Medidata Case Study

Coordinate Client Projects

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.

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Partners & Clients Project Managers Internal Teams
“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.”

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

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.

Transparency Leads to Better Collaboration

“Smartsheet has revolutionized the way we manage our partnerships and collaborate internally.”
Sara Stauffer,
Sr. Manager Partner Accreditation

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.

View Smartsheet Templates

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.

View Smartsheet Webform Templates

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.

View Smartsheet Templates

Reaching Cloud-Based Business Goals

“In September 2012 our president started a cloud-based initiative focused on everything we do. Not just products, but the way we work with customers and each other. We’re well on our way to getting there.”
Keith DiAngelis,
Senior Director, Technical Services & Business Process Optimization

Everyone Is Receptive — Even IT

“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

How Medidata Uses Smartsheet

Implementation
784 Clients managed
5,366 Customer & partner sheets
8,243 Implementation tasks coordinated
Enablement
1,933 Enablement activities
261 Discussions tracked
52 Documents managed
Partner Accreditation
6,142 Onboarding tasks managed
2,985 Partner resources
779 Documents shared

Coordinate Across Your Enterprise

Use the same tools that helped Medidata get on the same page with colleagues and customers.

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