Case Study: Convergint Technologies achieves faster approvals, streamlined processes, and improved customer engagement with Smartsheet

Convergint speeds processes and improves customer service with a single system of record

Convergint Technologies, a $1.5 billion global security systems integrator with 115 locations and 5,000+ employees, prides itself on delivering exceptional service to customers, colleagues, and communities. Facing fragmented, manual processes—reliance on printed playbooks, disparate spreadsheets, and no single system of record—Convergint needed faster, more transparent cross-team communication and more efficient ways to manage customer accounts and projects.

By adopting Smartsheet as a single system of record, Convergint centralized customer data, automated approvals, and created tailored dashboards and reports that speed decision-making and outreach. The change cut New York’s days sales outstanding by 23 days during the pandemic, reduced project approval turnaround to one–two days, shortened QBR prep from a week to about an hour, and delivered real‑time visibility that improved customer engagement and operational efficiency.

Convergint Technologies

Jenn Hilber

Business Architect, Operations