Case Study: Wolters Kluwer Financial Services Solutions improves efficiency and faster issue resolution with Smartsheet Technical Account Manager

Wolters Kluwer Financial Services Solutions improves efficiency and speeds issue resolution with Smartsheet TAM

Wolters Kluwer Financial Services Solutions, a division of the global professional information services firm, sought to fully leverage Smartsheet's evolving platform to improve project tracking efficiency and consistency for its thousands of software implementations. Their challenge was to integrate new Smartsheet features and capabilities effectively into their existing solutions.

The solution was engaging a Smartsheet Technical Account Manager (TAM), a dedicated expert who provided strategic guidance, advanced training on features like DataTable and Smartsheet AI, and immediate technical support. This partnership with Smartsheet empowered the team, leading to improved employee efficiency and productivity, a faster learning curve, and rapid issue resolution, while also receiving crucial guidance on security best practices and technology strategy alignment.

Wolters Kluwer Financial Services Solutions