Business Process
Automation Consultants
Let’s see all the workshops!
Here is a list of Smarter Training pre-defined modules created by Smarter Business Processes. You will find that we cover all areas of the Core Smartsheet Application to enable team leaders and all collaborators the knowledge to design and manage practical business workflows and create dashboards for visuals and other reporting.
At Smarter Business Processes we recognise that every client is unique and so our Smarter Training offering is tailored to your specific needs every single time.
Discover our range of remote learning about the workshops
Our range of remote training modules span a wide and practical spectrum aimed at licensed users. Among the workshops we offer: Design Fundamentals; Introduction to Smartsheet; Utilising Smartsheet Forms; Managing Smartsheet Automations, to get to grips with the structure of the Grid sheet and its capabilities.
If you are happy with your sheet’s structure but need guidance on data automation via formulas, in the workshops we offer modules on: Understanding Smartsheet Logical Functions, using Enhanced Logical Functions, Nesting them into Ninja Logical Functions! Also pulling the right data from master reference sheets by really understanding how Smartsheet Look up Functions work.
In addition we offer: Enhancing IF Functions, Ninja IF Functions, Smartsheet look up functions, Using Smartsheet summary fields and functions, Smartsheet Dashboards, Introduction to Project Sheets and Resource management in Smartsheet.
Project management
Are you using Smartsheet for Project Management? No problem, we have this covered too, our Introduction to Project Sheets is a great starting place, followed by understanding how to get the most from the Resource Management capabilities to hand.
Dashboards
Finally, do you need to share your data on a set of Dashboards designed to meet analysis needs of different tiers of Management within your organisation? Learn how to gather data using Smartsheet Summary Fields and Smartsheet Summary Reports, or utilize your Lookup Functions knowledge in preparing a Smartsheet Metrics Grid for feeding a dashboard.
All created for you using examples of your data to make the training experience applicable and relevant to all attendees. And if you don’t find what you are looking for contact us. We’ll help you figure out what you need and design a set of workshops just for you. Don’t be afraid to ask. See our testimonials for genuine feedback from our clients.
Book your workshop today
Use the button to ask for more details on any or all the workshops.
Price
Each module is £425 / $525 for up to 6 delegates
| 1- Design Fundamentals |
| Objective | Learn the importance of defining processes prior to setting up sheets |
| Content | * Defining your Process * *Process Control * * Inputs * *Process Activities * *Outputs * *Roles & Responsibilities * Where does Smartsheet fit? |
| 2 – Introduction to Smartsheet |
| Objective | Design and create a grid sheet to use as: * a master data source * a survey data sheet * a process tracker sheet * a risk/issues log (within a Project solution) |
| Content | * Navigating the Smartsheet Environment * Creating a New Grid Sheet * Setting Column Properties & Understanding Data Types * Entering Data |
| Pre-Requisites | * Attendance on or knowledge of the content of Business Process Mapping is useful but not essential |
| 3 – Smartsheet Forms |
| Objective | To create a data collection form to populate the master data source |
| Content | * Creating a Form * Setting the Heading & Adding Descriptions * Adding / Removing Columns * Setting Column Attributes * Adding Conditional Logic * Controlling the Behaviour of the Form * Sharing the Form * Using the Form to Enter Data |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module |
| 4 – Smartsheet Automation |
| Objective | Creating workflows within your sheet to enable the Smartsheet to notify/remind/request data as per your requirements |
| Content | * Creating a Notify Someone workflow * Creating a Reminder workflow * Sending Update Request workflows automatically * Setting up Approval workflows |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module |
| 5 – Smartsheet Logical Functions |
| Objective | To create helper columns based on IF() Functions to allow us to highlight specific data that meeting specified conditions |
| Content | * Creating a checkbox helper column to show that some criteria has been met using an =IF() Function * Creating a text based helper column to show the status of a record using an Nested IF() Function |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module * Previous knowledge on writing basic functions is useful but not essential |
| 6 – Enhancing IF Functions |
| Objective | Nesting your IF functions to build a more robust formulae |
| Content | * Creating a RAG helper column to show a Red/Amber/Green ball to indicate the health of a record using a Nested =IF() function * Using AND or OR functions within an IF function to allow more than 1 criterion to be set * Looking at ISDATE or ISBLANK or NOT function to set criterion for an IF |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module |
| 7 – Ninja IF Functions |
| Objective | Nesting Parent formulae and Child formulae into one IF Function to allow the use of Column Formulae on a set of data that is utilising data Hierarchy |
| Content | * Creating a Helper column to identify the Parent Rows * Setting up the IF functions within the Child Rows *Understanding how to use the IF function to pull together the Parent and Child functions into one formula to enable Column Formulas to work |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module *Attendance on or knowledge of the areas covered in our Enhancing IF Functions module is beneficial but not essential |
| 8 – Smartsheet Lookup Functions |
| Objective | To be able to pull master data values from a master data source into other Smartsheets to ensure the most up-to-date data is always being used |
| Content | * Exploring Function Syntax * Nesting Functions * Using =INDEX(MATCH()) functions (this is a more robust Formula than VLookups that were used previously) |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module * Previous knowledge on writing basic functions is useful but not essential |
| 9 – Using Smartsheet Summary fields and function |
| Objective | To analyse the master data using statistical functions in order to feed a dashboard with statistical data |
| Content | * Add new Summary Fields containing =SUM(), =COUNT(), =AVERAGE() type functions * Expand on the Summary Fields by using =SUMIF() and =COUNTIF() type functions * Explore creating a second Grid type Smartsheet to analyse data using Cross Sheet References for an easier way to feed Charts in Dashboards |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module * Previous knowledge on creating basic functions is useful but not essential |
| 10 – Smartsheet Dashboards |
| Objective | To create a visual representation of the data held in your Smartsheet |
| Content | * Creating Row Reports * Creating a Dashboard and adding the following widgets to it: ** Title ** Image ** Metric ** Charts ** Reports ** Shortcuts to Smartsheet Items or External URLs |
| Pre-Requisites | * Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module |
| 11 – Introduction to Project Sheets |
| Objective | Design and create the project sheet required to use as the survey data sheet |
| Content | * Navigating the Smartsheet Environment * Creating a New Project Sheet * Understanding the Default Columns * Adding Columns & Understanding Datatypes * The Project Settings * Enabling Dependencies * Understanding Data Hierarchy (Parent/child relationships) * Adding and Assigning Tasks * Sharing Sheets/Workspaces |
| Pre-Requisites | * Attendance on or knowledge of the content of Business Process Mapping is useful but not essential |
Every workshop is:
- 90 minutes long
- Delivered live via Zoom Meetings by a Smartsheet Certified Professional
- Organised for a time of day that suits all delegates
- A mixture of demonstration and hands-on exercises which can be tailored to use your examples
- With Q&A open throughout the session to allow for feedback at all times