Infor Sales & Catering

The implementation of Infor Sales & Catering generally follows a structured, phased approach to ensure a smooth transition and optimal use of its cloud-based event management capabilities:

1. Initial Consultation & Requirements Gathering

• Work with Infor consultants or authorized partners to map your business needs, venue types, and existing systems.

• Define the modules you’ll use, such as booking, catering, CRM, and billing.

2. System Configuration & Integration

• Configure the software to match your workflows, event types, and business rules.
• Integrate with other Infor hospitality solutions if necessary (such as HMS, RMS, POS).

• Import data from legacy systems if required.

3. Customization

• Adapt user interfaces, automated workflows, and reporting features to your processes.

• Customize templates for proposals, invoices, and event diagrams.

4. Training

• Conduct training sessions for all relevant staff roles, focusing on cloud access, booking management, and reporting.

• Provide user guides and reference materials for ongoing support.

5. Testing & User Acceptance

• Run pilot events and test workflows from initial inquiry to final billing.

• Address any issues or process gaps identified by users.

6. Go-Live & Support

• Launch the platform across one or multiple properties.
• Provide help desk support, monitor usage, and resolve any issues.

• Schedule regular updates and optimization sessions after launch.

Typical Timeline

• Small venues: Deployment can take just a few weeks due to the simplicity of cloud implementation, minimal local hardware, and fast onboarding.

• Medium to large enterprises: Expect a rollout time of 2–3 months, especially when integrating with other systems, adding custom features, and coordinating across multi-venue setups. Larger enterprises (such as hotel groups) may require more time for data migration and process alignment.

Factors Affecting Timeline:

• Number of venues or properties

• Complexity of workflows

• Amount of customization required

• Staff availability for training and testing

• Integration needs with other hospitality solutions

Infor Sales & Catering is designed to be highly customizable, allowing organizations to adapt the software to their unique processes and requirements:

• Custom Documents & Correspondence: Create proposals, contracts, invoices, menus, and branded collateral using customizable templates and formats to suit workflows and client needs.

• Workflow & User Interface Customization: Adjust booking processes, approval stages, permissions, and interface layouts to align with company processes and preferences.

• Reporting & Analytics: Build custom reports and dashboards, filter metrics by property or region, and track KPIs tailored to business objectives.

• Integration Options: Connect with third-party applications such as payment processors, as well as other Infor hospitality solutions, for streamlined operations.

• Role-Based Access & Resource Management: Define user roles, set access levels, and customize how calendars and event schedules are displayed.

• Multi-Venue & Division Support: Standardize processes across all locations while allowing for localized adjustments per region, division, or property.

• Custom Event Lifecycle Management: Modify functions, create child events, edit details, and generate event diagrams to reflect real-world management processes.

• Automated Workflows & Task Management: Set up reminders, to-do lists, and communication templates to increase efficiency.

Infor Sales & Catering typically operates on a subscription model, with fees varying based on organization size, number of users, and customization needs.

Base Pricing

• Starting Price: Approximately $1,200 per user per year for the basic subscription. Multi-user or multi-property operations may have higher total costs.

Additional Cost Areas

• Setup Fees: Depend on the scale of customization, integrations, and data migration; exact amounts are generally provided after a business needs assessment.

• Maintenance Charges: Routine updates and maintenance are typically included in the subscription. Bespoke extensions or on-premise options may require a separate maintenance agreement.

• Support Charges: Standard support (email, chat, phone) is usually included. Premium or 24/7 dedicated support and extended training may incur additional charges.

• Service Fees: Possible administrative or service-related fees may apply, depending on operational requirements.

• Custom Integration & Development: Building unique features or integrating with specific systems may involve additional consulting or development costs.

Infor Sales & Catering offers a wide range of training and support options to ensure both project teams and end users are prepared for successful adoption:

• Project Team Training: Focuses on preparing internal teams for go-live and ongoing optimization. Sessions help teams engage in implementation and continuous process improvement.

• End-User Training: Role-based and tailored courses enable employees to gain hands-on skills relevant to their daily responsibilities through simulations and interactive lessons.

• Flexible Delivery Methods: Training is available via self-paced online modules, live virtual instructor-led sessions, and on-site programs where needed.

• On-Demand Learning Resources: The Campus Plus program provides unlimited access to a library of training materials for continuous learning.

• Certification Opportunities: Users can earn credentials and badges that validate their skills and knowledge of the platform.

• Support Channels: Standard support includes email, phone, and live chat assistance. Premium or 24/7 support services may be available depending on the service package.

Infor Sales & Catering uses multiple layers of protection to secure customer data:

• Role-Based Access Controls: Permissions are managed according to specific job roles.

