The Challenge

• kW Efficiency needed to be able to pull drop down data from their Project Tracker, Sample Tracker, Change Order Tracker, and Warranty Tracker “Active Projects” column to create a comprehensive drop down list of all of our “Active Projects”
• They needed to Archive Rows by moving a row of data from the “Main Active Sheet” to a new row in the “Archive Sheet”
• They also needed to be able to use index and match to source contacts from the source data sheet, example: Project Tracker, Customer contacts. Contacts are a unique value that carry with them the ability to sort reports by current user.  The problem was that you cannot write a formula in a Contact column cell.

The Solution

A selection of Apps from SmarterControls4Smartsheet, namely;

• SDLM Content Collector
• Smarter Workflow Manager
• Smarter Formula (results) Loader

The Benefits

• Automated Merging of multiple sources into single-list [master] into multiple, synchronized drop down lists
• Automated movement of records to an archive sheet based on the trigger value in a specified column
• By using the formula adder, we are be able to use a helper column next to the destination column in the destination sheet to write the formula and then have the contact appear in the contact column next to it.

Testimonial

We had a fantastic experience collaborating with Smarter Business Processes and their Smarter Applications, we are now able to work much more efficiently and with more reliable data.

We had a vision of using 1 primary software platform to run the processes of the company through.  Smartsheet offered the foundation to build the platform in almost every way but there were some additional high level programing features that we required in order to bring it all together.

Jacques Guitard took the time to listen to our needs to fully understand what needed done.  The pricing was fair and the development time was quick from concept to beta, to revisions, to final product.  Jacques and Etienne  were quick to respond to ideas, questions, and troubleshooting.

I couldn’t be happier with the results and with the interactions from beginning to present.  Matt Jones – Operations Manager – KW Efficiency

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Key Benefits are:  eliminating data duplication, tracking and being able to produce high quality, reliable statistics  AUTOMAGICALLY!

As huge fans of the benefits of Smartsheet and Appsheet, we already work with the coolest solution platforms but our clients are always asking for more.  

Having  listened to client needs, our clever API Guru Team have further enhanced SmarterControls4Smartsheet which includes 15 individual solutions solving the most popular needs. 

SC4S can be purchased on an SaaS basis, with the Business or Enterprise Plan versions. Choose what you need (Business) or just have all of them (Enterprise). Contact us  for more info

The short-term benefits of automating repetitive, manual workflows are well known: saving time, saving money, and increasing efficiency.  But there are lesser-known, long-term benefits of automation, too like Focussing Employees on Innovation, Reducing Risk and Making Better Decisions.  Read more about the 3 major long term benefits of automation for businesses seeking competitive advantage:

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