What business matchmaking software does for you, before, during and after the event
Organizing a matchmaking event has a strategic layer, which stays with you, and an operational layer, which the software handles. Here is what it does for you at each stage.
Organizing a business matchmaking event has two layers. One is strategic and stays with you: who comes, what the theme is, what the ticket costs, what the mood in the room is. The other is operational, repetitive and vulnerable to human error: checking that the design adds up, building the schedule without repeating meetings, keeping time, redoing everything when somebody fails to show.
It is the second layer that software solves. This article explains what Rodada de Sucesso does for you, before, during and after the event, in the order you are going to use it.
Before: planning and sizing
The pain here is announcing a number of rounds the room cannot deliver, and finding out on the day. With the software, you know how many rounds your room supports, and how many people each participant will meet, before the invitation goes out.
The rounds come out as a result of your audience and your tables, not as a number you pick in the dark. If the event time cannot hold what you had in mind, you see the alternatives side by side and adjust the design while it is still cheap to change. The full reasoning is in how many rounds fit in your event.
There are three formats to choose from: Business Matchmaking, Matchmaking with an Anchor, and Paired Meetings. There is also Traditional Matchmaking, with the sequential numbering of the old system, for anyone who already works that way. Recurring events can be turned into Templates and reused.
Registration and importing
The pain is typing registrations the night before and discovering gaps when it is too late. The software takes in what each participant offers and what they are looking for, and that is what decides who sits with whom. An empty record produces a random table, so a well-filled form pays off in the room.
The list of registrations comes in by importing a spreadsheet in xlsx or csv, with a screen for checking and correcting before saving. It is the difference between typing 80 rows the night before and reviewing 80 rows already filled in.
The software does not replace the tools you already use around the event. Online registration, your CRM and email reminders stay where they are. What comes out of them is a spreadsheet, and that is what goes into the import.
Participant restrictions, such as who should not meet or who stays at a fixed table, are entered in the registration and respected when the schedule is built.
Matchmaking and the schedule
The schedule is generated with one hard rule: zero repetition for as long as a new combination is available. The system also avoids putting colleagues from the same company at the same table, which would waste seats.
Every meeting has a compatibility score that you can look up. The software brings sellers and buyers together, and you can explain to each participant why they sat with that company. It is what lets you defend the curation when somebody questions it.
The review can be done by table or by round, and the schedule can be cleared and generated again as many times as you want before the event.
Simulation before the day
The simulation lets you test scenarios before the day: what if eight people are missing, what if twelve extra arrive, what if the anchor cancels. You see the effect of each situation and arrive without surprises. It is the rehearsal that avoids a rushed decision in front of a full room.
During the event
The pain on the day is running the room by hand, with a phone timer and a microphone. With the software, the timer, the audio cues and the big screen lead the room, and you run the whole event from a single operation screen.
The audio cues can be your own voice recordings, and the second screen shows everyone the current round, the time left and where each person sits.
Attendance is marked quickly. The software warns you when there are no-shows, an absent anchor, a table with only one person or an improper meeting, always with a suggestion.
If someone is missing, the system reorganizes only what is needed, and the rounds already held do not change. The state is saved periodically, so that a computer crash does not make you lose the event.
Afterwards: reports and materials
At the end, the indicators show attendance, conversations expected against those held and missed, average compatibility, repetitions, conflicts, table utilization and how many people each participant met.
There are ten materials in PDF and Excel: running orders, labels and badges, the table map, the participant list, the company list, the attendance list, incidents, the executive report and the registration and schedule spreadsheets. That package is what supports the conversation with a sponsor and with an anchor for the following edition.
System details that matter on the day
The software works offline: if the internet in the room goes down, the event keeps running. It is a one-time license for one computer, with no monthly fee. There is backup and restore in a file of its own, which carries the database and the audio together, and updates never happen during an event.
When a spreadsheet is still fine
If your event is small, the build fits into an afternoon and you have never had a repetition, a spreadsheet does the job. The honest comparison between the two paths is in spreadsheet or software for a matchmaking event.
If you have already had a repetition, already spent the night before checking tables or already felt a wave of panic at the thought of somebody not turning up, the problem has stopped being one of organization. Complete the reading with why matchmaking events fail, how many rounds fit in your event and how to avoid mistakes with intelligent software.
Read next
-
How to run a B2B matchmaking event: a step-by-step guide for organizers
What to decide and in what order, from the goal and the audience to the room design, event day and the follow-up...
-
Business matchmaking event: what it is, how it works and how to organize yours
Learn how a business matchmaking event works, the most common formats and the decisions an organizer makes. With...
-
How many rounds fit your event (and why you do not get to choose)
The number of rounds is not an organizer's preference. It is a consequence of how the room is designed. Settling that...