Case Study: Alluvionic achieves faster processes and improved customer retention with Smartsheet

Project/process management provider Alluvionic speeds its own processes, boosts customer retention, with Smartsheet

Alluvionic is a woman‑owned North American professional‑services firm (1–49 employees) that provides project management, process improvement, product development, and cybersecurity. The company faced slow, manual customer‑journey processes—limited CRM access, scattered spreadsheets, SharePoint files, and email—leaving it without fast visibility, a central collaboration hub, or affordable automation needed to boost customer retention.

Alluvionic rolled out Smartsheet across teams to centralize data, automate workflows, manage sales/CRM/support tasks, run surveys, and serve as an intranet with dashboards and forms. The platform sped processes, improved real‑time customer feedback and repeat‑business identification, supported ISO metrics, simplified onboarding, and delivered measurable savings (about 100 personnel‑hours/year on surveys and roughly two hours/week saved on expense reporting), improving retention and operational transparency.

Alluvionic

Cherise White

Operations Manager