Category: Case Study

24 Feb 2020
PPM Maturity Assessment and Software Optimum

Case Study: Public Utilities Company Enhancing Portfolio Project Management Utilizing Maturity Model and Road-map

Download Full Case Study Challenge/Opportunity The client has inconsistent project mgmt. maturity level across departments and project mgmt. standards, processes, and templates are not fully defined and consistently used. Also, portfolio mgmt. processes and standards are not defined, and demand mgmt. best practices are not fully utilized. A robust and enterprise-level portfolio and project management […]

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17 Feb 2020
ERP Assessment Consulting Optimum

Case Study: Engineering and Construction Company Evaluates and Selects the Right ERP System for Their Business Needs and Processes

Download Full Case Study Challenge/Opportunity The client used various disparate systems and spreadsheets to manage their projects, clients, invoicing and finance, and contractors involved in each project. Most data entries and aggregations were done manually or using Excel files and the integration and transition of data between different systems was not accurate and timely. Because […]

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12 Feb 2020
Emergency Response Workflow Automation Power BI Optimum Consulting

Case Study: Emergency Response Company Increases Productivity and Enhances Reporting Using SharePoint Online and Power BI

Download Full Case Study Challenge/Opportunity The client used manual processes and disparate spreadsheets to track and manage their proposals and contracts. The internal teams created KPI reports manually and using Excel, requiring extensive time and data manipulation. These reports had to be customized for different users on a monthly, weekly, and daily basis and the […]

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12 Feb 2020
Office 365 SharePoint Intranet Development Optimum Consulting

Case Study: Energy Company Increases Employee Engagement and Company-wide Communication Through Office 365-based Intranet

Download Full Case Study Challenge/Opportunity The legacy Intranet was an in-house and dated web application, maintained by the IT staff. Updating the content on the Intranet was only possible by the IT admins, documents were stored in local shared drives, and company information was not easily accessible or searchable by employees. Emails and bulletin boards […]

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30 May 2019
TJJD Office 365 and Nintex Optimum

Case Study: State agency engages Optimum to develop their Office 365 and SharePoint Governance Plan and Framework

Download Full Case Study   Migrating an entire organization’s SharePoint environment to the cloud is no small task! Security, user permissions, information architecture and document library structure, departmental content clean-up as well as existing forms and workflows migrations need to be considered and designed into the destination environment. Most migrations to Office 365 usually cover […]

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28 May 2019
Optimum UX UI Design Transportation

Case Study: Transportation firm revamps the User Interface and User Experience of a core software application

A premium Transportation services firm hired Optimum to develop a modern brand identity for one of its core software products and drastically enhance the user experience and interface of the software product while establishing standard branding guidelines for all its software products, company-wide. Optimum’s UX/UI team analyzed and documented the software product’s personas and target […]

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28 May 2019
Optimum UX UI Design and Software Healthcare

Case Study: Healthcare firm revamps the User Interface and User Experience of a core software application

Symplr, a premium healthcare compliance and credentialing software and services firm, wanted to develop a modern brand identity for one of its core software products and drastically enhance the user experience and interface of the software product while establishing standard branding guidelines for all its software products, company-wide. Symplr engaged Optimum to assist with the […]

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21 May 2019
Charter School Process Workflow Automaion Nintex Office 365 Optimum

Case Study: Charter School automates the Summer School selection process

Download Full Case Study Classical Charter Schools prepares K-8th grade scholars in the South Bronx to excel in college preparatory high schools. Through a classical curriculum and highly structured setting, students become liberated scholars and citizens of impeccable character who achieve proficiency in and advanced mastery of New York State Performance Standards. The school offers […]

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29 Jan 2019
PMO and Smartsheet Control Center Case Study-Optimum

Case Study: Machinery Manufacturer automates PMO processes and projects with Smartsheet

Download Full Case Study A global Machinery and Manufacturing company has engaged Optimum to assist the company in the establishment of their Portfolio and Project Management processes and best practices and to replace their existing, in-house PPM tool with Smartsheet’s Control Center. Optimum conducted a Process Mapping and PMO Maturity assessment phase, identifying obstacles to […]

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28 Jan 2019

Case Study: A Caterpillar Machinery Reseller brings work automation and business intelligence to their PMO

Download Full Case Study Executive Summary: One of the major Caterpillar Machinery Dealers engaged Optimum to establish the company’s Project Management Center of Excellence and implement Smartsheet best practices and templates for the execution of their large initiatives. Our team of Project Management and Technology Experts started the project by evaluating and assessing the organization’s […]

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