The challenge
A premium wedding planner ran pipelines on Trello, production on WhatsApp, and vendor management on email. Events routinely went over-budget because no one saw the full picture.
All case studies
Events & Weddings
Pipeline + production portal for a wedding-planning house
Pipeline + production checklists + vendor management unified — events over-budget went from 60% to 8%.
5 monthsClient: Wedding-planning house · premium tier
60% → 8%
Events over-budget
92%
Production checklist adoption
21 days → 8 days
Vendor invoice cycle
+14 pp
Profit margin per event
The transformation
Before vs After
BeforeWhere they started
- Pipelines on Trello, production on WhatsApp.
- Vendor email chaos.
- Events routinely over-budget.
- No budget-burn alerts.
AfterWhere Sphyx took them
💒
60% → 8%
- Per-event dashboard with full picture.
- Production checklists per event type.
- Vendor portal for quotes + invoices.
- Over-budget events down sharply.
Our approach
A sequential playbook — each step builds on the one before it.
1
Per-event dashboard: pipeline stage, budget vs actual, vendor list.
2
Production checklist templates per event type.
3
Vendor portal for quotes + invoices.
4
Budget burn alerts at 70% / 90% / 100%.
Outcomes
Events over-budget
60% → 8%
Production checklist adoption
92%
Vendor invoice cycle
21 days → 8 days
Profit margin per event
+14 pp