• 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.

Instant Apps for Smartsheet

Whether you need to be self-sufficient deploying Smartsheets in your business context or simply need to drive efficiencies in your use of Smart sheets, check out our Instant Apps. The apps are about delivering a truly intelligent Smartsheet application.

Smarter Dropdown List Manager		Centrally control dropdown lists and their destination sheets in specified folders & workspaces for easy admin.
Smarter Backup Manager		Automatically create copies of Smartsheet sheets, Folders or entire Workspaces with a range of scheduling and retention options (Auto Config enhancement to overcome the 100 sheet backup limit available to those that need it) Also schedule backups to your cloud.
Smarter Text Transform/ QR codes		Automatically convert a cell text into a Picture or QR Code /Bar Code, either attached to the row or inserted in a cell in the row.
Smarter Formula Loader		Enable formula-restricted column datatypes (such as Start/End Dates, Durations and Predecessors) to be populated from formula results.
Smarter Finance Tools		Automatically Tracks Stock Market, Exchange Rates, Inflation and Country GDP.
Smarter Cloud Storage Sync		Sync Smartsheet with Cloud storage solutions such as Dropbox, Google Drive, or Microsoft One Drive please note some additional cost may be incurred in setup depending on your exact requirements.
Smarter Report to Sheet		Using data generated in a Report and copying it over to a sheet so it can be used for Dashboards and automation or formulae.

Smarter Tools for System Admins

Turbo Charge the Administration of Your Smartsheet Solutions with our library of smarter tools.

Smarter Global Search and Replace		Search and Replace text in Workspaces, Folder and Sheet names, Column names, Dropdown Lists and Cells.
Smarter Home Manager		Audit your Smartsheet assets, List your Sheets, Reports and Dashboards onto a single Sheet for easy navigation.
Smarter Permission Explorer		Audit your current Smartsheet sharing permissions.
Smarter Sheet Manager		The essential Smartsheet add-on that transforms how you manage your sheets.

Smartsheet Expert designed Advanced Apps

Our range of advanced apps are designed by a Smartsheet Expert offer you integrated ways of generating detailed mail merged Quotations. Requires Custom PDF design work, and setup by quotation.

Smarter Word Doc creator		Export Multi Row Multi sheet Smartsheet data into a formatted Word document.
Smarter PDF Creator		Export Multi Row Multi Sheet Smartsheet data into a formatted Google Doc / PDF
Smarter Forms		A platform where you can edit existing data using bespoke forms
Smarter Row Copy		Copy only the data you want between sheets. Create new rows or update existing data. Copy images and attachments

Premium Apps from Smarter Business Processes

Our experts have developed a family of specialist solutions based on our Smartsheet knowledge. Consider this page as your smartsheet control center with all the tools and Premium Apps you need to help drive your business. Our Premium Apps provide advanced users with significant time savings, improved collaborative visibility and automation.  Includes initial 5 hours setup. Free Quotation is provided for more complex setups.

Smarter Launch Pad		Automate the ‘new project’ process with this time-saving system. Create new project versions of sheets, reports and dashboards from a selection of templates linked to your existing Portfolio reporting. Auto naming maintains standardisation and auto cell linking speeds up your reporting process.
Smarter Dashboards		Dynamically filter data across charts and tables then edit content from within a dashboard.
Smarter Accounts		Improve your accounting workflow by integrating your accounting system with Smartsheet. Price based on how much time it takes to map your requirements to Smartsheet. Quotations given following a scoping meeting with our accounting expert Dr James Harris.

Want to see see how these work?  Take a look at our Tutorial Overviews

The post Smarter Controls for Sheets appeared first on SmarterBusinessProcesses.

We listen, we develop, we release.  Our clients frequently ask us if we can help them to initiate new projects or work requests AUTOMAGICALLY using a range of their template sets.

Smarter Launch Pad app is designed to assist that process avoiding the need for manual set up, which risks data inconsistency and just takes too long. Details of the request data populates the new assets and updates your existing dashboards, making the whole process more efficient, and avoiding duplication. 

How Does It Work?

Simply start with a grid (tracker) sheet, receive & approve the work request and the Smarter Launch Pad will create a set of new Smartsheet assets, based on your pre-defined templates, with links from the request being shown in the newly created assets and metrics flowing back to the tracker sheet to provide data for dashboard updates.

