Category: Case Study

12 Oct 2023
Optimum integrates and automates financial forecasting and expenditures processes, for a global biopharmaceutical company

Optimum integrates and automates financial forecasting and expenditures processes, for a global biopharmaceutical company, enabling time saving efficiency, accuracy, and improved visibility of measurable KPI’s

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 […]

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28 Nov 2022
Grant Management Solution Smartsheet Consultant

Grant Management Solution, Enabling Visibility and Insight into the Grant Assignment, Renewal, Approval, and Utilization Process

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 […]

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27 Nov 2022
BGRA-Smartsheet and Office 365 Integration Construction Engineering

Project Management Information System Development for a Construction-Oriented Engineering Department: Multi-system integration to provide a stepwise management solution

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 […]

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04 Aug 2022
Shoppas Project Management Solution Smartsheet Optimum Partner

Shoppa’s works with Optimum to adopt Smartsheet for Project & Portfolio Management (PPM), streamlining project management

[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 […]

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31 Jul 2022
Smartsheet Partner Smartsheet Development and Consulting Services

Case Study: Dental Partnership Organization Streamlines Partner Evaluation, Acquisition, and Onboarding Processes

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 […]

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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 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 […]

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