Case Study
Fostering Cross-functional Collaboration and Automation
Industry: Mid-Sized Pharmaceutical Company with FDA approval
Company Size: Approximately 500
Our client for this SmartSheet enhancement project was a mid-size pharmaceutical company, providing a groundbreaking drug to cure a chronic illness. With multiple suppliers handling the API, drug product, and packaging, forecasting and pinpointing needs became important. Rapid growth allowed the client to limp along and paste together spreadsheets that were not integrated.While our client was using SmartSheet, they were not using it to its fullest potential. Cross-functional collaboration, automation, and supply chain forecasting were lacking, as well as executive and frontline-level dashboards.
Challenges
Mid-Size life sciences companies often grow quickly. Our client faced significant growth and the pressure to deliver, as all publicly traded companies do. This client was proactive and wanted to ensure that their drug launch had the supply chain in place to be successful.
The Objectives Were Simple:
Create Smartsheet integrated master sheets for several departments that are the single source of truth for Operations, Supply Chain, and the Project Management Office.
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Solution
- Integrated scheduling
- Customized dashboard and reporting capabilities
- Simplified data entry & automation
Pharmaceutical ERP Platform:
Customized reporting solutions for a stage 3 clinical trial pharmaceutical company. As multiple suppliers were engaged, one source of truth allows this company to receive real-time data that allowed them to forecast and make decisions. As dollars are on the line, less mistakes allowed for important decisions to be made with less risk. As FDA approval was granted, the move to commercialization in Europe was imminent, and the need for one executive level dashboard that combined all supplier data was paramount.
Client Specific Actions:
Our client was a true partner. The first order of business was to ensure that the MustardSeed team had sufficient access into their SmartSheet and Excel data. We spent a few sessions getting to know and understand each of the cross-functional departments and what their data conveyed. Understanding where the paths crossed and where we could push and pull data to other departments was crucial. As we built out the new SmartSheet capabilities, we asked for feedback along the way – we worked in an Agile fashion to ensure the client could provide feedback at all stages of the process.
Results
- Enhanced Focus on Core Activities:
Enabled supply chain teams to concentrate on planning instead of reacting. - Improved Data Management:
Delivered clarity in harmonizing organizational supply chain data & forecasting. - Increased Efficiency:
Automated key data entry points to reduce manual entry. - Optimized Reporting & Dashboards:
Conveyed the right data at the right time, presented in impactful and meaningful ways.
Lessons Learned
Custom Solutions:
Tailored SmartSheet solutions are essential for addressing the unique needs of each client.
Leadership Engagement:
Strong leadership buy-in is crucial for the success of project management initiatives.
Breaking Down Silos:
New best practices for connecting disparate teams, reducing duplication of effort, and fostering collaboration.
Agile Engagement:
Working incrementally alongside the client to ensure the solution fits the needs and can be pivoted efficiently, if needed.
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