Powering the Foundation to Scale and Support Consultant Experience with Smartsheet

Client's Industry:

Technology staffing solutions for Workday customers

Organization Size:

~5FT employees and 45 Consultants

Smartsheet Platforms:

Modern Project & Portfolio Management, Control Center, Dynamic View, WorkApps

Overview

A staffing firm focused on Workday HCM and Finance deployments and application management solutions looked to Curated Automation to elevate their internal business operations and support model for their 40+ independent Workday consultants.

The Challenge

This firm’s rapid growth mandated that the internal teams transform HR and Finance operations while also reengineering processes for their 40+ independent Workday consultants. The staffing firm needed to implement a modern, integrated technology platform and streamline complex operational workflows to work efficiently and scale.

The operations’ leaders looked to Curated Automation to focus on three key goals:

Scaling their business for growth without adding headcount,

Investing in sustainable technology,

Simplifying administrative work for their consultants with better tools and processes, and

Enabling the team to operate and sustain the solution Curated Automation designed

The Approach

At the start, the Curated Automation team focused on designing scalable operational workflows and processes grounded in simplicity. Through onsite collaboration sessions, the Curated Automation team discovered the goals and desired outcomes of each process to uncover opportunities to simplify and automate.

To support the technology foundation, our team selected Smartsheet for its flexibility, affordability, and ability to support the team today and scale as the firm grows and makes future ERP investments. Our certified consultants designed Smartsheet solutions to support each key process. In the Smartsheet deployment, the Curated team applied a holistic user-focused mindset with training, end to end process flows, and a consistent experience in all the applications to minimize change friction.

Key aspects of Curated Automation’s implementation approach include:

Deeply understanding the current state through intensive design sessions with the operations’ team

Redesigning processes for simplicity

Defining the purpose in each process step

Applying the right technology solutions to each process

Business visibility through easy to digest dashboards

To fully activate the technology across the organization, our team prioritized change management with:

Live tool training

Embedded online training

Process flows maps

Dashboard built consistently across processes

The Outcomes

Using Smartsheet as the foundation, Curated Automation redesigned core processes including:

Application Management Solutions

HR Management (Recruiting, Workforce Management, Time Tracking)

Finance

Project Management

Recruiting

Skills & Talent Management

The client achieved:

Scale with efficient workflows and technology without adding headcount

Visibility into sales pipeline & project profitability through dashboards & consolidated data

Immediate technology cost savings – decommissioned the AMS and Project Planning systems

Decreased frustration through simplifying work – especially for consultants

Enhanced consultant experience – minimizing the time billable resources spend on administrative work

Real time, dynamic data dashboards

Through the success of the initial phase of this transformation project, client invested in new Smartsheet products and leverages Curated Automation’s Managed Services to adopt Smartsheet in new use cases.