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Smarter training adjusted to suit your real needs

At Smarter Business Processes we offer a wide variety of Smartsheet training courses and packages.

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Our team of certified consultants provides training and remote support to clients around the globe, improving their Project Management, Workflow and Process Management.

Smarter Business Processes is Cyber Certified

Emma Stevens

Office Manager

Emma has 27 years of financial and customer experience and brings processes and order to our office.

Emma's customer service knowledge ensures all of our clients office enquiries are dealt with professionally, efficiently and quickly. She will leave no stone unturned to get to the bottom of a query!

When not at her desk Emma enjoys spending time with her husband and daughter as well running Brownies and Rainbows for Girlguiding UK in her local area.

Etienne Mermillod

Software Development Manager

Etienne is a seasoned ASP.NET Core Full Stack Developer. He takes great pride in building world-class applications while carefully considering the needs of its users and ease of use.

Originally from France, Etienne now calls Canada Home, where he is part of SBP Canada as a member of the API Solutions Development Team.

Etienne is a well-seasoned traveler and has visited many countries where he usually takes the path less traveled in order to backpack around and soak in the local cultures.

When not coding away, you may expect Etienne to be playing with his huge and fluffy dog Indianna or gaming away on League of Legends

David Bower

Smartsheet, Airtable and AppSheet Consultant

David is a hugely experienced Consultant, Customer Care Specialist and Client Account Manager.

In his spare time, David plays guitar, is learning to ride a motorcycle and, when it’s not too cold, can often be found tinkering in the garage. He also intends to learn to play the piano too - one day

Debbie Sawyer

Chief Smartsheet Solutions Officer (CSSO)

BSc (Hons) Computing, ITIL Foundation, Smartsheet Certified User, Aligned Sales Certified and Professional Services Certified.

Seasoned Smartsheet consultant and Training professional, Debbie’s creativity, attention to detail, willingness to deliver solutions to fully meet customer requirements and her personable manner earn her excellent client feedback.

When not working, Debbie likes to relax by spending quality time with her family. Living in the New Forest sees her taking many walks through the woods and down to the sea fronts at Lepe and Calshot. Debbie is also a keen hula hooper and has been hooping now for more than 7 years! She owns at least 10 hoops and enjoys a great workout helping her friend to run a hula hoop fitness class.

Dr James Harris

Chief Technology Officer

An experienced IT professional, James' prior work spans diverse environments from the white heat of launching information systems in one of the world's busiest airports, to industry leading tech startups. He also has extensive experience as a Finance Manager. James brings a keen insight and and flair for problem solving to every project.

Outside of work, James writes comedy, and has had many television credits over the past couple of decades on shows such as Horrible Histories and Russell Howard's Good News. He retains a burning ambition to be as funny as his wife and daughter.

Ph.D. Biochemical Physics, IT and Accounting professional.

Gwen Rymill

Communications Director

Co-founder of Smarter Business Processes, Gwen’s multi tasking roles include ensuring our clients receive the very best in customer care, while responsible for sales and marketing and partner liaison. Just don’t expect to get the cup of tea she promised you!

Away from work Gwen enjoys cycling, pilates, tap dancing and just loves baking.

Richard Rymill

CEO

Co-Founder and Lead Consultant, Richard set up SBP in response to worldwide demand from businesses wanting to implement their own Smarter Business Processes. His rapidly expanding team of experienced Smartsheet and AppSheet Consultants and Trainers share the company's values of achieving improved efficiencies and collaboration by putting people first and releasing them from unnecessary repetitive activities so they can enjoy their work again and focus on what matters to them.

When not at his desk, Richard can be found cycling, swimming and when the opportunity permits, sailing and flying.

Smarter Report to Sheet App

Have you ever asked yourselves these questions?

Q.How do I provide people access to only their data without giving them access to the underlying sheet and without having to purchase a Smartsheet Premium app?🧐

Q. How to I get a Chart widget to show me charts on the second or subsequent layer of grouping? 😕

ANSWER: Smarter Report to Sheet app. 💡

This instant app is all about simply sending report data to a new sheet. Why would we need to do that?

Let’s say you have one sheet of activities per client and you need to show management the level of activity you are performing per week/month/qtr.

You’d need to count how many of each activity has been set to complete across all your client’s sheets in a given time interval. Doing this analysis manually in a metric sheet is tricky, as you’d need a cross sheet reference for every sheet you require to pull data from, and keeping the formula up to date when new sheets are added is nigh-on impossible.

Grouping in Reports allow you to count activities, but if you want to add a 2nd level of grouping to show how many of these per that, then sending that second level analysis to a chart widget is not possible.

Report to Sheet is required so you can send your report data gathered from all sheets to a new single sheet, then you can work your magic with metrics only looking in one place for data which is technically stored in many locations.

A different scenario where Report to Sheet helps is to keep people filtered to view just their data.

Do you have a master sheet that you don’t want to share, but you need people to access just their bits?

Then run reports that filter out the data you wish to share and send that data to a new sheet. Then share that new sheet.

This means that you can keep your source data secure but have people shared to the right information without having to publish URLs or share the source sheet.

Report to sheet can be set to run automatically on a daily basis or even continuously.

Our client Sarah from Hyatt explains why this is worthy of Top Tip Tuesday – “it is saving us hours of maintenance work on a weekly basis”

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