Smartsheet for Client Dashboard Solution

Industry

Training & Consulting Company

Company Size

11-50 Employees

Customer Profile

Training and consulting company building high performance teams across hundreds of retail locations through training and onboarding support for thousands of frontline personnel.

Business Situation

Training and consulting company landed a new client, and initially started with Smartsheet to develop a client-facing training scheduling and tracking system. This original highly manual and repetitive process had severe performance, timeliness and collaboration limitations based on its backbone of disconnected spreadsheets. With a short amount of time and limited resources, the company reached out to GPMO to help improve, streamline, and train the team on an updated and optimized client-facing solution and application.

Problem

A fast-growing training and consulting company was experiencing rapid business change while expanding its cloud-based application ecosystem.

The organization faced several challenges:

Limited visibility and coordination across a large national
retail network.‍
Inefficient scheduling and tracking of training for
thousands of frontline personnel.
A need for scalable, cloud-based solutions to support both
internal and client-facing workflows.‍
Teams requiring guidance, training, and support to adopt
new applications effectively.

‍

Solution

Global PMO Partners partnered with the organization to evolve and scale its Smartsheet ecosystem.

Within months, the teams:

Delivered a client-facing, dashboard-driven training
scheduling and tracking solution.
Introduced timely solutions and new capabilities aligned with
fast-changing business needs.
Provided hands-on training, onboarding support, and
ongoing guidance as adoption grew.
Built additional internal and client-facing Smartsheet solutions
that improved transparency, collaboration, and efficiency.

‍

Results

Transformed training operations with a modern dashboard system supporting hundreds of retail locations and thousands of personnel.
Accelerated adoption of new cloud applications through structured training and support.
Improved visibility into human-capital training assets and operational performance.
Enhanced collaboration across internal teams and client stakeholders.
Increased process efficiency through scalable, Smartsheet- based workflows.

‍