Category: Software and Cloud Solutions

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 […]

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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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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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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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29 Jul 2019
Smartsheet Project Optimum Partner

Lessons Learned from a recent Smartsheet Implementation

Recently, Optimum was engaged by a leading Cybersecurity company seeking to streamline and automate their annual budgeting and resource planning process, making it a more real-time and collaborative process to capture the required information from various departments within the company.  The client was under a tight deadline to collect information from over 70 departments and […]

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06 Jul 2019
Office 365 Intranet Beezy Optimum

Intelligent Workplace: Key to Developing a Culture of Employee Engagement

Intelligent Workplace: Key to Developing a Culture of Employee Engagement In an evolving digital workforce environment, and with the rapid pace of innovation available to improve productivity, organizations recognize the need to promote new ways of working. The new workforce is joining organizations with the mindset of a digital consumer and employees want and need real-time access […]

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18 Jun 2019
Optimum Blog Process Automation Toolkit

A Superhero’s Toolkit: The Engine Behind Automation

A Superhero’s Toolkit: The Engine Behind Automation Our previous Process Optimization articles have suggested that the engine powering Business Process Automation and Robotic Process Automation initiatives is human effort. However, this is no ordinary human effort, but rather the unsung superhero powers of Process Engineers, Business Analysts, and Project Managers! But even superheroes have toolkits […]

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