Case Study: Citrix achieves a simplified PMO and 98% faster executive reporting with Smartsheet

How Citrix Simplifies Its PMO to Deliver Better Customer Experiences

Citrix, a large technology company, needed to redesign its product support portfolio and manage an expanding pipeline of work—ranging from a 1,000+‑row plan to a 69‑project flight plan—while relying on only a few formally trained project managers. The team faced tedious, manual status collection and reporting across IT, legal, operations, and marketing, which limited capacity for analysis and customer‑centric work.

By adopting Smartsheet and rolling out a Project Management Toolkit with tailored templates and e‑learning, Citrix standardized processes, automated routine tasks, and created shared dashboards and sub‑team workspaces. Non‑PM project leads were quickly empowered to run projects, executives now compile reports about 98% faster, and teams have more time for risk management, problem‑solving and improving customer experiences.

Citrix

Elena Leichardt

Product Manager, Customer Success Portfolio Team