The Challenge

Managing  an ever increasing number of external partners and advertisers, maintaining and analysing the associated statistics and forward planning was proving more and more challenging using Excel.   

The Solution

A move to Smartsheet had resolved many of their data management issues but they needed the help of experts to quickly design a smooth and efficient workflow that automated many of the manual tasks to be ready for new staff starting in January.  

The Benefits

Working over the Christmas period our expert consultants had them up a running with improved workflows and reporting which has provided data consistency, reliability and improved efficiencies.  

Testimonial

“The entire system works brilliantly, exactly the way I’d envisioned it!  We’re now basing our entire workflow around Smartsheet. Thanks to Richard, Viki and the team for their professionalism, knowledge  and reliability.  It’s been a pleasure working with them and we look forward to engaging them again in the near future” Jeremey Hunsicker

The post Smarter Workflows turn Excel hell into Smartsheet heaven appeared first on SmarterBusinessProcesses.

DocuSign helps businesses of all sizes easily and securely sign, send, and manage documents in the cloud, with unmatched availability and legal enforceability

As DocuSign Partners, Smarter Business Processes specialise in integrating DocuSign with other best of breed SaaS solutions like Smartsheet, ProofHQ and Evernote

With UK clients from Inverness to Southampton and US clients from Seattle to Miami and as far as Hawaii, we create workflows that pull all these fantastic solutions together to deliver amazing solutions

Find out more about Smartsheet Workflow integration with DocuSign

Contact us to arrange a Free initial consultation  or demonstration here

OR Call us on +44 (0)1937 529 362 – we’d love to hear from you

The post Smarter Business Processes add DocuSign to their Workflow Toolkit appeared first on SmarterBusinessProcesses.

Service Engineers of most Skills and Industries have NEED of simple workflows to:

• record time taken
• note the solution provided
• get the client to physically sign off that work for invoice or as part of a service agreement

The Solution:  Using a Smart Phone or Tablet, details of the work are entered from a Smartsheet  SmartForm that then populates a worksheet

The Physical Sign-Off: A physical client signature is obtained, using a Smart Phone or Tablet, and the signed document returned to your worksheet in real time, meaning no delay in invoicing – all automated by Smartsheet data, merging with DocuSign Documents

Contact us to arrange a Free initial consultation  or demonstration here.  We’d love to hear from you

The post Smartsheet workflow integration with DocuSign appeared first on SmarterBusinessProcesses.