a longtime favorite of many
U.S.-based planners, making Peopleware a subsidiary of Amlink.
While the latter will continue to support Peopleware’s current
version for two years and the new version 2.8 (due in the fall)
indefinitely, the company’s focus is on Events Pro.
Features: Planners choose from 13 modules to
turn Events Pro into the program they need. The elements are
demographics, notes, marketing, registration, functions, housing,
travel, CRS interface, speakers, exhibition, financial, project
management and report writing. The accompanying Events Interactive
program adds online registration; it handles both attendee
registrations and abstract submissions.
Pricing: Call for details.
Certain Software
www.certain.com; (888) 237-8246
Popular as soon as it was released, Certain’s Event Planner Plus
was software for a one-person shop. Then came Meeting Planner Plus
for multiple users. Now Certain’s main product is Register123,
which marries a robust online registration package with the
meetings management features that made Meeting Planner Plus a
favorite.
“Our product is for large events, 500 people or more,” says
David Ujita, the San Francisco-based company’s director of
marketing. “We feel Register123 offers the most ability to create a
custom look and feel [for online pages], through a Microsoft HTML
tool.”
Upcoming innovations will include the ability to integrate
travel management data with Register123, and a more comprehensive
budgeting tool. The system is being expanded to cross-compile
budgeting data with several customer relationship management
systems.
Features: Register123 offers customizable
templates and wizards for creating meeting websites offering online
registration, housing and real-time payment processing. Other
elements are the room block management and roommate matching tools,
marketing and e-mail tools, and customizable reports.
Pricing: The program is sold in an online ASP
version or as a dedicated portal, which Certain hosts for $2 to
$2.50 per registration. Clients also can buy Register123 as an
enterprisewide solution for $15,000 to $50,000, based on the
anticipated number of registrants processed each year.
WHERE TO BEGIN?
Just finding out what meetings software is available can be a daunting task. Googling the words meeting planning software results in 61 pages of links.
A better way to get started: Go to Corbin Ball’s Favorites List (
www.corbinball.com/bookmarks). The Bellingham, Wash.-based meetings-tech consultant (president of Corbin Ball Associates and a partner with Tech3Partners) has been compiling a list of meetings-related tech sites since 1995; it first went up on the web in 1998 and has grown to include 1,200 links so far. Ball updates and eliminates as the need arises. -- S.B.
eMeetingExperts
www.emeetingexperts.com; (866) 688-4290
This Denver-based company produces the web-based ePlanner, which
was designed by a meeting planner. “Our programmers go on site and
live the world of meeting hell,” says Joan M. Buck, CMP, president
of eMeetingExperts.“They know everything the program is supposed to
do.”
The software is recognized by Redmond, Wash.-based Microsoft as
a Microsoft Office Solutions Provider. “Our research showed 70 to
80 percent of planners still use Access or other Office products
rather than a specific planner software,” says Buck, “so we decided
to build from there.”
Features: Among ePlanner’s offerings are task,
budget and property management tools; the ability to print
badge-sized personal agendas; a robust report generator; the
ability to build a site library for venues planners might use
again; room block management, and automated travel manifests, along
with a roommate assignment tool. All modules come with the program.
The next version, due in late 2006, will feature post-event
evaluations.
Pricing: Cost is determined per meeting, per
year. One meeting costs $250; three meetings a year, $500 ($167 per
meeting); up to five meetings per year, $750; up to 10 meetings per
year, $1,350; up to 25 meetings per year, $2,500. For unlimited
meetings, call for pricing.
eMeetingsOnline
www.emeetingsonline.com; (954) 764-7222
The idea behind this Denver-based company was to provide
planners with a web-based system where all data exists in one
program; there’s never a need to switch to other software to review
or manipulate the data.
EMeetingsOnline’s best feature might be its GDS capability.
When attendees book a room, they receive a registration
confirmation and hotel-issued confirmation number. When setting up
the parameters of the registration site, planners have the option
of allowing only hotels in the block to pop up, or they can allow
other hotels in the vicinity to be listed. Since attendees are
booking hotel rooms through eMeetingsOnline, the planner learns
instantly if attendees have booked outside the block.
Features: EMeetingsOnline offers all the
usuals: budgeting, reporting, abstract submission, vendor
management and more. New is a group management element, allowing
planners to set up subgroups of attendees or ancillary events such
as teams for golf tournaments.
