Category: Case Study

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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05 Nov 2020
Commercial Property Sharepoint Migration

Case Study: Commercial Real Estate Firm Migrates Documents to Office 365 – SharePoint Online

Download Full Case Study Challenge/Opportunity Client’s documents and files were stored in 3rd party cloud environments without having a user-friendly interface, robust document management capabilities, and proper content searchability. This resulted in collaboration issues and company content not being easily accessible or shareable by employees. Optimum’s Involvement After conducting an initial assessment of client’s content […]

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13 Aug 2020
Engineering and Construction Office 365 SharePoint Intranet Development

Case Study: Engineering Firm Leverages Office 365 Intranet to Enhance Company-wide Collaboration

Download Full Case Study Challenge/Opportunity The legacy Intranet was a dated, in-house application, maintained by the client’s internal IT staff. Updating content and information on the legacy Intranet was only possible by the IT admins and documents were stored in local and shared drives, rather than centralized and accessible document libraries. The legacy Intranet platform […]

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18 Jul 2020
Case Study-Healthcare-PowerBI Assessment and Roadmap

Case Study: Health Center Company Develops Analytics & Power BI Roadmap & Implementation Plan

Download Full Case Study Challenge/Opportunity The client maintains and manages its clinical and patient data in various business applications, including a cloud-based EMR system and on-premises dental and financial applications. Most of these systems are not integrated and the business and patient data is not seamlessly flowing and transitioning between the applications, resulting in data […]

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27 May 2020
School-Process-Automation-with-Power-App-and-Flow-Office-365

Case Study: Charter School Automates Summer School Process Using Power Platform and Office 365

Download Full Case Study Challenge/Opportunity Having access to Power Platform in Microsoft Office 365, the charter school wanted to convert their existing summer school 3rd party application and workflows to a more automated and integrated solution using Office 365, Power Apps, and Power Automate (Flow).     Optimum’s Involvement Optimum’s team assessed the migration needs […]

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