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Smartsheet@Lloyds Banking Group

How Lloyds Banking Group Runs Documentation on WorkApps

Lloyds Banking Group, a financials organization in the United Kingdom, uses WorkApps from Smartsheet to support documentation for specialists and new hires.

Value results

CategoryValue result
ProductivityFewer stalled items because institutional knowledge has a clear owner
ProductivityHandoffs in documentation sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how documentation actually runs

Story

Lloyds Banking Group is based in the United Kingdom and runs financials operations at a scale where institutional knowledge cannot live in side channels. Specialists and new hires were reconciling competing copies of the same work, which slowed documentation and hid who owned the next step.

The company runs documentation on Smartsheet, with WorkApps as the product specialists and new hires actually open. Smartsheet is a work management platform that uses familiar sheet views to run projects, processes, and portfolios. For Lloyds Banking Group, that means specialists and new hires can open one workflow, see institutional knowledge, and let neighboring teams join without inventing a parallel stack.

Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for institutional knowledge.

Relationship map

Lloyds Banking Group uses Smartsheet, Check Point, Guidewire, Netskope, SS&C, Oracle, DocuSign, Hugging Face, Fiserv, Temenos. Shared with Air India, Aldi, American Tower, ANA Holdings, Anthropic. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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