The Marketo University team needed to streamline workflows to provide value for their customers. Using Smartsheet, they reduced the time it takes to compile an executive report from two weeks to 48 hours.
How Marketo Helps Customers Win at Scale With Smartsheet
Marketo University adopted Smartsheet to minimize time spent on operational tasks, improving response time in assisting both external and internal customers.
I’m able to make each customer feel like our only customer, because I can quickly find the data that I need to serve them the best.
Taryn Petzel, Education Coordinator, Marketo University
“We’re actually managing 30% more projects with the same number of project managers as we were before we implemented Smartsheet.”
—Michael Ghrist, IT Account Manager for Commercial Operations
Today, teams at Roche are developing and implementing innovative diagnostic systems that help millions of patients all over the world. Yet rapid changes in technology and within the healthcare industry mean that the teams at Roche must also drive innovation in their processes to stay competitive and keep up with demand.
An Increasingly Complex Process
Based in Indianapolis, the Roche Diagnostics Implementation Program office serves the needs of a diverse and expansive customer base in North America. The team realized that in order to best serve their customers, which range from personal physicians to large national laboratories, research institutions and academic centers, they needed to address rapid changes in technology, customer expectations, and economic pressures. Their customers deserve transparency with regard to everything related to diagnostic testing — and they want results and consolidated real-time information delivered more rapidly.
The professional services company made its yearly audit planning and scheduling process less time-consuming while improving team communication, collaboration, and process visibility.
Professional services powerhouse FGMK had a problem: Dated processes and legacy tools were distracting the team from the work they do best— first-class client service.
With over 1,000 audit and financial statement reporting engagements in a year, and tens of thousands of information requests, FGMK was looking for a better way to handle communications and manage administrative requests related to these often manual processes done in a spreadsheet, word document, or an email thread. After running into accountability issues and versioning headaches, the team at FGMK knew there had to be a better way.
“We found that teams were spending a lot of time on the administrative part of an audit versus doing the actual client service, doing the actual value-added component that is why they're in the field,” says Michael Fernandez, Director of Quality Control at FGMK.
They needed a solution to help free up their employees from this manual, administrative burden by helping to streamline document intake and decrease the back and forth of email conversations. "We just needed to improve our data flow. We needed to improve our collaboration. We needed to improve our communication; internally and externally," says Fernandez.
“We viewed Smartsheet as something that could improve our own efficiency and cut out that manual labor-intensive process,” says Fernandez, “we’re able to use the notifications and the quick at-a-glance collaborative nature of the platform to get things done quicker, better, and to re-allocate our resources, too.”
“Through the use of Smartsheet, we are getting closer towards global disease elimination targets set by the World Health Organization.”
—Allison Snyder, Project Support Specialist
Focused on improving the lives of hundreds of millions of people around the world, The Task Force for Global Health is a nonprofit organization with 14 programs dedicated to controlling, eliminating, and eradicating debilitating diseases. Its Neglected Tropical Diseases Support Center conducts research on tools and techniques for eliminating five such diseases that collectively impact more than a billion people worldwide.
To bring IT training to talented but underserved populations, Creating IT Futures turned to Smartsheet and realized huge savings.
Creating IT Futures — a Chicago-based nonprofit and the workforce charity of respected IT trade association CompTIA — prepares people from underrepresented communities for IT careers. Despite the successes of their training programs, inefficient, error-prone processes with their online training and certification exam voucher programs created a significant administrative burden for staff, students, and education partners.
Without a solution, manual tasks and data issues would continue to divert staff time and attention away from what was most important—supporting CITF’s students and alumni.
by Guest Author
Editor’s Note: Here at Smartsheet, our customers inspire us every day. Today’s post comes from Oscar Gonzalez, Senior Program Planning Manager at Karyopharm Therapeutics.
In late 2016, after only five months as a lab manager for Karyopharm Therapeutics, I was promoted to the role of program manager in clinical operations. With no prior experience in clinical operations, I was in for quite a ride.
I couldn’t have imagined that after a year I’d be promoted to senior program planning manager and be the team lead of the program planning, analytics, and innovation group — in large part thanks to the effect I had in the implementation of Smartsheet across the organization.
Smartsheet dashboards and sheets give Karyopharm's clinical teams, CRO staff, and project managers constant access to trial information.
The scientists, lab technicians, and project managers at Karyopharm Therapeutics Inc. have an ambitious goal: to create drugs to more effectively treat cancer, autoimmune disorders, and other major diseases. Making a big difference in the lives of patients means carefully managing the smallest details — everything from efficiently setting up and certifying a clinical trial to updating records when a researcher’s office gets a new phone number.
“We have active studies that encompass over 350 different centers such as hospitals, small clinics, and medical schools across more than 20 countries,” says Oscar Gonzalez, program planning manager at Karyopharm. “A lot of organization has to happen to achieve our goals, and it’s truly a labor of love. The people here have a passion for what they’re doing and for what, ultimately, we’re trying to do for patients.”
Tellepsen uses Smartsheet to assess development goals and determine which project managers are ready for promotion.
The construction project management team at Tellepsen Builders knew how to plan and build corporate headquarters, hospitals, and schools. But building a clear structure for career growth and promotion required a new approach.
Kendall Pouland, director of professional development, needed a better way to manage the skills training and advancement process for a growing team of ambitious project managers — and found it in Smartsheet.
As a family-owned business that’s been operating in Houston for more than 100 years, Tellepsen focuses on projects that make a difference in people’s lives. Construction project management is one of the largest teams at Tellepsen, and vitally important for the business. Project managers work at construction sites organizing the full range of onsite operations. Pouland had worked her way up through the project management ranks; spending 10 years working at building sites in a hard hat had taught her that a PM’s work is complex, and that clear feedback is essential to mastering the job.
by Renee Hunter on June 5, 2018
When disasters strike, most people’s first impulse is to take care of their family. For Tellepsen, a leading building business in Houston, employees are family.
So when Hurricane Harvey brought widespread flooding to the Houston area in August 2017, Tellepsen used Smartsheet to find out the status of more than 500 employees spread throughout the sprawling Houston metro area, and get help and resources to the people who needed them.
How MOD Pizza Scales Operations
by Renee Hunter on August 22, 2017
As any retailer knows, if a chain wants to survive - let alone thrive - it needs to simultaneously keep growing and set itself apart from the competition. MOD Pizza is one such company - a fast casual pizza chain that is rapidly expanding it’s reach.
MOD Pizza has recently gone from opening a couple of stores a year to opening 100 stores in a year. But sustaining that growth isn’t easy. As MOD Pizza CEO Scott Svenson shared in a recent interview, “It’s easy to open one store and send out a press release that you’re going to be the ‘Chipotle of pizza.’ It’s much harder to open the second, and the fifth, and the tenth, and then start to scale.” As MOD Pizza’s growth accelerated, their team needed a way to quickly scale their retail operations to stay on track with all of their store openings.
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