Category: Case Study

21 May 2019
Charter School Process Workflow Automaion Nintex Office 365 Optimum

Case Study: Charter School automates the Summer School selection process

Download the Full Case Study The client’s process for vetting and enrolling students into their educational summer camps was complex, involving timeframes and deadlines, fluid academic- and attendance-related student parameters, and dynamic movement of students from one list to another. Optimum mapped and engineered the workflows required to automate the vetting and enrollment process, documenting […]

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29 Jan 2019
PMO and Smartsheet Control Center Case Study-Optimum

Case Study: Machinery Manufacturer automates PMO processes and projects with Optimum

A global Machinery and Manufacturing company has engaged Optimum to assist the company in the establishment of their Portfolio and Project Management processes and best practices and to replace their existing, in-house PPM tool with Smartsheet’s Control Center. Optimum conducted a Process Mapping and PMO Maturity assessment phase, identifying obstacles to workflow streamlining and maximum […]

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28 Jan 2019

Case Study: A Caterpillar Machinery Reseller brings work automation and business intelligence to their PMO

Download Full Case Study Executive Summary: One of the major Caterpillar Machinery Dealers engaged Optimum to establish the company’s Project Management Center of Excellence and implement Smartsheet best practices and templates for the execution of their large initiatives. Our team of Project Management and Technology Experts started the project by evaluating and assessing the organization’s […]

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18 Oct 2018
power to manage mobile app optimum

Case Study: Mobile Application Development for Energy Sector

Business Need/Problem: DRF Industries, an Energy Consulting firm, engaged Optimum to design and develop a native Android application to manage energy usage for non-residential and business consumers. The client’s main goal was to gain a competitive advantage in their local market and provide an innovative and effective mobile solution to its customers. Our Solution & […]

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18 Oct 2018
Intranet Beezy Optimum

Case Study: Aguirre & Fields enhances employee engagement and collaboration through an intelligent Intranet

Business Need/Problem: Aguirre & Fields, LP engaged Optimum to design and implement a customized and intelligent Digital Workspace (Intranet) that is based on SharePoint/Office 365 and brings modern collaboration, communication, knowledge management, and process automation to the company.  This solution also helps bring together information and tasks from various departments (HR, IT, etc.) and office […]

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17 Oct 2018
Optimum UX UI Design

Case Study: Houston Pilots modernizes their ERP software platform

Business Need/Problem: Our business partner, 3coast Services, engaged Optimum to design and develop a robust, integrated, and modern Dispatching and Billing Software Solution for Houston Pilots that fully meets the business needs and requirements of client’s partners and staff while utilizing the latest and greatest technologies and backend infrastructure design. The legacy applications that supported the Houston […]

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02 Sep 2018
Business Process Automation and Forms for Real Estate Optimum Nintex

Case Study: SOHO realty improves its agent and client experience with process automation

Executive Summary: SOHO Realty engaged Optimum to design and develop a custom Marketing & Sales Process Automation solution that allows for robust automation of SOHO’s back-office processes as well as the integration of SOHO’s current CRM, eSignature, and Financial systems.    SOHO Realty needed an innovative and customized Marketing and Sales Automation solution to enable its […]

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13 Jul 2017
smartsheet project management optimum

Case Study: Project Management and Work Automation Solution with Smartsheet

Executive Summary: Stillo Construction engaged Optimum in Spring 2016 to establish project management best practices and methodology and also to provide a technology solution that can help Stillo manage their large number of projects more effectively, increase their team’s productivity,  improve their real-time communications with their customers, and untimely reduce their operational cost.  We implemented a Cloud-based […]

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