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Unveiling the Process: How We Recommend the Right Event Platforms

Choosing the right event platform is a critical decision for businesses looking to host successful events. With a myriad of options available in the market, it can be overwhelming to determine which platform aligns best with specific needs and objectives. To shed light on our proven process, we sat down with our CEO, Brandon Wernli, to discuss the meticulous steps we undertake to recommend event platforms to our esteemed clients. From understanding their requirements to conducting thorough research and analysis, our approach has resulted in substantial savings and remarkable outcomes for our clients.

Understanding Client Needs

The first step in our process is gaining a deep understanding of our clients’ current technology stack and their event goals and objectives. By conducting thorough research and interviewing stakeholders, we gather essential data points that shape our recommendations. This phase typically spans a few weeks to ensure comprehensive insights into their requirements.


Documenting Requirements and Prioritizing

To ensure accuracy and clarity, we diligently document all the requirements expressed by our clients. This includes capturing their event platform specifications and determining the priority levels of each requirement, distinguishing between negotiable and must-have elements. By carefully documenting everything, we create a comprehensive matrix analysis covering all event components, such as content, sponsors, registration, and the event website.

Matrix Analysis

To provide our clients with a well-informed selection, we employ a matrix analysis approach. By creating a matrix that aligns the client’s use cases with various platforms, we evaluate each platform’s ability to address those specific needs. This process involves ranking platforms based on functionality and scoring them objectively, ensuring that only the most suitable options are considered.

Recommendations and Considerations

After conducting extensive analysis and scoring, we present our clients with a shortlist of recommended event platforms. We guide them in choosing from the options, sharing our personal recommendations on which platforms are most suitable for their event requirements. In cases where certain platforms exhibit gaps but possess potential, we highlight how we can leverage our expertise to fill those gaps through CSS modifications or API integrations. Additionally, in cases where budget considerations come into play, we highlight the best option based on economic efficiencies. Ultimately, we aim to empower our clients to make informed decisions while understanding the unique advantages and cost-saving potential of each platform.

Continuous Evaluation and Support

Our commitment to clients extends beyond the recommendation phase. Through live demonstrations, we ensure that the recommended platforms address the gaps identified in the client’s requirements and showcase how these platforms meet their specific needs and goals. Additionally, we provide insights into the investment required and potential savings derived from economies of scale. We also outline an extensive plan for onboarding the platform in addition to offering training and ongoing support to ensure a seamless integration process.


Selecting the right event platform can make a significant difference in the success of an event. Our meticulous and comprehensive process enables us to offer tailored recommendations that save clients precious time, effort, and resources. By understanding their needs, documenting requirements, conducting matrix analysis, and providing ongoing support, we ensure our clients have the tools they need to host exceptional events. If you’re looking for guidance on selecting the right platform for your event, our team is ready to help you navigate the options and make an informed decision. Reach out to us today to explore how we can support your event planning needs!

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