Story
Smartsheet
Morgan StanleySmartsheet Supports Program Management at Morgan Stanley
Morgan Stanley, a financials organization in the United States, uses Smartsheet from Smartsheet to support program management for project and operations leads.
Value results
| Category | Value result |
|---|---|
| Capability | Program management stays visible to adjacent teams through Smartsheet |
| Capability | Project and operations leads work from the same Smartsheet record for cross-team delivery |
| Capability | Cross-team delivery can be reviewed without waiting on a personal export |
Story
Morgan Stanley grew cross-team delivery faster than the local tools around it. From the United States, financials teams still had to serve customers and internal partners who expected a straight answer. Project and operations leads were the ones stitching the picture together by hand.
Rolling out Smartsheet put program management on Smartsheet. Smartsheet is a work management platform that uses familiar sheet views to run projects, processes, and portfolios. Morgan Stanley keeps the product in the path where work already happens, so project and operations leads do not context-switch into a graveyard system used only for audits.
The visible result is steadier program management. Cross-team delivery is easier to inspect, and adjacent groups can join project and operations leads without a guided tour of someone's desktop.
