Category: Smartsheet Implementation
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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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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Shoppa’s works with Optimum to adopt Smartsheet for Project & Portfolio Management (PPM), streamlining project management, boosting collaboration between teams, and gaining comprehensive visibility to each project stage. About the Client Shoppa’s Material Handling, founded in 1981, is a growing material handling solutions and equipment provider with nine locations across Texas and Missouri. Shoppa’s […]
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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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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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Optimum standardizes, simplifies, and automates a State Agriculture Agency’s Contract Management and Renewal Forms and Workflows, enabling greater efficiency and improved visibility of measurable KPI’s. About the Client Client is a diversified state agency that provides value-added services through regulatory and marketing and initiatives. The agency’s key objectives are to promote production agriculture, consumer […]
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Optimum developed Smartsheet-based PMO, R&D, and New Product Development solutions for a Manufacturing and Consumer Goods company, enabling greater efficiency and improved visibility of measurable KPIs. Business Challenge and Project Background Prior to Optimum’s involvement, Client’s different teams and departments used various independent processes and tools to organize and manage their projects. Some teams used […]
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Optimum replaced and enhanced the Client’s Performance Management System with a customized, Smartsheet-based solution to capture and manage ideas and initiatives within the transformation workstreams, and automate strategic planning and project management processes. About the Client Client is a global civil engineering firm delivering impactful global solutions to create a more connected, sustainable world – […]
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Optimum designed and implemented a customized Smartsheet-based solution which allowed client’s various countries to create, approve, and export their annual strategic plans, allowing senior leadership to compare strategies, budgets, and results between different countries or view data on a regional level. Challenge/Opportunity Client conducts an annual strategic planning process and due to the […]
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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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