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 […]
Tag: Smartsheet for Budget Planning
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 […]
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 […]