Breakout Session

Pushing Beyond the Limits: How BDO Reengineers Contract, Customer & Project Setup

Thursday, Nov 5 | 10:20AM - 11:20AM

Details

What happens when a process handling 38,000+ transactions a year outgrows traditional workflows? Join BDO Advisory Operations Managing Director, Warren Beinart to see how BDO reimagined its Tax and Assurance setup process. By combining Dynamic View, Data Shuttle, form logic, Document Generation, Bridge, and Smart Assist, BDO built a centralized intake and routing platform that cut setup time from days to hours and replaced 170 dashboards with one AI-powered solution. Leave with practical ideas for scaling operations, simplifying user experiences, and solving enterprise-level challenges.

Content Track

Built to Transform: How Real Teams Reinvented the Way They Work

User Level

Advanced

Speakers

Ann-Alicia Artis

Technical Account Manager III

Ann is a Principal Technical Account Manager at Smartsheet with a passion for solving the messy, real-world problems behind enterprise operations. From provisioning hundreds of demand sheets to rescuing stalled integrations, she meets customers where they are and builds solutions that stick. This marks her third consecutive year speaking at ENGAGE, where she loves trading hard-won lessons with the community and showing teams what's possible when Smartsheet becomes the backbone of how work gets done.

Margarette Bou-Snyder

Sr. Customer Success Manager III

Margarette Bou-Snyder is a Senior Customer Success Manager at Smartsheet with nearly seven years of CS experience, including over four at Smartsheet. She partners with organizations to align platform capabilities with overarching business outcomes, focusing on enablement, efficient collaboration, and AI powered adoption. As a trusted advisor, Margarette helps teams build confidence, streamline workflows, and achieve measurable growth at every stage of their Smartsheet journey.