Case Study: Documoto achieves faster onboarding and scalable customer training with Smartsheet

Documoto learns new lessons with Smartsheet

Documoto is a small SaaS company that digitizes parts and service content for manufacturers and asset-intensive industries. They struggled with fragmented customer communication and content management—relying on SharePoint, email, and spreadsheets—which made onboarding, tracking updates, and measuring customer health slow and error-prone, with training often taking weeks and tying up staff time.

By centralizing processes in Smartsheet, Documoto created a single source of truth, automated customer-health alerts to Slack, and built Documoto Academy—self-service training dashboards with videos, quizzes, and forms. The result: onboarding shrank from weeks to about one week, customer success managers now support roughly twice as many accounts without additional hires, reporting and marketing planning improved, and the company avoided costly new e-learning tools.

Documoto

Andi Kirtland

Manager Team Lead