Planners discuss how to use AI and technology

Event professionals share experiences on making the most of existing and future tech.

Making a judgement call: AI is great for ideation but planners will always need to be involved in order to check-in and cross-check processes.
Making a judgement call: AI is great for ideation but planners will always need to be involved in order to check-in and cross-check processes. Photo Credit: Adobe stock/Blue Planet Studio

How to evaluate technology, incorporate AI and improve the use of data were some experiences shared by event planners during a recent Cvent webinar in partnership with the Financial and Insurance Conference Professionals.

Participants learnt how to leverage technology to deliver impactful events, with a focus on the financial services and investment sectors.

Contributors included Stacey Sheppard, senior manager, Industry Solutions at Cvent, Lisa Biene, event technologist, Global Event Operations at MetLife, and Elyse Dawson, CMP senior manager, Corporate Events and Conference Center at Invesco.

Time to consolidate. Sheppard highlighted how planners have adopted a wealth of digital capabilities over the past few years and that now is the time to consolidate those technologies to deliver a better user experience to employees, investors, and customers. “We’re seeing more connected event programmes that incorporate digital technology and a lot of solutions may have been adopted,” she said. “A growing trend is the idea of technology consolidation.”

Do more with less. With many planners now reporting that they are working with limited budgets, it is time to get creative and such thinking applies to technology too, especially for in-house solutions. They recommended exhausting these options before bringing in technology from outside. “It’s about finding a great balance between stakeholders, the best way that they receive information, the metrics that you're getting out of these different (technology) methods and ultimately price sometimes as well,” said Dawson. “Can we afford to onboard another technology platform and what are we getting from it? Is it going to improve our processes? Is it going to save us money down the line and get us more exposure to new clients?”

Data visualisation is key. Being able to see all of the event information in different ways is critical to the success of an event and the technology that underpins it. As Dawson pointed out, the technology planners use could deliver this data in the form of a pie chart, timeline, roadmap or a dashboard. “It's all about metrics and benchmarking, in comparison to our competitors and to ourselves,” she said. “Year over year, where are we - are we right on par with the number of events or are we doing more? When people have access to the information sooner, they are allowed more autonomy in how they want to take that information and what they want to do with it.”

The jury’s still out on AI. Are event professionals going to be able to use AI to make things easier and more efficient? The panel had no definite answer but advised planners to take the time to really look at what they are doing with regards to AI and whether it makes sense and is the right step for the team. “It’s great for ideation and coming up with a starting point,” said Dawson. “I think humans will always need to be involved in order to check in and cross check these things and make sure that we're not doing something weird because AI told us to.”

Incorporate technology into sustainability. MetLife’s Biene reflected on how planners could benefit from technology that can help them to track or gamify sustainability and increase attendee participation and interest in such initiatives. “There are already apps out there that track water consumption or measure your carbon footprint but we're still working on ways to incorporate that into the event experience itself,” she said.

Use existing software to fulfil an additional purpose. Biene outlined how on arrival at an event, a check-in app was used which then enabled people to select gifts at a gifting kiosk. A ‘checkout’ question was built into the app containing each gift option which allowed Biene’s team to know who had received their gift already and who had not. She added, “And we could also look at what was most or least popular."


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