Case Study: Charlotte Berwind Fine Foods & Party Planning, Inc achieves streamlined operations and business growth with Total Party Planner

Charlotte Berwind Fine Foods & Party Planning, Inc - Customer Case Study

Charlotte Berwind Fine Foods & Party Planning, Inc., an upscale caterer and event planner in Carmel, NY, faced growing pains as business volume outpaced its office capabilities: proposals and billing became slow and error-prone, leading to lost revenue and missed opportunities. After evaluating options at Catersource, the company selected Total Party Planner software to bring order to proposals, billing and event logistics.

Total Party Planner delivered live-updating proposals, staff schedules/sign-in sheets, a centralized Event Worksheet, staff-earnings tracking, menu heating/serving instructions and production reports, centralizing information and automating financials and staffing. The result: dramatically fewer pre-event calls and emails (eliminating roughly 20–30 per event), timelier deposits and billing, and the ability to weather the economic downturn and return stronger—enabling continued growth and fewer operational errors thanks to Total Party Planner.

Charlotte Berwind Fine Foods & Party Planning, Inc

Charlotte Berwind

Caterer and Event Planner