• Have you identified Smartsheet as the tool you’d like to use to store and analyse your data?
• Are you ready to start creating sheets, reports and dashboards?
• Do you know where to start?

At Smarter Business Processes we are committed to providing excellent quality consultancy to our customers.  We know and understand that Smartsheet is at its most effective when it is used to support a fully defined and documented business process.  The question is – Do you have them?

Without a defined process…

1. How do you know which tool to use and when?
2. Do you find people work in silos, all using their own solution in multiple tools, e.g. some use Smartsheet, others use Excel or Project?
3. Are you constantly re-structuring your solutions?
4. Are you using tools without understanding their full workflow and integration capabilities?

How does Business Process Mapping help?

Smarter Business Processes consultants want to provide the highest quality services to you, so we ask the question – Do you have defined and documented business processes? Do you know how to define a process? If not, we offer a 1 or 2 day workshop to help clients identify what they really need their technology to do by helping them to define the process that drives the need for them.

Through discussions we identify the 5 core areas of business processes: Inputs, Outputs, Process Control Areas, Process Activities and Process Enablers. Then, using the clients real scenario, we help define those 5 core areas and show best practise methods of documenting the process activities (known as Process Modelling).

Recommended documentation provides a clear, defined map (visual) of the process and a detailed narrative document (how to) which can then be circulated.*

Within the Business Process Mapping workshop identifying where Smartsheet can be used is the main aim, resulting in an unambiguous statement of work for our consultants to use to aid the configuration of the toolset.

We also identify if PowerBI, Google Docs, MS Office Apps, Accounting Apps or CRM Apps would be better placed to fulfil the requirements of the process and help clients understand and configure the integration of any of these with Smartsheet.

*SBP can help with Process Modelling Documentation following this workshop if required

The post Business Process Mapping appeared first on SmarterBusinessProcesses.

• ? Have you identified Smartsheet as the tool you’d like to use to store and analyse your data?
• ? Are you ready to start creating sheets, reports and dashboards?
• ? Do you know where to start?

At Smarter Business Processes we are committed to providing excellent quality consultancy to our customers.  We know and understand that Smartsheet is at its most effective when it is used to support a fully defined and documented business process.  The question is – Do you have them?

Without a defined process…

1. How do you know which tool to use and when?
2. Do you find people work in silos, all using their own solution in multiple tools, e.g. some use Smartsheet, others use Excel or Project?
3. Are you constantly re-structuring your solutions?
4. Are you using tools without understanding their full workflow and integration capabilities?

How does Business Process Mapping help?

Smarter Business Processes Consultants want to provide the highest quality services to you, so we ask the question – Do you have defined and documented business processes? Do you know how to define a Process? If not, we offer a 1 or 2 day workshop to help clients identify what they really need their technology to do by helping them to Define the Process that drives the need for them.

Through discussions we identify the 5 core areas of Business Processes; (Inputs, Outputs, Process Control areas, Process Activities and Process Enablers) then using the clients real scenario we help define those 5 core areas and show best practise methods of documenting the process activities (known as Process Modelling).

Recommended documentation provides a clear, defined Map (visual) of the process and a detailed Narrative document (how to) which can then be circulated.*

Within the Business Process Mapping workshop identifying where Smartsheet can be used is the main aim, resulting in an unambiguous statement of work for our consultants to use to aid the configuration of the toolset.

We also identify if PowerBI; Google Docs; MS Office Apps; Accounting Apps or CRM Apps would be better placed to fulfil the requirements of the process and help clients understand and configure the integration of any of these with Smartsheet.

*SBP can help with Process Modelling Documentation following this workshop if required

The post Business Process Mapping appeared first on SmarterBusinessProcesses.

A national foodservice company, Penta Foods delivers specialist and general food ingredients from around the world to restaurants, hotels, catering facilities and food manufacturers. Established 25 years ago, family run Penta Foods prides itself on providing exceptional service and commitment to its customers’ requirements.

The Challenge

As a rapidy expanding company, Penta Foods needed to improve their existing Smartsheet implementation that drives their sales pipeline all the way from lead generation to customer satisfaction.

The Solution

Visiting Penta Foods on-site, Smarter Business Processes guided senior management in a detailed analysis of their existing processes, both in and out of Smartsheet. Once the workflow was optimised,  it was implemented into Smartsheet from initial entry via WebForms, e-mail notifications to the responsible persons for action, and views & reports allowing managers high level visibility on each phase of the process. The system was further refined using Zapier for automation and consistency.

The Benefits

With the sales pipeline streamlined and automated,  providing greater visibility, real time data and removing duplication of data entry, staff members now have peace of mind and are able to focus  their attention on the areas of greatest value.  Much of the delays in the pipeline have been removed, allowing Penta Foods to focus on their customers instead of paperwork.

Testimonial

“Craig from Smarter Business Processes came on-site and worked closely with us, ensuring that the workflows and processes were well documented so that we can make further improvements to our systems and work flows as we continue to extend Smartsheet to other departments”

“With help from Smarter Business Processes, we have implemented several other solutions that look to provide us with the increased efficiency and productivity we need to allow us to focus on our customers and their needs.” Azher Rubbani – Director – Penta Foods

The post Foodservice Company works Smarter with Smartsheet appeared first on SmarterBusinessProcesses.

It was great to finally meet the Top Rank Team face to face. What an amazing bunch you are!  We had a hugely enjoyable and successful Vegas consultancy visit – thank you so much for your warm welcome!

Exciting also to be part of the Manny Pacquiao, Tim Bradley buzz and pre-fight preparations –  congratulations on a great event and brilliant result.

It’s very satisfying to see our existing workflow solutions in action and we’re enjoying creating even more efficiency solutions for the wider Top Rank Team.

We did manage to fit in a little fun which included a heli tour of the Grand Canyon, the O Cirque de Soleil show, the incredible strip and Belaggio Fountains, a little shopping, ending with a small flutter on the roulette table!

Vegas we love you – can we come back again soon !!

The post Viva Las Vegas appeared first on SmarterBusinessProcesses.

Smartsheet Dashboards, now in beta, provide visual interactive access to the work your audience cares about most.

Use Dashboards to create an at-a-glance summary of work or build an information hub to provide quick access to important links, documents and data.

Create interactive, real-time displays by simply adding content widgets onto your Dashboard and dragging and dropping them to arrange for your needs. Set up a high-level overview or go deep on a specific project. Highlight key risks, track budgets, and get a detailed view into what’s happening at the execution level. You can even include information from outside sources like web pages, videos and more – making Dashboards the central hub to manage your work.

Keep Projects running smoothly and Teams Connected

Looking for a  smart way to provide users and teams with simple and powerful web access to corporate data ?  Take a look at OverDRIVE which lets you quickly and automatically build a project or web portal using documents and data from your favourite cloud applications.

Find our more about Smartsheet Dashboards and Let us help you design and build your Workflows, Dashboards and Web Portals.  Arrange your free initial consultation now   or   Get in Touch to discuss your needs – we’d love to hear from you!

The post Smartsheet Dashboards appeared first on SmarterBusinessProcesses.