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A Step-by-Step Guide to Implementing Venue Management Software

Posted on 18 July 2023

Venue Management


From juggling event schedules to handling bookings and coordinating staff, the complexities of managing a venue can be overwhelming. Thankfully, there's a solution that can simplify your venue management process: venue management software. This comprehensive tool automates tasks, centralises operations, and enhances the overall efficiency of your venue. If you're ready to take control and optimise your venue management, this step-by-step guide is here to help. 

We'll walk you through the process of implementing venue management software, providing practical tips and valuable insights to ensure a smooth transition and unlock your venue’s full potential.

1. Assessing Your Venue's Needs

When choosing your venue management software, first assess your venue's specific needs. Identify pain points and challenges that your current processes are facing. Clearly define your goals and objectives for implementing venue management software, and the essential features your venue needs to operate successfully. This could include:

  • Central function diary
  • Booking management tools
  • Customer relationship management system
  • Reporting functionality
  • Contract and quote creation
  • Marketing tools
  • Invoicing and payment options

In addition to functionality, consider operational factors including:


  • Scalability - can the software adapt to business growth?
  • User-friendliness - is the system easy for team members to navigate?
  • Customer support - will I receive 24/7 support?

2. Researching and Selecting the Right Software

Once you have your needs, goals, pain points, and essential features mapped out, start researching venue management software options. Software review sites like G2 and Capterra allow you to compare venue software features, functionalities, and pricing to find the best fit for your needs. 


Don't forget to read reviews and seek recommendations from industry peers to gain insights into software performance and user experience, as you move through the selection process and make your choice. Keep track of each platform's features as you shortlist software options - this will help you to compare and ensure you're making an informed decision.

3. Planning the Implementation Process

Implementing venue management software requires careful planning to ensure a smooth transition. Work with your chosen venue management software provider to create an implementation plan that outlines the key steps, timeline, and responsibilities. Having a supportive software partner can make the implementation process much smoother and ensure that you receive the necessary guidance and assistance throughout.

For example, iVvy offers comprehensive support services, including 24/7 customer support, to address any issues or concerns that may arise during the transition. This level of support can be invaluable in ensuring that your venue management software operates efficiently and effectively. Additionally, a supportive software provider can help you set realistic timeframes, provide training and resources for staff members, and assist in troubleshooting any challenges that may arise. By considering these aspects, you can ensure a successful implementation of your venue management software and unlock the full potential of your venue.

Formulate a dedicated implementation team comprised of representatives from different departments in your establishment, including event management, operations, marketing, finance, and IT. By involving representatives from each department, you can ensure all relevant perspectives are considered and that the implementation process aligns with the specific requirements and goals of each area.

4. Preparing Your Venue for Implementation

To ensure a successful software transition and implementation, start preparing your venue with:

iVvy_Icon-73Data Assessment and Migration

Conducting a thorough assessment of your existing data is essential before implementing new venue management software. Evaluate current data with a data audit, including customer information, event details and financial records. Determine what data needs to be migrated and validate as you are auditing - clean and reliable data is crucial for effective venue management.

iVvy_Icon-57System Configuration

Determine the necessary system requirements for your chosen venue management software. Work closely with your IT department and your software provider to assess current hardware infrastructure and network capabilities. Ensure your venue’s existing systems and infrastructure meet the software's requirements for optimal performance. If any upgrades or adjustments are needed, such as increasing storage capacity or improving network connectivity, take the necessary steps to address these requirements before implementation begins.

iVvy_Icon-81Staff Training

Proper training is key to ensuring a smooth transition and maximising the adoption of the new software by your staff members. Your chosen venue management software provider will undertake comprehensive training tailored to different roles and responsibilities within your venue. This can include training sessions, workshops, one-on-one coaching, as well as access to online resources such as tutorials and user guides. Your training period should cover various aspects of the software, including navigation, data entry, reporting, quote and contract creation and troubleshooting. Encourage staff members to ask questions to address any concerns or difficulties they may encounter during the training process.

iVvy_Icon-84Communication and Change Management

Implementing new venue management software can bring about changes in workflows and processes, which may require adjustments from staff members. Effective communication and change management strategies are vital to ensure a smooth transition. Keep your staff informed about the implementation process, including key milestones, timelines, and the benefits of the new software. Encourage open dialogue and provide opportunities for staff members to voice their concerns or provide feedback. By involving your staff in the process and addressing their needs, you can foster a positive attitude towards the implementation and increase the likelihood of successful adoption.

5. Implementing Venue Management Software

Implementing venue management software is a multi-step process undertaken by your chosen software provider that encompasses installing and configuring software, importing and migrating data, customising the software to your venue's needs, and thoroughly testing and troubleshooting to ensure a successful implementation. 


iVvy_Icon-65Software Set Up and Configuration 

When it comes to setting up and configuring cloud-based venue management software, the first step is establishing the necessary cloud infrastructure. This is undertaken by your chosen provider. During configuration, aspects such as security settings, network configurations, and scalability options are defined to ensure the software operates efficiently and remains accessible at all times.

iVvy_Icon-93Importing and Migrating Data

Data import and migration in a cloud-based venue management software involves transferring existing data to the cloud infrastructure. The process may require data transformation and mapping to match the format and structure of the cloud-based software. Data validation and verification are undertaken during this process to ensure data accuracy during migration.

iVvy_Icon-90Software Customisation

During this step, your software provider will customise your software's settings and features to align with your venue’s specific requirements. This can include setting up event types, menus, ticketing options, pricing structures, and resource management rules. Customisation also includes integrating venue management software with cloud services or APIs to enhance functionality. 


iVvy_Icon-61Testing and Troubleshooting

Before fully deploying the venue management software, your software provider will work with you to thoroughly test its functionality and troubleshoot any issues. This involves conducting tests, such as verifying data integrity, testing user scenarios, and evaluating system performance. Testing ensures that the software works as intended and meets your venue requirements.

iVvy_Icon-59Deployment and Software Launch

Once your software passes all tests, it is then deployed in your venue’s live environment. Careful monitoring of the system should be undertaken by your software provider and all venue software users during the initial period to address and communicate any issues that may arise.

iVvy_Icon-67Continued Support & Guidance

Continue to receive regular check-ins from your venue management software provider, and access support services at any time. Regularly review and optimise your venue’s software use to maximise its benefits, including the impact it has on internal and external operations, revenue generation, customer satisfaction, and overall efficiencies. Post training and implementation, iVvy venue management software will assign a dedicated customer service representative to your account. You also receive access to regular webinar sessions, designed to ensure you're getting the most from your software.


Start Your Venue Management Software Journey Today


iVvy is software designed to help venues boost revenue, sell more function space, and streamline venue management processes using automation and cloud-based technology. Venues can save time and effort on manual tasks while significantly reducing the time it takes to create and deliver quotes, invoices, BEOs, and reports.

All team members can easily view and work from a central function diary, ensuring everyone is up to date on bookings and requirements, and removing the risk of double bookings. Integration with over 55 third-party programs and tools makes consolidating all important event data into one organised platform easy. An easy-to-use dashboard gives venues real-time visibility of key metrics to make better business decisions, backed by accurate data for reporting and forecasting. Backed by 24/7 support and an outstanding customer satisfaction score of 6/7, iVvy gives venues of all shapes and sizes the tools and guidance to fill their function calendar and deliver quality, memorable events. 


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