Unified Event Management Running in One Single System

Replacing Monday.com with a connected operational system for quotes, projects, and team execution.
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  • Company

    Event production and agency services company

  • Industry

    Event agency and production

  • Keywords

    Event operations, quoting workflow, project execution, vendor coordination, resource planning, document generation

  • Location

    London

  • Team

    ~50 people

  • Scale

    High-volume event delivery across venues, departments, and concurrent projects

The company produces large-scale events across major venues in London, such as museums, coordinating creative, technical, and logistical execution. Each event moves through quoting, planning, and delivery, with multiple teams contributing specialized inputs.

Work includes building detailed quotes, assigning technical teams, coordinating vendors, and managing timelines. Each stage generates data that must remain aligned as the event progresses.

Result: A unified event system that supports the full lifecycle from initial quote to final execution.

Operational Objective

Build a central operational system that manages events from quoting through execution within a single structure.

In practice, that meant:

  • Create one event record that holds all operational data
  • Replace Monday.com for workflow and project management
  • Centralize quoting with support for multiple versions
  • Assign specialists across departments within each event
  • Connect HubSpot data to trigger operational workflows
  • Generate quotes and schedules from structured data
  • Keep documents and files attached to each event

What They Tried at First

The operation was built across a set of tools.

HubSpot managed sales and deal progression. R2 handled quote and pricing. Monday.com supported project management and workflow coordination. Excel was used for event overviews and technical details. Dropbox and SharePoint stored files and documentation.

Each system supported a specific function, and teams worked within their respective tools to move events forward. Project managers coordinated across these systems to manage quoting, planning, and execution.

Data scattered across different tools breaks the source of truth and forces constant re-checking.

Where the Operation Broke Down

Event data remained distributed across systems, with no single place reflecting the full operational state.

What broke:

  • Event details split between Monday.com, HubSpot, Excel, and R2
  • Separate workflows for quoting and project execution
  • Repeated manual data entry across systems
  • No unified view of assignments, costs, and requirements
  • Documents stored outside operational workflows

Operational impact:

  • Time spent aligning data between teams and tools
  • Slower quote creation and updates
  • Limited visibility into event status and dependencies
  • Friction between sales, quoting, and execution stages
  • Coordination dependent on manual communication

The Operating Model After AnyDB

A custom operational system where each event acts as the central record connecting all workflows.

Core event structure

Each event holds its full operational context. Quotes are managed as versioned records within the event, allowing teams to build, revise, and track pricing over time.

Connected quoting and execution

Quoting is part of the event workflow. Project managers assign specialists across departments, and each contribution feeds directly into the event plan.

Document generation and file management

Quotes and schedules are generated from structured data. Files and supporting materials remain attached to the event.

Assignments and workflow control

Teams and individuals are assigned within the event. Automations manage updates, notifications, and workflow steps.

Live operational visibility

All teams work from the same event record, with views tailored to their role.

What Changed in Daily Work

  • Teams work from a single event record
  • Quotes are created and revised within the system
  • Specialists are assigned directly inside each event
  • Sales and operations share the same workflow
  • Documents generate from existing data
  • Files remain linked to the event
  • Updates apply across the workflow in real time

Operational Outcomes

Faster quote turnaround time

Reduced time spent preparing and revising quotes

Fewer handoffs between sales and operations

Faster transition from quote to execution

Reduced manual data transfer across systems

More consistent execution across events

Result: Events move from initial request to execution through a single connected system.

Why This Works and Scales

Event operations require multiple teams to contribute in parallel while working against the same deadlines and requirements.

The system in AnyDB holds all event data within a single structure, allowing teams to work simultaneously without duplicating or re-entering information. Quote versions remain tied to the event, preserving history while supporting ongoing changes.

AnyDB is the centralized hub for event management, pulling data from different systems.

This structure supports increasing event volume, more complex requirements, and additional teams without adding coordination overhead.

Run your event operations on a system that connects quoting, projects, and execution.

Build your operational system with AnyDB.