EPEAK Studio Project Setup Process Automation

We map EPEAK Studio's internal project setup process and automate it using a modern low-code process automation platform to improve our team's productivity

About EPEAK Studio

EPEAK Studio is your one-stop shop for event services, marketing and digital transformation needs.

We deliver high-quality services tailored to our client needs.

The Challenge

Standardized Event Management Process – a candidate for Process Automation

EPEAK Studio has developed a standardized project management methodology, in order to streamline projects and improve efficiency.

This process relies on templates of steps and tasks that must be repeated for each project, across different tools. This is why we are able to guarantee a consistent delivery for the client.

Powerful Industry Standard Tools

EPEAK Studio uses a standardized Project Management Process centered around ProjectSheet.io. This is a platform through which we manage conference speakers, content and sponsors.
Additionally, EPEAK Studio leverages numerous industry standard project management and productivity tools that are interconnected with the Project Sheet.

As a consequence, the entire workflow relies on a set of tools and tasks. In fact, these are duplicated from a source template at the beginning of every new project.

Project Setup Steps

  • Asana project template duplication and initialization (assigning tasks to stakeholders based on role and deadlines)
  • Shared Google Drive creation and setup with a standardized folder structure
  • ProjectSheet.io project initialization and basic configuration
  • Generate a Project Kickoff Deck for the first client meeting, based on a template file and sales specifications 
  • Setup the Speaker Training course and configure the tech-check booking solution 

These steps used to be completed manually by the Project Manager. Although a well-organized process, it was extremely time-consuming and prone to error.

As a result, EPEAK Studio decided to automate these steps, freeing up the project manager’s time and increasing overall productivity.

What we did

3 Simple Steps to Automate

We implemented our Automated Project initialization processes by following 3 simple steps

  • Analysis of existing processes & identification of automation opportunities
  • Identification of tools, methods, and implementation design
  • Implementation of Process Automation & field tests

Automation Design And Strategy

EPEAK Studio decided to adopt a low/no code approach to design this process automation. This means that automated process steps are relatively simple to implement, maintain and update,. In addition, they do not require a sizable development team with advanced technical skills.

This is why we selected Make as the main backbone of EPEAK Studio’s automation, after a careful screening of low/no-code market players in the field.
The Make platform includes native integration to most of EPEAK Studio’s standard tools (Asana, Google workspace, OneDrive, Wordpress, Calendly,  etc.), and can be extended through custom API integrations.

Single Data Source For A Streamlined Process

The new, automated process features a single source of data that stores the specifications of a project. 

Specifically, project managers only enter the project information once, at the start of a new project, using a standard online form on EPEAK Studio’s website.

The automated process then detects the submission of a new project and goes through all the steps of the project setup.

Results

Financial Benefits

At an average of 50 projects produced a year, EPEAK Studio saw the financial benefits of automation quickly after implementation. After two years, we observed a saving of over 35% in terms of costs.

In the third year, our savings reached over 53% and this number continues to increase.

Qualitative Benefits

EPEAK Studio also enjoyed qualitative benefits immediately, including

  • Improved speed of delivery for client projects 
  • Better client image regarding performance
  • Improved job satisfaction for EPEAK Studio’s project managers (automation of boring tasks)
  • Efficient, evolutive and easy-to-maintain automation solution
3 years in production
50%+ costs savings
80%+ delivery speed improvement
Feeling inspired by what you see?