Case Study: Wolters Kluwer Financial Services Solutions centrally manages thousands of projects with Smartsheet

Wolters Kluwer Financial Services Solutions cuts report creation from hours to minutes with Smartsheet

Wolters Kluwer Financial Services Solutions, a division providing compliance solutions to financial institutions, faced challenges in consistently tracking and reporting on its thousands of software implementation projects. With teams using disparate spreadsheets stored locally, there was no centralized visibility, creating concerns over tracking important dates and financials. The company adopted Smartsheet to address this lack of a unified project management system.

By implementing Smartsheet Advance Gold and utilizing premium capabilities like Control Center, Data Shuttle, and DataMesh, Smartsheet provided a central platform to automate workflows and sync data. This solution gave leadership better project visibility through dashboards and reduced manual reporting time from hours to minutes. As a result, Wolters Kluwer Financial Services Solutions can now efficiently manage thousands of projects on schedule and on budget, freeing up time to focus on innovation.

Wolters Kluwer Financial Services Solutions