Driving Operational Visibility and Collaboration Through Smartsheet Implementation

Hylaine helped a fast-growing pharmacy program provider streamline task tracking, increase accountability, and unify cross-team workflows with a centralized work management platform.

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.

Impact & Results

Centralized project and work tracking across key departments

Reduced status meetings and email chains through live dashboards

Improved accountability and transparency across functions

Gave leadership real-time insight into priorities, risks, and resource allocation

Set the foundation for broader project portfolio management practices

CEO Viewpoint

“Work shouldn’t be a mystery. We gave their teams a clear picture of who’s doing what, when—and the freedom to focus on execution.”
— Adam Boitnott, CEO

Let’s Organize What Matters

Work doesn’t have to feel chaotic—Hylaine brings order, clarity, and forward momentum.