Harnessing our proprietary apps, implementation expertise, and AI-driven strategies, we have revolutionized M2’s operations by automating workflows and enabling real-time data tracking. By focusing on project management, accounting, human resources, and corporate compliance, M2 has seamlessly integrated a suite of Smartsheet-powered solutions to enhance efficiency, streamline internal processes, and eliminate manual data collection. This transformation has significantly reduced administrative overhead, improved reporting accuracy, and optimized corporate spending, ensuring sustainable growth and operational excellence.Shape
Client Challenges
Decentralized and Inefficient Data Management
As M2 was growing it faced challenges in effectively managing corporate functions due to:
A reliance on manual spreadsheets, leading to inefficiencies and delayed reporting
Limited visibility into key metrics across departments, resulting in slower decision-making
The need for real-time data tracking to ensure compliance, financial accuracy, and strategic planning
Time-Consuming Administrative Processes
The firm sought to eliminate redundant administrative tasks, including:
Monthly project reviews that required manual data collection from each project manager
Annual review tracking that lacked a consolidated view of performance trends, and critical HR data
Manual compliance monitoring, such as contract oversight and personnel certifications, which risked delays and inefficiencies
Lack of Standardized and Automated Workflows
With various corporate functions operating independently, M2 required:
A centralized dashboard for leadership to oversee corporate performance at a glance
Automated notifications and alerts for critical deadlines, such as contract renewals and compliance reviews
A structured approach to talent acquisition, onboarding, and offboarding processes
M2's Customized Solutions & Implementation
M2 implemented a comprehensive Smartsheet-based automation strategy to enhance corporate operations across multiple departments
Contract Management & Operations Optimization
Contract Management App and Dashboard
We developed a custom Contract Management App powered by Smartsheet Control Center, providing clients with real-time access to their contract data while serving as a centralized workspace for managers and employees. This app streamlines contract management by automating workflows, standardizing processes, and ensuring compliance across all projects. It centralizes all contract-related information, including quality assurance, compliance tracking, and personnel management, improving visibility and oversight. By integrating this solution, we enhanced operational efficiency, minimized risks, and provided leadership with instant access to critical contract insights, supporting more informed decision-making.
Corporate Performance App and Dashboard
Designed to maximize automation and efficiency, this Performance app provides a high-level, real-time overview of firm-wide metrics, allowing leadership to assess departmental performance with precision. By consolidating data across multiple functions, this solution streamlines reporting, eliminates manual tracking, and enhances decision-making through dynamic visualizations and automated updates.
Quality Assurance Check App
This app includes automated workflows ensuring high-quality deliverables by integrating real-time tracking, structured review processes, and proactive alerts. By automating quality control procedures, we have minimized errors, improved compliance, and provided leadership with instant insights into project deliverables, reinforcing M2’s commitment to excellence.
Human Resources & Compliance Automation
Employee Lifecycle Management App
This comprehensive app integrates the full employee experience from onboarding to offboarding, ensuring seamless transitions and reducing administrative burdens. The app automates new hire processes, centralizing tasks such as documentation, compliance tracking, and training assignments. It also standardizes exit procedures by automating knowledge transfer, asset return, and feedback collection, ensuring a structured and efficient departure process. By leveraging automation, this app enhances HR efficiency and improves the employee experience at every stage.
Workforce Performance & Financials App
Designed to provide real-time workforce insights, this app consolidates key HR and financial data, enabling leadership to make informed decisions about employee performance, compensation, and retention. It tracks employee performance metrics, salary adjustments, and flight risks, allowing HR teams to proactively address workforce challenges. Additionally, it monitors project-level profitability, calculating yield percentages per employee and breaking down overhead costs. By integrating these insights, leadership gains a strategic view of workforce productivity and financial sustainability, improving long-term workforce planning.
Financial & Compliance Tracking
Financial Compliance & Benefits App
This app automates the tracking of financial obligations, employee benefits, and compliance requirements, ensuring regulatory adherence and fiscal responsibility. The app centralizes all state tax registration data, improving financial compliance by providing real-time oversight of tax filings and obligations. Additionally, it automates corporate spending tracking on employee benefits, offering leadership a clear view of fringe benefits expenditures and trends. By integrating automation and real-time data access, this app eliminates manual tracking, reduces compliance risks, and enhances financial planning.
Travel & Vendor Management Dashboard
Designed to optimize corporate travel oversight and supplier performance tracking, this dashboard consolidates all employee travel data, contract-related travel volume, and reimbursement calculations in a single, real-time interface. The system automates compliance-related tasks, including badge expirations and certification renewals, ensuring timely updates and adherence to security protocols. Additionally, the dashboard standardizes vendor evaluations, grading suppliers against key performance metrics to ensure alignment with corporate standards. By leveraging automation and centralized data, this solution enhances operational efficiency, reduces administrative overhead, and supports strategic vendor and travel decision-making.
Corporate & IT Asset Management
IT & Asset Management Dashboard
This centralized dashboard streamlines IT asset tracking and management by monitoring firm-owned hardware, including reimaging and repurposing triggers for laptops, ensuring efficient utilization and timely maintenance. The dashboard also features a Manager Intranet & Meeting Hub, providing leadership with quick access to essential managerial resources, reducing administrative burdens, and enhancing team coordination through automated meeting scheduling and resource allocation. By integrating these capabilities, M2 has optimized asset management, improved regulatory adherence, and streamlined managerial workflows.Results Achieved
By leveraging our proven apps and Smartsheet-driven automation, M2 has transformed corporate operations, reduced administrative overhead, and improved real-time decision-making. This shift has led to increased efficiency, streamlined business functions, and enhanced strategic planning capabilities
Optimized Operations & Cost Efficiency
- 100% centralized visibility into business operations, enhancing strategic oversight and decision-making
- Reduced operational expenses by 10% through automated tracking, forecasting, and workflow optimization
- Eliminated manual reporting, saving hundreds of administrative hours annually and improving accountability
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Increased Efficiency in Workforce & Asset Management
Standardized and streamlined project intake, contract management, and financial compliance monitoring
Improved workforce planning by integrating automated hiring, onboarding, and performance tracking workflows
Enhanced Leadership Visibility & Decision-Making
- Provided executives with real-time, data-driven insights into contract performance, compliance, and personnel management
- Accelerated project execution by 30% through automation, reducing inefficiencies and bottlenecks
- Improved collaboration across teams, reducing miscommunication and ensuring alignment between leadership and operational functions
Strengthened Compliance & Risk Management
- Standardized compliance workflows, ensuring timely regulatory filings, certification renewals, and security updates
- Automated vendor evaluations, ensuring supplier performance aligns with corporate standards and strategic objectives
- Minimized financial and operational risks through proactive monitoring and automated alerts for critical compliance deadlines
Looking to streamline your operations, enhance compliance, and optimize cost efficiency?
Contact M2 today to learn how our Apps and Smartsheet-powered automations can transform your business and drive operational success
