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.

What is Project Management Office?

A project management office (PMO) is a team or department that sets and maintains standards for project management throughout an organization. The PMO is in charge of creating procedures and best practices that will help operations:

• Go smoothly
• Complete on time
• Result in quality deliverables

What is Project Management Office in Smartsheet?

Project Office Management in Smartsheet is an accelerator tool that is particularly useful for IT-PMO. It gives IT executives visibility and helps align everything to your organisations key objectives.

Why approach us about Project Management Office?

At Smarter Business Processes we can help you identify and document your PMO Processes and help you in other ways too. For example Project Management Office can help you to create an IT solution which supports your project and organisational processes. 

Whether by using Smartsheet templates to jumpstart the design, or by careful planning and design by our expert consultants, we can build the solution tailored to your requirements. 

Once the solution is built and delivered, why not use SBP to help you educate your users? We can provide training on the best way of sharing and using the solution, and ensure a quick buy in from your work force.

Auto updates in Project Management Office

Do you need your Project Management Office solution to auto update and include all new projects?  Do you need those projects to follow your processes consistently, and provide clear repeatable statistics?  Then you need to consider Control Center. 

Control Center from Smartsheet

Control Center is a Premium App from Smartsheet which provides you with a repeatable process to create project workspaces and roll up all project data to portfolio dashboards. 

Control Center also provides you with reporting and global updating capabilities as well as archiving routines, all bundled into a complete control package. Contact us for a demonstration of Control Center.  

Affordable alternatives to consider

If you don’t have the budget for Control Center but would like to automate & control your project assets to a degree, then seek out a demonstration from us on our SmarterControls4sheets.

As Smartsheet Ambassadors, we pride ourselves on our ability to help our clients get the most from their Smartsheet licenses. We have listened to client feedback to create our own enhancement apps to provide you with effective automations to compliment your core product.

If you don’t know where to start, Smartsheet Solution Center (found by using the + in your left hand navigator bar) has a large selection of templates ready to jumpstart your design. 

Find out how we can assist your Project Management Office and management of Smartsheet items. Get in touch today!

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Are you an existing Control Center user looking to further improve your results, or are you looking to implement Control Center soon? SBP’s experienced Control Center certified consultants can help you make this effective, repeatable Portfolio and Project solution work for you, leaving you time to focus on your business. See Hanson Signs Customer Story

Seven Ways SBP Can Help Control Center Work for You

Enhance Control Center with our SmarterControls4Smartsheet tool set – comes free of charge with Control Center implementation 

Also Watch: Smarter Control Center Overview

• Roll Out Business Strategy, Consistently
  Unlike traditional approaches, Control Center helps to simplify the project lifecycle through consistency so your teams can get work done – faster.
• Automate Portfolio Reporting
  With consistent project information, Control Center helps remove the manual work involved in creating portfolio reports and summaries.
• Manage Change at Scale
  With Control Center, you can easily modify existing processes and quickly adapt to changing business requirements across your organization.

The post Smartsheet Control Center appeared first on SmarterBusinessProcesses.

Enabling this connection will allow you to either automatically generate a new resource plan from scratch, or connect to an existing one in Control Center.

Once established, you can then use the Resource Management panel to manage your resources alongside your tasks.

To configure Control Center and Resource Management, simply:

1. Ensure the Resource Management account you want to use for Control Center is authorized to use Smartsheet.
2. Link Control Center to your RM account. 
3. Review your intake sheet.
4. Configure the blueprint(s).
5. Create your Resource Management plan.

Discover the seven ways we can make Smartsheet Control Center Work for you.

And don’t forget, you can Subscribe to our regular Tips & Tricks and get alerted about our New Tips & Tricks Webinars.

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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.

The  Challenge

As a committed user of Smartsheet, Hansen Signs were looking to get the maximum benefit from their investment in Smartsheet Control Center add-on, and add even more automation and efficiency to processing their client orders at a time of very high demand.  With no connectivity between their ERP system and Smartsheet, they found their processes were slowed by the necessity to manually transfer data between the two systems.  They asked Smarter Business Processes to help improve the workflow and to provide API connectivity to their ERP system.

