Customer story • 7 min read
Big Four Firm Reports 12% Reduction in Events Spending
- Our client is one of the top four accounting firms in the world, providing services from assurance, consulting, law, strategy, tax, and transactions.
- Company size
- 300,000 employees worldwide
- Professional services
At a Glance
A Big Four accounting firm with over 230,000 employees and a robust internal events culture needed a solution for streamlining its event management processes and reporting. Planned stepped in to integrate modern event planning tools and comprehensive reporting dashboards into the company’s existing system.
A year later, the firm is reporting 12%
reduction in annual event spending along
with a 50% reduction in planning and
Prior to partnering with Planned, this Big
Four firm was managing events internally
via a team of twenty professional event
planners. Forced to cut resources down to
eight people during the pandemic,
efficiency was essential. They approached
Planned to improve the team's capacity
and automate their custom reporting
processes without disrupting their
The firm chose Planned as its go-to solution for the sourcing and management of events under $150,000 – their internal limit for small and medium events. After quick training, event planners across the organization started using Planned to:
source original venues, caterers, and other event suppliers across the country
obtain rates and availabilities without having to reach out individually to each potential partner
sign and pay suppliers through Planned, without having to individually onboard each partner into the system, skipping the 4 to 6 week administrative process.
As well, the firm collaborated with its credit card provider and Planned to facilitate payments and spending control. This resulted in the development of an all-new product: a rechargeable pre-approved token card directly linked with individual events created on the Planned platform.
In parallel, Planned worked with the
procurement team to create a highly-customized report. Not only did this allow
for a granular breakdown of costs and
tracking of savings, it also automatically
matched transactions into the firm’s AmEx
By working with Planned, the firm achieved time and cost savings while keeping change management efforts to a minimum. They freed up time for their centralized event planning team and enabled more people in the organization – managers, EAs, and business development teams – to organize memorable events.
In just one year, the firm:
Generated more than $500,000 in direct cost savings with events created through Planned. These savings were achieved by enforcing company-level discounts from preferred suppliers and a higher compliance rate with the firm’s procurement policies.
Doubled the event planning capacity while keeping hiring costs under control.
Booked more than 500 unique venues and event spaces while skipping weeks of supplier onboarding time, leading to higher event satisfaction.