What can I use this for? 

Any process that needs to consistently track an individual project or activity through a checklist of tasks. For example:

• A Project Request that creates a Project Plan, Dashboard and rolls up to a Portfolio Dashboard
• A Work Order Request that needs a Work Order Task List to track the order through to delivery
• A Job sheet whereby once a job has been approved, a checklist for that job is automatically created and reported on in dashboards at job and portfolio level.

Is this the same as Smartsheet’s Control Center?

 No.  Our Smarter Launch Pad is an app that will create new sheets based off a template automatically from a grid sheet.  This is where the comparison ends.  Smartsheet’s Control Center provides more control over the assets that are created, it has Global Updates, Archiving capabilities and more.

Then where does this app sit?

Smarter Launch Pad is great for clients that are looking to prove that Smartsheet’s Control Center is the way to go but don’t have the evidence or buy-in yet from Management to approve the spend.  

We recommend using Smarter Launch Pad as a steppingstone to prove the concept & methodology works, at a lower level of cost and then move onto Control Center when the business is ready.   The move from Smarter Launch Pad to Smartsheet’s Control Center will be smooth and painless as the design of the “blueprints” and methodology will have already been considered, tested, and can be evolved when ready.

When you are ready to move up to Control Center we will show you how.

In Summary – do you have…?

• Different individuals creating your Smartsheet assets/workspaces?
• Inconsistent naming of your Smartsheet assets?
• Dashboards all reporting the same data but inconsistently?
• A bottleneck in your workflow where you are waiting for the right person to set up the Smartsheet assets manually?
• Do you need automation for data consistency and efficiency at scale?

…then Smarter Launch Pad is your answer. Available by annual subscription. 

Contact us now to discuss how we can meet your needs with this exciting new product.

The post Smarter Project Launch Pad appeared first on SmarterBusinessProcesses.

SMG Construction supply high quality, custom built homes and renovations to luxury residencies in the Bahamas.

The Challenge

SMG store a wide range of construction and manufacturing items and materials on site, both for general use and allocation to client projects. With stock frequently coming in and out, stock levels need to be tracked and monitored in real time by employees.

SMG needed to manage their inventory list with a system that could book products in and out, and provide management with a concise, accurate view of stock levels.

In particular, they needed a way to track how many items were in general stock and how many were assigned to each project.

Our Solution

SBP used AppSheet’s QR Code function to set up an Inventory Management app.

Our unique customised solution monitors the client’s stock to suit their exact requirements. Employees can now allocate items into a customer stock area to give a clear sense of what belongs to who.

By simply scanning the QR code, an employee can keep track of existing stock levels and allocate stock to client jobs.

As our system is built in AppSheet, it can also link to Smartsheet to provide data storage. AppSheet records the movement of stock in and out at the front end, while Smartsheet stores that information at the back end.

This means it can update stock once it’s been booked out, and automatically send that data to a report, giving senior management a real time overview of the stock situation any time they need it.

The client has also taken advantage of Smartsheet’s own reporting tools, using the data for their own Reports and Dashboards.

Testimonial

Through your help we were able to expand our use cases across various departments which has had a positive impact right across the business. We are now currently building a time clocking system with this highly versatile system.   

Brendan Ginns – Operations and Systems Manager – SMG Construction

The post QR Code Technology Helps SMG Take Stock of the Situation appeared first on SmarterBusinessProcesses.

Our Support Packages are tailored to your needs. Simply nominate the number of hours you would like per month, and our team of consultants will track the hours used and invoice accordingly.

Clients generally opt for 1 or 2 days a month (8 hrs or 16 hrs), but we can amend this as required.

Support hours could be used for;

• Remote consultancy
• Quick answers to questions
• In depth discussions about processes
• Performing small piece of work
• Requests to check or validate an issue with a sheet
• Ad hoc guidance*

*Pre-prepared workshops do not fall under this support, please see our Training Pages for our workshop packages.

Please fill in an Enquiries Form to request your free initial consultation. 

See what our Clients have to say.

The post Smartsheet Support 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.

We are regularly asked for user specific timesheets that will update summary spreadsheets in realtime (even offline) without sharing confidential data.

Team Timesheet App integrates your existing project spreadsheets to more quickly and accurately manage your projects and costs.

