Case Study: Overlake Medical Center & Clinics achieves strategic, physical, and digital transformation with Smartsheet

Overlake Medical Center & Clinics uses Smartsheet to support digital, physical, and process transformation by increasing visibility into projects and strategic objectives

Overlake Medical Center & Clinics is a nonprofit health system in Bellevue, WA, operating a 349‑bed hospital and a growing clinic network. After the pandemic it launched a five‑year strategic, physical, and digital transformation (including the Project FutureCare campus renewal) but struggled to centrally manage work—teams relied on spreadsheets, email, and disparate tools, creating silos, poor visibility, and difficulty aligning projects to strategic and sustainability goals.

Overlake adopted Smartsheet as its core project and portfolio management platform, consolidating hundreds of projects into organized programs with dashboards, automated workflows, and resource tracking. The change enabled prioritization across 125 project categories, faster cross‑functional collaboration for acquisitions and clinic builds, executive real‑time visibility for data‑driven decisions, time savings (freeing providers ~15–20 minutes/day), cost reductions from eliminating apps, and measurable progress toward strategic, operational, and patient‑care goals.

Overlake Medical Center & Clinics

Jeni Connelly

Sr. Project Manager Enterprise PMO