Medidata Case Study

Customer Story

Coordinate Client Projects

Medidata logo

1,200+ employees. 500+ clients. One tool.

Medidata provides SaaS solutions to reduce the cost, time and risk of clinical trials. Enterprise-wide efficiency was difficult when internal teams and external partners used different work management systems. Smartsheet became the one project management tool everyone could use.

“We didn't have a centralized repository of project plans or updated project timelines. Creating processes in Smartsheet meant we were no longer emailing for updates or questioning timeline versions.”

Kristen JohnstonKristen JohnstonDesign & Marketing Manager

Visibility and Structure

Smartsheet Custom Templates Smartsheet Custom Templates

Need

Simplified Process

“We needed a dedicated effort to partner training. We wanted to provide visible structure and real-time access to our accreditation process.”

Sara Stauffer, Sr. Manager Partner Accreditation

Solution

Visualize Progress

Sara’s first step was turning key sheets into templates to simplify and standardize the partner on-boarding process. She then visualized each partner’s progress in a dashboard she could share.

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Project Transparency

Smartsheet Shared Worksheets Smartsheet Shared Worksheets

Need

Fewer Email Conversations

“Managing timelines in complicated project software was not client-friendly. I needed to reduce email volume and provide better project transparency to my clients.”

Tina Pagos
Senior Project Manager, Customer Enablement

Solution

Cloud-Based Project Plans

Tina’s first step was to import her project timelines—Gantt and all—into Smartsheet. She then shared the relevant project plan with each client and collaborated directly in the sheet. Clients could finally follow a project without having to request an update.

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Easy to Use Project Tools

Smartsheet One Destination for Documents Smartsheet One Destination for Documents

Need

Simple Management of Complicated Projects

“Our global operations team manages complicated year-long projects and we needed a user-friendly project management solution to keep everyone organized, coordinated and accountable.”

Justin McDonald,
Sr. Marketing Operations Manager

Solution

Create and Manage Checklists

Justin and his team were able to manage big milestones and task-level assignments by breaking a complex integration project into five smaller phases. What was anticipated to be a year-long project was finished in 8 months.

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“When I found Smartsheet, I knew we would be more efficient right away. It was immediately useful and easy for IT to maintain.”

Keith DiAngelis, Senior Director, Technical Services & Business Process Optimization

Smartsheet for Project Management

Whether orchestrating simple tasks or complex portfolio management, PMO leaders rely on Smartsheet to align the right people, resources, and schedules to get work done.

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