Case Study

This Leading Military Professional Services Provider Needed a Functional Smartsheet Solution to Manage Customer travel

This Leading Military Professional Services Provider Needed a Functional Smartsheet Solution to Manage Customer travel

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This success story describes how a large professional services provider with 42,000+ employees supporting government clients needed to optimize an existing Smartsheet environment to manage full lifecycle travel requests, approvals, and expense submissions for a military engagement after a prior consultant’s attempt failed. Adapture assessed the process and redesigned the solution to improve end-user experience, increase visibility into iterative approval steps, and provide clearer transaction history. Adapture restructured review and approval workflows, redesigned the presentation layer, and implemented Smartsheet premium capabilities including DataMesh and Dynamic View, while assigning a dedicated Smartsheet specialist to tailor the solution. The result was a more effective, efficient tra

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