Partner Management

Implemented

Last Updated: 2026-06-13

# Overview

Partners are organizations that collaborate with BATbern through sponsorship, resource sharing, or strategic partnerships. Partners receive benefits like event presence, networking opportunities, and brand visibility.

Partner Portal (Epic 8): Partners log in to a self-service portal where they can view their attendance analytics, participate in topic voting, and receive meeting calendar invites. See the Partner Portal documentation → for the partner-facing experience.

# Partner Tiers

Implemented

Partners are classified into 5 tiers based on contribution level and benefits:

# 💎 Diamond

💎 DIAMOND

Highest tier - Premier partnership with maximum visibility.

Benefits:

• ✅ Logo on all event materials (print, digital, venue)
• ✅ Speaking slot (30-45 minutes)
• ✅ Premium booth location
• ✅ Attendee list access (GDPR compliant)
• ✅ Pre-event networking reception hosting
• ✅ Dedicated organizer liaison

Typical Partners: Major architecture firms, technology providers

# 🥈 Platinum

PLATINUM

Premium tier - High visibility and significant benefits.

Benefits:

• ✅ Logo on event materials
• ✅ Speaking opportunity (15-20 minutes)
• ✅ Booth at event
• ✅ Attendee list access
• ✅ Networking reception presence

Typical Partners: Industry associations, larger suppliers

# 🥇 Gold

GOLD

Standard sponsorship - Good visibility and core benefits.

Benefits:

• ✅ Logo on website and event program
• ✅ Table at event venue
• ✅ Networking opportunities
• ✅ Social media mentions

Typical Partners: Material suppliers, software vendors

# 🥈 Silver

SILVER

Supporting sponsorship - Moderate visibility.

Benefits:

• ✅ Logo on website
• ✅ Mention in event program
• ✅ Networking access

Typical Partners: Local businesses, service providers

# 🥉 Bronze

BRONZE

Basic sponsorship - Recognition and support.

Benefits:

• ✅ Logo on website
• ✅ Name in event program

Typical Partners: Small businesses, startups

# Creating a Partner

# Partner Directory

Implemented

The partner directory showcases all active partners, sorted by tier.

# Directory Display

BATbern Partners
────────────────────────────────────────

💎 Diamond Partners
┌──────────────────────────────────┐
│  [Logo]  Sustainable Materials AG │
│  Building materials innovation    │
│  🔗 sustainablematerials.ch       │
└──────────────────────────────────┘

🥇 Gold Partners
┌────────────────┐  ┌────────────────┐
│ [Logo] Tech AG │  │ [Logo] Plan AG │
│ Architecture   │  │ Software       │
└────────────────┘  └────────────────┘

# Public Access

The partner directory is publicly accessible (no login required) at:

• Production: https://www.batbern.ch/partners
• Staging: https://www.batbern.ch/partners
• Local: http://localhost:3000/partners

Partners are displayed in tier order with logos and descriptions.

# Partner Contacts

Implemented

Each partner can have multiple contacts for different purposes.

# Contact Types

Primary Contact:

• Main liaison for partnership matters
• Receives partnership updates
• Coordinates meetings and logistics

Marketing Contact:

• Handles promotional materials
• Provides logos and content
• Approves marketing communications

Technical Contact:

• Coordinates booth setup
• Handles technical requirements
• Manages equipment and presentations

# Managing Contacts

Add Contact:

[+ Add Contact]

Contact Name: Hans Müller
Email: hans.mueller@partner.ch
Phone: +41 31 123 45 67
Type: [▼ Marketing Contact]

[Save]

Edit/Delete:

• Click 📝 Edit to modify contact details
• Click 🗑️ Delete to remove contact

# Meeting Coordination

Implemented

Organizers can schedule partner meetings during events.

# Creating a Meeting

# Meeting Status

Track meeting status throughout the event:

# Meeting Notes

Implemented

After meetings, organizers can add notes (visible to organisers only — not shown to partners):

Meeting Notes (2025-03-15)
──────────────────────────────
Attendees: Hans Müller (Partner), Anna Schmidt (Organizer)
Duration: 30 minutes

Discussion:
- Reviewed 2025 partnership benefits
- Discussed booth location preferences
- Agreed on speaking slot (20 minutes)

Action Items:
- [ ] Send booth layout diagram (Anna)
- [ ] Provide speaker bio and headshot (Hans)
- [ ] Schedule follow-up in 2 weeks

Next Steps:
- Confirm speaking slot by March 20
- Finalize booth setup by March 25

# Attendance Analytics

Implemented — Epic 8.1

Track partner attendance across all BATbern events. Organisers can view attendance data for any partner from the Analytics tab on the partner detail page. Partners see only their own company’s data via the Partner Portal.

