Case Study: First Sentier Investors achieves faster, more consistent project management with Smartsheet

First Sentier Investors harmonises project management across 14 offices, saving time

First Sentier Investors, a global fund manager with 14 offices across four continents, needed a more consistent way to manage projects, improve visibility, and reduce the time spent manually producing reports. The company lacked a centralized PMO structure and struggled with fragmented project tracking, making it difficult to plan resources and keep reporting up to date. It turned to Smartsheet’s Intelligent Work Management Platform and consulting services to create a more unified project portfolio management approach.

Smartsheet helped First Sentier Investors standardize project management with a single blueprint, real-time reporting, and a portfolio view for executives. The rollout made the platform easy for teams to adopt across the business, and within a year, three-quarters of employees had used it in some capacity. The impact included saving about a week a month on reporting, greater visibility and collaboration, and improved prioritization and output quality, with Smartsheet becoming the company’s single source of truth for project portfolios.

First Sentier Investors

Iain Paton

Head of the Global Project Management Office