Category: Case Study

12 Apr 2022
Customized Assignment Management Software Solution for a national Commercial Real Estate Firm

Case Study: Customized Assignment Management Software Application for a Commercial Real Estate Firm

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 […]

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12 Apr 2022
Compliance Management For Global Investment Firm Microsoft and Smartsheet Technologies

Case Study: Compliance Management Solution for Global Investment Firm, Utilizing Microsoft and Smartsheet Technologies.

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 […]

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14 Mar 2022
Excel to Azure Application Custom Software Development Services

Case Study: Converting Excel-based Solutions to Cloud-based Software Applications

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, […]

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30 Jan 2022
TAD Contract Management Smartsheet DocuSign

Case Study: State Agriculture Agencey Automates Contract Mgmt. and Renewal Forms and Workflows with Smartsheet & DocuSign.

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 […]

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01 Jan 2022
Manufacturing Firm Automates and Manages their PMO and New Product Development Processes with Smartsheet

Manufacturing Firm Automates and Manages their PMO and New Product Development Processes with Smartsheet.

Optimum standardizes, simplifies, and automates a Manufacturing and Consumer Goods company’s PMO, R&D, and New Product Development operations, enabling greater efficiency and improved visibility of measurable KPI’s.   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 […]

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01 Jan 2022
Civil Engineering Firm - Smartsheet for Performance Management Tool

Case Study: Global Civil Engineering Company Develops Performance Management Solution with Smartsheet.

Optimum replaces and enhances the Client’s Performance Management System with a customized Smartsheet solution to capture and manage ideas and initiatives within the transformation workstreams and automate strategic planning and project management processes.   About the Client Client is a global civil engineering form delivering impactful global solutions to create a more connected, sustainable world […]

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06 Aug 2021
Smartsheet Control Center for Biotechnology Firm

Case Study: Global Biotechnology Firm Developed an Omni-channel Customer Engagement Planning Solution in Smartsheet

Optimum designed and implemented a customized Smartsheet-based solution which allowed client’s various countries to create, approve, and export their annual strategic plans, allowing senior leadership to compare strategies, budgets, and results between different countries or view data on a regional level.     Challenge/Opportunity Client conducts an annual strategic planning process and due to the […]

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06 Aug 2021
InfoPath to Power Apps Designer Workflow to Power Automate

Case Study: InfoPath Forms and Designer Workflows Migration to Power Platform

Optimum re-designed and migrated client’s SharePoint Designer Workflows and InfoPath Forms to Power Platform to provide a more robust and modern automation solution.     Challenge/Opportunity Client was using SharePoint Designer workflows and InfoPath forms within an old classic SharePoint site to track daily activities for various business teams. Since those old technologies, which were […]

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22 Dec 2020
SharePoint Office 365 Intranet Development for Healthcare Consulting

Case Study: Low-maintenance, User-friendly Intranet Proves the Smart Choice for Lab Provider

Challenge/Opportunity US laboratory provider, SmartLabs, needed a low-maintenance, user-friendly intranet that would reflect their fast-growing business and provide a communication and collaboration hub for employees. Although SmartLabs were already using the Microsoft 365 collaboration suite, including SharePoint, they weren’t using it at full capacity. They had documents in different locations, from shared drives to desktops, […]

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09 Dec 2020
RPA for Accounting and Finance P.O

Case Study: Import/Export Company Automates Finance and Accounting Processes with RPA

Challenge/Opportunity Client’s Finance and Accounting team spent many hours on administrating time-consuming and manual processes to generate Purchase Orders (P.O) and Invoices in their ERP system as well as email-based and manual approval processes and communications with vendors and customers. These manual processes were also hard to learn and use for new hires within the […]

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