Streamlining Background Check Operations with Centralized Order Management, KPI Tracking, and Custom Dashboards
Optimum radically improved the order monitoring process by implementing a Smartsheet Control Center solution, enhancing efficiency, data management, and real-time KPI tracking for leading background check provider. About the Client The client is a leading provider of background and identity services, specializing in comprehensive identity verification and background checks. Serving over 50,000 organizations across various […]
Empowering Administrative Efficiency by Transforming Workflow Management for County Office of Education
Optimum leveraged ClickUp to revolutionize workflow management for a county education office, ensuring efficient tracking and reporting of all administrative tasks through collaborative development and tailored dashboards. About the Client The client manages all of the school districts in a Northern California county. They are responsible for providing coaching, counseling, training, and resources at every […]
Scaling Project Processes and Enhancing Visibility for Multinational Conglomerate Using Custom Project and Portfolio Dashboards
Optimum transformed manual project processes into a standardized, automated system for internal project tracking, enhancing visibility for multinational conglomerate using Smartsheet Project and Portfolio Dashboards. About the Client The client operates in four areas of business: aerospace, building automation, performance materials and technologies, and safety and productivity solutions. With a workforce of approximately 100,000 employees, […]
Standardizing the New Retailer Onboarding Process for Global Automotive Business with Project Dashboards, Progress Tracking, and Streamlined Communication
Optimum designed and implemented a standardized New Retailer Onboarding Process for a Global Automotive Business, leveraging Smartsheet Control Center and Dynamic View. About the Client As a global automotive company with a family of brands across the US and beyond, this client is passionate about assisting millions of car shoppers, 40,000 auto dealer clients across […]
Streamlining New Store Opening Process and Progress Tracking for Multinational Retailer, Improving Issue Management and Process Visibility
Optimum designed a Smartsheet Control Center solution to streamline and effectively manage the new store opening process while providing detailed metrics on performance and issue management. About the Client The multinational retailer, founded in 1969, stands as a global powerhouse in the beauty and cosmetics industry. With a rich history spanning over three decades, the […]
Enabling Efficiency, Accuracy, and Improved Visibility of Measurable KPIs with Financial Forecasting Integration and Expenditure Process Automation
Optimum’s solution automated financial forecasting and expenditure processes, enhancing data accuracy, visibility, and overall efficiency for a global biopharmaceutical company. About the Client The client is a global biopharmaceutical company developing and marketing innovative therapies. Business Challenges Before partnering with Optimum, the client faced several critical challenges. They relied on Smartsheet’s core capabilities to manually […]
Streamlining Construction Projects and Client Communication with Project Management and Work Automation Solution
Download Full Case Study Optimum used Smartsheet to enhance project management, communication, and operational efficiencies, providing a competitive market advantage to a growing construction company. About the Client Stillo Construction is a family-owned stucco contractor serving the greater Houston area since 2008. Business Challenges Stillo Construction faced significant challenges in maintaining portfolio visibility and ensuring […]
Improving Customer Experience and Accelerating Sales Cycle for Real Estate Firm with Process Automation
Optimum transformed real estate firm’s operations by implementing a customized Nintex for Office 365 solution, improving project management, enhancing communication, and increasing operational efficiencies, ultimately accelerating their sales cycle and boosting customer satisfaction. About the Client SOHO Realty and Mortgage Lending, Inc. is a top-tier real estate and mortgage brokerage firm known for being a […]
Caterpillar Machinery Reseller Brings Work Automation and Business Intelligence to Their PMO to Boost Collaboration and Growth
Download Full Case Study Optimum developed a PMO Maturity Roadmap and deployed a scalable project and work management platform, enhancing process visibility, boosting inter-departmental collaboration, and supporting the company’s larger growth initiatives. About the Client The client is one of the major Caterpillar Machinery Dealers in the US. Business Challenges A previous attempt at a […]
Machinery Manufacturer Refines PMO and Automates Project Management Processes for Better Collaboration and Visibility
Download Full Case Study A global machine manufacturing company engaged Optimum to establish Portfolio and Project Management processes and best practices, replacing their existing in-house PPM tool with Smartsheet’s Control Center for enhanced project collaboration, automation, and visibility. About the Client The client is a leading machinery manufacturer. Business Challenges The client’s PMO department faced […]
