Category: Process Optimization & Automation

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

Case Study: Charter School Automates Summer School Process Utilizing Microsoft 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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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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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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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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02 Sep 2018
Business Process Automation and Forms for Real Estate Optimum Nintex

Case Study: SOHO realty improves its agent and client experience with process automation

Download Full Case Study Executive Summary: SOHO Realty engaged Optimum to design and develop a custom Marketing & Sales Process Automation solution that allows for robust automation of SOHO’s back-office processes as well as the integration of SOHO’s current CRM, eSignature, and Financial systems.  SOHO Realty needed an innovative and customized Marketing and Sales Automation solution […]

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