Business Challenge and Project Background Prior to Optimum’s involvement, the Client used Smartsheet’s core capabilities to track planned budgets for each independently functioning pharmaceutical brand marketing team. This process was entirely manual; without a method to automatically pull in data from their ERP (SAP), they were unable to efficiently compare actual to planned spend. Due to […]
Optimum Developed a Grant Management Solution, Enabling Visibility and Insight into the Grant Assignment, Renewal, Approval, and Utilization Process. Optimum developed an automated and robust solution for a state sponsored Grant Management organization, responsible for managing grants at over 110 institutions, allowing visibility and insight into the grant assignment, renewal, approval, and utilization process. About […]
Optimum Developed a Project Management Information System for a Construction-Oriented Engineering Organization: Multi-system integration to provide a stepwise management solution. About the Client The client is a government organization which handles the water conservation and reclamation district. The Engineering department within this organization is responsible for managing the implementation of various projects and ensuring their […]
[CASE STUDY] Shoppa’s worked with Optimum to develop a Project & Portfolio Management (PPM) solution, utilizing Smartsheet and Office 365, to streamline project management activities, boost collaboration between teams, and gain visibility into each project. About the Client Shoppa’s Material Handling, founded in 1981, is a growing material handling solutions and equipment provider with […]
Optimum designed and developed a Smartsheet-based Solution for a Dental Partnership Organization to Streamline their Partner Evaluation, Acquisition, and Onboarding Processes. About the Client Specialty1 Partners is a Private Equity (PE) backed Partnership Organization with focuses on endodontics, oral surgery, and periodontics. Their goal is to create a network of like-minded specialty dentists focused […]
Optimum designed and developed a customized Assignment Management Software Application for a national Commercial Real Estate firm, to streamline operations and support future growth and expansions. Business Challenge and Project Background Prior to the Optimum’s involvement, the Client was using a combination of various 3rd party software applications, Excel, and emails for their Appraisal Assignment […]
Optimum developed a Compliance Management Solution for a major Global Investment Firm, in a record two months’ time to save the firm from major regulatory fines. Business Challenge and Project Background A new government regulation was coming into effect at the beginning of the year and the Global Investment Firm had only a few months […]
Optimum converted a complex Excel-based solution to a modern, customizable, and robust, Azure-based software application. Business Challenge and Project Background Prior to Optimum’s involvement, Client, a leading provider of operations software for Industrial markets, offered a suite of proprietary Excel-based tools, forms, and templates to their customers. This suite of Excel-based applications lacked the security, […]
Optimum standardizes, simplifies, and automates a State Agriculture Agency’s Contract Management and Renewal Forms and Workflows, enabling greater efficiency and improved visibility of measurable KPI’s. About the Client Client is a diversified state agency that provides value-added services through regulatory and marketing and initiatives. The agency’s key objectives are to promote production agriculture, consumer […]
Optimum developed Smartsheet-based PMO, R&D, and New Product Development solutions for a Manufacturing and Consumer Goods company, enabling greater efficiency and improved visibility of measurable KPIs. Business Challenge and Project Background Prior to Optimum’s involvement, Client’s different teams and departments used various independent processes and tools to organize and manage their projects. Some teams used […]