Simplifying Workflow Management with FileMaker

Using FileMaker to Tame Event Management Workflows

The business landscape of an event management agency is dynamic and its workflows are often highly complex. Our client is a premier event management agency based in Canada, which organizes international scientific events. The company was looking for a way to manage its complex workflow. They also wanted to have a better invoicing system, and sought our inputs in that.

The Challenges

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The workflows of our client are highly complex and required better management. Additionally, their invoicing system was not customizable, because of which the system was unable to generate invoices for different scenarios occurring in event management. This was making it difficult for our client to have seamless operations.

Solutions For A Long-term Impact

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Our team built an event management application in FileMaker, which makes it easy to manage the complex workflow of the agency. This application has been developed on FileMaker PRO 14 (upgraded to FileMaker Pro 19 now) platform.

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Our event management application comprises an attractive and highly customizable invoicing system. As it’s highly customizable, the invoicing system provides several options while generating invoices, to allow our client to handle different scenarios in event management.

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The FileMaker event management application assists the company in different areas, like Customer and Lead Management, Inventory Management, and Estimations. Additionally, our application enables conversion to invoice with just a single click.

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Our team gave a beautiful and sleek design to the application, along with developing an intuitive navigation, owing to which it creates a great user experience.

The technology we primarily used to build the event management application included FileMaker PRO 14.

Outcomes

Due to our innovative FileMaker event management application, it has become significantly easier and more convenient for the company to manage their highly complex workflow. Moreover, using the customizable invoicing system in the application, our client can easily generate different invoices as per their requirements, in a matter of seconds.

Another major advantage our client has experienced after using our application is the need for less manpower. Their manpower requirement has reduced by around 60%. This is because the application has eliminated the need to perform invoice reporting work.

The Last Words

It was a challenging project from which we learned a lot. An event management agency has a fast-changing environment. Figuring out the different scenarios that may arise in the work of such an agency and designing an invoicing system that caters to all such scenarios, was a great experience for our team! Our ultimate reward is the application has facilitated seamless functioning for the company, for which we have won our client's satisfaction!

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