Event Planning & Collaboration
Successful Event Management & Collaboration
Too often, events details are handled in silos by disparate groups – meaning valuable information about lessons learned, spending patterns, concessions won, and changes in supplier relationships can be lost once the event is over. Certain Planning enables meeting professionals to realize more value by planning and collaborating with all event stakeholders in a single location – leveraging technology to automatically manage projects and timelines, increase visibility into costs and consistently use best practices at every event. By collaborating on events from initial proposals to attendee activity reports to analysis of meeting costs, organizations realize true business value and make more intelligent decisions with Certain Planning.
- Easily collaborate with key players during event planning, while building reliable business relationships that can be leveraged for future success and savings
- Employ automatic task, project, and document management tools that manage and notify key players of assignments, approvals and milestones that are due
- Manage and control events efficiently in a single location, with built-in planning and collaboration tools designed specifically for the event industry
SAVE TIME & REDUCE EXPENSES
Never before has getting more out of every dollar been so critical to event success. With constant pressure to account for costs, meetings professionals need an efficient way to gain visibility into spending, provide executives a clear picture of costs for meetings approvals, and save time by automating repetitive budgetary tasks.
- Share critical budget information in a secure, centralized location
- Configure your organization’s spend categories complete with rollup
- Easily monitor and report on the status of each meeting detail or project, including costs
COLLECT MEETING DETAILS ONLINE
Easily build websites that collect meeting details throughout the event lifecycle and prompt budget approvers to review cost estimates using simple internet-based forms with built-in tasks and reminders.
- Create a standardized set of meeting request forms that leverage learned best practices
- Planners, clients, and approvers can view event details through a user-friendly, password-protected web portal
- Meeting planners and executive sponsors can update or cancel meetings with a single click
KNOW YOUR COSTS AND STAY ACCOUNTABLE
Certain Planning makes budget estimation easy, then automatically routes meeting costs to relevant stakeholders. No more budgeting guess work or manually routing spreadsheets via email for approval and review.
- Create fast and accurate budgets for meetings with an easy to use budget estimator
- Customized budgets with unlimited spend categories accommodate any type of organization
- Planners can dynamically track event expenses and compare to estimates for easy budget reconciliation and billing
AUTOMATE EVENT MANAGEMENT
Automated processes and event management best practices can empower meeting professionals to create an electronic version of the Events Binder when Certain Planning is used in concert with the Certain software suite.
- Ensure event success by automatically routing and tracking tasks, approvals and milestones for each event
- On-Demand, web-based tools mean schedules are always on time and event costs meet budget targets
- Generate and automatically route reports to keep corporate sponsors updated on the return of each event
EASY EVENT REPORTING AT YOUR FINGERTIPS
Robust, automatic reporting ensures organizations gain a comprehensive understanding of each event’s bottom line results.
- Automatic, role-based reporting updates all levels of an organization on event programs
- Generate customized reports, including options to filter by requester, meeting status, type, location, budget level, and much more



