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Information Technology and Services Case Studies and Customer Success Stories with Smartsheet platform

 

Infosys - Information Technology And Services - Very Large

Bengaluru, India

Infosys used Smartsheet to standardize project management across its global consulting business. The company unified data from many tools into... one platform, improving project visibility and consistency. Automated workflows and dashboards helped speed up project launches and made it easier to track deliverables. Infosys saw higher win rates and better program execution. Clients preferred the new system, boosting Infosys' credibility in the market.

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Welocalize - Information Technology And Services - Large

New York, USA

Smartsheet helps Welocalize automate project setup, saving each project manager an hour daily. Project kickoff time dropped from a day... to just two hours. Centralized data and real-time updates make collaboration easy for global teams. Project managers track schedules, tasks, and client engagement in one place. Visual dashboards show dependencies and milestones. Welocalize plans to expand Smartsheet use for more workflows.

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Trimble - Information Technology And Services - Very Large

Westminster, USA

Trimble used Smartsheet dashboards to align projects and internal operations. The team reduced billing time by 75%, saving four hours... each week. Smartsheet helped consolidate financial reporting and track key metrics. The platform enabled Trimble to manage more projects as the team grew. Trimble plans to run all new projects in Smartsheet Control Center.

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Tech Systems Inc. - Information Technology And Services - Medium

Buford, USA

Tech Systems Inc. used Smartsheet to replace multiple spreadsheets with a unified project management platform. They built a paid leave... system and a Control Center to standardize workflows and improve visibility. The team adopted Smartsheet fully, supported by leadership and a dedicated ambassador program. Integration with NetSuite ensured accurate project data and reduced errors. Staff accessed training and resources through a central portal, boosting adoption and efficiency.

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SAP - Information Technology And Services - Large

Walldorf, Germany

SAP uses Smartsheet to manage employee skills data for 15,800 staff. The platform helps automate data aggregation and reporting, reducing... errors and saving time compared to spreadsheets. SAP tracks employee assessments and learning progress with dashboards, making it easy to share updates and keep leadership informed. Creating new dashboards now takes hours instead of days. Smartsheet enables SAP to support personalized learning and career growth for employees worldwide.

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Motus - Information Technology And Services - Medium

Boston, USA

Motus used Smartsheet to save 15 hours per month on data processing. The company replaced manual processes with automated workflows.... Smartsheet dashboards improved interdepartmental communication and gave clients real-time data visibility. Motus used integrations like Jira and Salesforce Connector to track customer health and manage product testing. Templates helped Motus onboard customers faster and plan for growth.

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Impact Networking - Information Technology And Services - Medium

Lake Forest, USA

Smartsheet helped Impact Networking break down internal silos and automate project management. The company unified project intake, setup, and tracking... across divisions, replacing manual processes. Impact expects a 30% gain in project efficiency. Real-time dashboards now give project managers and customers instant access to project status. Leadership uses richer data for better resource planning and service pricing. Faster onboarding and streamlined communication have improved customer relationships.

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Homecare Homebase - Information Technology And Services - Large

Dallas, USA

Homecare Homebase used Smartsheet to improve marketing efficiency and campaign visibility. The marketing team organized all creative assets and brand... guidelines in Brandfolder, making it easy to find and update information. Automated workflows and request forms helped the team track projects and assign tasks quickly. WorkApps gave everyone a clear view of project status and budgets. The team now delivers marketing assets faster and ensures nothing falls through the cracks.

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EmberPoint - Information Technology And Services - Medium

Tokyo, Japan

Smartsheet helped EmberPoint automate 70% of its business process steps. The company saved over 8 hours per month by digitizing... order forms and integrating DocuSign for electronic signatures. Staff no longer manually transcribe order data, reducing errors and delays. Centralized data and automated approvals improved productivity and visibility. Smartsheet’s flexible integrations and forms streamlined expense, purchase, and vendor approval workflows.

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Decision Foundry - Information Technology And Services - Medium

New York, USA

Decision Foundry uses Smartsheet to track up to 60 projects each month. The team automates project tracking and client communication,... saving multiple hours per week on meeting prep. Smartsheet dashboards give clients real-time visibility into project status. Automated workflows keep all stakeholders updated and collect client feedback at every milestone. Decision Foundry increased accountability, improved customer satisfaction, and grew revenue opportunities with Smartsheet.

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Cornerstone Information Systems - Information Technology And Services - Small

Bloomington, USA

Resource Management by Smartsheet helped Cornerstone Information Systems cut resourcing workload by 90%. The company used to rely on manual... project tracking, but now automates resource planning and forecasting. Smartsheet connects sales, project management, and resource allocation. Managers can see resource availability and project status in real time. This lets them meet customer demands and improve profitability, even during the pandemic.

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Non-Profit Organization Management Case Studies and Customer Success Stories with Smartsheet platform

 

Urban Institute - Non Profit Organization Management - Medium

Washington, DC, USA

Urban Institute used Smartsheet to automate and centralize onboarding. They saved 2,200 hours by streamlining the process for over 1,400... new hires. Smartsheet forms and automated workflows reduced manual work and errors. HR, tech, and facilities teams now work together more smoothly. The onboarding process is faster, more secure, and new hires are ready on day one. Feedback surveys led to improved orientation sessions and higher satisfaction.

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The Task Force for Global Health - Non Profit Organization Management - Small

Decatur, USA

The Task Force for Global Health used Smartsheet to manage nearly 200 research projects across 55 countries. Before Smartsheet, finding... project data for donors took three people three days; now it takes three minutes. The team cut down on administrative work and improved project tracking, reporting, and data visualization. Smartsheet enabled faster, more accurate annual reports and real-time access to information, helping the team focus on disease elimination and community health.