• Secure Development and Monitoring: Code is developed to high security standards and monitored continuously for threats.

• Certifications and Assessments: Maintains industry security certifications such as ISO 27001 and undergoes regular independent assessments to validate controls.

• Network Protection: Uses firewalls, segmented environments, two-factor authentication, and encrypted communications via SSL/TLS.

• Physical Security: Data centers have biometric entry controls, 24/7 surveillance, and restricted access to equipment.

• Regulatory Compliance: Meets requirements for GDPR, FedRAMP, and other global data protection regulations.

• Data Ownership: Customers retain full ownership and control over their data, with clear policies for data access and retrieval.

Infor Sales & Catering utilizes a proactive update strategy within its cloud environment:

• Routine Automated Updates: System enhancements, bug fixes, and security patches are applied regularly without requiring major intervention from customer IT teams.

• New Feature Releases: Functionality is refreshed periodically to align with evolving customer needs.

• Centralized Change Management: Updates are deployed in a way that minimizes downtime and disruption, ensuring users can quickly access the latest features and protections.

Data Ownership

Fitbots provides an OKRs platform with real-time analytics and reporting. While it does not publicly outline a detailed data ownership policy in its marketing materials, available features—such as downloadable OKR and performance reports, and integrations with third-party tools—indicate that organizations retain access to and control over the data they enter. In common SaaS practice, data provided by a customer generally remains the customer’s property, with the platform acting as custodian for processing and storage. Customers can use their data for operational insights, reporting, and review, and can typically request export or deletion as part of standard contractual terms.

Data Portability

Fitbots enables the export of reports, progress tracking data, and performance metrics in formats suitable for review, sharing, or integration into other systems. While specific technical procedures are not publicly detailed, this functionality is consistent with the principle that customers can retrieve their business data in a usable format when needed—especially during transitions such as offboarding or migration to another provider.

Fitbots offers multiple subscription tiers designed to serve small, midsize, and large organizations. Scaling terms are designed to provide flexibility:

• Scaling Up: Organizations can upgrade to higher tiers to unlock additional features, increase user counts, or access enhanced support as growth requires. This is usually managed through the account interface or by contacting support.

• Scaling Down: If needs decrease—such as requiring fewer features or users—plans can be downgraded, often reducing monthly or annual costs in accordance with the adjusted tier.

Contract Renewal

• Flexible Renewal: Service and software contracts with Infor, including Infor Sales & Catering, can be renewed for any time duration. The renewal process allows customers to extend their agreement, copy previous cost and coverage terms, and update configuration details such as cost and coverage amounts as required.

• Renewal Types: Renewals can either maintain previous terms or be indexed to current pricing. The renewal type (active, automatic, conditional) generally depends on the specific clause in your contract—either requiring mutual agreement or activating by default unless notice is given.

• Modification Rights: When renewing, customers may revise contract configurations, adjust service scope, renegotiate pricing, and update coverage according to current business needs.

• Advance Notice and Indexation: Contracts often specify a notice period before renewal or cancellation. Price indexation (adjusting contract value to market rates) can be applied if included in the original agreement.

Cancellation Policy

• Cancellation Process: Contracts typically include defined procedures for cancellation, which specify the notice period required and any refund or penalty calculations. The process may require written notice in advance, with timing affecting refund or penalty terms. For catering/event agreements, fees can vary depending on how far in advance cancellation occurs (e.g., partial deposit refunds for cancellations made weeks in advance, forfeiture for short notice cancellations).

• Refunds and Fees: If the contract is canceled close to the event or service period, deposits may be partially or fully forfeited, and compensation for incurred costs may be required. The provider may retain payments made to date and seek additional charges for committed expenses.

• Automatic vs. Manual Cancellation: Some contracts renew automatically unless proactively cancelled; others require a renewal or cancellation decision to be documented before the term ends.

• Change Management: Customers can request updates or cancellation through the contract management interface, and reasons for cancellation may be logged for operational review.

Infor Sales & Catering offers compliance with widely-recognized industry standards:

• ISO 27001 Certification: Recognized international standard for information security management, ensuring confidentiality, integrity, and availability of customer data.

• SSAE 16 Assessments: Independent verification of controls to maintain reliable security and operational processes.

• GDPR: Meets European Union requirements for the protection and privacy of personal data.

• FedRAMP: Complies with US federal government standards for cloud security.

• PCI DSS: Supports electronic payment processing in line with payment card industry standards for data security.

• Additional Standards: The platform may meet further regional or sector-specific compliance and governance requirements, depending on your contractual arrangements—such as stewardship for hospitality and data handling.