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 […]
Category: Business Process Automation
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 […]
Shoppa’s works with Optimum to adopt Smartsheet for Project & Portfolio Management (PPM), streamlining project management
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 […]
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 […]
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 […]
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 […]
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 – […]
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 […]
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 […]
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 […]