Meetings: Data Overview

Ordinate allows you to capture and manage various types of information for each meeting, helping you track all the essential details in one place. Depending on your organization’s needs, you can enable or disable specific sections, and configure permissions to control which team members or groups have access to certain data.

Here’s an overview of the information Ordinate can manage for meetings:

• People Involved: Capture details about the key roles in each meeting, including the Host, Organizer, and Participants.
• Location: Manage where the meeting is held, whether in an event space, a dining area, or off-site.
• Catering: Track catering requirements such as meals, beverages, and any dietary preferences.
• Extras: Record additional facilities or specific meeting requirements, such as AV equipment or room configurations.
• Agenda: Log the planned agenda for the meeting, allowing users to structure the meeting and set expectations.
• Notes: Add notes during or after the meeting, tagged with the contributor’s name to ensure accountability.
• Business Aims: Document the meeting’s purpose, including client details, business value, or stage in the sales process.
• Feedback: Capture post-meeting feedback, such as next steps and follow-up actions.
• Custom Information: Create custom fields to track any additional details your organization requires.

In the following sections, we’ll explore each of these features in more detail.