Category: Process Optimization & Automation

30 May 2019
TJJD Office 365 and Nintex Optimum

Case Study: State agency engages Optimum to develop their Office 365 and SharePoint Governance Plan and Framework

Download Full Case Study   Migrating an entire organization’s SharePoint environment to the cloud is no small task! Security, user permissions, information architecture and document library structure, departmental content clean-up as well as existing forms and workflows migrations need to be considered and designed into the destination environment. Most migrations to Office 365 usually cover […]

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

Case Study: Charter School automates the Summer School selection process

Download Full Case Study Classical Charter Schools prepares K-8th grade scholars in the South Bronx to excel in college preparatory high schools. Through a classical curriculum and highly structured setting, students become liberated scholars and citizens of impeccable character who achieve proficiency in and advanced mastery of New York State Performance Standards. The school offers […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
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

Download Full Case Study 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 […]

Continue Reading