Optimum transformed the client’s Performance Management System with a tailored solution that streamlines capturing and managing ideas and initiatives within transformation workstreams, automating strategic planning, and enhancing project management processes.
About the Client
The client is a leading global civil engineering firm that delivers impactful solutions for a more connected, sustainable world. Their work spans intelligence, infrastructure, cybersecurity, and space exploration.
Business Challenge
The client faced challenges with an outdated, proprietary Performance Management tool that no longer met their business and user requirements. The urgency to migrate to a modern and robust platform within two months was compounded by the tool’s complex functionalities, including intricate stage-gate approvals and financial impact tracking.
Additionally, significant user training was needed to ensure a smooth transition and proper change management.
Optimum’s Involvement
Optimum kicked off the project with in-depth requirements analysis workshops and User Story development. Our certified lean Six Sigma Black Belts and business analysts engaged with internal stakeholders to capture comprehensive business requirements and user stories.
Key Actions:
- Requirements Analysis: Detailed workshops to understand current processes and define features for the new system.
- Stakeholder Engagement: Meetings with diverse user groups to gather and validate requirements.
- Prototyping and Design: Developed functional and technical requirements, securing approvals through prototypes and screen mockups.
Optimum utilized the Smartsheet platform’s rapid-deployment and advanced automation features to implement a new Performance Management solution. The solution included the Smartsheet Control Center Multi-Tier system, providing holistic visibility and reporting at both Initiative (project) and Workstream (portfolio) levels. The implementation featured a streamlined workflow from idea inception through approvals, execution, and benefits tracking, supported by a series of sheets, automations, reports, and dashboards.
The project employed Scrum methodology, ensuring rapid and iterative delivery with weekly sprint planning, daily scrums, and sprint review meetings. This approach allowed continuous refinement of user stories and system design in collaboration with the client’s product owner and key stakeholders.
Project Outcomes and Benefits
Optimum successfully met the client’s business requirements and objectives within the strict migration deadline. Key outcomes include:
- Scalable Multi-Tier Control Center: Enabled organic growth and the creation of highly repeatable and reportable project assets.
- Enhanced Visibility: Provided greater insight into individual task performance and their contributions to overall project success.
- Automation and Efficiency: Streamlined processes, reducing manual efforts and enabling more effective strategic planning and project management.
By delivering a comprehensive and tailored solution, Optimum ensured the client could seamlessly transition from their outdated system, achieving a higher level of operational efficiency and project visibility.
About Optimum
Optimum is an award-winning, nationally recognized IT consulting firm serving clients across multiple industries in the US and Canada. We are dedicated to helping organizations enhance efficiency, overcome business challenges, and achieve digital transformation through strategic planning, innovative technologies, and streamlined processes.
In addition to expert Smartsheet solutions, we provide a comprehensive range of software services and solutions, including Custom Application Development, Systems Integration, Cloud and Office 365 Consulting, Smartsheet Consulting, SAP Services, Business Process Optimization and Automation, Business Intelligence (BI), Blockchain Applications, and Staff Augmentation.
Reach out today for a complimentary discovery session, and let’s explore the best solutions for your needs!
Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com