The Solution

SBP have been able to connect the Smartsheet Control Center Intake Sheet directly to the ERP order information, so that data flows from the order into Smartsheet.  We have then developed the Control Center solution to aid the auto-provisioning of data, created more API programs to automatically find relevant task information from within the ERP system and have that data incorporated into the appropriate Project sheets, once they had been provisioned through Control Center.  During this work we were also able to update the Project Template with additional functions to add dependencies, flag tasks as complete, trigger workflows which all helps the Project Managers assess the orders and deliver their products and services.

The Benefits

The enhancements that Smarter Business Processes have delivered for Hansen Signs has

• removed the manual movement of data, which eradicates the potential errors this could invoke
• improved the speed of data flowing through the systems, as instead of orders being processed at the start and end of each day, the orders can flow through as and when they are entered into the ERP. This means the Project managers no longer need to wait until the next day to have the project data updated and keeps everything “top of mind”.
• removed the bottlenecks that manual Control Center provisioning was causing, which has saved a lot of valuable time
• improved the data content of the final Project sheet, which has saved a lot of time and also made the solution easier to work with

The enhancements have made a time saving of at least 2 hours a day, and has resulted in the high level of client satisfaction that we would normally associate with a Smartsheet Control Center Solution. Nick has said, these changes have made him very Happy Indeed.

I am very happy with the process of developing this solution in working with SBP. They were prompt to respond to our needs, creative and effective in their solution, and very fair throughout the process. Together we have effectively delivered a sustainable solution that will save my staff valuable time, saving us not only in data entry but also in providing current information that helps keep projects moving efficiently through our company. This has increased buy-in of the software with my PMs and increased adoption as the solution is much more efficient and is adding value in streamlining the communication of data.

Nick Hansen – Hansen Signs

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In celebration of another fantastic year at Smarter Business Processes HQ, we’re delighted to be rounding out 2018 with the opening of our first overseas office in New York, USA.

There were no such things  as Monday blues, having spent the morning at our brand-new office in One World Trade Center we hot footed to the British Consulate General to meet with Antony Phillipson, HMs Trade Commissioner for North America and New York Consul General who welcomed us to New York.

Demand for our range of business efficiency solutions has snowballed and we are proud to have helped over 800 businesses streamline their workflows in the past two years alone.

As a result – over the last 12 months – we’ve doubled our own team from seven employees to 14, in response to user-demand for the Smarter Business Processes product suite, which includes our new range of Smarter App solutions.  Our latest and much requested solution is our SmarterControls4Smartsheet

With 60% of our clients based in the USA, it became clear that we needed a permanently-manned base on the East coast.

Gwen Rymill, co-founder and communications director of Smarter Business Processes said: “We are delighted to have opened our second office, right in the heart of Manhattan. Given our ever-increasing US client-base, the New York bureau has been a natural growth progression and will allow us to better serve our American customers.  

We would like to say a big thank you to the Department for Trade (DIT) for their invaluable guidance and support in speeding us through our export journey”

Adding further rationale behind the new office opening, Smarter Business Processes’ co-founder and lead consultant Richard Rymill explained: “Clients are demanding greater process automation that saves time, reduces risk and implements efficiency. With ever-present mobile use in all organisations, we are seeing a huge demand for intuitive, user-friendly workflows and solutions that offer interoperability between Apps.

“This is a time of great change in the world and workplace, therefore it is important for organisations to embrace change in order to gain a competitive advantage, and to generate a culture of continuous innovation within their own workforces.”

We already look after some fantastic clients, and we’re relishing the prospect of welcoming many more, as a result of our new base across the pond.

The post Smarter Business Processes -New York Expansion appeared first on SmarterBusinessProcesses.

The goal of Global Updates is to provide solution administrators a mechanism to maintain consistency across existing and new projects. Four types of Global Updates are available:

Read More

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