Inspiring Customer Stories

AB Tech

50%+

reduction in manual data handling

Excel

Paper Forms

Compliance Challenges

Data Silos

Inefficient Workflows

Lack of Visibility

Manual Processes

Engineering

Technology / SaaS

Push Button

No items found.

Engineering

Service

Lyneer

5+

tools replaced including Airtable and Zoho CRM

Airtable

Excel

Zoho

Manual Processes

Service

IT, Risk & Compliance

Financial Services

Financial Services Provider - US

100% CRI-aligned

assesment workflows built in SmartSuite

CRI Compliance, IT, BSA Compliance

No items found.

IT, Risk & Compliance

Financial Services

Regional Bank - U.S

Financial Services

IT, Operations, Legal & Compliance, Project & Program Management, Executive Leadership, Service

Spreadsheets

Manual Processes

Inefficient Workflows

CRI Compliance, IT, BSA Compliance

Healthcare / Life Sciences

Legal Aid – NYC

200+

users evaluated for scalable access

Clinical & Health Services, Security & Risk, Executive Leadership, IT, Data & Analytics, Project & Program Management

SharePoint

Lack of Visibility

Legacy Systems

IT, Operations, Legal & Compliance, Project & Program Management, Executive Leadership, Service

Healthcare / Life Sciences

HealthTech – Global

600+

departmental users supported globally

Executive Leadership, Operations, Training & Development, Customer Experience

Word

Data Silos

Lack of Visibility

Legacy Systems

Clinical & Health Services, Security & Risk, Executive Leadership, IT, Data & Analytics, Project & Program Management

Healthcare / Life Sciences

Mental Health Nonprofit – North America

Mental Health Support Organization - North America

121+

students tracked across multiple scholarship programs

Operations, Sales, Procurement & Supply Chain, Customer Experience

ClickUp

Google Sheets

Manual Processes

Executive Leadership, Operations, Training & Development, Customer Experience

Manufacturing and Industrials

Seed Supplier – Southeast US

100%

dealer order workflows digitized

Sales, Operations, Customer Experience, Executive Leadership

Google Forms

Excel

Inefficient Workflows

Operations, Sales, Procurement & Supply Chain, Customer Experience

Manufacturing and Industrials

Asia (APAC)

Livestock Software Provider – APAC

10–15 hours

saved weekly across sales team

Operations, Sales, Human Resources, Project & Program Management, Executive Leadership, Finance & Accounting

Excel

Manual Processes

Sales, Operations, Customer Experience, Executive Leadership

Beverage Importer – Intl

650+

events tracked in under 12 months

Procurement & Supply Chain, Finance & Accounting, IT, Executive Leadership, Operations, Data & Analytics

Airtable

Expensify

Data Silos

Inefficient Workflows

Lack of Visibility

Manual Processes

Scalability Challenges

Operations, Sales, Human Resources, Project & Program Management, Executive Leadership, Finance & Accounting

Retailer – Saskatchewan

1,500+

purchases tracked through SmartSuite

Marketing, Operations, Project & Program Management, Customer Experience, Design & Creative, Executive Leadership

Google Sheets

Notion

Communication Gaps

Manual Processes

Scalability Challenges

Lack of Visibility

Procurement & Supply Chain, Finance & Accounting, IT, Executive Leadership, Operations, Data & Analytics

260 Sample Sale

12–20

events managed weekly via unified workflows

Sales, Design & Creative, Operations, Project & Program Management, IT, Executive Leadership

Google Sheets

Calendar Notations

Communication Gaps

Data Silos

Manual Processes

Scalability Challenges

Marketing, Operations, Project & Program Management, Customer Experience, Design & Creative, Executive Leadership

Fashion Brand – US

75%

reduction in manual design handoff time

Business Operations, Procurement & Supply Chain, Inventory Management, Storefront Services

Google Sheets

HubSpot

Communication Gaps

Data Silos

Inefficient Workflows

Lack of Visibility

Manual Processes

Sales, Design & Creative, Operations, Project & Program Management, IT, Executive Leadership

Convenience Retailer – US

8,000+

product records managed

Engineering, Information Technology, Legal & Compliance, Executive Leadership, Project & Program Management

Excel

Legacy Systems

Business Operations, Procurement & Supply Chain, Inventory Management, Storefront Services

Europe

Cybersecurity Firm – Europe

40+

hours saved per compliance cycle

Academic Services, Clinical & Health Services, Training & Development, Executive Leadership

Shared Drives

Compliance Challenges

Engineering, Information Technology, Legal & Compliance, Executive Leadership, Project & Program Management

Medical Sciences Program – North America

70+

administrative hours saved

Operations, Billing, Customer Experience, Executive Leadership, Data & Analytics, Project & Program Management

Spreadsheets

Siloed Tools

Manual Processes

Academic Services, Clinical & Health Services, Training & Development, Executive Leadership

Waste Management Provider – US

80%

reduction in manual data entry

Sales, Operations, Procurement & Supply Chain, Data & Analytics, Customer Experience

Google Sheets

Excel

Manual Processes

Operations, Billing, Customer Experience, Executive Leadership, Data & Analytics, Project & Program Management

Battery Distributor – US

8+

tools and processes consolidated

Legal & Compliance, Operations, IT, Executive Leadership, Customer Experience, Project & Program Management

QuickBooks

HubSpot

Legacy Systems

Sales, Operations, Procurement & Supply Chain, Data & Analytics, Customer Experience

Law Firm – US

80%

reduction in manual intake entry

Airtable

Google Forms

Spreadsheets

Communication Gaps

Inefficient Workflows

Lack of Visibility

Legacy Systems

Manual Processes

Legal & Compliance, Operations, IT, Executive Leadership, Customer Experience, Project & Program Management

Service

Mobility Advisory – Global

50+

processes for onboarding, centralized in SmartSuite

Customer Experience, Engineering, Operations, Project & Program Management, IT, Executive Leadership

HubSpot

Spreadsheets

Communication Gaps

Compliance Challenges

Lack of Visibility

Manual Processes

Scalability Challenges

Service

Media and Marketing

Media Analytics – US

8,000+

households supported through automation

Operations, IT, Design & Creative, Finance & Accounting, Executive Leadership, Project & Program Management

Google Sheets

Slack Threads

Communication Gaps

Data Silos

Lack of Visibility

Manual Processes

Customer Experience, Engineering, Operations, Project & Program Management, IT, Executive Leadership

Media and Marketing

Creative Studio – US

3

legacy systems replaced

Operations, Design & Creative, Sales, Finance & Accounting, Executive Leadership, IT

Filemaker

Google Sheets

Monday

Trello

Compliance Challenges

Data Silos

Inefficient Workflows

Lack of Visibility

Manual Processes

Operations, IT, Design & Creative, Finance & Accounting, Executive Leadership, Project & Program Management

Media and Marketing

Creative Agency – North America

75%

reduction in podcast episode processing time achieved through AI and automation