Features:

• Individual time entry
• Supervisor Controls User Views (Restrict confidential data access)
• Analysis by Day, week & Month Logs
• Dashboard analysis
• Dropdown List of Project/ Budget Codes, activities.
• Data In Google, Excel or Smartsheet Tables any combo
• Pivot tables and Charted analysis in either Excel of Google sheets
• Offline entry for later sync.
• Any Device, Any Platform

Deliverables:

• Activity Log
• Resources
• Managers
• Tasks
• Pivot Tables
• Charts

Price:
Upfront cost £1000 – $1500

User Licenses and Support – from £3.00 / $5.00 per user per month

Team Timesheet App is one of a family of Apps we’ve created to help you work smarter.  See our full range of Smarter App Solutions

Arrange your Free Initial Consultation to review your Team App requirements – we’d love to hear from you.

The post Team Timesheet appeared first on SmarterBusinessProcesses.

Smartsheet ENGAGE 2024 in London is wrapped! We look back on two inspirational action packed days of learning, discovery and  new capability announcements

 

 

 

Smartsheet Community: First on stage was our very own Chief Smartsheet Solutions Officer and Community Champion Debbie Sawyer joining Smartsheet Community Manager Genevieve Penny and Smartsheet Overachiever Michelle Basson to discuss the huge benefits of using the collective mind of the Smartsheet Community.

Keynote: CEO Mark Mader delivered an insightful keynote focused on the importance of asynchronous collaboration for boosting productivity and providing greater flexibility.  See ENGAGE Keynote

Product Enhancements: Smartsheet’s very own Ben Canning – SVP of Product Experiences then announced a cascade of product announcements including exciting new AI functionality, new Timeline Views and Resource Management enhancements.  See more

SBP’s Smartsheet ENGAGE 2024 Giveaway: Our Giveaway was the chance to win a 12 month subscription to one of our best selling apps –  Smarter Dropdown List Manager (worth $600). Congratulations to the lucky winner – Claire Mitchell of First Sentier Investors.

We’ve simply loved meeting up face to face with clients old and new.  There have been lots of ‘light bulb’ moments when these Smartsheeters realise how much further they can now expand their Smartsheet capabilities.

Great too to meet up with the amazing Smartsheet team. Smartsheet ENGAGE 2024… it has been a blast.  

If you are looking to maximise the full potential of your Smartsheet investment, with years of experience of Smartsheet Solution Build, App Integration and Automation, Smarter Business Processes are a safe pair of hands to support your Smartsheet journey.  Get in touch

Watch out for our Top Tips Tuesdays – Follow us on LinkedIn

The post It’s a wrap for Smartsheet ENGAGE 2024 London appeared first on SmarterBusinessProcesses.

Read on to learn more about how Smartsheet, Smartsheet Dashboards and Smartsheet training can help you and your team succeed as Director of Sales.

What are Smart sheets?

Smartsheet is a software as a service offering for collaboration and work management. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface. Smart sheets are used to collaborate on project timelines, sales and marketing workflow management, calendars and other tasks.

It is a practical tool used as part office productivity, part project management, part document sharing. Considered by many to be a central hub for how people work in knowledge work, project, sales and marketing a management .

Our 5 Top Tips for success as a Sales Director using Smartsheet

An effective Director of Sales needs skills such as excellent communication and leadership, both of which are are highly transferrable. This makes Sales a diverse career path, ideal for candidates who don’t want to be limited to one industry. A Sales Director role can be a very common stepping stone to more senior positions, such as VP of Sales and potentially, CEO.

To be a highly effective and successful Director of Sales you need to show leadership in the latest technology that gives you market insights. In addition you must be able to adopt and work with data tools that give you insights into customer and prospect data to create timely and actionable opportunities for you and your team.

Your time and workflow management needs to be well honed and ready to act on opportunities. You need to be able to inform and motivate your team of customer and prospect opportunities. And Smartsheet can help you do all that, perhaps with the help of a Smartsheet consultant.

Leadership

A successful Sales Director must exhibit good leadership, to ensure their team can sell to meet the organisation’s sales targets in a timely fashion.

More important is the leadership of the team and across the business, by shaping, coaching and motivating the entire team to success. Another part of the job of a Sales Director is providing access to customer and prospect data, ensuring that the data has integrity and is actionable. Using tailored Smartsheet Dashboards is a great way to do that.

