Category: Smartsheet Implementation

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 […]

Continue Reading
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 […]

Continue Reading
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, […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
30 Jan 2022
TAD Contract Management Smartsheet DocuSign

Case Study: State Agriculture Agencey Automates Contract Mgmt. and Renewal Forms and Workflows with Smartsheet & DocuSign.

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 […]

Continue Reading