Fostering Visibility and Adoption with a Unified and Tailored Approach Deploying Smartsheet

Client's Industry:

Technology Consulting

Organization Size:

250 Employees

Smartsheet Platforms:

Modern Project & Portfolio Management, Dynamic View, WorkApps

Overview

A high-growth, emerging Workday partner looked to Curated Automation to tailor Smartsheet’s powerful, cloud-based work management technology to build a foundation to scale and streamline enterprise project management and their internal infrastructure.

The Challenge

The growing firm required a tailored Smartsheet solution that capitalized on the full power of the technology with a focus on:

Unified application of Smartsheet for enterprise project management – enabling visibility across projects, streamlined issue tracking, automation

Meaningful reports & dashboards with dynamic insights on project health

Technology infrastructure for internal function

The firm’s growth and fast pace mandated that the technology not disrupt the flow of work

The Approach

Our team deployed custom Smartsheet solutions that leveraged our proprietary software, Cascade, to

Automate and centralize project updates

Build dashboards with the key project metrics that drive on-time, on-budget deployments

Align the technology with the firm’s holistic transformation approach

Design Performance Management and Change Request & Ticketing systems for the internal team

Our team incorporated a consistent experience across Smartsheet with embedded Education & Training Services

The Outcomes

This modernization project is in its initial phase and to date has delivered:

Empowered Leaders to be proactive with real time, dynamic dashboards at client and enterprise level

Higher Customer Satisfaction due to faster response times and transparency on project status and health

Minimized Change Management with a unified experience

Improved Delivery by embedding the firm’s transformation methodology

Testimonial

“The focus on a unified deployment approach, change management, and a consistent experience across use cases minimized the friction that comes with change and enabled our leaders with dynamic, easy to digest dashboards – giving us full visibility into the health of our projects and business.”

– TECHNOLOGY PRACTICE LEADER