Client Overview
A national healthcare company specializing in pharmacy savings programs, serving patients, providers, and payers. With rapid growth and increasingly complex operations, the client needed a more effective way to manage cross-functional work, especially in project delivery, compliance, and IT operations.
The Challenge
The client was relying on fragmented spreadsheets and informal communication methods to manage complex programs and internal projects. As the organization scaled, so did the friction—teams lacked visibility into project status, duplicate work was common, and accountability was hard to enforce. Leadership couldn’t easily see priorities, deadlines, or resource allocation across teams.
They needed a scalable, easy-to-adopt platform to increase transparency, improve collaboration, and centralize work tracking across departments.
The Solution
Hylaine partnered with the client to plan, implement, and scale Smartsheet across the organization—customized to align with real-world workflows and user preferences.
Key actions included:
Assessing current work management processes across IT, business operations, and program teams
Designing standardized workback schedules, request intake forms, and project portfolio dashboards
Building a Smartsheet environment that enabled:
Rolling out user training, adoption support, and ongoing refinement in partnership with internal champions
Hylaine emphasized simplicity, scalability, and adoption—ensuring the solution delivered value immediately without disrupting day-to-day operations.