Optimum designed and implemented a customized solution enabling the client’s countries to create, approve, and export annual strategic plans, while allowing senior leadership to compare strategies, budgets, and results across regions.
About the Client
The client is a global biotechnology firm.
Business Challenges
The client’s strategic planning process, conducted at the local (country) level, lacked standardization, resulting in inefficiencies, duplication of work, inconsistencies, and tedious processes. Each country developed its own process, which might not meet leadership’s expectations, making it difficult to compare strategies, budgets, and results between countries or on a regional level.
Optimum was engaged to address these challenges – and quickly.
Optimum’s Involvement
Optimum designed and implemented a customized Smartsheet-based solution within a strict timeline, rolling it out to various countries. Leveraging Smartsheet’s rapid-deployment capabilities, Optimum delivered a robust Customer Engagement and Strategy Planning solution. The project began in mid-June and the final solution was ready for rollout by mid-July.
Optimum’s team of certified Smartsheet process engineers, architects, and developers utilized a 3-blueprint Multi-Tier Smartsheet Control Center solution, providing a standard template set and automation workflows. This solution tracked and managed strategic planning and customer engagement initiatives, standardizing the process and templates across all countries.
The solution enabled each country to follow a three-step process to develop, approve, and export their annual strategic plan. It automated project template creation, provided advanced multi-layer KPI dashboards at corporate, country, and initiative levels, and streamlined review and approval processes.
Project Outcomes and Benefits
The rapidly-deployed project delivered significant business value and improvements in process efficiency, including:
- Increased Efficiency and Productivity: Streamlined strategic planning and customer engagement workflows, reduced duplication of work and inconsistencies and automated project template creation and review processes.
- Enhanced Visibility and Insight: Provided synchronized strategy development workflows, enabled consistent strategy review and roll-up across all countries, and improved insight into strategic planning and customer engagement data.
- Technology and Automation: Implemented a 3-blueprint Multi-Tier Smartsheet Control Center solution, ensured advanced data management and reporting capabilities and enabled each country to manage and track their strategic planning activities effectively.
- Scalability and User Adoption: Delivered a low-maintenance, user-friendly platform, ensured high user adoption, and provided ongoing enhancements and new feature implementations based on client feedback.
The successful rollout has positioned the client for continued growth and efficiency, with Optimum’s solution enabling them to meet their strategic objectives effectively.
About Optimum: Your Platinum Smartsheet Partner
Optimum is an award-winning, Platinum Smartsheet Partner, serving clients in multiple industries in the US and Canada. Our certified consultants define, automate, and optimize processes and implement advanced Smartsheet solutions for IT PMOs, Marketing, Procurement and Legal, Product Development, Asset Management, Merger & Acquisition, and many other business functions and departments.
From development of customized templates, advanced dashboards, and automated workflows, to the full implementation and support of Smartsheet Control Center, Resource Management, Dynamic View, Data Shuttle, Bridge, Connectors, and custom API Development, our team helps clients maximize their ROI in Smartsheet and increase user adoption and productivity of their teams.
Reach out today for a complimentary discovery session, and let’s explore the best solution for your work automation and project management needs!
Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com