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2022 Special Olympics USA Games - Non Profit Organization Management - Medium

Orlando, USA

Smartsheet helped the 2022 Special Olympics USA Games manage over 5,500 athletes and coaches across 11 venues. The platform increased... event visibility and simplified project management for hundreds of events. Smartsheet dashboards and automated workflows saved the organization $200,000 by reducing staffing needs. Real-time data access improved coordination and response times. Integration with a fan engagement app enhanced the experience for athletes and fans.

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SEIU 775 Benefits Group - Non Profit Organization Management - Medium

Seattle, USA

Smartsheet helped SEIU 775 Benefits Group automate scheduling and reporting for nearly 50,000 caregivers in Washington. The team replaced manual... processes with dashboards, automation, and a calendar app. This improved efficiency and gave caregivers and instructors better access to training schedules and attendance data. Smartsheet enabled accurate training records and supported a shift to online learning during the pandemic. The organization now delivers more reliable training and adapts quickly to changing needs.

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The Scout Association - Non Profit Organization Management - Medium

London, UK

Smartsheet helped The Scout Association improve project management and reporting. The Scouts used Smartsheet to give teams better visibility and... automate monthly reports. Reporting that once took a week now takes just a few hours. Volunteers use templates to start projects faster and keep data consistent. Smartsheet made it easier for teams to work together and deliver more programs for young people across the UK.

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Partners of the Americas - Non Profit Organization Management - Medium

Washington, USA

Partners of the Americas used Smartsheet to help 5,500 Colombian cacao farmers manage crops and grow their businesses. The USDA-backed C4D... project enabled farmers to track activities with digital Gantt charts and mobile data collection. Smartsheet integrated with Power BI and KoBoToolbox for reporting and offline data capture. The project reached 30% women and supported 18,000 indirect beneficiaries. Smartsheet made project management, monitoring, and evaluation easier for the team.

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Lutheran Disability Services - Non Profit Organization Management - Small

Adelaide, Australia

Lutheran Disability Services used Smartsheet to recover $170,000 in transport costs. The non-profit improved billing accuracy and streamlined staff rostering.... Smartsheet forms let workers record trip details on smartphones, reducing errors. Automation alerts managers to shift changes and supports compliance. The team now manages vehicle usage and planning more efficiently. Customer satisfaction and data-driven billing have both increased.

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Twin Cities Habitat for Humanity - Non Profit Organization Management - Very Large

Minneapolis, USA

Twin Cities Habitat for Humanity used Smartsheet to manage event and volunteer schedules. The team automated RSVP collection for hundreds... of VIPs using Smartsheet forms. Alerts and notifications kept everyone updated on changes, saving hours of manual work. Staff quickly shared photos and updates on the website and social media. Smartsheet supported both collaboration and marketing efforts for the organization.

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EAH Housing - Non Profit Organization Management - Medium

San Rafael, USA

EAH Housing uses Smartsheet to manage over 230 affordable housing properties across California and Hawaii. The organization replaced manual, disconnected... project management tools with Smartsheet, gaining real-time visibility and automating workflows. Project summary reports that once took hours now take minutes. Automated alerts help teams address project issues early, reducing missed deadlines and regulatory risks. EAH Housing saves $60,000 per year by reallocating resources thanks to streamlined processes.

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Hospital & Health Care Case Studies and Customer Success Stories with Smartsheet platform

 

The University of Texas Health Science Center at Houston (UTHealth) - Hospital & Health Care - Very Large

Houston, USA

UTHealth used Smartsheet to manage COVID-19 vaccination scheduling and reporting for 12,000 employees. The platform enabled automated appointment reminders, streamlined... check-ins, and real-time data reporting to state and federal health authorities. Staff tracked vaccine lot numbers and monitored post-vaccination symptoms using digital forms. Dashboards simplified compliance reporting and reduced wait times. The system now supports ongoing vaccination planning for new hires and boosters.

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University of Utah Health - Hospital & Health Care - Very Large

Salt Lake City, USA

Smartsheet helped University of Utah Health's Culture and System Integrity team automate manual processes. The team saw a 30% efficiency... gain across their operations. They used Smartsheet to improve onboarding and offboarding for 330 employees. Automated alerts, dashboards, and forms replaced spreadsheets and sticky notes. The platform increased collaboration, visibility, and accountability for HR and project management.

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UMass Memorial Health - Hospital & Health Care - Very Large

Worcester, USA

Smartsheet helped UMass Memorial Health save 152 hours per week on administrative work. The Shared Services PMO centralized project management,... budgeting, and reporting in one platform. Automated dashboards and workflows replaced manual steps, making status reporting and financial tracking faster. Real-time visibility lets teams spot issues early and keep projects on track. Pharmacy services now use Smartsheet for unified budget tracking and risk management. Meeting times dropped, and finance teams close each month faster.

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St. Thomas Elgin General Hospital - Hospital & Health Care - Large

St. Thomas, Canada

St. Thomas Elgin General Hospital uses Smartsheet to track occupancy, staffing, and patient flow metrics. Before Smartsheet, data was siloed... and manual, slowing decision making. Now, up to 30 staff enter clinical data daily into a centralized system. This change improved operational efficiency and reporting. Clinical leaders can make faster, better decisions using real-time data.

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Seattle Children’s - Hospital & Health Care - Very Large

Seattle, USA

Seattle Children’s uses Smartsheet to manage 3D printing requests for custom surgical care. The hospital tracks project data, imaging files,... and research records in one place. Smartsheet helps clinicians avoid learning new software and focus on patient care. The platform supports a growing 3D printing program, making it easier to standardize and expand. Teams use dashboards and automation to streamline processes and improve collaboration.

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Roche Diagnostics - Hospital & Health Care - Very Large

Indianapolis, USA

Roche Diagnostics used Smartsheet to manage their customer implementation PMO. They improved program productivity by 30%, handling more projects with... the same number of project managers. Smartsheet helped Roche centralize information, automate project planning, and standardize processes. The team now completes tasks in hours instead of weeks. This led to better project visibility and a consistent experience for both staff and customers.

