QAD Case Study

Customer Story

Enable Strategic Decision Making

Enterprise-wide work management delivers real-time visibility and drives better decision making.

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Enterprise-Wide Operating Goals

Better Business Decisions

The leadership team wanted to be better dialed in to team activities. This meant managing all projects into one central location, with a tool that was simple enough for people who weren’t necessarily project managers.

Flexible Work Management

The solution had to work for every department and project size. It needed to manage complex systems migration projects, coordinate marketing activities for a product launch, or track thousands of financial reporting activities.

Connect to Existing IT Architecture

The solution needed to be easily integrated with other platforms and systems. It also needed to be cloud-based to resolve issues around software updates and oversight.

Streamlined IT Operations

  • Track application development lifecycle
  • Coordinate system upgrades and global rollouts
  • View the dashboard for real-time status
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Efficient Financial Task Management

  • Find templates for different finance teams
  • Track financial tasks for monthly, quarterly and annual close
  • View real-time status of regulatory activities
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Streamline Marketing Operations

  • Store deliverables and track status in one place
  • Communicate through Smartsheet rather than email
  • Automate alerts for deliverables ready for handoff
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Successful Implementation Projects

  • Share project plan and status with customers
  • Automate notifications when critical status changes
  • Keep shared project documentation in one place
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“Introducing Smartsheet meant we could remove MS Project for all but a couple power users. We work smarter and saved $40,000 - $50,000 in MS Project licensing fees alone.”

Karsten Kleinpeter Director of IT Business Operations

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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