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Enabling Strategic Decision Making

The QAD 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.

Industry

  • Technology

Organization Size

  • Large (1,000 - 9,999 employees)

Region

  • North America

Use Cases

  • Streamlining IT Portfolio Management
  • Task Management

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

QAD’s solution needed to work for every department and project size, enabling teams to manage complex systems migration projects, coordinate marketing activities for a product launch, or track thousands of financial reporting activities.

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

With Smartsheet, QAD streamlined IT operations with the ability to track application development lifecycle, coordinate system upgrades and global rollouts, and view the dashboard for real-time visibility into status.

The team also made their financial task management more efficient, with templates for different finance teams, visibility into real-time status of regulatory activities, and the ability to track financial tasks for monthly, quarterly, and annual close.

The marketing team also streamlined operations by communicating through Smartsheet, rather than email; setting up automated alerts for deliverables that are ready for handoff; and using Smartsheet to store deliverables and track status in one place.

Finally, Smartsheet enabled the QAD team to run successful implementation projects, by giving them a platform to share project plans and statuses with customers, automate notifications when critical status changes, and keep shared project documentation in one place for increased transparency.