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Success Story

Achieving Operational Excellence in Project and Portfolio Management with Smartsheet


In response to rapidly changing market conditions, an exercise equipment fitness company established an Enterprise Project Management Office (EPMO) to lead mission-critical initiatives. The office was designed to be a powerhouse for execution and required project management standards to be deployed throughout the organization. In its early days, the Director recognized the need for a project and portfolio management solution to help bolster communication and collaboration across its dispersed teams.


Stepping in to build and deploy a custom Smartsheet solution Pepper Foster helped the company establish effective project management processes, increase enterprise portfolio visibility, and enable the successful delivery of strategic initiatives. Leveraging the five phases of design thinking, the solution implemented a full-scale process from project intake to project closure while providing portfolio visibility to executive stakeholders. 

Pathway to Excellence: 


The project and portfolio management solution was successfully deployed in the EPMO. It has been fully adopted by the organization increasing transparency and alignment to enterprise priorities and it serves as a one-stop-shop for mission-critical initiatives. 

In response to the successful deployment, additional business areas began to adopt Smartsheet as an enterprise tool, leveraging pieces of the original solution architecture for their collaboration and work management solutions. At the end of the engagement, ownership, and management of all solutions have been transitioned into the business and are fully sustained by the organization.

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