Case Study:

Improve Inventory Management Capabilities

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

A snack food company that specializes in products that are sold across the U.S. and has partnerships with Major League Baseball aimed to improve their inventory management capabilities. The company has seen significant growth over the past two years and subsequently needed to scale the manufacturing operations and sales/customer management across the organization. For the manufacturing of their products, they were seeking a more automated way to quickly relay information to/from operators and managers, as well as monitor the quality of their products. For their sales team, the company aimed to create a centralized platform for their brokers to input new customers, access key sales data, and better maintain their database of clients. 

How Did Smartsheet’s Solutions Solve the Problem?

The company worked with Smartsheet Platinum Partner, M2 Strategy, to implement a solution that allowed factory operators to manage their product lines from their tablets, scan in inventory, and communicate with management in a quick and efficient manner. Smartsheet dashboards were developed for each line, as well as for the portfolio, which allowed executives to monitor activity across all lines and provide visibility into what products were actively being developed. Smartsheet automations and forms were developed for the testing of products to ensure that only top-quality snacks were being produced. For the sales team, a solution was developed to centralize all sales reports, develop sales dashboards, and generate a customer database for brokers and accounting to better manage client relationships and sales reporting. This two-fold solution has greatly improved operational activities, manufacturing, and data management across the organization.

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