Smartsheet
280 Case Studies
A Smartsheet Case Study
Borrego Solar Systems, a San Diego–based developer, engineer and installer of commercial and government solar and energy storage projects, was struggling with inconsistent project data. Engineers managed projects offline in Microsoft Project and then manually re-entered milestones into Salesforce, which led to slipped dates, resourcing issues and unreliable status reporting across the company.
Borrego implemented Smartsheet for Salesforce to synchronize project data automatically so engineers update once in Smartsheet and stakeholders see accurate milestones in Salesforce. The connector immediately improved visibility and cross‑department communication, cut task processing time by half (reducing 12-day tasks to about 6), and freed teams to focus on innovation rather than duplicate data entry.
Emily Tam
Director of IT and Infrastructure