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:
- Real-time status tracking
- Automated notifications and escalations
- Visibility into interdependent tasks and milestones
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.