• 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.

 The Challenge

Having chosen Smartsheet as their work management  tool of choice and booked their first Smartsheet Discovery Day, it soon became apparent that they needed to get back to  grassroots and first define their processes. Smarter Business Processes could then start to help them build their specific Smartsheet workflows.

 The Solution

SBP’s Business Process Mapping expert spent 2 days with the senior leadership team and taught them the benefits of business process mapping and how to define and document their individual departmental processes.  During the workshop they identified the 5 core areas of Business Process Mapping; then using the Lancashire FA’s Project Process (real life example)  applied the theory learnt and defined the Project Process from inception of a project to customer satisfaction survey post implementation of a project, documenting all elements of the process using best practise process modelling methods of documentation.

 Since then SBP have supported the implementation of all departmental processes by working with each senior leader individually on their process documentation and giving suggestions.  SBP have run remote workshops for the team in setting up their sheets in Smartsheet and designing reporting dashboards to meet the KPI reporting required, implemented the Project Process in Smartsheet and trained all staff in how to use the Smartsheets to manage the process.  SBP have supported the CEO in designing dashboards for management reporting. We facilitated a solution by which the FA head office could oversee the projects that are underway, the status of them all reporting against their KPI’s. This information is live, up to date and available to them without the requirement of any manual updates or input.  We are currently working with the CEO to implement a PDR dashboard for each employee which will oversee the data management for running quarterly employee reviews. Next step for us with Lancashire FA is to implement a Xero to Smartsheet integration solution for managing accounting information through Smartsheet and various API links to other business software that they use to ensure the relevant reporting dashboards across the various levels of the company can be found in one place and not across multiple different interfaces.

 The Benefits

The Process Modeling has ensured that we understand how technology and in particular Smartsheet can do the heavy lifting and ensure that as a whole company we run far more efficiently.

The Smartsheet workflow solutions have not only provided us with unprecedented collaboration across the company but have also ensured that we manage our projects properly which was a major risk to the company 12 months ago.

 Testimonial

I am delighted with the solutions Smarter Business Processes have delivered to date.  They have vastly improved efficiency and visibility across the whole cooperate structure  and more importantly have enabled me to have my finger firmly on the pulse of how the business is performing. 

 I can’t recommend Smarter Business Processes highly enough for their unparalleled knowledge, customer service skill and reliability.  Working with them has been a pleasure. Simon Gerrard – Chief Executive Lancashire FA

The post Lancashire Football Association works Smarter with Smartsheet appeared first on SmarterBusinessProcesses.