A Smart Dashboard is a program that will display robot data in structured report form with graphs and tables. The Smarter Dashboards help you by offering reports and an analysed view of the data in real time:

• Display selected data while the program is running, for direct insights and a live view into the organisations statistics and workflows.

• The data can be displayed as simple text fields or more elaborately in many other display types like graphs, dials and so on.

Managing Data Integrity

But how do you make sure the data is connected to the right sources, and manage data integrity? You can connect the Smartsheet directly into your database or ERP systems making them Smarter Dashboards.

And how do you ensure that the reports and dashboards are available to the right personnel so the data is understood in the correct context? Our Smartsheet consultants can help you integrate your systems into Smartsheet and help you tailor the reports to present an appropriate view for each team.

What is the benefit of dashboard in Smartsheet?

Business dashboards connect users with data at-a-glance in real time

Dashboards help you tailor a view of your data. At Smarter Business Processes we can help you surface the right information and present it to appropriate team members.

We can also help you to automate your smart dashboards to ensure prompt and streamlined reporting. And we can set up access for remote teams to view and add to the data even if they are offline, and staying in sync when they are able to reconnect.

Smartsheet Dashboards give data clarity and perspective

Helping you surface the right information at the right time, so you can make better decisions faster

Smartsheet Dashboards are a great way to get quick, visual status updates of any combination of your team’s work and projects.  See live summary reports of goals, get reminders of important deadlines and follow links to key documents – all in one customizable view.   Available as part of Smartsheet Business and Enterprise Plans.

Slice and analytical functions work well in smart sheets

Many customers ask – Is there a slicer in Smartsheet? Use slices to filter your table data. It enables you to focus on one data set at at time, by only including some of the rows and some of the columns. So yes there is a slicer and filter option in Smartsheet.

In Smartsheet you can also filter by any cell data type. This enables you to view and and analyse the smallest segments of the data for further clarity enabling informed decision making.

Plus the dashboards are customisable and interactive. So they can be used to show and track specific data content.

In addition you can connect the Smartsheet dashboards to enterprise data to give visibility and inform real time decision making.They provide a powerful real time view of critical data.

You can add widgets

Microsoft Power BI – Powerful interactive Smarter Dashboards

Integrate Smartsheet, Excel or Google Sheets or any combination with  Microsoft  Power BI to create powerful interactive graphical dashboards so you can make good decisions based on real time results. This is available as a Microsoft 365 cloud account add on.

Let us help you Design your Smarter Dashboards

Our expert consultants can help you set up your workflows and dashboards using the most suitable tool for the job,  transforming your company’s data into rich visuals for you to collect and organize and leaving you time to focus on what matters.

Stay in the know, spot trends as they happen, and push your business further.

Get in touch to arrange a free demo and consultancy call  to discuss your needs.  We’d love to hear from you.

The post Smarter Dashboards 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.

We’ve seen a wholesale change in thinking by businesses large and small, both in the US and UK, all eager to embrace low cost, intuitive cloud solutions and the improved efficiencies they bring.

Excel has always been and will continue to be the tool of choice for deep number-crunching, but as a management tool, it has limitations.  Fast growth companies need real time information and a spreadsheet type solution that provides collaboration and visibility on any platform and device.

Resistance to change is common but those who have embraced new ways of working are now seeing the efficiency and cultural gains

So what are some of these winning solutions?

• Smartsheet alongside Excel and Google sheets.
• DocuSign for Digital Transaction management for NDAs Contracts and Sign off.
• ProofHQ for Reviewing any digital copy through to approval in real time.
• Microsoft 365 implementation and integration as a cloud based solution, means we are helping clients to merge processes to work together… at low cost.
• OverDRIVE provides an Internal Web Portal, that acts like an Intranet or Digital Asset Library and works beautifully in conjunction with Google for Work Apps.

What were our clients’ challenges?

“Skilled resources are not easily acquired, so we needed to provide the existing team with better tools to allow them to do more in less time and take away their repetitive processes, replacing them with intuitive solutions that were enjoyable to work with and got immediate results”.

“ As business grew fast, increasing orders meant we had to become more efficient to fulfill them.”

“We needed Real Time information to get out to our key workers who could be out on site, or in countries in different time zones and languages, so a tool that looks and feels just like Excel, takes uploads from Excel (or MS Project) then provides an almost endless list of new solutions not found in Excel Desktop or 365 was key”.

