Category: Case Study

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
14 Mar 2022
Transforming Excel-Based Solutions into an Azure-Based Data Ecosystem

Case Study: Transforming Excel-Based Solutions into an Azure-Based Data Ecosystem

Optimum converted a complex Excel-based solution to a modern and robust, Azure-based SaaS and Data Ecosystem.   Business Challenge and Project Background Prior to Optimum’s involvement, Client, a leading provider of operations software for Industrial markets, offered a suite of proprietary Excel-based tools, forms, and templates to their customers. This suite of Excel-based applications lacked the […]

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
01 Jan 2022
Manufacturing Firm Automates and Manages their PMO and New Product Development Processes with Smartsheet

Manufacturing Firm Automates and Manages their PMO and New Product Development Processes with Smartsheet.

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 […]

Continue Reading
01 Jan 2022
Civil Engineering Firm - Smartsheet for Performance Management Tool

Case Study: Global Civil Engineering Company Develops Performance Management Solution with Smartsheet.

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 – […]

Continue Reading
06 Aug 2021
Smartsheet Control Center for Biotechnology Firm

Case Study: Global Biotechnology Firm Developed an Omni-channel Customer Engagement Planning Solution in Smartsheet

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 […]

Continue Reading
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 […]

Continue Reading
22 Dec 2020
SharePoint Office 365 Intranet Development for Healthcare Consulting

Case Study: Low-maintenance, User-friendly Intranet Proves the Smart Choice for Lab Provider

Challenge/Opportunity US laboratory provider, SmartLabs, needed a low-maintenance, user-friendly intranet that would reflect their fast-growing business and provide a communication and collaboration hub for employees. Although SmartLabs were already using the Microsoft 365 collaboration suite, including SharePoint, they weren’t using it at full capacity. They had documents in different locations, from shared drives to desktops, […]

Continue Reading
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 […]

Continue Reading
05 Nov 2020
Commercial Property Sharepoint Migration

Case Study: Commercial Real Estate Firm Migrates Documents to Office 365 – SharePoint Online

Download Full Case Study Challenge/Opportunity Client’s documents and files were stored in 3rd party cloud environments without having a user-friendly interface, robust document management capabilities, and proper content searchability. This resulted in collaboration issues and company content not being easily accessible or shareable by employees. Optimum’s Involvement After conducting an initial assessment of client’s content […]

Continue Reading