Category: Case Study

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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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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