Pricing: Costs for eMeetingsOnline are figured
per registration or per abstract submitted, or a combination of the
two, generally $2 to $7 per registration/abstract.
Ephibian
www.ephibian.com; (520) 917-4747
Tucson, Ariz.-based Ephibian’s product is called TreeFrog, which
has been designed for the independent meeting planner, DMC and
corporate planner handling a smaller number of events. It can be
licensed as a web-only ASP or purchased as a stand-alone
product.
“It has a lot of features for handling conferences with
multiple tracks and sessions,” says Leslie Craw, regional business
director for Ephibian. The company created TreeFrog from tools it
had developed for the National Speakers Association’s website. Like
eMeetingsOnline, TreeFrog offers foursome, booth and table sales
through a feature called Groupings. “Our clients say TreeFrog is
very easy to use and very intuitive,”says Craw. “A lot of meeting
planners aren’t technical people, and they shouldn’t have to
be.”
TreeFrog users can visit Canopy, an online community for
reporting bugs, hearing how others use the product and keeping up
with changes. “If you report a bug, everybody sees it, and we’ll
come back with a response within 24 hours,” says Craw. “Canopy
holds us responsible.”
Features: TreeFrog offers a very visual daily
planner, allowing users to book rooms for sessions and preventing
double booking. A wizard lets planners create the event quickly; an
online registration site can go live at almost any time. An updated
report generator is scheduled to be released this month.
Pricing: Cost is figured per registration ($2
to $3; discounts are available for educational institutions and
nonprofit organizations), with a $295 setup charge and a $49.95 per
month maintenance fee for unlimited meetings.
NEW TOOL FOR TALLYING
In July, the Convention Industry Council, a McLean, Va.-based consortium of meetings-industry organizations, introduced APEX (Accepted Practices Exchange) OfficeReady, a set of software tools that smoothly interfaces with Microsoft Office programs such as Excel, PowerPoint and Word.
Provided with OfficeReady ($99.95) are more than 200 templates for compiling meetings data, including event specifications guides; rooming lists; and name-badge, housing and registration templates, all created using information gathered by APEX, a CIC initiative to develop industrywide practices.
“An update later this year will include RFPs, site profiles and post-event report forms,” says CIC vice president Juli Jones. Registered users automatically will receive any updates to the program. The product, available from
www.conventionindustry.org, also includes more than 30 checklists from The Convention Industry Council Manual (7th edition), as well as the APEX Glossary in .pdf form. “The glossary is not as interactive as the online guide,” says Jones, “but it can be put on a laptop or desktop and be available whenever users need it.” -- S.B.
Impact Solutions
www.impactsolutions.com; (800) 858-8330
Hefty is a good word to describe MemberMax, the meetings product
from Impact Solutions. “Our service is more for large-scale
meetings, with lots of sessions with dinners, golf outings and
trade shows,” says John Keelin, president of the Pittsburgh-based
company. “It tends to be expensive for people who are running
simple meetings.”
Totally web-enabled, MemberMax allows meeting planners to
publish conference pages on the Internet quickly. Most clients
install the program on their own systems, although Impact Solutions
will host it for a fee. Since this is such a robust system, users
need to be computer-savvy.
Features: MemberMax has everything. A short
list includes room block, exhibitor and speaker management;
tracking of purchase orders and continuing education credits; and
online registration. Planners can create many different passes for
a convention, such as show-only tickets and day passes, with
specific perks attached to each one.
Unlike most other programs that organizations host themselves,
MemberMax supports Apple users. “We offer a native Macintosh
system,” says Keelin. “We have customers who run Macintosh OSX
servers with Windows clients.”
Pricing: Starting at the five-user minimum and
unlimited meetings, MemberMax costs $12,500 for the initial
license; after that, companies pay an annual maintenance fee of 18
percent of the license ($2,250 a year for the five-user model).
Impact Solutions will host the software starting at $500 per
month.
ISIS Corp.
www.goldreg.com; (201) 337-8115
The Gold System from ISIS drops data from one section to all the
other places it needs to show up. For example, “while you’re
building an event, you’re inviting 100 people to a $32-per-person
breakfast; that cost automatically drops into your budget,” says
Charles Lohr, director of marketing for the Oakland, N.J.-based
company. “Once your meeting is completed, you can do your financial
reconciliation; there’s a cascading of costs so you can compare
what was charged vs. what was budgeted.”
Version 4.1 was released this year with better calendar
functions and improvements to the CRS capabilities (it connects
with Amadeus, Apollo and Sabre).
