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How PEI Accelerated Sponsorship Asset Production with Storydoc

Discover how PEI evolved from static PDFs to interactive Storydocs, accelerating sponsorship asset production, improving engagement, and supporting a scalable marketing workflow across its global event portfolio.

Sponsorship marketing at scale
Interactive marketing collateral
Engagement analytics & optimization

About PEI Group

pei.group | LinkedIn

PEI Group is a member-focused business intelligence company that informs and connects investment professionals across global, specialized markets.

The business focuses on high-growth, high-value investment sectors where deep insight, trusted relationships, and active capital flows are critical.

Through trusted journalism, proprietary data, market intelligence, events and professional networks, PEI helps decision-makers build relationships, identify opportunities, and make more informed investment decisions.

As a data-led organization, PEI continuously leverages customer insight and engagement analytics to enhance its products, services, and member experience.

Key outcomes

Average monthly deck sessions: 3,617
100% of distributed Storydoc links were opened
29% of sessions were on mobile devices
Decks were viewed in 35 countries, with the top three being the United States, Great Britain, and China
Turnaround times reduced by 87% for post-event reports
Brochure updates completed approximately 94% faster

The challenge - Supporting a growing sponsorship portfolio at scale

At PEI Group, sponsorship marketing supports a continuous program of global events and commercial activity.

Every sponsorship asset must remain accurate, consistent, and aligned with the premium standards expected across the business.

Arleen Arévalo, Senior Sponsorship Marketer for EMEA, develops sponsorship materials across multiple brands and international events, including sponsorship brochures, pricing documents, and post-event reports.

Historically, many of these materials were produced as professionally designed PDFs within a collaborative design workflow.

This approach ensured strong visual consistency, high production quality, and effective brand governance across PEI's portfolio.

As PEI's global portfolio continued to expand, the team identified opportunities to further increase agility while maintaining the premium standards and governance that underpin every sponsorship asset.

Producing sponsorship assets required close collaboration across marketing, design, and commercial teams to ensure consistency and accuracy throughout the portfolio.

At the same time, PEI's expanding event portfolio meant more teams relied on accurate, up-to-date sponsorship materials to support commercial activity across multiple brands and regions.

The objective was to complement an established production process with greater flexibility, speed, and visibility while preserving the quality and consistency that define the PEI brand.

The turning point - Rethinking how sponsorship assets were delivered

As sponsorship marketing continued to evolve across PEI's expanding portfolio, the team began exploring new ways to enhance both the presentation and production of its commercial assets.

While leading sponsorship marketing for a flagship event campaign, Arleen identified an opportunity to further enhance how sponsorship assets could support both prospective partners and internal stakeholders.

Professionally designed PDFs continued to deliver a premium presentation, but the team recognized opportunities to introduce richer content, create a more interactive experience, and gain greater visibility into how audiences engaged with materials after they had been shared.

The objective was clear: build on an already strong foundation by creating sponsorship assets that were more engaging, more measurable, and easier to maintain.

Rather than simply evolving the existing PDF workflow, Arleen began exploring a more flexible, centralized approach that combined compelling design, multimedia content, and measurable engagement within a single platform.

The solution - A scalable approach to sponsorship asset production

As sponsorship marketing continued to evolve across multiple brands and international events, PEI introduced Storydoc to further strengthen its ability to produce premium sponsorship assets at scale.

See Arleen Arévalo's LinkedIn

PEI used Storydoc to bring text, visuals, and video together within a single interactive document, simplifying content management while making updates more efficient.

One of the first advantages was the ability to maintain brand consistency at scale.

PEI's brand guidelines were incorporated into Storydoc, allowing design teams to establish reusable templates that could be adapted across multiple brands and events while maintaining a consistent visual identity.

This enabled Arleen to manage sponsorship materials more efficiently within an approved brand framework, while design teams continued to provide creative oversight and support where appropriate.

Everything remained centralized within a single live document. Content updates appeared instantly, videos could be embedded directly into the experience, and there was no need to redistribute revised files because one link always reflected the latest version.