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MedPOINT Management - Hospital & Health Care - Medium

USA

MedPOINT Management used Smartsheet to track employee leave and team availability. The company created a solution for sharing, categorizing, and... tracking PTO days. Managers gained a clear view of staffing and could spot shortages for projects. The solution was quickly adopted by the IT department. Staff found it easy to use and it improved decision-making. The template won a Smartsheet ENGAGE’22 contest for workplace empowerment.

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Electromek Diagnostic Systems - Hospital & Health Care - Small

USA

Smartsheet helped Electromek Diagnostic Systems save over 4,000 hours per year by automating project setup and centralizing project management. The company reduced... new project setup time from 30 hours to just 30 minutes. Smartsheet dashboards improved project visibility and streamlined communication with both staff and customers. Electromek now manages hundreds of projects, schedules, and certification documents in one place. Real-time data sharing with customers improved service and helped meet healthcare compliance standards.

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Manufacturing Case Studies and Customer Success Stories with Smartsheet platform

 

Rehlko - Manufacturing - Large

Kohler, USA

Smartsheet helped Rehlko, a global energy resilience leader, save 1,200 hours per year on project updates. The Power Systems division... uses Smartsheet to manage large data center generator projects from order to installation. Project managers now track schedules, shipments, and payments in one place. Real-time dashboards give customers and teams instant access to project status. Smartsheet's user-friendly platform made adoption easy and boosted customer trust through transparency.

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Shoppa’s Material Handling - Manufacturing - Medium

Fort Worth, USA

Shoppa’s Material Handling used Smartsheet for Project & Portfolio Management to automate project tracking and improve collaboration. Before Smartsheet, teams... relied on manual spreadsheets and emails, causing delays and data loss. With Smartsheet, project data flows automatically, giving teams real-time visibility and saving significant time. Employees now track projects from order to completion in one place. The solution helps Shoppa’s deliver equipment to customers on time and supports their growth goals.

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Republic Elite - Manufacturing - Medium

USA

Republic Elite uses Smartsheet to automate project management for cabinet design and manufacturing. The company reduced onboarding time from two... hours to ten minutes. Smartsheet helped save 3,000 capacity hours yearly and track 44,000 product configurations. Teams now have real-time visibility into project status and improved collaboration. Smartsheet dashboards and automation support Republic Elite’s strategic growth and efficiency.

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Oerlikon - Manufacturing - Very Large

Pfäffikon, Switzerland

Oerlikon used Smartsheet to improve project and portfolio management. The company replaced subjective project selection with data-driven prioritisation. Smartsheet enabled... real-time dashboards, faster reporting, and unified templates. Teams gained full visibility into project status and budgets. Leadership now tracks progress and spending in real time. Oerlikon achieved greater agility and transparency across global IT projects.

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Motul Asia Pacific - Manufacturing - Medium

Paris, France

Motul Asia Pacific used Smartsheet to manage a complex warehouse migration in Singapore. The team faced a tight three-month deadline... and needed better project visibility. Smartsheet enabled real-time dashboards, automation, and improved collaboration. Project managers saved time on manual reporting and focused on core tasks. Motul expanded Smartsheet to new product registration and inventory management workflows.

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LU-VE Group - Manufacturing - Large

Varese, Italy

LU-VE Group used Smartsheet Control Center to collect and manage project ideas from over 3,500 employees across Europe. The company unified... project workflows after acquiring Alfa Laval’s air heat exchanger division. Smartsheet enabled a standard process for idea collection, project evaluation, and execution. Managers now launch projects with one click and track budgets and progress in real time. Centralized dashboards and templates improved collaboration and transparency for all teams.

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HIT Holz - Manufacturing - Medium

Torgau, Germany

Smartsheet helped HIT Holz double its project capacity and save over 1,000 hours. The company replaced manual tracking and Excel... sheets with automated dashboards and workflows. Smartsheet enabled real-time project management, streamlined procurement, and improved HR tracking for over 700 employees. HIT Holz now manages 380 active sub projects and uses Smartsheet for incident reporting and compliance. The platform made it easy for staff to adopt digital tools and boosted productivity as eCommerce demand grew.

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Flowserve - Manufacturing - Very Large

Irving, USA

Flowserve used Smartsheet to automate workflows and track production processes. The company cut repair report cycle time by 50 days... and improved on time delivery by 8 percent. Smartsheet helped Flowserve save $80,000 by tracking and reducing errors. Teams now use mobile apps to log shipping and repairs in real time. Flowserve gained better visibility and became more proactive in solving manufacturing issues.

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Construction Case Studies and Customer Success Stories with Smartsheet platform

 

TRUE Projects - Construction - Small

Sydney, Australia

TRUE Projects uses Smartsheet to boost transparency in commercial office fit-outs. The company switched from Excel and Dropbox to Smartsheet... for real-time visibility and collaboration. Smartsheet helps manage sales, projects, and financials in one place. The team saves 30% time on data management and 15% on data entry. On-site teams access project details and safety processes from anywhere. Smartsheet gives TRUE Projects a single source of truth and supports business growth.

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Simpson Strong-Tie - Construction - Large

Pleasanton, USA

Simpson Strong-Tie used Smartsheet to automate workflows and reduce duplicate work in marketing project management. The team created hidden columns... and automated notifications, making it easier to request shared services and track project status. Smartsheet dashboards improved executive reporting and centralized service requests. The digital marketing workload increased by over 50% in a few years, supporting the case for new hires. Single-click service requests and automation simplified processes and saved time for the team.

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Miller & Long - Construction - Large

Bethesda, USA

Smartsheet helped Miller & Long digitize daily field data collection, replacing slow paper-based processes. The company now uploads job site... data directly from mobile devices, saving staff time and reducing errors. Smartsheet's automation tools streamlined expense tracking for tolls and mobile phones, cutting manual work from days to minutes. Employees quickly adopted the new system, pushing for more automation. Security and privacy improved with the cloud-based platform.

