Category: Process Optimization & Automation

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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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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06 Aug 2021
InfoPath to Power Apps Designer Workflow to Power Automate

Case Study: InfoPath Forms and Designer Workflows Migration to Power Platform

Optimum re-designed and migrated client’s SharePoint Designer Workflows and InfoPath Forms to Power Platform to provide a more robust and modern automation solution.     Challenge/Opportunity Client was using SharePoint Designer workflows and InfoPath forms within an old classic SharePoint site to track daily activities for various business teams. Since those old technologies, which were […]

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09 Dec 2020
RPA for Accounting and Finance P.O

Case Study: Import/Export Company Automates Finance and Accounting Processes with RPA

Challenge/Opportunity Client’s Finance and Accounting team spent many hours on administrating time-consuming and manual processes to generate Purchase Orders (P.O) and Invoices in their ERP system as well as email-based and manual approval processes and communications with vendors and customers. These manual processes were also hard to learn and use for new hires within the […]

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

Case Study: Charter School Automates Summer School Process Using 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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