Smartsheet
280 Case Studies
A Smartsheet Case Study
Seven is a small European occupier real estate consultancy that helps clients with site selection, construction, organizational change, strategy, and people workstreams. As the firm grew, reliance on spreadsheets, documents, and email made version control, stakeholder alignment, and project visibility difficult—particularly on large programs involving dozens of organizations and hundreds of interdependent tasks. The leadership needed a quick-to-learn, scalable project-management tool that would drive transparency and collaboration.
Seven adopted Smartsheet across project setup, reporting, recruiting, and program tracking, using forms, dashboards, visual views (Gantt, cards, tables), dependency links, formulas, and automated workflows. The platform centralized data, allowed guest contributors without extra licenses, cut prep time for status meetings (saving roughly a week of work annually), improved accountability, and enabled fast scaling—now tracking hundreds of projects for clients—helping Seven win new business and support rapid staff growth.
Anup Patel
Director