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lumenomics - Construction - Small

Seattle, USA

Smartsheet helped lumenomics save $200,000 by reducing project manager headcount by 75%. The company now tracks lighting installation projects from... start to finish in one place. Smartsheet gives teams and clients real-time updates and better visibility. Communication is faster and easier, replacing scattered texts and emails. Project managers use mobile apps to update job status and share photos. Integrations with Acumatica help track budgets and project completion.

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Impact Housing - Construction - Small

USA

Impact Housing used Smartsheet to connect seven business units and improve project management. The team built custom workflows for construction... sites and tracked KPIs with a new dashboard. Executives gained a holistic view of operations, helping them focus on urgent needs. Employee turnover in manufacturing dropped after using Smartsheet for onboarding and satisfaction tracking. Investors now see real-time dashboards, boosting confidence in company operations.

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Infrastructure and Energy Alternatives, Inc. (IEA) - Construction - Medium

Indianapolis, USA

IEA used Smartsheet to automate resource allocation and project management. Before Smartsheet, IEA relied on manual spreadsheets and calls, which... slowed project updates and resource tracking. With Smartsheet, IEA built real-time dashboards and automated workflows, saving 50 hours per week for field technicians. Technicians now spend more time with customers and less on reporting. Managers get instant visibility into project status and resource availability, improving efficiency and customer communication.

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HanmiGlobal - Construction - Large

Seoul, South Korea

HanmiGlobal used Smartsheet to improve project management and communication. Manual data collection caused delays and miscommunication. Smartsheet's familiar interface made... it easy for staff and consultants to adopt. Real-time dashboards and integrations with Tableau gave project teams and clients instant access to project status. This reduced admin time and improved decision-making. HanmiGlobal now plans to expand Smartsheet use and integrate it with their own ezCDE platform.

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Earl Swensson Associates (ESa) - Construction - Small

Nashville, USA

ESa uses Smartsheet to standardize project management and improve accountability. The firm manages about 400 projects per year, mostly in... healthcare, with 190 employees. Smartsheet helps ESa automate workflows, streamline communication, and maintain oversight from design to construction. Dashboards give staff and executives real-time data for better decisions. Automated forms and alerts speed up processes and reduce errors.

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Education Case Studies and Customer Success Stories with Smartsheet platform

 

University of the Western Cape - Education - Large

Cape Town, South Africa

Smartsheet helped the University of the Western Cape standardise processes and improve team cohesion. The university automated budgeting and procurement,... reducing manual work and increasing transparency. Smartsheet dashboards made it easy to track progress and resolve issues, closing 170 audit findings. Productivity rose by 20% in automated processes, and overtime dropped. Staff morale improved as teams collaborated better and had fewer late payments.

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St. Edward's University - Education - Medium

Austin, USA

St. Edward's University used Smartsheet to automate and standardize IT resource management. The university reduced its IT resource management team... from four to one full-time staff member. Smartsheet enabled the school to reinvest over 25% of its IT services budget, upgrade services, and better manage contracts and assets. The platform helped support remote learning during the pandemic and improved transparency for leadership and staff. Smartsheet is now used across multiple departments, streamlining contract renewals, procurement, and budgeting.

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The Ohio State University - Education - Very Large

Columbus, USA

Smartsheet helped The Ohio State University Facilities Information and Technology Services team save over 150 hours of administrative work each year. The team automated... complex time tracking and centralized project management for more than 2,100 collaborators across 60 departments. Smartsheet Advance enabled faster response to customer requests and improved project visibility. Staff now track tasks and deadlines in real time, reducing manual updates and emails. The university uses Smartsheet to simplify processes and focus on high-priority work.

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Orbis Education - Education - Small

Indianapolis, USA

Orbis Education used Smartsheet to automate surveys and streamline contract renewals. They increased surveys sent per term from 20 to... over 150 using Control Center automation. Staffing contracts that once took 5-10 minutes each now take under 5 minutes for 50 contracts. Smartsheet improved data accuracy, simplified communication, and enabled better project tracking. Orbis teams now manage onboarding, payroll, and course schedules more efficiently.

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Mesa County Valley School District 51 - Education - Large

Grand Junction, USA

Smartsheet helped Mesa County Valley School District 51 save 2,340 hours per year for its teacher induction team. The district automated... onboarding, payroll, and reporting, reducing errors and speeding up processes. With Smartsheet dashboards, student safety reports now get a response within 1–2 hours. Staff use QR codes and forms to track attendance and manage resources in real time. Smartsheet and 10xViz made daily work easier for nearly 3,500 employees across 46 schools.

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McGraw Hill - Education - Large

New York, USA

Smartsheet helped McGraw Hill automate and simplify media asset creation for educational products. The team cut the vendor invoice review... process from three weeks to half a day. Efficiency improved by 50%, letting designers focus on creative work instead of data entry. Smartsheet dashboards and automation reduced errors and made project tracking easier. The platform enabled better collaboration and faster project delivery.

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George Washington University School of Nursing - Education - Very Large

Ashburn, USA

Smartsheet helps the George Washington University School of Nursing manage over 160 courses each year. The school uses Smartsheet to... centralize curriculum development, automate syllabus reviews, and track accreditation compliance. Dashboards give students, faculty, and staff real-time access to resources and project updates. Automation eliminates manual work, saving several hours per week on administrative tasks. The school connects Smartsheet with its Banner ERP system for real-time course data and strategic planning.

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Government Administration Case Studies and Customer Success Stories with Smartsheet platform

 

Wine Australia - Government Administration - Medium

Adelaide, Australia

Smartsheet helped Wine Australia launch a digital marketplace during the pandemic. The CONNECT platform enabled over 300 wineries to showcase... 3,000 wines globally. Smartsheet dashboards and Dynamic View improved collaboration, data capture, and event management. The team saved time by letting wineries manage their own data. Smartsheet also streamlined shipping logistics and customs paperwork. Wine Australia built the CONNECT platform in just 12 weeks, keeping trade active despite closed borders.

