The Challenge

• kW Efficiency needed to be able to pull drop down data from their Project Tracker, Sample Tracker, Change Order Tracker, and Warranty Tracker “Active Projects” column to create a comprehensive drop down list of all of our “Active Projects”
• They needed to Archive Rows by moving a row of data from the “Main Active Sheet” to a new row in the “Archive Sheet”
• They also needed to be able to use index and match to source contacts from the source data sheet, example: Project Tracker, Customer contacts. Contacts are a unique value that carry with them the ability to sort reports by current user.  The problem was that you cannot write a formula in a Contact column cell.

The Solution

A selection of Apps from SmarterControls4Smartsheet, namely;

• SDLM Content Collector
• Smarter Workflow Manager
• Smarter Formula (results) Loader

The Benefits

• Automated Merging of multiple sources into single-list [master] into multiple, synchronized drop down lists
• Automated movement of records to an archive sheet based on the trigger value in a specified column
• By using the formula adder, we are be able to use a helper column next to the destination column in the destination sheet to write the formula and then have the contact appear in the contact column next to it.

Testimonial

We had a fantastic experience collaborating with Smarter Business Processes and their Smarter Applications, we are now able to work much more efficiently and with more reliable data.

We had a vision of using 1 primary software platform to run the processes of the company through.  Smartsheet offered the foundation to build the platform in almost every way but there were some additional high level programing features that we required in order to bring it all together.

Jacques Guitard took the time to listen to our needs to fully understand what needed done.  The pricing was fair and the development time was quick from concept to beta, to revisions, to final product.  Jacques and Etienne  were quick to respond to ideas, questions, and troubleshooting.

I couldn’t be happier with the results and with the interactions from beginning to present.  Matt Jones – Operations Manager – KW Efficiency

The post SmarterControls4Sheets turbocharges Smartsheet for lighting retrofit company appeared first on SmarterBusinessProcesses.

Leading the launch is our much requested Smarter Dropdown List Manager solution.

Similar to Smartsheet.com who launched on the Nasdaq in April this year, we too have been doubling our client base year on year.  As one of their leading Consultants operating across North America,UK and Europe we are delighted with how Smartsheet have continued to develop their software solution, making it easier for businesses around the world to optimise their efficiencies.

Building intuitive user friendly Workflows that integrate with other popular Apps like Excel & Google is the mainstay of our work.

Using the latest APIs enables us to stretch the standard solution to achieve things which many ERP systems would love to do, providing real Time Dashboards and collaborative solutions previously not possible.

Smartsheet out of the box is great but organisations also seek more  Automation and Integration with other Apps so… we at Smarter Business Processes have listened to our hundreds of clients and the wider Smartsheet Community’s requests for a method of updating one Dropdown list in one place which then automagically updates all the other sheets that reference that same Dropdown.   Most importantly… at a very low monthly cost.   See more about  Smarter Dropdown List Manager

Our clients value the work of our team of expert consultants because of their deep knowledge and experience, not just with Smartsheet but in the real world of Business Processes and Work Management.

Speaking at a time of great change in both the world and the workplace Smarter Business Processes CEO Richard Rymill had this advice for organisations;

Embrace the opportunities presented to gain competitive advantage and within your own workforce generate a culture of continuous innovation.  Your people will love it if you do it well!

If you need help? That’s what we are here for, but you won’t need us for long because the software and our methodology is very easy to learn and use, so implementation soon sees an awesome ROI.

Enquire about our Smarter Dropdown List Manager  or Contact us arrange a free consultation to discuss your needs.

The post Smarter Dropdown List Manager launch for Smarter Business Processes appeared first on SmarterBusinessProcesses.

These AppSheet Mobile App Solutions are game changers  for those Spreadsheet users that like to provide selected mobile access for reports and updates using spreadsheets to not only source but to capture data,  location,  signatures,  scan bar codes,  even work offline.

Implementing AppSheet alongside Smartsheet has allowed us to extend Smartsheet’s capability, providing you with the ability to;

• Slice and dice your data according to who needs to see or edit it.
• Create the effect of a relational database which uses conditional logic to modify your work activities
• Have Dynamic dropdown capability – maintain one dynamic dropdown list, accessed by numerous other sheets
• Manage time more precisely by hour, minutes and seconds
• Split Tasks so they can be completed by multiple users
• Scale up your data beyond 5000 rows with data partitioning
• Work offline

See our full range of Smarter App Solutions

Bearing in mind this new capability, our solutions open up all sorts of business efficiencies, improved user access and views on any device – so what would you like to achieve? Share your ideas with us.  

See sample Case Studies

Arrange your Free Initial Consultation to review your Team App requirements

OR

Do you have ideas on developing a more bespoke Mobile App solution?

if so,  please complete our detailed needs appraisal

We’re here to help

The post Extending Smartsheet’s capabilities with AppSheet appeared first on SmarterBusinessProcesses.