The solutions Smartsheet provided in response to our clients’ challenges

• Secure access of key data for dissemination and feedback  on any device. 
• Audit trail discussion on any row or sheet.
• Uploads of any file type for review and use. 
• Collaboration, Reminders, Alerts that solve a host of needs.
• Automated Reports and Graphs that provide Real Time status 
• Planning projects has never been easier and no “ology” needed. 
• Resource planning has never been easier 
• Even those who are hooked on MS Project find that working Smartsheet alongside for collaboration and feedback makes their lives easier and results quicker.

If you can identify with any of the above, contact us to arrange your free 1 hour consultation to discuss your challenges.  We’d love to hear from you!

Empower your business with smarter business processes

The post Technology Innovation Adoption – A Quiet Revolution appeared first on SmarterBusinessProcesses.

“We recently had a short notice need for an OverDRIVE site,  which would allow us to share data to an external company via a virtual data room.  Putting in an urgent request,  we had an OverDRIVE site up and running in less than 3 hours.  A totally responsive product delivered by a totally responsive team.”     Michael McHale, Head of IS & Technology –  PegasusLife

Request your Free Trial now or Contact us to discuss your needs – we’d love to hear from you !

The post OverDRIVE keeps projects running smoothly and teams connected appeared first on SmarterBusinessProcesses.

By working together intuitively, these Apps deliver the full package of benefits to your teams, improving efficiency, collaboration and visibility on ANY Platform, ANY Device & ANY Browser

Smartsheet – a Work Management Solution, ideal for users of Excel who need to collaborate more efficiently

Smartsheet is an incredibly flexible work management tool that not only provides great solutions for users of Excel but is also capable of driving large complex project plans for project planners

Detailed project planners will be delighted to hear of the new upgrades, namely duration in hours and minutes, as well as critical path. These new features will bring Smartsheet to the next level in terms of project management and team collaboration, giving project managers and owners more control to coordinate even bigger, more complex projects quickly and efficiently.

For Smartsheet users wishing to fully benefit from these new features, see details of our Smartsheet training courses and online support sessions

Top Tip: Smartsheet is great for driving your workflows forward and provides instant access and integration with the supportive Apps, ProofHQ, DocuSign and OverDRIVE and Data stores… Dropbox, OneDrive, Box and Evernote.

OverDRIVE for Digital Asset Management (DAM)

OverDRIVE is a cost effective, intuitive, visual and smart way to provide users and teams with simple and powerful intranet web access to corporate data and information.

Many businesses report that access to their corporate digital assets is difficult, documents hard to find.  At last there is a solution, not just for Google users but Microsoft users too.

Like our other technology pillars, OverDRIVE works with any platform and any device.

OverDRIVE provides the ability to easily create project workspaces to manage the documents, digital assets, contacts etc., relating to any number of projects at any time.

Top Tip: Smartsheet can merge data into Google docs e.g. quotes, invoices,HR contracts etc.,  all visible via OverDRIVE. Proof reviews in ProofHQ can be accessed from OverDRIVE

ProofHQ for Proof Review and Approval

ProofHQ is an online proofing solution for Marketing & Admin teams of any size in any industry who need to deliver marketing projects faster and more efficiently.

Deciding to use ProofHQ isn’t difficult. It measurably speeds up project delivery and significantly reduces management time, revisions, errors and costs. Because, unlike email and hardcopy proofing, ProofHQ enables review teams to collaborate simultaneously on creative content.

ProofHQ simply streamlines approval workflow – and can be used across all media including print, digital and audio-visual.

Top Tip: Smartsheet can drive the workflow and track progress of multiple Proof reviews with live links to ongoing or concluded proofs, then on to the creatives or printers for output.

DocuSign – The Global Standard for electronic signature and Digital Transaction Management

DocuSign helps businesses of all sizes easily and securely sign, send, and manage documents in the cloud, with unmatched availability and legal enforceability, eliminating the hassle, costs and lack of security in printing, faxing, scanning & postage.

Eliminate Paper Clutter:  It’s time consuming and costly to print, mail, fax, and overnight documents and these processes are prone to error. With DocuSign, you can sign and send with the click of a button and gain instant visibility into the status of your documents. You reduce the clutter for you AND your recipients, whilst also lowering the environmental impact of doing business.

The Smartsheet DocuSign integration offers our clients further workflow efficiency benefits, e.g. send one person listed in a Smartsheet an envelope for signing which includes tenancy contracts or contracts of employment at the click of a mouse.

