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MODULE 04 · OPS PORTAL

Equip your floor staff.
Skip the licence.

Ops Portal puts every BEO, every work order, every room status and every task in the pocket of every floor-staff member — without a full Salesforce licence per head. Mobile-first, real-time, audit-traceable.

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Mobile operations · tasks · room status · audit trail

THE CHALLENGE

Day-of-event ops is the moment
every other system goes silent.

Operations managers juggle room status, setup tasks, staff coordination and real-time event changes across disconnected tools — walkie-talkies, spreadsheets, paper checklists. Staff on the ground have no digital interface to check their tasks or update room status. By midnight the ops manager is reconciling the whiteboard against memory.

And licensing is the second tax. Most CRMs charge per seat — meaning the 80-person floor crew is exactly the audience your platform can’t afford to put inside.

WHAT THIS LOOKS LIKE TODAY
  • Printed BEOs distributed to kitchen, AV, housekeeping and security
  • WhatsApp groups carrying room-status updates
  • Whiteboard reconciliation at midnight after every event
  • Phone-call escalations from floor staff who can’t see the schedule
  • No audit trail of who did what, when
THE THYNK APPROACH

Two-tier operations: manager dashboard, mobile staff portal.

A full admin dashboard for managers and a touch-optimised mobile portal for floor staff. Real-time task tracking, room status boards, event timeline monitoring — all connected to the same booking data in Salesforce. No second platform to maintain. No licences for the floor crew.

WHAT'S INSIDE THE MODULE

Two surfaces. One data model.

A manager dashboard for desktop, a mobile portal for staff — both reading and writing to the live Salesforce booking record.

Manager dashboard

Task management with create/assign/track workflow. Room status board (clean / dirty / inspected / out-of-order). Event timeline with setup/breakdown monitoring. Staff assignment and coordination. KPI overview. Configuration settings.

Mobile staff portal

Touch-optimised interface for front-line teams. Task list with swipe-to-complete. Room status updates with photo capture. Event checklist view. Push-style notifications for new assignments. No Salesforce licence required — runs on Experience Cloud.

Real-time room status

Clean, dirty, inspected, out-of-order — updated by floor staff, visible to managers and the front-of-house team in real time. No more “is room 12 ready?” conversations on the radio.

Full audit trail

Who did what, when, recorded on every task and every status change. Operational accountability becomes a query, not an investigation.

Event timeline monitoring

Setup and breakdown progress visible to ops managers as they happen. Slippage is caught at minute 5, not at door-open.

Connected to BEOs and bookings

Tasks generated from BEO sections. Status changes flow back to the booking timeline. One source of truth for operations and sales.

REPLACES
  • Printed BEOs and clipboards
  • WhatsApp room-status groups
  • Whiteboard reconciliation at midnight
  • Phone-call escalations from the floor
  • Per-seat licences for floor staff who only need read-write access to their tasks
AND INTEGRATES WITH
  • Salesforce Experience Cloud (mobile staff portal)
  • Thynk BEO & Work Orders (task generation)
  • Thynk Venue Management (booking source of truth)
  • Thynk Supplier Portal (external partner tasks)

Operational accountability,
without the licence tax.

Real-time
Task tracking, no tasks lost
Mobile
Native, no app store deployment
100%
Audit trail on every status change
Zero
Salesforce licences needed for floor staff
Two-tier
Manager dashboard + staff portal
Live
Room status visible to every team
HOW IT SITS IN THE PLATFORM

Ops Portal is one half.
The other half is the data model.

Ops Portal reads and writes against the same Salesforce booking record that sales and finance use. No reconciliation jobs.

QUESTIONS WE GET ASKED

Frequently asked.

Do floor staff need a Salesforce licence?
No. The mobile staff portal runs on Salesforce Experience Cloud — community licences or guest access depending on your setup. You don’t pay Sales Cloud rates for the floor crew.
Does it work on personal devices?
Yes. The portal is browser-based and touch-optimised. Staff log in with magic-link or SSO depending on your IT policy.
Can it generate tasks from a BEO automatically?
Yes. BEO sections (F&B, room setup, AV, housekeeping) generate work orders that appear in the Ops Portal task queue, assigned to the right team.
How does it handle photo capture?
Staff can attach photos directly from the mobile interface (for example, room inspection or damage reporting). Photos attach to the task record and the booking timeline.
Does it show real-time event progress to the GM?
Yes. The manager dashboard shows event timeline monitoring with setup/breakdown progress, room status, and KPI overview — live, no refresh.

See Ops Portal on event day.
Bring your biggest BEO.

A 45-minute live demo with the team. We’ll walk the manager dashboard, the mobile portal, and the audit trail end-to-end — using a BEO close to your operating complexity.

Operate hotels too? See the Thynk hotels platform →