Schneider Electric Automated Lunch and Learn Program Launch November 09, 2015 Presented by: Charlie Matthews, Applied Offer Program Specialist Confidential Property of Schneider Electric Automated Lunch & Learn Program Offer Online preparation, scheduling, inviting, and guest tracking • Purpose: • Educate colleagues and customers through subject thought leadership • Grow sales revenue for Schneider Electric Industry products • Process: • Manage event content from a centralized home page • Invite customers to your events • Conduct your events, approx. 1 hour • Distribute content quiz to all attendees • Payoff: • One presentation – Multiple customers (Lower cost-of-sales improved profitability) • Time spent on preparation and scheduling events is reduced significantly • Attendees may receive Continuing Education Units (CEU) at no cost Confidential Property of Schneider Electric | Page 2 Lunch & Learn Program Description Overview The new Schneider Electric Lunch & Learn Series streamlines and simplifies the Lunch and Learn event process: Automate Key Tasks: – Material Preparation: Select a topic from a list of pre-packaged courses – Invitation emails are pre-formatted and automatically sent from the tool – you simply provide the contact information – You can choose to let guests self-register rather than keying the information yourself – Your event home page lets you easily see who has or has not accepted your event invitation – Events can be re-scheduled or cancelled by simply clicking a button – After you confirm attendance, each guest is automatically sent a quiz which he/she must complete to receive credit Confidential Property of Schneider Electric | Page 3 Lunch & Learn Program Description Overview Key Benefits: • Presentation material and collateral included within each event – ready for use / reduces your preparation time • Very simple event setup process • Automated invitations, event changes, and quiz notifications • Easy tracking of attendee RSVP responses • CEU credits can be earned by attendees Planner’s Home Page Confidential Property of Schneider Electric | Page 4 Lunch & Learn Planner Training Creating a New Lunch & Learn Event Confidential Property of Schneider Electric | Page 5 Lunch & Learn Planner Training Accessing your L&L Planner Home Page •Once approved to become a new Lunch & Learn Planner, you will receive an email welcoming you to the program. •Within this email is a link to your L&L Planner Home Page. •Click on the link to access your L&L Planner Home Page •Make sure to bookmark this page. This will be the only way to easily access your page without finding the original email. •Use this link to request access to become a Lunch & Learn Planner Confidential Property of Schneider Electric | Page 6 New Planner email (above), L&L Planner Home Page (below) Lunch & Learn Planner Home Page – Instructions Tab Your personal page for creating and managing events Instructions Tab: • Basic information on what is available and instructions • Short video of how the event set-up process works • Check List of things to remember when creating an event • L&L Support email contact link Confidential Property of Schneider Electric | Page 7 Lunch & Learn Home Page – Event Catalog Tab Select event topics The Harmonics Mystery & IEEE519 Event Catalog Tab: • Complete list of available Lunch & Learn topics • Short descriptions available for each event • Use link beside topic name to create a Lunch & Learn event Confidential Property of Schneider Electric | Page 8 Lunch & Learn Event Page Event Management page Confidential Property of Schneider Electric | Page 9 Lunch & Learn Event Page – Invite Guests Confidential Property of Schneider Electric | Page 10 Lunch & Learn Event Page – Invite Guests Confidential Property of Schneider Electric | Page 11 Lunch & Learn Event Page – Invite Guests Confidential Property of Schneider Electric | Page 12 Lunch and Learn Event Page – View Guest Status • Easy view of attendees who have accepted, declined, or not responded Confidential Property of Schneider Electric | Page 13 Lunch and Learn Event Page – Modify or Cancel Event Review, Modify or Cancel events • Based on your attendee responses at a given time, you may decide to change or even cancel the event Confidential Property of Schneider Electric | Page 14 Modify or Cancel Event Page Change or cancel a scheduled event Modify or Cancel link: • Change the event location • Modify the date and time • Cancel the event altogether • All guests are automatically notified of change Confidential Property of Schneider Electric | Page 15 Lunch & Learn Event Page – Confirm Attendance Confirm event attendance After Event: • Click each attendee to confirm whether or not the guest attended the event • Email is automatically sent with quiz to complete credit process Confidential Property of Schneider Electric | Page 16 Lunch & Learn Event Page – Confirm Attendance Confirm event attendance After Event: • Click each attendee to confirm whether or not the guest attended the event • Email is automatically sent with quiz to complete credit process Confidential Property of Schneider Electric | Page 17 Register to become a Lunch and Learn Planner Registration Process Planner registration • Available through Industry Connection web page Confidential Property of Schneider Electric | Page 18 Register to become a Lunch and Learn Planner Registration Process Currently Available Classes Planner registration • Power Quality - Session 1: The Harmonics Mystery & IEEE519 • Available through Industry Connection web page • Power Quality - Session 2: How to Address Harmonic Issues • Total Cost of Ownership (TCO) for Variable Speed Pumping Systems • Variable Speed Drives Installation Practices • Grounding and Bonding Practices When Installing Variable Frequency Drives • Key Impact of UL61800-5-1 replacing UL 508C • Building Information Models (BIM) Others coming soon Confidential Property of Schneider Electric | Page 19 Questions? For future questions, please contact us at lunchandlearnsupport@schneider-electric.com Confidential Property of Schneider Electric | Page 20 THANK YOU. Confidential Property of Schneider Electric | Page 21