Team Collaboration Solutions

Remote working is here to stay, but is your organization prepared with long term collaboration solutions to adjust to this new environment?

We’ve helped teams adapt and thrive with the right combination of technology systems, workflow processes, and project management.

What can we do for you?

+ Standardize workflow processes

+ Build one source of data

+ Reduce administrative tasks through automation

+ Visualize work status, budget, time, and savings

+ Measure efficiency and develop executive dashboards to show progress and results

 

CASE STUDIES

Tracking and Reporting on Acquisition Marketing Channel Integration

Industry: Contract Research Organization (CRO)
Location: Durham, North Carolina, USA
Company Size: 75,000+
Technology Used: Smartsheet Control Center

SITUATION

  • ~17 acquisition deals closed per year, typical integration takes one year or more with currently 50+ active projects
  • Marketing integration loosely defined and tracked individually by five channel leads across 14 roles
  • Inability to report on overall status, task status, or cost savings quickly

SOLUTION

  • Centralized and standardized integration tasks in Smartsheet project plan, built in Control Center to make each new integration’s steps repeatable and easy to globally update with the changing company needs
  • Utilized visual reporting on dashboards to communicate overall status, task-level progress, and cost savings by channel and for leadership

RESULTS

  • Data accuracy through use of single data source
  • Recognized time savings for channel leads with streamlined project plans and automated reporting
  • Quicker decision making for executives with dashboard reporting
  • Faster integration speed to market

"I can’t thank you enough for the way you explain things, especially the nuances of Smartsheet and control center."

Streamline Marketing Automation Operations and Enhance Email Calendar Visibility  

Industry: Contract Research Organization (CRO)
Location: Durham, North Carolina, USA
Company Size: 75,000+
Technology Used: Smartsheet Control Center, Smartsheet Calendar Apps

SITUATION

  • Centralized marketing automation team of five people using MA software to send total ~55 emails/week from over 70 marketers
  • Existing email request system requires multiple technologies and integrations
  • Workflow setup required an abundance of manual work with little automation
  • Risk of emailing the same target audiences on the same day due to limited email calendar functionality 

SOLUTION

  • Streamlined workflow utilizing only Smartsheet functionality: created automated workflows, alerts, and approvals 
  • Built new Smartsheet calendar apps based on requester, status, and target audience
  • Deployed regional Smartsheet dashboards for send date and target audience visibility

RESULTS

  • Eased workflow maintenance through reduction in number of technologies involved 
  • Saved resource time and manual effort with workflow automations
  • Improved end-customer experience by empowering marketers to be more strategic and collaborative about campaigns, no longer emailing the same audiences on the same day