Case Study: TRANZACT achieves faster project management and improved collaboration with Smartsheet

TRANZACT Accelerates Project Management With Smartsheet

TRANZACT, a market leader in delivering high-volume direct-to-consumer insurance sales, faced gaps in project management and needed better, user-friendly views to keep projects on track and improve cross-enterprise collaboration. The PMO required clearer visibility into project details and faster ways to share status with internal stakeholders.

By standardizing on Smartsheet and adopting the Smartsheet for Jira Connector, TRANZACT created priority trackers, project plans, and task lists that combine development data with business-friendly views. The result was faster information dissemination, improved visibility for the business side, automation-driven time savings, and increased collaboration and productivity across PMO, HR, facilities, and executive teams — with companywide adoption and training underway.

TRANZACT

Allison Bastone

Senior Project Manager