Case Study: Wolters Kluwer achieves centralized control of thousands of projects and faster reporting with Smartsheet

Wolters Kluwer Uses Smartsheet to Centrally Manage Thousands of Projects and Focus on Innovation

Wolters Kluwer’s Financial Services Solutions division — part of a global leader in information, software, and services for regulated industries — struggled with fragmented project management across nine software products. Teams relied on disparate spreadsheets and shared drives, making it hard to consistently track dates, budgets, and create up‑to‑date executive reports for thousands of software implementation and testing projects.

The team standardized on Smartsheet (including Advance Gold, Control Center, Data Shuttle, DataMesh, WorkApps, dashboards, and a dedicated TAM) to centralize workflows and automate data flows. Today they manage thousands of projects with 12 Control Centers and 20+ dashboards feeding WorkApps, cut reporting time from hours to minutes, increased data feeds to 11, and provide executives and customers live visibility into schedules and budgets — freeing staff to focus on innovation.

Wolters Kluwer

Lori Cross

Project Manager