Case Study: Wolters Kluwer achieves centralized management of thousands of projects and real-time visibility with Smartsheet

Wolters Kluwer experiences improved employee efficiency, productivity, and faster issue resolution with a Smartsheet Technical Account Manager

Wolters Kluwer Financial Services Solutions, part of the global information and software leader Wolters Kluwer, faced inconsistent project tracking across nine products and relied on disparate spreadsheets and shared drives. That fragmentation made it difficult to monitor dates, budgets, and executive reporting for software implementation and testing projects across banks, credit unions, and other financial customers.

By standardizing on Smartsheet and working with a dedicated Technical Account Manager, the team implemented Control Center, Data Shuttle, DataMesh, WorkApps, dashboards, and Smartsheet Advance Gold to automate workflows and centralize data. The result: thousands of projects are managed centrally with live dashboards for executives and partners, reporting that once took hours now takes minutes, and the team has reclaimed time to focus on enhancements and innovation.

Wolters Kluwer

Lori Cross

Project Manager