Replacing 8 years of spreadsheets with a platform that runs the entire event lifecycle end to end.
For over 8 years, the team ran their entire event operation through a spreadsheet. Event data was imported from Salesforce, attendee preferences came from a separate app, and everything was manually copied into a single sheet where meetings were coordinated.
The spreadsheet had matching logic built in to assign meetings based on preferences, but it was increasingly unreliable. As the business grew — bigger events, more attendees, more of them — the logic couldn’t keep up. In the week before each event, staff were working until 2am manually correcting the output, chasing conflicts, and fixing errors that only surfaced at the last minute.
A complete event management platform that replaces the entire spreadsheet workflow — from data import through to event day.
Connects directly to Salesforce to import all event data automatically — no manual exports, no copy-paste, no stale data.
Imports attendee preferences and generates optimised meeting schedules automatically — replacing spreadsheet logic that couldn’t keep up with bigger events and busier calendars.
Automated email notifications keep attendees informed about their meetings — confirmations, changes, and reminders sent without manual effort.
Logged-in attendees can view and manage their own meetings, removing back-and-forth with staff and giving them direct control.
Sales teams log in to check results in real time. Built-in reporting gives leadership visibility across events without chasing updates.
Flags scheduling conflicts, data mismatches, and edge cases automatically so issues are caught and resolved before they reach attendees.
The client’s existing preference app talks directly to the platform via API — no intermediate exports, no manual syncing.
Staff log in on event days to track and manage everything in real time — works offline so unreliable venue Wi-Fi doesn’t stop operations.
An 8-year-old manual process replaced by a single system that handles the entire event lifecycle
Scheduling that broke at scale now handles events of any size without manual correction
Salesforce data, preferences, emails, and reporting all connected — no manual data movement
Vague tender lists turned into accurate quotes automatically using semantic matching and vector embeddings.
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