Smartsheet Consulting Case Study

Optimize Project Management
and Resources Globally

What Problem(s) Was the Customer Trying to Solve?

Company Info
  • A global manufacturer of hermetic compressors and condensing units for refrigeration and air conditioning applications
Problem Areas
  • Needed an enhanced way to manage projects and resources for various divisions within the company
  • Required a way to rollup project information automatically to keep track of active projects’ timelines, budget, risks, and resource utilization

How Did M2's Smartsheet Solutions Solve the Problem?

The Solutions
  • Implemented 3 Control Center solutions, provided 3 unique template sets for various divisions within the company
  • Each blueprint allowed the necessary teams the standard templates to manage each project both from a schedule and cost perspective
  • The team leveraged automation, reporting, and a dashboard to visualize key metrics at the project level
  • Program leads can provision projects based on an intake sheet for each program
  • As projects are provisions, key metrics, progress, and deliverable information are rolled together automatically and visualized on the portfolio level dashboard
  • They also integrated Resource Management to each blueprint providing allocation data across all projects
Final Result
  • The manufacturing company provisioned 600 projects within the Control Center

Ready To Think Differently?

A strategy and management consulting firm whose motto, Think Differently & Work Smarter, is integrated in all components of our solutions and operations.

7900 Tysons One Pl, Ste 240 McLean, VA 22102

Phone: (703) 822-5600