Assembli — B2B Event Management Portal

Assembli is a B2B event management portal that connects event organizers with vendors and exhibitors. It guides participants through multi-phase form submissions, manages required documents (COI, W9, contracts), tracks compliance deadlines, and gives admins full control over onboarding, approvals, and event logistics — all in one place.

Event management platforms deal with a lot of moving parts: vendor onboarding, document compliance, multi-phase workflows, role-based access, and automated notifications. The challenge was designing and building a system that could handle all of this complexity while keeping the experience intuitive for both admins and vendors.

UX Design — Designed the full user experience for a structured three-phase vendor workflow: Participation, Logistics, and Finalized Plans (with e-signature). Each phase is guided by admin-configured, per-event forms with conditional logic.

Document Management System — Built a system that handles document uploads and tracks expiration dates for critical items like Certificates of Insurance, automatically blocking participation when documents lapse.

Admin Dashboard — Designed and built admin tools for building custom form templates with reusable question sets, reviewing submissions with notes and feedback, exporting data to CSV, and monitoring email logs.

Team & Access Controls — Implemented role-based access (admin, editor, viewer) for organizations managing teams across multiple events.

Notifications & Automation — In-app notifications and automated email alerts keep all parties informed at every stage of the event cycle.

Structured three-phase vendor onboarding workflow with e-signature

Admin-configured forms with conditional logic and reusable question sets

Document upload tracking with expiration-based compliance blocking

Role-based team access (admin, editor, viewer)

CSV export, email log monitoring, and submission review tools

In-app and automated email notifications