The role is not without its challenges. Working with Sales Directors and Sales Managers across a wide variety of industries gives us at Smarter Business Processes real insights into the challenges and common pitfalls. Here below are the five top tips we offer you to be an highly effective Director of Sales.

Excellent Time Management

When it comes to running a Sales team, it’s not just your own time you need to be managing. Prioritising important tasks and ensuring your team are sticking to planned schedules and workflow management is critical when it comes to hitting targets and getting ahead. Whether you are a natural born planner or need more structured support, we are here to help. Smartsheet can assist you in that.

We can’t understate the impact that tracking and automating tasks can have on your workflow. And workflow management is one of the areas where Smartsheet excels, and we can help you with that.

For example, we can set up a Smartsheet Form to create a tailor made activity log. Team members receive automated reminders for each task, and Sales Managers can use this to capture all your team’s tasks in one place and use automated notifications to stay on track with deadlines.

Speeding up communication and reducing your reliance on email should help you to keep your team’s workflow (and yours) running smoothly.

Know Your Market

Whether you are selling software or soft toys, houses or house plants, an understanding of your industry, and clients’ needs is crucial!

While some Sales Directors may have a marketing team to work alongside them, it is still beneficial to be across industry and product trends, and to have a solid understanding of how to analyse and interpret the latest marketing data. That’s where we come in.

It may sound obvious but clients frequently tell us they can’t always see the wood for the trees when it comes to marketing data. Using our Smartsheet Dashboards can help you stay on top of the statistics that matter, and help you present them in a graphical, management-friendly way.

A Smarter dashboard can help you slice and dice your data in live dashboards. Our analytics smart sheets can also be customised to offer performance metrics reporting live data in real time through API integration.

Motivate Your Team

 A successful Sales Director needs to lead a confident, well trained and innovative team. According to one Article in Sales Readiness Group, Effective sales managers should spend 25 – 40% of their time coaching their staff. But is coaching the only way to motivate a team?

In short, no it isn’t. We’ve learned that listening to your team is as important as coaching and training. Not just to get their feedback, but to hear their ideas on how to improve. We’ve seen time and again with our clients that tools and apps which enable collaboration and creative thinking across departments can help solve problems and streamline work processes.

Enable tailored views of your customer and prospect data. Using Smartsheet you can tailor the views that individual team members have of their customer and prospect data. You can ensure these Smartsheet dashboards integrate with SQL and Oracle databases to ensure your Sales dashboards have real data integrity.

We realise this can be easier said than done on a busy week juggling meetings and sales targets. Talk to us today about how we can help you create Smarter Dashboards.

We will design a Smartsheet Form to help share ideas and gather feedback from your team. We work with Cloud based solutions to ensure all your data is available to you in real time.

Communicate Efficiently With Your Clients

Any good Sales Director will tell you that client relationships are key. However, in your role of a Sales Director, finding the best way to keep track of client communication is an ongoing challenge. Industry estimates show that over 91% of companies with more than 10 employees use CRM (Customer Relationship Manager) software.

Do you use a CRM tool?

A CRM is a tool to record and analyse any and all interaction between a Sales Director, their team and their customer base. This can be in the form of calls, emails and meetings, whatever client interaction you feel is relevant to your business.

Any basic CRM system can provide this for you, but what if your needs change over time? Or if you need something more bespoke?

Our team of consultants can build you a customised CRM in Smartsheet. Need it handle large amounts of data? We can build a Smarter Dashboard implementation that uses a SQL database to store as much as you need. We can also create and implement tools that help to…

Track Your Client Journey

From initial contact, to after sales care, it is important to have a clear understanding of your customers’ experience, and be able to track their journey with you from start to finish. Are you delivering on your client’s expectations? Does your team provide satisfactory after sales care?

By working with cloud based platforms, we can help build systems that provide data in real time. This means you can manage multiple teams from one location, enabling you to track progress and identify weaknesses in your pipeline.

Case Study – Project Tracking Solution

Read our case study here for one example of how we provided a project tracking solution to the team at SIP Build UK.

