Customer Overview
“Tru‑Brands is a consumer goods/manufacturing company engaged in multi‑project operations across product lines. Facing complex project timelines and evolving quality standards, the organization needed a scalable solution to standardize workflows and gain enterprise-wide visibility into project performance and KPIs.”
Customer Use Case Details
- Customer Department Using Smartsheet → Engineering, IT & Operations, Project Management
- Competing Products → Microsoft 365, Microsoft Project
- Customer Challenges → Fragmented tools and processes:
- Multiple systems (Excel, manual trackers, project tools) made governance and reporting inconsistent across product teams.
- Lack of process standardization: No repeatable framework existed for new product development (NPD) or R&D projects.
- Limited transparency: Leadership lacked real-time views into portfolio-level status or KPIs for decision-making.
- Data silos: Isolated data from external systems hampered visibility and reporting accuracy.”
Solution
- Solution implemented → PPM – General
- Implementation → “Control Center: Standardized new project creation through blueprints that included consistent templates, dashboards, and automated workflows.
- Data Shuttle: Automated data syncing between Smartsheet and external systems, eliminating manual uploads and ensuring data accuracy.
- Dynamic View: Delivered controlled, role-based access to collaborators, vendors, and executives, reducing the need for multiple custom reports.
- Dashboards: Created real-time visibility into project KPIs, timelines, and resource allocations at both the portfolio and project levels.
- Customer benefits working with Prime → “Prime Consulting Group brought Smartsheet platform expertise and best practices to Tru‑Brands’ implementation, ensuring a scalable and secure solution. Their experience with Control Center, Data Shuttle, and Dynamic View allowed Tru‑Brands to reduce project set-up time and create a strong governance structure. Prime Consulting Group worked side-by-side with Tru‑Brands’ stakeholders to tailor workflows, reporting, and access controls to match their organizational needs. Partnering with Prime allowed Tru‑Brands to avoid common pitfalls and achieve ROI faster through a faster deployment timeline.
- Future Plans → “Expand use of Data Shuttle to integrate additional ERP and CRM data sources.
- Add new blueprints for:
- Product Launches: Standardized launch timelines, tasks, and approvals.
- R&D Projects: Templates for feasibility studies, testing, and commercialization phases.
- Capital Expenditure Projects: Budgeting, vendor management, and financial tracking.
- Marketing Campaigns: Campaign schedules, creative asset tracking, and ROI dashboards.
- Supplier Onboarding: Automated intake, qualification tracking, and compliance documentation.
- Broaden Dynamic View usage to external suppliers and contractors for better collaboration.
- Evaluate additional Smartsheet premium apps to further increase efficiency.”
- Add new blueprints for:
Benefits & Success Metrics
Time savings: New projects can now be launched in minutes vs. days using Control Center.
Improved accuracy: Automated data transfers eliminated manual entry errors and duplicate work.
Better visibility: Executives and teams now have real-time dashboards for tracking progress, risks, and budgets.
Secure collaboration: Dynamic View ensured each stakeholder only sees the data relevant to their role.
Scalable foundation: The Smartsheet solution can now grow alongside Tru‑Brands’ business needs.