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