Features: Gold offers functions under eight
headings: meetings, events, registration, people, resources,
company, budgeting and invoices. The program comes with more than
125 standard reports; additional customized reports can be
purchased.
Pricing: A 10-seat license to install the Gold
System on site is $18,000, followed by an annual maintenance fee of
15 percent, or $2,700. If ISIS hosts the program, a three-seat
license is $1,000 per user plus $100 per month per user.
MRA Services
www.mra-services.com; (425) 636-1640
Grown from a tool created for Woodinville, Wash.-based MRA’s
clients, seven-year-old iPlan now is being offered to the meeting
world at large. The product is web-based, allowing planners to make
quick, real-time changes to the registration site.
“The real value of iPlan comes with events that repeat,” says
John Moss, president of MRA Services. “You can build up a history
of an event as sparse as the date and time to as rich as the
template for the entire event. With meeting rooms, you can put in
the venue’s inventory with capacities and room types, and you can
create a chart to look at your history of room use. It does not
resolve conflicts, but points them out and allows you to adjust as
you schedule.”
Features: In addition to the usual set of
event management functions, iPlan offers custom web surveys, custom
reports and a task scheduler for staff.
Pricing: An annual subscription to use iPlan
is $10,800 for six future events; the cost per event drops
incrementally for a greater number of meetings.
WHAT YOU NEED TO ASK
Listed below are the top questions to ask when evaluating meetings management software/vendors, either traditional programs or online application service providers, courtesy of John H. Maddox, CMP, president of Meetings IT in Boonton, N.J.
1. Do you have a plan for implementing the application? This is the biggest reason for the failure of an application within an organization, according to Maddox. Although implementation will come later in the process, a plan for such should be in place before the evaluation begins.
2. Will the application be used on the department level or throughout the organization?
3. How many active users will need access to the application?
4. What level of training is required for someone to use the application effectively? Is the program too sophisticated for your team?
5. Will the organizational culture accept/support the use of the application?
6. How many meetings will be managed within the application?
7. How does the proposed software support your key business processes? Will implementing it require changes to key business processes?
8. If the application is data-driven, what are the reporting capabilities? What are the custom-reporting capabilities?
9. How much administrative upkeep is required to use the application?
10. What is the cost of the application? What is the cost of implementation, training and maintenance?
11. How financially stable is the software’s vendor? Will the company still be strong five years from now, and will it continue to improve the program? -- S.B.
The Planstone Group
www.planion.com; (630) 598-1430
Flexible is the word company president Dan Soukup uses most
often to describe his firm’s meetings management tool, Planion.
“For example,” he says, “if you are planning for a medical group
and need specialized equipment, you can create a ‘medical
equipment’ category with a pick-list of those items. When assigning
sessions to rooms, people will see that tab [along with the
standard A/V, F&B and furniture tabs] and be able to assign
equipment. You can attach costs to the items, so you can see how
much the sessions will cost.”
Soukup says the product is best for meetings with a large
education element (e.g., the American Library Association uses
Planion to schedule about 2,600 sessions a year).
Features: Planion comes with several core
modules facilities, budgeting, scheduling, reports, change
tracking, speaker database, session and facilities repository,
abstracts, and signs. Five other modules, such as the curriculum
manager, are available to increase the product’s functionality.
Pricing: Call for details. Costs are based on
the modules and the number of sessions planned per year.
Ungerboeck Systems International
www.ungerboeck.com; (800) 400-4052
Another robust system, Ungerboeck’s Event Business Management
Software (EBMS) offers 25 modules, with data integrated throughout.
It includes a customer relationship manager, planning
functionality, budgeting and more. The program can be hosted by
Ungerboeck or run on a client’s own equipment.
A bonus: Some 500 venues around the world including the Hong
Kong Convention and Exhibition Center and Chicago’s McCormick Place
also use EBMS, allowing planners to exchange information easily
with these far-flung facilities.
“We have two data centers that we back up from one to the other
approximately every two hours,” says Dieter Ungerboeck, president
of the St. Louis-based company. “If one goes down, within about
four hours the other can be up and running.”
Features: It’s all here attendee marketing,
speaker management, budgeting, registration and housing,
receivables, payables, a general ledger, financial analysis,
exhibit sales and, for designing show floors, a CAD program.
Pricing: The cost is determined by the number
of users and the number of modules needed. Combining the license
fee, maintenance costs and training, the program starts at $7,500
but can reach as high as $1 million.