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National Oceanic and Atmospheric Administration Office of the Chief Administrative Officer (NOAA OCAO) - Government Administration - Very Large

Washington, USA

NOAA's Office of the Chief Administrative Officer used Smartsheet Gov to automate acquisition, contract, and budget tracking. The team saved... three weeks per month by eliminating manual processes. Smartsheet Gov dashboards gave real-time visibility into project and budget status. The office improved collaboration and broke down silos between departments. With automation, NOAA OCAO focused more on data analysis and became more efficient overall.

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U.S. General Services Administration - Government Administration - Very Large

Washington, USA

Smartsheet helped the U. S. General Services Administration save $71,500 a year by automating reminder emails and project updates. The...Integrated Award Environment team used Smartsheet to track federal projects, consolidate thousands of spreadsheets, and provide real-time dashboards for leadership. Automated alerts and dashboards improved reporting speed and accuracy. The platform enabled better project visualization and supported secure data management under FedRAMP standards. Staff reclaimed 12.5 hours per week for higher-value work.

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Western Australian Mental Health Commission - Government Administration - Medium

Perth, Australia

Smartsheet helped the Western Australian Mental Health Commission improve project reporting and transparency. The Commission adopted Smartsheet to centralize project,... program, and portfolio management. Staff now use dashboards and real-time collaboration to track milestones and manage tasks. The platform streamlined annual reporting and increased accountability. Teams save time and focus more on supporting the community.

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Hospitality Case Studies and Customer Success Stories with Smartsheet platform

 

Purple Eagle LLC - Hospitality - Medium

USA

Smartsheet helped Purple Eagle LLC grow from 2 to 18 spa locations and boost revenue from $1 million to $20 million in three years. The company automated... spa management, tracked schedules, and improved visibility into daily operations. Managers now see real-time performance metrics and handle customer complaints faster. Employees use Smartsheet for onboarding, scheduling, and reporting. Automation and dashboards made scaling the business easier and more efficient.

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Emirates Flight Catering - Hospitality - Very Large

Dubai, UAE

Smartsheet helped Emirates Flight Catering automate performance assessments for 10,000 employees. The new system replaced manual and spreadsheet-based processes, saving... time and improving data accuracy. Managers now use Smartsheet forms and dashboards to track and complete evaluations. Automation led to 98% of assessment targets being met, up from less than 90%. The solution increased productivity, reduced errors, and gave better visibility into employee performance.

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Denver Zoo - Hospitality - Medium

Denver, USA

Brandfolder helped Denver Zoo centralize over 5,000 digital assets, saving teams hours each day. The zoo eliminated daily creative requests... and streamlined campaign launches for 400+ employees. After onboarding, asset activity reached 15,000 engagements in six months. Hundreds of assets were distributed to external partners, supporting major campaigns and donor reports. Teams now access approved, high-quality content quickly, improving collaboration and brand consistency.

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Entertainment Case Studies and Customer Success Stories with Smartsheet platform

 

Sydney Symphony Orchestra - Entertainment - Medium

Sydney, Australia

Sydney Symphony Orchestra used Smartsheet to modernise its operational workflows. The new system helped the orchestra save time and energy.... Musicians could focus more on performing. Automation and forms made work easier for the team. The Orchestra Manager said Smartsheet lets musicians do what they do best. The solution improved efficiency across the organisation.

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McLaren Racing - Entertainment - Very Large

Woking, UK

McLaren Racing used Smartsheet and Brandfolder to speed up content delivery for fans and partners. The team moved over 90... terabytes of race day data from manual storage to a central digital asset management system. Automation and AI tagging now let photographers upload images directly, making content available to over 50 partners in hours instead of days. The marketing team saves hours each week, and all departments can access assets quickly. This change improved team alignment and fan engagement.

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Climate Pledge Arena and Seattle Kraken - Entertainment - Large

Seattle, USA

Smartsheet and Brandfolder help Climate Pledge Arena and the Seattle Kraken save 4-5 hours per week with custom reports. The teams use... Smartsheet to manage event schedules, ticket sales, and digital assets. They replaced email and spreadsheets with real-time collaboration and automated workflows. Brandfolder makes sharing digital assets with partners fast and easy. Communication and visibility improved for both internal teams and external partners. The solution supports hundreds of events each year and drives ticket sales growth.

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Retail Case Studies and Customer Success Stories with Smartsheet platform

 

Toshiba Global Commerce Solutions - Retail - Large

Research Triangle Park, USA

Toshiba Global Commerce Solutions used Smartsheet Modern PPM to standardize project and portfolio management. Before Smartsheet, teams used different tools... and lacked visibility, causing delays. With Smartsheet, they automated workflows and improved reporting. The company saw a 25% efficiency gain in program management. Teams now bring new solutions to market faster and spend less time on status updates.

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Theisen's - Retail - Medium

Dubuque, USA

Smartsheet helped Theisen's get 10,000 products online in just two weeks. The company used Smartsheet to automate and centralize product... data from multiple systems. This improved product visibility to 100% and raised the quality pass rate for new products to 97%. Theisen's now saves 46.5 hours per week on manual data management. Time-to-market for new products was cut by four weeks, leading to faster sales and happier customers.

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Dick’s Drive-In Restaurants - Retail - Medium

Seattle, USA

Dick’s Drive-In Restaurants uses Smartsheet to manage new locations and track sales data. The company replaced manual spreadsheets with dashboards... and automation. Smartsheet helps them monitor store performance and optimize hiring. Managers use the tool to report issues and update leadership. The team saves hours daily by generating reports and dashboards on demand. Smartsheet also supports large order management and collects customer feedback for improvement.

