1. Collaborative Work Environment
CWE Training Presentation
2015

2. CWE Client Homepage
Industry
Awards
News Links
Navigator tabs
Supplier’s
Engagement
Contract
Announcements Calendar
Events
Links

3. Calendar
• Staff/Client Meetings
• Staff/Client Webinars
• Conferences
Contains meeting notes
in PDF format
* Email cbeall@theplanconsultinggroup.com meetings & meeting notes

4. • Engaged Client’s Web Link
• Engaged Client’s CWE Link
• Assigned Sales Lead
Client Files
by Folders
Client
Interactions/Logs
Clients

5. Contacts

6. • Company Name
• Contact Name
• Job Title
• Business Phone
• Email
• SP Manager
Supplier Contacts

7. *Please send new or updated contacts to chbeall@iupui.edu
Hospital Contacts

8. Program Staff

9. Click links to reference different
Documents/Tools/Templates
Library

10. • Opportunities
• Proposed
• Estimated to Close this Month
Webinars linked
to calendar
Link to PDF
Sales Plan
Proposals
Bus. Dev.

11. • Active tasks
• Tasks by individual
• Past due tasks
*Please put tasks in meeting notes and send to chbeall@iupui.edu
Task Mgmt.

12. Targeted
Hospital List
Supplier
Information
List of
Rebates
Market
Research
The Market

13. • # of Hospitals in System
• # of Beds
• Patient Rev.
• Operating Expense
• Utility Expense
The Market  Hospitals

14. Ops
Service Request
Form

15. Questions
Christopher Beall
2860 East Main St., Suite 110
Plainfield, IN 46268
(317) 697-0202
cbeall@theplanconsultinggroup.com
Collaborativewe.com