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Smartsheet@Moody's

Moody's Extends Dynamic View Across Program Management

Moody's, a financials organization in the United States, uses Dynamic View from Smartsheet to support program management for project and operations leads.

Value results

CategoryValue result
CapabilityProgram management stays visible to adjacent teams through Dynamic View
CapabilityProject and operations leads work from the same Dynamic View record for cross-team delivery
CapabilityCross-team delivery can be reviewed without waiting on a personal export

Story

Inside Moody's, program management used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Project and operations leads needed a system that would still make sense after the original project team moved on.

Moody's uses Dynamic View from Smartsheet as the working layer for cross-team delivery. Smartsheet is a work management platform that uses familiar sheet views to run projects, processes, and portfolios. The practical change is simple: program management has a home, and reviews happen there instead of in a forwarded thread.

Nothing in this writeup invents a savings number. What Moody's gets from Smartsheet is a durable place to run program management and a way for project and operations leads to see the same cross-team delivery at the same time.

Relationship map

Moody's uses Smartsheet, Confluent, Workday, SAS, Fiserv, Anaplan, Sage, HubSpot, Temenos, SS&C. Shared with Air India, Aldi, American Tower, ANA Holdings, Anthropic. Industry: Financials. Value: Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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