Case Study: Busey Bank achieves 95% faster M&A setup and 10× project capacity with Smartsheet

Busey Bank drives 10 times the projects while saving hundreds of thousands of dollars by using Smartsheet

Busey Bank, a regional financial services firm pursuing growth through mergers and acquisitions, faced a legacy project-management system that was difficult to use, lacked accurate reporting and dashboards, and couldn’t scale to track numerous concurrent projects, regulatory documentation, and cross-team collaboration.

By adopting Smartsheet, Busey standardized templates and forms, automated workflows, and centralized access controls and dashboards to enable real-time collaboration. The bank now manages more than 10× the concurrent projects, reduced M&A data-conversion time from 9–12 months to about 4 months, cut project setup time by roughly 95%, and saved over $200,000 while improving compliance documentation.

Busey Bank

Randi Potter

Senior Vice President and Director of Technology and Business Systems