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Consumer Goods Case Studies and Customer Success Stories with Smartsheet platform

 

Wizards of the Coast - Consumer Goods - Medium

Renton, USA

Wizards of the Coast used Smartsheet to launch a rewards program that motivates employees to learn and use new tools. Over 200 licensed... users joined the Smartsheet Rewards Program, earning points and company swag for completing training. The program increased engagement and helped staff apply new skills to daily work. Smartsheet saved the team countless hours by providing a single source of truth and reducing mistakes. Employees now solve problems faster and collaborate more across teams.

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Shorr Packaging - Consumer Goods - Medium

Aurora, USA

Smartsheet helped Shorr Packaging streamline internal reporting and speed up shipments. The company used dashboards and Dynamic View to give... 150 employees a clear view of projects. In 90 days, their dashboard was viewed 3,000 times. Teams now collaborate better and resolve issues faster. Smartsheet made it easy to track requests and update statuses, reducing email overload. Shorr Packaging saw cost savings and improved productivity across departments.

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MOD Pizza - Consumer Goods - Medium

Seattle, USA

MOD Pizza used Smartsheet Control Center to manage rapid store growth. Before, they struggled with scattered spreadsheets and poor collaboration.... Smartsheet let them automate project plans for each new store. Now, teams track everything in one place and save time. The solution also lets them adjust processes for different stores. This helped MOD Pizza open 100 stores in a year and keep employees happy.

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Financial Services Case Studies and Customer Success Stories with Smartsheet platform

 

Stellar Bank - Financial Services - Medium

Houston, USA

Stellar Bank used Smartsheet to speed up its merger, integrating two banks with no delay. Smartsheet enabled immediate collaboration, automating... processes and meeting regulatory needs. The bank's active use of Smartsheet jumped from 25% to 85% in one weekend. Quarterly closings dropped from 120 days to 7, and application approvals from 10 days to 1. Smartsheet also helped Stellar deliver a fast, reliable PPP process, boosting its reputation and saving costs.

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SB Payment Service Corp. - Financial Services - Medium

Tokyo, Japan

SB Payment Service Corp. uses Smartsheet to manage complex payment service projects. Teams switched from Excel to Smartsheet for project... tracking and Gantt charts. This change made it easier to update tasks and share information. Managers now track time spent and see all project changes in one place. Automation and templates reduce manual work, letting staff focus on higher-value tasks. Security and audit trails are improved with full edit history.

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Quiddity - Financial Services - Medium

Sydney, Australia

Quiddity uses Smartsheet to automate business processes and standardize client management. The platform helps Quiddity save thousands of hours each... year by streamlining workflows and reducing administrative costs. Smartsheet enables proactive debtor management, cutting bad debts by over 80% for clients. Quiddity also integrates Smartsheet with tools like Pipedrive and Appsheet to support asset leasing startups. Automated solutions let leaders focus on strategy, not daily firefighting.

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Pharmaceuticals Case Studies and Customer Success Stories with Smartsheet platform

 

Xencor - Pharmaceuticals - Medium

Monrovia, USA

Xencor uses Smartsheet to manage cross-functional teams and complex projects. The company built a custom task management solution that saves... about 10% of daily work time. Smartsheet dashboards, reports, and templates help staff track priorities and deadlines. The Individual Task Management template, created by a senior manager, won a contest and is now available to all users. Xencor improved team collaboration and personal productivity with Smartsheet.

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Karyopharm Therapeutics - Pharmaceuticals - Medium

Newton, USA

Karyopharm Therapeutics used Smartsheet to speed up drug development and clinical trials. Before Smartsheet, teams managed trial data with spreadsheets... and email, causing delays and confusion. Smartsheet gave them a central, secure place for real-time updates and dashboards. This improved project visibility, communication, and regulatory compliance. Now, staff can track trial progress and deadlines easily, helping get new drugs to patients faster.

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Galenicum - Pharmaceuticals - Large

Barcelona, Spain

Galenicum uses Smartsheet to save 300 hours a year on document reviews. The company streamlined workflows and improved project control... by centralizing data and automating processes. Teams now manage lab analysis requests and equipment reservations with simple forms. Automated notifications replaced email chains, making document tracking easier. All project data is now in one place, helping teams make faster decisions and avoid miscommunication.

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Oil & Energy Case Studies and Customer Success Stories with Smartsheet platform

 

Williams - Oil & Energy - Large

Tulsa, USA

Williams used Smartsheet to build a new earned value management template for construction projects. The solution tracks project progress by... quantity, not just schedule or budget. This gives teams a more accurate view of daily and weekly accomplishments. Manual data entry and reporting are reduced, saving time for project teams. The template won a Smartsheet contest and is now available to all users.

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Oryx Energies - Oil & Energy - Large

Geneva, Switzerland

Oryx Energies used Smartsheet to improve project visibility and streamline operations across 17 African countries. The company replaced Excel spreadsheets... with Smartsheet dashboards, making it easier to track progress and manage resources. Teams now have real-time access to project status, KPIs, and timelines. Smartsheet helped standardize work plans and communication, supporting strategic initiatives like ORYZON22 and ENERGIZE. The platform enabled better collaboration, faster decision-making, and more efficient project management.

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Utilities Case Studies and Customer Success Stories with Smartsheet platform

 

WOG Technologies - Utilities - Small

New Delhi, India

Smartsheet helped WOG Technologies cut reporting time by 90%. The company used Smartsheet dashboards to gain real-time insights across all... departments. Project setup time was reduced by 50%. Teams now collaborate better and allocate resources more effectively. Sales pipeline tracking and proposal management are streamlined. WOG Technologies can now make faster, data-driven decisions and serve clients with greater agility.