Choosing one or a range of our complementary work management solutions will provide you with vastly improved efficiencies, collaboration and visibility.

Integrating Smartsheet with your other Applications has been dramatically improved and now API 2.0  offers a whole range of opportunities to link applications together to remove even more steps from your traditional processes by automating your workflows and updating data in several places with just one entry.

Talk to us about Managing the Changes within your organisation and about application integration set-up and  onsite and remote training and consultancy.  We’d love to hear from you.

Request a demonstration or trial licences

The post Our Favourite Four Technology Pillars for Business Efficiency and Success appeared first on SmarterBusinessProcesses.

Welcome to OverDRIVE – a cost effective, intuitive, visual and smart way to provide users and teams with simple and powerful web access to corporate data and information.

OverDRIVE lets you quickly build a project workspace or web portal using documents and data from your favourite cloud applications.

OverDRIVE provides the ability to easily create project workspaces to manage the documents, digital assets, contacts etc relating to any number of projects at any time.

OverDRIVE is a welcome addition to our ‘Big Four’ toolkit  Our complementary solutions including Smartsheet, ProofHQ and DocuSign, ensure our clients have the very best intuitive, business efficiency solutions, helping them streamline workflows and improve transparency.

Contact us to arrange a product demo, free trial or book your free initial consultation. We’d love to hear from you.

The post OverDRIVE, a smart way to provide powerful web access to corporate data appeared first on SmarterBusinessProcesses.

As recently appointed DocuSign partners we’re delighted to be helping our clients simply ‘get work done’, saving time, reducing costs and accelerating sales.  See how DocuSign works  

Provides customers with a delightful experience with the convenience of anywhere, anytime, any device access for completing documents – including mobile

DocuSign is the global standard for electronic signature and digital transaction management, eliminating the hassle, costs and lack of security in printing, faxing, scanning, overnighting,and driving around town to sign and return documents.

Helping you work (and live) the way you want  – from anywhere, anytime, on any device, DocuSign gives you peace of mind that you can transact business completely digitally safely and securely on the DocuSign Global Trust Network.

DocuSign is a welcome addition to our ‘Big Four’ toolkit  Our complementary solutions including Smartsheet, OverDRIVE, and ProofHQ ensure our clients have the very best intuitive, business efficiency solutions , helping them streamline workflows and improve transparency.

Contact us to arrange a product demo, free trial or book your free initial consultation. We’d love to hear from you

The post Impressive DocuSign Momentum ’15 London Event appeared first on SmarterBusinessProcesses.

As recommended worldwide Smartsheet Consultants, ProofHQ and DocuSign Partners, OverDRIVE is a perfect addition to our toolkit. 

OverDRIVE is a Digital Asset Management system that acts as an intranet producing better visibility and collaboration solutions.  Working as part of our suite of cloud based solutions, it helps pull everything together to deliver amazing results, resolving real world efficiency challenges.

A smart way to provide users and teams with simple and powerful web access to corporate data and information,  OverDRIVE lets you quickly and automatically build a project workspace or web portal using documents and data from your favourite cloud applications.

A Simple way to publish and manage information

There are many great applications for OverDRIVE including;  

• project workspaces
• intranets
• photo repositories
• digital asset libraries
• education portals

For more information on how OverDRIVE can improve your digital asset management / document sharing, visit our website , or  contact us to arrange a free consultation or demonstration  or request your free trial. We’d love to hear from you!

The post Smarter Business Processes go into OverDRIVE appeared first on SmarterBusinessProcesses.

Servicing clients such as NHS Highlands, Queen Mary University, and Top Rank Boxing, our client base extends round the world.  See Testimonials and Use Cases

The common theme for all these organisations is that they have maxed out on Excel spreadsheets but need to plan more collaboratively and develop Smarter Business Processes that remove unnecessary repetitive activities.

See more about our Favourite Four Technology Pillars for Business Efficiency and Success

Smarter Business Processes chose Smartsheet, OverDRIVE, ProofHQ and DocuSign as the best of the rest examples of how  cloud based technologies can resolve real world problems, be rapidly implemented, intuitive, enjoyable to use, and yet be sensibly priced.

Talk to us about Managing Changes within your organisation – request demos or free trials  We’d love to hear from you.

The post We’ve re-branded! appeared first on SmarterBusinessProcesses.