Reusable templates and modular content significantly reduced production time while maintaining consistency across the portfolio.

Post-event reports that previously moved through a multi-stage production process could now be delivered within 24 to 48 hours, reducing turnaround times by 87%.

Sponsorship brochure updates that previously required coordinated revisions could often be completed the same day, representing an improvement of approximately 94%.

Across a large international portfolio of events and brands, these efficiencies delivered meaningful operational benefits while preserving the premium quality expected across PEI's marketing output.

Today, Storydoc forms part of PEI's scalable approach to producing sponsorship assets across its growing global portfolio.

The impact – Faster delivery, richer engagement, and better insight

The transition delivered immediate operational benefits.

Sponsors and internal stakeholders benefited from a clearer, more intuitive experience that made key information easier to navigate while maintaining PEI's premium presentation standards.

Interactive Storydocs combined narrative, visual content, embedded media, and structured layouts within a single experience, supporting more informed sponsorship and commercial discussions.

The interactive format also made it easier for prospective sponsors to explore opportunities, navigate content, and access the information most relevant to their objectives, creating a more engaging experience throughout the buying journey.

For Arleen, one of the most valuable improvements came after distribution.

Built-in analytics provided clear visibility into how audiences engaged with each Storydoc, including time spent, scroll depth, and interaction with individual sections.

In addition to traditional distribution metrics, the team gained meaningful engagement insights that helped build a clearer understanding of how sponsorship materials were being consumed.

These insights informed continuous improvement, helping refine content structure, prioritize key messaging, and demonstrate engagement to internal stakeholders.

Faster production also enabled sales teams to follow up sooner, ensuring sponsors received post-event reports and supporting materials while conversations and event experiences remained timely.

Expansion - Supporting wider adoption across the business

Following its success within sponsorship marketing, additional teams adopted Storydoc for selected projects where interactive content and live updates added value.

The combination of consistent branding, flexible content management, and live updates created opportunities to streamline the production and maintenance of frequently updated materials.

One example was the creation of a public-facing events calendar, where a single live document replaced repeated file updates and allowed content to be maintained in real time.

This introduced a more efficient way of managing frequently updated content, reducing version control challenges while ensuring stakeholders always accessed the latest information.

As adoption grew, Arleen became an internal champion for the platform, supporting colleagues, sharing best practices, and helping teams apply consistent standards across different use cases.

A partnership that supported adoption

Alongside the platform itself, the working relationship with Storydoc played an important role in supporting adoption across the business.

Arleen worked closely with the Storydoc team throughout onboarding and implementation, with feedback incorporated into ongoing product improvements as requirements evolved.

Whenever support was required, the Storydoc team responded quickly, and suggestions, particularly around analytics and reporting, were followed up with meaningful enhancements.

That collaborative approach helped build confidence internally and made it easier for additional teams to explore and adopt the platform.

What's next - Building consistency at scale

Looking ahead, the focus remains on standardization.

With multiple brands, regions, and stakeholders involved, the objective is to ensure sponsorship and marketing assets continue to follow a consistent structure and standard while enabling teams to work efficiently and independently.

Analytics will continue to support data-informed decision-making, helping teams better understand audience engagement and continuously refine future sponsorship materials.

For PEI, the priority is creating a scalable marketing workflow that can support the pace, complexity, and continued growth of a global business.

3,617

average monthly deck sessions

100%

open rate across distributed Storydoc links

87%

reduced turnaround time for post-event reports

94%

reduced turnaround time for brochure updates

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If you’re like PEI, here’s how to achieve similar results

Complement traditional PDF assets with interactive documents that are easier to update, share, and measure.
Establish reusable brand templates to ensure consistency across teams and assets.
Maintain a single live version of every document.
Embed video and rich media directly into your content.
Connect your CRM to personalize documents automatically.
Use engagement analytics to understand audience behavior and optimize future content.
Create interactive experiences first, with the flexibility to export to PDF whenever required.

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Table of contents

About PEI Group Key outcomes The challenge The turning point The solution The impact Expansion A partnership that supported adoption What's next How you can achieve similar results

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