Case Study: Decision Foundry achieves automated project tracking and client communication to drive growth with Smartsheet

Decision Foundry uses Smartsheet to automate project tracking and client communication and drive business growth

Decision Foundry, a New York–based Salesforce integration and implementation partner serving industries like automotive, media, publishing, and health and life sciences, struggled to scale project delivery as implementations grew more complex. The team relied on disparate tools—cloud and legacy spreadsheets, flat files, and slide decks—while managing up to 60 projects per month across dozens of stakeholders, which made tracking progress, ownership, and client communication inefficient and error-prone.

In late 2020 the company centralized project plans and budgets in Smartsheet, using templates, dashboards, automated workflows, and milestone surveys to give 125 analysts and clients real-time visibility and accountability. That shift eliminated hours of manual slide prep, improved on-time delivery and customer satisfaction, increased revenue opportunities, and created a scalable foundation for further automation and resource management.

Decision Foundry

Ross Jenkins

Chief Executive Officer