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Eurus Energy Holdings Corporation - Utilities - Medium

Tokyo, Japan

Eurus Energy used Smartsheet to manage wind power plant construction projects. The company centralized project data and improved information sharing... with dashboards and forms. Nearly 50 staff now use Smartsheet to upload site photos, attach documents, and track progress. Regular meeting times dropped by two-thirds, and document prep time was cut. Communication between project partners became smoother with automated notifications and shared forms.

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Sports Case Studies and Customer Success Stories with Smartsheet platform

 

Royal Spanish Football Federation (RFEF) - Sports - Very Large

Madrid, Spain

Smartsheet helped the Royal Spanish Football Federation (RFEF) align 23 territorial federations and 30,000 clubs. RFEF needed to modernize football... in Spain and improve collaboration. Smartsheet provided a central platform for tracking goals, managing tasks, and sharing data. The solution enabled better visibility, faster decision-making, and more efficient teamwork. RFEF now uses automation and digital tools to support its strategic objectives.

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English Institute of Sport - Sports - Medium

Manchester, UK

Smartsheet helped the English Institute of Sport manage PCR testing for over 500 athletes and 600 staff before the Tokyo Olympic and Paralympic Games. The Athlete Health... Team used Smartsheet to automate reminders, assign tasks, and collect data in one place. This made reporting easy and gave secure, live access to information from anywhere. The team reduced mistakes and improved data accuracy. Smartsheet also supports year-round health tracking and project planning for EIS.

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Telecommunications Case Studies and Customer Success Stories with Smartsheet platform

 

South Western Communications (SWC) - Telecommunications - Medium

Indiana, USA

Smartsheet helped South Western Communications (SWC) boost efficiency by over 50%. SWC used Smartsheet to automate daily job reports, standardize... project management, and centralize data. The platform replaced paper and email-based processes, saving time for field technicians and enabling better decision-making. Dashboards and forms improved visibility for executives and empowered staff to suggest process improvements. SWC eliminated 35 documents per project and managed growth without increasing headcount.

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Herotel - Telecommunications - Large

South Africa

Herotel unified 33 businesses using Smartsheet for project management and collaboration. The company saw a 50% improvement in meeting deadlines... and monthly targets. Coordination emails dropped by 60%. Smartsheet helped standardize processes and made project information more transparent. Staff quickly adopted the tool, making it central to daily operations.

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Media Production Case Studies and Customer Success Stories with Smartsheet platform

 

Fox Sports Australia - Media Production - Medium

Sydney, Australia

Fox Sports Australia uses Smartsheet to plan and execute 1,000 live sporting events each year. The Outside Broadcast team automated... change management and streamlined broadcast planning with Smartsheet dashboards and mobile access. Real-time alerts and a central dashboard replaced manual spreadsheets and emails. The team now works 10% to 20% more efficiently. Staff save hours each week and no longer need extra hires to manage broadcast details.

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DIRECTV - Media Production - Very Large

El Segundo, USA

DIRECTV uses Smartsheet to manage nearly 200 strategic projects in one centralized platform. The Transformation Office tracks project lifecycles, automates... workflows, and streamlines reporting. Smartsheet dashboards give executives real-time project status and financial insights. Automation reduces manual work and speeds up KPI reporting. DIRECTV aligns projects with company priorities and improves decision-making with unified data.

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Real Estate Case Studies and Customer Success Stories with Smartsheet platform

 

Ayala Land - Real Estate - Large

Philippines

Ayala Land used Smartsheet to manage hundreds of properties and protect sensitive data. The company replaced manual workarounds with a... secure, low-code platform. Smartsheet’s Dynamic View let teams and vendors see only the information they needed. This improved data security, sped up workflows, and cut costs. Departments now adapt Smartsheet templates for their own needs, making work more efficient and secure.

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JLL - Real Estate - Very Large

Chicago, USA

JLL used Smartsheet to solve data sharing issues with a major commercial client. Smartsheet helped JLL manage real estate projects... from acquisition to construction close, enabling real-time updates for both JLL and client teams. The platform replaced manual spreadsheet updates with automated dashboards, reducing email requests and improving collaboration. JLL gained better visibility into project pipelines and could quickly identify and address bottlenecks. Automated workflows and easy document uploads streamlined reporting and decision-making for both organizations.

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Computer Software Case Studies and Customer Success Stories with Smartsheet platform

 

Tableau - Computer Software - Large

Seattle, USA

Tableau uses Smartsheet to quickly adjust and scale business processes. The company saves 10-20 hours per week per manager by... moving workflows from email and spreadsheets to Smartsheet. Teams can prototype forms and processes fast, reducing frustration and speeding up transitions to specialized systems. Smartsheet adoption is growing across IT and services teams. Tableau relies on Smartsheet for business agility and process management.

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Automotive Case Studies and Customer Success Stories with Smartsheet platform

 

McLaren Racing - Automotive - Large

Woking, UK

Smartsheet helped McLaren Racing deploy a unified project management solution in just 58 days. The team reduced its tech stack,... saving money and lowering risk. Smartsheet enabled McLaren to standardise project management and grow its PMO team from one to seven people. The new system improved process efficiency and supported the company's rapid growth. McLaren saw top-line growth and a culture shift toward continuous improvement.

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Transportation/Trucking/Railroad Case Studies and Customer Success Stories with Smartsheet platform

 

Konoike Transport Co., Ltd. - Transportation/Trucking/Railroad - Very Large

Osaka, Japan

Konoike Transport used Smartsheet to migrate its warehouse management system for 60 locations to the cloud in just four months. The ICT Promotion... Division visualized and shared project data in real time, consolidating 200 sheets of information. Smartsheet enabled precise project management and helped meet a tight deadline that would normally take over a year. Employees found Smartsheet easy to use, even those unfamiliar with project management tools. The adoption of Smartsheet also fostered a positive mindset toward digital transformation across the company.

