Case Study: Stellar Bank accelerates merger and boosts efficiency with Smartsheet

Stellar Bank boosts Smartsheet adoption from 25% to 85% over one weekend

Stellar Bank faced the challenge of accelerating the merger of two predecessor banks, Allegiance Bank and CommunityBank of Texas, to quickly form a unified institution. They needed to integrate separate IT systems, business processes, and communications without the typical post-merger delays, all while ensuring data security and a consistent 'white glove' customer experience. They turned to the vendor Smartsheet to implement its platform, including capabilities like WorkApps, Bridge, and Data Shuttle.

Using Smartsheet as a collaborative no-code platform, the bank bridged the gap between the two merging entities immediately after the agreement was signed, automating processes and creating a centralized source of truth. The solution enabled rapid deployment of critical services like the Paycheck Protection Program (PPP). Results included a jump in Smartsheet adoption from 25% to 85% over a single weekend, reduced quarterly closings from 120 days to 7 days per year, and slashed approval processes from 10 days to 1 day, alongside significant cost savings from replaced third-party apps.

Stellar Bank