Succeed as Sales Director with Smartsheet

Whether you are managing a large team and need to organise Smartsheet training workshops or just starting out, never underestimate the importance of having the right tools for the job in hand. From managing client relations, to tracking sales targets, don’t be afraid to find creative solutions to streamline your workflows and get the results you need.

CONTACT US – today for support as your Smartsheet Consultants.

Further Reading

Looking for more inspiration on the most effective tools to meet your goals?

Take a look at our blog on the best tools for Project Management.

We reflect on the importance of Productivity in a previous blog.

Remember you can also join our Tips and Tricks mailing list

Subscribe to our YouTube Channel for product demos, webinars, and all the latest from Smartsheet.

Want to learn how to create webforms in Smartsheet? Have a look at our Webinar video below.

The post Top 5 Tips for a Successful Sales Director appeared first on SmarterBusinessProcesses.

The Challenge

As a private finance company, compliance requirements at Cidel are very stringent. Risk and compliance measures are closely tracked and reviewed annually. 

In order to manage these efficiently, individual employees are assigned ownership of particular risks. It is their responsibility to track these, to make sure each risk has been reviewed and rated and complies to the relevant regulations.  

The challenge was to manage how these risks are assigned, and make sure each employee has access to the relevant regulations pertaining to that risk. With hundreds of risks and regulations to keep track of, Cidel needed a transparent, robust system to ensure the correct risk is assigned to the correct employee with all the relevant information available to them. 

In addition to this, each risk owner needed to be able to delegate their assigned risk. The system needed to let them grant risk assessment permissions to other employees when required.

Our solution 

We created a bespoke system from the ground up. We adapted out Smarter Dashboard Solution to create a website that enables any Cidel user to log in via Smartsheet and view any risks assigned to them. They can then examine all the information that’s relevant to that risk, assign the level of risk, and even specify what controls are in place to mitigate against it. 

The product has the capability to handle hundreds of employee logins, either as the risk owner or if the risk has been delegated to them. As a cloud based system it has the advantage of allowing the team access whenever they need it, and the efficiency of information updating in real time. 

We worked closely with the client and adapted the solution to fit their requirements as part of an ongoing development process.

The Benefits

• A coherent, flexible system that tailors the relevant information to each individual log in.
• Intuitive and accessible. Minimal training required to use.
• Unique. This one of a kind solution is designed to fit the client’s specific requirements.
• Comprehensive. The system stores and tracks hundred of risks, making each one instantly available when needed.

The post Cidel Bank Takes No Risks with Our Bespoke Smartsheet Solution appeared first on SmarterBusinessProcesses.

CEO Mark Mader shared some inspiring customer stories in his opening keynote speech, and chatted with representatives from McLaren, TIME and Convergint about how Smartsheet is transforming their businesses. The message was simple: Product innovation allows teams to work together and adapt quickly to the ever-changing work environment.

​We were truly inspired by the panel of overachievers from Lumenonics, KPMG US, Climate Pledge Arena and Cisco, ably hosted by CMO Andrew Bennett. They covered the importance on onboarding, and demoing new solutions to your team. The advice to new Smartsheet users was clear: back up as much as possible, trust the experts and build great dashboards.

Our team of Etienne Mermillod, Richard and Gwen Rymill attended seminars and demos on an exciting range of Smartsheet products, including:

• Data Table. Allows users to collaborate on large data sets by pulling together content from ERPs, CRMs and other data sources. Store millions of rows, combine data from multiple sources and automate your data uploads.
• Bridge. Are you relying on multiple business processes and people for your data and workflows? Bridge is a no code solution that allows users to build cross platform workflows, connect data and automate routine tasks.
• Mobile Offline Forms. Allows users access to Smartsheet Forms even when they don’t have internet access. We’re particularly excited at how this will benefit our clients working on site. 
• Smartsheet Desktop App. Work in Smartsheet without the distraction of a browser. It works exactly the same as browser-based Smartsheet, but sits in a self contained programme on your desktop.  
• Updated User Interface. Smartsheet will soon be announcing changes to the look and feel of the main grid. Watch this space for updates!
• Core Smartsheet Function will soon include Card View in Reports and Work Insight information. A particularly welcome update to reporting has also been announced; If a column name changes in a sheet, it will no longer vanish from the report!

We’re excited to start passing our knowledge on to our clients!

If you would like to know more about the above, or have a chat about how we to boost your business with Smartsheet’s latest features, get in touch with us today.

