Case Study: a global automotive business standardizes retailer onboarding with Optimum and Smartsheet

Global Automotive Business standardizes onboarding for 40,000 dealers with Optimum

The customer, a global automotive business, faced challenges with its inconsistent and manual process for onboarding new retailers. This lack of standardization prevented leadership from having visibility into the status of retailers at various stages. Optimum was engaged to design a standardized approach using Smartsheet Control Center and Dynamic View.

Optimum implemented a centralized Smartsheet solution that provided project dashboards and streamlined progress tracking. This gave the client clear visibility into all onboarding stages and enabled team members to input key dates and manage their work through tailored views. The result was a more efficient and aligned process across the organization, with enhanced communication and strategic oversight throughout the retailer onboarding lifecycle.