The analytics view shows event-by-event attendance (your company’s attendees vs. total), a time period toggle (Last 5 years / Full history), a cost-per-attendee metric, and an XLSX export.

# Engagement Metrics (Legacy)

Planned

Historical summary metrics (total events sponsored, total contribution, speaking sessions, booth attendance) are planned for a future release. Current analytics are covered by the Attendance Analytics section above.

# Metrics Dashboard

Sustainable Materials AG
📊 Engagement Metrics
────────────────────────────────────
Events Sponsored: 8
Total Contribution: CHF 50,000
Speaking Sessions: 12
Booth Attendance: ~500 visitors/year
Partnership Duration: 3 years

# Historical Participation

Partnership History
────────────────────────────────────
2025: Diamond - Speaking + Booth
2024: Platinum - Speaking + Booth
2023: Gold - Booth only
2022: Silver - Logo placement

# Partner Benefits Tracking

Planned — Phase 3

Track delivery of tier benefits:

BATbern 2025 - Benefits Checklist
────────────────────────────────────
✅ Logo on website
✅ Logo in event program
✅ Booth reserved (Location: A12)
✅ Speaking slot scheduled (March 15, 14:30)
⏳ Attendee list sent (post-event)
⏳ Social media mentions (ongoing)

# Editing a Partner

# Deleting a Partner

Delete Partner?
────────────────────────────────────
Delete "Sustainable Materials AG"?

This will:
- Remove from partner directory
- Cancel scheduled meetings
- Preserve historical participation

Historical records retained:
- 8 past event sponsorships
- 12 speaking sessions delivered

[Cancel]           [Delete]

# Searching Partners

# Quick Search

🔍 [Sustainable]

Searches across:

• Partner name
• Industry
• Contact names

# Filter by Tier

tier:DIAMOND

tier:GOLD,PLATINUM

# Export & Report

Planned — Phase 3

# Export Partner List

Export partner directory to CSV:

[📥 Export]
   ├─ Export All Partners (42)
   ├─ Export by Tier (Diamond: 3)
   └─ Export with Contacts (detailed)

# Partnership Report

Generate partnership summary:

[📊 Generate Report]

Partnership Report - 2025
─────────────────────────────────
Total Partners: 42
├─ Diamond: 3
├─ Platinum: 6
├─ Gold: 12
├─ Silver: 15
└─ Bronze: 6

Total Contribution: CHF 250,000
Speaking Slots: 18
Booths: 21

# Common Issues

# “Partner tier changed but benefits not updated”

Problem: Tier upgrade/downgrade doesn’t auto-update benefit checkboxes.

Solution:

• Manually review and update benefit checklist
• Contact partner to communicate new benefits
• Update event materials with new logo placement

# “Partner logo not displaying in directory”

Problem: Logo uploaded but not visible publicly.

Solution:

• Verify logo uploaded successfully (check S3)
• Confirm partner record is active (not draft)
• Clear browser cache
• Check file format (PNG, JPG, SVG only)

# Topic Voting (Organiser View)

Implemented — Epic 8.2

Organisers can review all partner topic suggestions and update their status:

• Browse all proposed topics with vote counts from the Topics section in partner navigation
• Set status to Selected, Declined, or leave as Proposed
• Add a “Planned for” note (e.g., “BATbern 57”) when selecting a topic so partners know when to expect it
• Suggest topics on behalf of a partner company

Partners do all of the above from the Topic Voting portal page →.

# Partner Notes

Implemented — Epic 8.4

Organisers can keep private notes about each partner relationship on the Notes tab of the partner detail page.

Key details:

• Notes are completely hidden from partners — the Notes tab is not visible when logged in with the PARTNER role
• Each note has a title and content (free text)
• The author (organiser username) is captured automatically from the login session
• Notes are sorted by creation date (newest first)
• Full CRUD: create, edit, and delete notes

This is intended for internal context such as renewal discussions, relationship history, and open action items that organisers want to track but should not be shared with the partner.

# Related Topics

• Event Management → - Link partners to events
• File Uploads → - Upload partner logos
• Company Management → - Similar organization management

# API Reference

# Endpoints

POST   /api/partners               Create partner
GET    /api/partners               List partners (paginated)
GET    /api/partners/{id}          Get partner by ID
PUT    /api/partners/{id}          Update partner
DELETE /api/partners/{id}          Delete partner
POST   /api/partners/{id}/contacts Add contact
POST   /api/partners/{id}/meetings Schedule meeting
POST   /api/partners/{id}/logo     Request presigned URL for logo upload

See API Documentation for complete specifications.