Case Study: Caravel achieves 4-week faster project staffing and 25% higher utilization with Smartsheet

Caravel Improves Project Staffing and Management by Optimizing Resource Allocation in Smartsheet

Caravel, a 1,300+ employee professional services firm specializing in NetSuite, Salesforce and technology implementations, struggled to scale because it relied on disparate productivity tools and spreadsheets that made resource allocation, reporting, and consistent delivery difficult across global delivery centers. Limited visibility into project progress and staffing needs slowed staffing and constrained growth.

By adopting Smartsheet—using project blueprints, dashboards, automated workflows, and Resource Management—Caravel centralized project tracking, clarified resource capacity, and managed up to 175 implementations at once. The company cut time to staff new projects by about four weeks, increased project utilization by 25%, saved up to 1,400 hours a week for project managers, and supported rapid growth (500% headcount increase over five years) while improving gross margins by 20%.

Caravel

Evan Jackson

Senior Director of PMO