The post Smartsheet Engage 2022: Our Key Takeaways appeared first on SmarterBusinessProcesses.

But just how far off is this future? And what does it mean for our clients?

Smartsheet and Oculus have already created a solution that enables users to collaborate in a holistic, VR work environment. The rise in the popularity of QR Codes and games such as Pokemon Go are just two examples of the enormous appeal of interactive tech. Are Smart Glasses simply taking this to the next level?

Our team of software consultants already offers a solution that allows clients to interact with their Smartsheet data while out on site. Thanks to our innovative solutions that combine Smartsheet with AppSheet, our clients are using this for stock taking, scanning packages and time keeping, to name a few. Switching from a hand held device to a pair of Smart Glasses could speed up these processes, and create a safer, smoother, hands free experience. This would be particularly useful to clients operating in environments without safe, easy access to a screen, such as in construction.

What about you? Would you trade your handset for a pair of Smart Glasses?  

 Contact us today for a chat about how we can make Smartsheet innovations work for you.

The post Looking to the Future With Smart Glasses appeared first on SmarterBusinessProcesses.

President and CEO Mark Mader kicked off day one with an inspirational keynote focused on continuing system integration, interoperability and scalability across organisations small and ​large.

Zak Brown CEO of McLaren Racing shared his reflections on the importance of being brave enough to try new things without fear of failure.

​Day two kicked off with an inspirational panel of overachievers from Lumenonics, KPMG US, Climate Pledge Arena and Cisco, ably hosted by CMO Andrew Bennett . Asked what were the things they would like to have known when they started out in their Smartsheet journey, the panel responded:

1. Schedule your Backups. 
2. For Control Centre clients; don’t scale chaos! Get the experts in.
3. Build great dashboards. Dashboards are key to visualising key real time information to the senior team.

We’ve simply loved meeting up face to face with clients, fellow Smartsheet partners, the amazing Smartsheet team as well as Smartsheet enthusiasts from around the world.  Smartsheet, it has been a blast. We are already looking forward to ENGAGE 2023!

The post ​Smartsheet ENGAGE Conference 2022 Round Up appeared first on SmarterBusinessProcesses.

The focus was very much on customer innovation, and the exciting ways businesses are pushing the boundaries of what the platform can achieve.  

Delegates heard from customers who have been doing precisely that, including Hydroflask, Oxo, and Booz Allen Hamilton.

CEO Mark Mader announced Portfolio WorkApps, which is due to launch later this year and promises to take Smartsheet’s No-Code capabilities to the next level. Customers will be able to build and reproduce WorkApps templates across their business using Smartsheet Control Center.

Also announced was the upcoming launch of DataTable, which enables customers to store data from other solutions and integrate it seamlessly with their own Smartsheet workflows.

Smartsheet users requiring Enterprise level security will benefit from the recently launched Enterprise Plan Manager. Enhance your organisation’s security, governance and compliance with a solution that allows you to centrally manage your security controls.

Finally, Smartsheet continues to expand its integrations with other software, this time including Adobe Creative Cloud, Hubspot and Mulesoft, as well as Cisco’s videoconferencing application, WebEx.

If you’d like to discuss how WorkApps, Control Center or any of the above can benefit your business, contact us today!

The post Smartsheet Celebrates Customer Innovation at #Engage 2021 appeared first on SmarterBusinessProcesses.

Chief Smartsheet Solutions Officer Debbie Sawyer kicked off with a run down on Smartsheet’s core product function, and a reminder of how smart forms in Smartsheet are one of the biggest benefits and efficiency gains to business users.

CTO James Harris then took us through an enhanced webform solution, developed by our team to take Smartsheet forms to the next level by utilising multiple levels of conditional logic (Where the next question changes depending on the value chosen in the last question.)

Catch up on the live recording below, and you can watch this along with other previous webinars and demos over on our Youtube page. If you would like us to help you implement conditional logic with your Smartsheet forms, contact us for a free consultation today.

We’re taking a break for August but join us in September for more tips and tricks.

Register now or subscribe to our Tips and Tricks mailing list for the latest in Smartsheet.

The post Webinar #6: Webforms in Smartsheet. Thanks For Joining Us! appeared first on SmarterBusinessProcesses.