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| Written by Marie Johnson, CMP

ISG Releases White Paper on Re-Inventing Your Event Intake Process

For Immediate Release
Contact: Marie Johnson, CMP
Marketing and Public Relations
marketing@meetings-incentives.com

The intake process is the foundation of Managed Event Program success. To be effective and create efficiencies, it needs to consider the nuances of today’s most in-demand event types and services. Current intake processes do not account for new and fundamental event considerations.


Caledonia, Wisconsin (November 18, 2021) –
Intent Strategy Group, an independent consulting division within Meetings & Incentives Worldwide, released a special white paper on the effects of utilizing an outdated program intake process. The findings focus on how evolving traditional processes post-pandemic can directly and positively affect the workflow within an entire Strategic Event Program.

Traditionally, meeting and event processes, and the business rules designed to automate them, defaulted to assume most events occurred in-person. Today, that default no longer applies. A balanced portfolio of formats—virtual, hybrid, and in-person—exists and will define most post-pandemic Strategic Event Programs moving forward. The industry faces a paradigm shift demanding an evolution of event processes. It starts with a more consultative intake process to guide requesters to the best format and delivery approach for their event.

“There were plenty of anticipated impacts of the pandemic – we expected the obvious challenges related to health and safety protocols, duty of care, and risk mitigation. What wasn’t so obvious was the fact that old business rules would no longer apply; we need to completely redesign our approaches to planning.”

– Lisa Palmeri, Vice President, Intent Strategy Group

Modern events require more careful forethought and professional guidance to understand the operational options available. Determining the best format—in-person, virtual, or hybrid—requires strategic analysis of impact factors and variables. While platforms such as Cvent (specifically in their Access Portals upgrade), Bizly, and Lenos have made recent enhancements to their Request or Intake Form functionality, the form is only one aspect of the solution.

“Our businesses, people, and technologies are constantly evolving, and events are no different,” Palmeri says. “Event owners need more situational awareness, scrutiny, and guidance, and that was a step rarely taken in pre-pandemic automated workflows. These decades-old processes are well overdue for a redesign.”

ISG is actively consulting its clients to redesign their intake processes. This white paper explores the findings of multiple customer success stories and defines a multi-step solution towards evolving the intake process and workflow.


About Intent Strategy Group

Intent Strategy Group (ISG) is an independent consulting division of Meetings & Incentives Worldwide that guides organizations through the development of strategic event management programs as well as the optimization and implementation of meetings and event technology solutions. Learn more about Intent Strategy Group.