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Events Services Case Studies and Customer Success Stories with Smartsheet platform

 

Hotopp - Events Services - Small

Seattle, USA

Hotopp, a creative studio in Seattle, used Smartsheet to manage the design, fabrication, and installation for the 2024 NHL Winter Classic. The team reduced... project review meeting prep from four hours to just 30 minutes. Smartsheet enabled real-time project tracking, improved collaboration, and streamlined client service. Hotopp credits Smartsheet for helping drive company growth and delivering a better client experience.

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Apparel & Fashion Case Studies and Customer Success Stories with Smartsheet platform

 

PVH Corp. - Apparel & Fashion - Very Large

New York, USA

Smartsheet helped PVH Corp. , owner of Tommy Hilfiger and Calvin Klein, streamline project management across global teams. Before Smartsheet,...teams used many manual tools and struggled to find accurate information. Now, PVH uses Smartsheet for project tracking, team communication, and executive reporting. The platform enables faster project turnarounds and better collaboration across continents. PVH teams deliver more customer-focused initiatives and improve efficiency with Smartsheet templates and dashboards.

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Marketing and Advertising Case Studies and Customer Success Stories with Smartsheet platform

 

Ogilvy - Marketing And Advertising - Very Large

New York, USA

Smartsheet helped Ogilvy improve project management for global media campaigns. Teams now track assets, deadlines, and budgets in one place.... Smartsheet dashboards give everyone the same view, boosting transparency and trust. The agency delivers high-quality work on time and keeps clients happy. Team members feel calmer and more productive with clear communication and less miscommunication.

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Other Industry Case Studies and Success Stories with Smartsheet platform

 

TRANZACT - Professional Services - Medium

USA

Smartsheet helped TRANZACT improve project management and team collaboration. The company used the Smartsheet Jira Connector to give their PMO... better visibility into project details. TRANZACT created custom views for different audiences and shared information faster. Automation and collaboration features saved time and boosted productivity across departments. Plans are in place for companywide adoption and training to increase user skills.

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Sutherland - Professional Services - Very Large

Pittsford, USA

Sutherland used Smartsheet for project and portfolio management to automate workflows and centralize project tracking. The company reduced project setup... time from 45 minutes to 10 seconds, saving 25 hours weekly and $129,000 annually. Smartsheet enabled real-time visibility, improved decision-making, and eliminated manual processes. Sutherland's Service Excellence team drove $1 million in annual savings using Smartsheet. The platform also helped HR manage 10,000 payroll entries daily with high accuracy.

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Rackspace Technology - Professional Services - Large

San Antonio, USA

Smartsheet helped Rackspace Technology's Corporate PMO save nearly 1,000 hours per year by standardizing project and program setup. The team replaced... manual processes with automated workflows and consistent templates. This led to a 30% savings in effort and improved reporting. Dashboards now provide real-time visibility into project status and resource allocation. Collaboration is easier across teams and regions, supporting both in-office and remote work.

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Maritz - Professional Services - Large

St. Louis, USA

Maritz used Smartsheet to replace email and file shares for client collaboration. The switch improved efficiency and made information easy... to find and share. Project managers now prepare assets and engage clients in half the time. Employee onboarding is three to four months faster. Smartsheet dashboards help Maritz predict staffing needs and track IT status. Maritz promotes Smartsheet as a competitive advantage to win new business.

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Iron Mountain - Professional Services - Very Large

Boston, USA

Iron Mountain used Smartsheet Modern Project and Portfolio Management to centralize IT project data and automate workflows. The company replaced... six separate tools, saving over $4 million each year. Smartsheet dashboards now give leaders a clear view of all projects and strategic goals. Automation saves each licensed user more than 200 hours and $8,000 annually. Iron Mountain also improved project visibility, decision making, and streamlined procurement and implementation processes.

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HR Spectacles - Professional Services - Small

Philippines

HR Spectacles used Smartsheet to speed up employee onboarding by 54%. The company cut 360-degree evaluation time by 78%. Operations... costs dropped by 65%. A dedicated Smartsheet team automated workflows and trained staff weekly. This helped HR Spectacles scale faster and improve client satisfaction. Clients praised the personalized HR workflows built with Smartsheet.

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Dexterra - Facilities Management - Large

Toronto, Canada

Dexterra used Smartsheet Modern Project and Portfolio Management to improve service delivery for a major government facilities contract. Real-time dashboards and... automated workflows made data accessible, cutting administrative work by 75%. The company reduced costs by 96%, saving $80,000, and boosted on-time resolution from 66% to 93%. Travel costs dropped 80% and productivity in contractor management rose by 200%. Smartsheet integration with Microsoft Teams helped staff access information quickly and collaborate remotely.

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Convergint - Professional Services - Large

Schaumburg, USA

Convergint used Smartsheet to unify project management across 180+ global locations. The company built a custom tool that saved over... 30 days in customer invoice collections. Smartsheet enabled 20% growth in external collaborators and empowered local teams to create their own solutions. Over five years, user adoption grew from 230 to 9,900 users. Convergint improved transparency and communication with customers using Smartsheet's flexible platform.

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Convergint - Professional Services - Large

Schaumburg, USA

Smartsheet helped Convergint, a leading security integrator, cut accounts receivable collection time in New York by 23 days during the COVID-19 pandemic. The platform replaced... manual processes and printed playbooks with a single system of record, improving communication and collaboration across 115 locations. Teams now track customer requirements, update procedures, and generate reports faster. Project approvals dropped from a week to as little as one day. Convergint delivers better customer service and faster response times using Smartsheet's unified data and workflow tools.

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Customer Success Stories of Smartsheet platform

 

McLaren F1 Team - Motorsport - Large

Smartsheet helps the McLaren F1 Team innovate

Woking, UK

Smartsheet is supporting the McLaren F1 Team in their innovation efforts by providing project management solutions. This collaboration enhances McLaren's... ability to manage complex projects efficiently, contributing to their competitive edge in the motorsport industry.

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