WHO IS GROUPIZE?
Groupize provides reimagined meeting and management tools to simplify the end-to-end event-planning process. The cloud-based platform is an entry point and centralized hub for corporations to manage expenses, meetings, projects, and events. It also offers clients consistent enterprise workflows that allow for compliant venue shopping and booking, attendee management, reporting, budgeting, collaboration, and more.
PROBLEM
Unprecedented Growth and the Need for Repeatable Processes
In 2020, Groupize experienced a dramatic uptick in growth, leaving their company searching for long-term onboarding solutions. Although the growth brought amazing opportunities, it was also a major pain point for management, reflecting an urgent need to define a scalable and repeatable implementation and onboarding process for their clients. Historically, they had relied on Microsoft Word and Excel sheets to track progress and next steps. However, with such substantial growth, it was no longer sustainable—especially as they looked towards the future.
Because they expected even further growth moving forward, they didn’t want to start from scratch or completely redefine processes. They needed a system that could streamline their procedures and was easy to learn and adapt to. And they needed to find a reliable solution quickly.
SOLUTION
Fostering Customer Engagement and Defining Consistent Onboarding with GUIDEcx
In October 2020, after searching through offerings that handled client onboarding, the team finally decided on GUIDEcx—mostly because the system had the precise tools they needed to create playbooks. Once they started working with the platform, they realized how easy it was to implement a project with GUIDEcx. This was absolutely critical moving forward, as they needed instant support that would provide lasting solutions.
Although Groupize expected GUIDEcx to help them instill an excellent onboarding process, what they didn’t anticipate was how much GUIDEcx would also help with their customer engagement. Customizable dashboards have fostered additional involvement—both within and outside of the organization. Plus, the GUIDEcx system has become a major differentiator during their kickoff calls, allowing them to put their best foot forward from the get-go.
“Our implementation average has shot through the roof, and we’re saving time. We have an average of 10 rolling implementations at any given time, yet we’re saving at least two hours a week per client due to the automation from GUIDEcx.”
— JUSTIN PETICOLAS —
Manager of Implementation and Onboarding, Groupize
RESULTS
Celebrating Long-Term Wins and Upgrades
As Groupize has continued to work with GUIDEcx, they’ve been shown time and again how well the platform complements their technology. According to Justin Peticolas, manager of implementation and onboarding at Groupize, GUIDEcx has fit perfectly. “We offer event technology designed for people who aren’t event professionals,” he says. “GUIDEcx offers very similar support: a project management system for anyone. You don’t need to be a project manager to benefit from the software.”
On top of the initial benefits the Groupize team saw by partnering with GUIDEcx—improved client onboarding and engagement—they also saw significant upgrades to their time tracking and reporting. This has been critical to their managing resources and selling customer success. They can easily set goals for support hours, analyze their metrics, and support more implementations than ever before—all through one powerful system. “Our implementation average has shot through the roof, and we’re saving time,” says Peticolas. “We have an average of 10 rolling implementations at any given time, yet we’re saving at least two hours a week per client due to the automation from GUIDEcx.” That time savings equates to 10 days a month regained thanks to the system’s automated features.
Moving forward, Groupize can’t wait to continue working with GUIDEcx. Not only has the system empowered them to provide more implementations than ever, but it has also allowed for complete flexibility. Both their internal team and clients can see how their project changes in real-time. These benefits and more have made GUIDEcx essential to the team. Peticolas could not be more satisfied with the system: “I really couldn’t do my job without this.”
Don’t Lose Your Customers Before They Even Get Started
Book a demo to see how GUIDEcx can transform implementations for you.
- How to Onboard a Customer – April 9, 2026
- Our CTO, Alex Nelson, on Coffee With Calyptus – March 31, 2026
- Why You Can’t Vibe Code a Customer Onboarding Solution – March 31, 2026
