Inspiring Customer Stories

Schock Group

200–300

projects annually centralized in SmartSuite

IT, Product, Project & Program Management, Operations, Customer Experience, Executive Leadership

Asana

CRM

Monday

SharePoint

Data Silos

Lack of Visibility

Legacy Systems

Manual Processes

Scalability Challenges

Operations, Service, Project & Program Management, IT, Executive Leadership, Data & Analytics

Technology

Europe

Salesflow

90+

automations deployed across dev and commercial ops

Operations, Human Resources, Project & Program Management, IT, Executive Leadership, Training & Development

Jira

Monday

Communication Gaps

Data Silos

Inefficient Workflows

Lack of Visibility

Scalability Challenges

IT, Product, Project & Program Management, Operations, Customer Experience, Executive Leadership

Construction

Lipps Electric

150+

projects streamlined across leadership

Operations, Project & Program Management, Data & Analytics, IT, Executive Leadership, Community & Events

Trello

Lack of Visibility

Manual Processes

Scalability Challenges

Operations, Human Resources, Project & Program Management, IT, Executive Leadership, Training & Development

Non-Profit

Europe

PlantBasedTreaty

100%

increase in operational transparency

Operations, Project & Program Management, Service, Executive Leadership, IT, Procurement & Supply Chain

Google Forms

Google Sheets

Monday

Manual Processes

Lack of Visibility

Operations, Project & Program Management, Data & Analytics, IT, Executive Leadership, Community & Events

Restaurant / Food Services

Mid-Size Business

Europe

Roadchef Projects

70%

reduction in email-based coordination

Operations, Project & Program Management, IT, Executive Leadership, Procurement & Supply Chain, Training & Development

ClickUp

Monday

Lack of Visibility

Manual Processes

Operations, Project & Program Management, Service, Executive Leadership, IT, Procurement & Supply Chain

Religious

Ratio Christi

70%+

faster reporting through SmartSuite dashboards

Operations, Finance & Accounting, IT, Project & Program Management, Executive Leadership, Legal & Compliance

ClickUp

Google Sheets

Spreadsheets

Communication Gaps

Lack of Visibility

Scalability Challenges

Operations, Project & Program Management, IT, Executive Leadership, Procurement & Supply Chain, Training & Development

Technology

Mid-Size Business

WebPT

700+

Google Sheets replaced

Project & Program Management, Operations, Design & Creative, Customer Experience, Executive Leadership, Sales

SalesForce

Google Sheets

Slack

Appsheet

Lack of Visibility

Manual Processes

Scalability Challenges

Operations, Finance & Accounting, IT, Project & Program Management, Executive Leadership, Legal & Compliance

Marketing Agency

Active3D

$100K+

projected in annual productivity gains

Operations, Service, Sales, Executive Leadership, IT, Customer Experience

ClickUp

Monday

Trello

Compliance Challenges

Lack of Visibility

Scalability Challenges

Project & Program Management, Operations, Design & Creative, Customer Experience, Executive Leadership, Sales

Automotive

So Cal Classic Car Storage

50%

faster response time

Project & Program Management, Operations, Finance & Accounting, Design & Creative, Customer Experience, Executive Leadership

Excel

QuickBooks

Text

Communication Gaps

Lack of Visibility

Manual Processes

Operations, Service, Sales, Executive Leadership, IT, Customer Experience

Manufacturing

Digital Atelier

3x

faster project timeline updates

Project & Program Management

Airtable

Spreadsheets

Communication Gaps

Data Silos

Lack of Visibility

Manual Processes

Scalability Challenges

Project & Program Management, Operations, Finance & Accounting, Design & Creative, Customer Experience, Executive Leadership

Health Care

Enterprise

Gillette Children's

8

tools consolidated, 3 fully retired

SmartSheet

Spreadsheets

Data Silos

Lack of Visibility

Legacy Systems

Manual Processes

Scalability Challenges

Project & Program Management

CornholeATL

60+

leagues unified under one platform