Category: Case Study

30 Apr 2024

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 […]

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29 Apr 2024
optimum Enhancing Project Management Efficiency with a Scalable, Standardized Workflow Solution for Leading Software Company

Enhancing Project Management Efficiency with a Scalable, Standardized Workflow Solution for Leading Software Company

Optimum elevates project management efficiency and reduces manual effort for a prominent American software company by creating standardization, optimizing workflows, and integrating Smartsheet Control Center.   About the Client The client is a leading American software company recognized for pioneering advancements in computer-aided design (CAD), 3D modeling, and engineering software.   Business Challenges The client […]

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13 Mar 2024

Transforming Data Management Processes with Azure Data Warehouse Solution

Optimum transformed this healthcare organization’s clunky, error-prone data management processes into an efficient Azure data warehouse with powerful business intelligence reporting.   About the Client The client is a primary medical and dental healthcare provider.   Business Challenges The client encountered significant challenges prior to engaging with Optimum. They struggled with manual data loading from […]

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06 Mar 2024

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 […]

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22 Feb 2024
optimum new retailer onboarding for global automotive business smartsheet

Standardizing the New Retailer Onboarding Process for Global Automotive Business with Smartsheet Control Center

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 […]

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13 Dec 2023
A multinational retailer enlisted Optimum to implement a Smartsheet Control Center solution to streamline their process for opening new stores and tracking associated issues

A multinational retailer enlisted Optimum to implement a Smartsheet Control Center solution to streamline their process for opening new stores and tracking associated issues

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, […]

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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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