Tag: Smartsheet for Budget Planning

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 […]

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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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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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