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What to know

This meeting should include the Client team, any 3rd party registration representatives, the JUNO Client Success Manager, and the JUNO Client Engineer. The agenda includes:

  • Understand how data for attendees, speakers, exhibitors will be pulled into JUNO

  • Understand how users will access the platform

  • Understand different ticket types and access levels as they relate to content

  • Understand any CME/crediting integrations

Homework (Prepare before the meeting)

Client team

JUNO team

(star) Share 3rd Party integration representatives' contact information with JUNO
(star) List out ticket types and their access levels

(star) Ensure 3rd party integration reps are invited to the meeting
(star) Collect any documentation needed for integration

What to do during and after the meeting

Client team

JUNO team

(tick) Client debriefs team on registration flow and ideal user experience
(tick) Ensure 3rd party integration reps share testing environment links

(tick) Register JUNO team with test accounts and share credentials with JUNO

(tick) JUNO Client Engineer drives meeting agenda with 3rd party integration rep

(tick) Fill out integration form
(tick) Make cards for due dates and documentation

Resources

Category: Client Meetings
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