Case studies

Events

Example: how an events company in Mumbai could run on MSMEPulse

An illustrative example for events: how an events company in Mumbai could set up MSMEPulse, run a typical month, and what changes.

MSMEPulse team 路 路 1 min read

Example. This case study is an illustration of how a firm like this could work in MSMEPulse. It isn't a real customer, and it makes no claims about results.

Illustration: an MSMEPulse workspace with projects from ready-made templates for events companies.

The firm

Twelve people plan corporate events, conferences and weddings, working with a large network of venues and vendors.

What made the work hard

  • Vendor advances went out before client advances came in.
  • Vendor commitments for an event were scattered across chats.
  • Settlement after events took weeks.
Diagram: from an enquiry to a proposal, a project, timesheets, an invoice and payment, for events companies.
How work moves through MSMEPulse, from the first enquiry to payment.

How they set up MSMEPulse

  • Chose Events at signup, with corporate event, wedding planning and conference templates.
  • Made client advances part of every signed quote.
  • Recorded vendor bills against each event as they arrived.

The templates for Events in MSMEPulse: Corporate event, Product launch PR, Wedding planning, Conference or exhibition.

A typical month

Each event runs from brief to settlement as a project. Vendor bookings are tasks, and vendor bills are recorded against the event, so the true cost is known before the event, not after. Client advances are invoiced at booking and before the event, and the settlement invoice goes out within days of wrap-up.

What changes

  • Vendor costs are visible against each event's budget.
  • Client advances fund vendor advances.
  • Settlement is fast because the records are already complete.

See it with your own industry

Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.

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Events: managing vendor payments and client advances

Event companies pay venues and vendors in advance and collect from clients later. How to keep cash flow healthy and every vendor payment accounted for.

Events