Case Study: Lutheran Disability Services recovers $170,000 in transport costs with Smartsheet

Lutheran Disability Services recovers $170,000 in transport costs with Smartsheet

Lutheran Disability Services, an Australian non-profit organization, faced challenges in accurately recovering government-funded transport costs and managing complex, last-minute staff rostering changes. These process inefficiencies directly impacted their finances and client satisfaction. Seeking a solution, Senior Finance Manager Darren Button worked with IT provider AC Consulting and turned to the Smartsheet platform for its forms, automation, and process management capabilities.

Smartsheet was implemented to streamline both rostering and billing. Using Smartsheet forms accessible on smartphones, support workers now log journey details in real time, enabling accurate invoicing for each client. For rostering, automated emails prompt staff to declare shift changes, creating a clear approval funnel for managers. This solution allowed Lutheran Disability Services to recover $170,000 in transport costs, greatly improved billing accuracy and defensibility, and increased overall operational efficiency for the finance and management teams.

Lutheran Disability Services