As Smartsheet UK and Worldwide Gold Partners, recommended Consultants, Smartsheet License Resellers and Smartsheet Trainers, we’re here to help with your Design and Development, Smartsheet Workflow Build, Tracking, Smartsheet optimisation, App Integration, Training and Support. We also offer appropriate Smartsheet training to fully equip your team with the skills and understand to leverage the tools for your business.

Our Consultancy and Training packages can be tailored to your specific needs.

We specialise in creating state of the art, user friendly business workflows, for Global PMOs, to Trackers and Smarter Dashboards.

We can help you get the best out of smart sheets, by organising a business centric Smartsheet consultation project tailored to your specific needs, and to those of your team.

Our consultants can work with you and your team to create a suite of reports that are integrated with legacy systems, automatically updating status and offering full transparency.

Experience speaks volumes

Each one of our Consultants is a Smartsheet expert. They are experienced business consultants and so they offer a “safe pair of hands” to help you evolve your business processes and reporting smoothly.  For the greatest efficiency in our work with clients we operate mostly remotely using Zoom for meetings and screen share. This enable us to support clients all around the world in our Smartsheet consultancy and smartsheet implementation work.

How do we support you with our Smartsheet consultancy? 

Our Smartsheet consultants will assess your business needs and enable you to set up and integrate the appropriate smart tools to help you achieve greater data clarity and automated reporting.

1. Business Process Mapping  (so the software supports your workflows intuitively) 
2. Detailed Requirements gathering, so we understand the Scale and Complexity of needs. 
3. Design & Build a Proof of Concept… to see what the finished job will look like. 
4. Collaborator and User testing prior to system Rollout
5. Final Implementation & Security followed by User Training. 

What is Smartsheet app

The Smartsheet desktop app for Windows and Mac enables you to access Smartsheet easily from your taskbar, organise your items in tabs. it also allows you to receive automated notifications so you can work viewing data from across the business and receiving update alerts uninterrupted.

Smartsheet and Control Center Training

Whether you’re new to Smartsheet, or a Smartsheet Power User looking for new ideas, then our Smartsheet Academy offers a combination of hands-on Online and Onsite Smartsheet Training and Consultancy and Smartsheet Control Center Training and Implementation. 

Smartsheet consultancy in action

Our experienced consultants offer a range of smartsheet professional services, from Smartsheet consultancy with detailed analysis of your business processes offering smartsheet professional support, integration and automation support. With our Smartsheet consultancy you will find support in business process definition, reporting automation and discover a level of data transparency you thought previously unlikely.

Access to your data for business growth

We can work with you to define the data you need to access across your various internal ecosystems. Our consultants can help you define the workflows, and integrate systems into Smartsheet. Defining and managing the data flows will ensure you gain transparency, synchronise reporting, and enable you to leverage the data from around your organisation for timely growth and practical transformation.

Handy apps for practical application

Our Smartsheet consultants can help you build integrated and automated reporting tailored to your business processes.

For users of Smartsheet who wish to extend its capability to improve the out of the box solution, see our;

• Suite of Smarter Apps
• Smarter Dropdown List Manager
• Learn about our App Integration Service

Also see our Appsheet and Smartsheet solutions.

And keep your finger on the pulse’ with Smarter Dashboards.

Contact us to arrange your free initial Smartsheet Consultancy, a screen share Demo or set up a Free Smartsheet trial or license purchase.

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As Smartsheet License resellers we can provide UK billing and free UK hours admin support.    Request a FREE 30 day trial,   or Contact us for a quotation  or to order your licenses 

Arrange your Free Initial Consultation to review your Smartsheet, Business Process or App Integration requirements – we’d love to hear from you.

SBP are World leading Smartsheet Consultants with a track record over 8 years, helping hundreds of clients – see Testimonials and Case Studies.

For users of Smartsheet who wish to extend its capability – see our range of Smarter App Solutions   including  Smarter  Controls Solutions ,   Smarter Dropdown List Manager,  Smarter Workflow Manager  and  Smarter Accounts.  For granular sharing control and security of your critical business processes, try Dynamic View

See The Forrester Wave: Collaborative Work Management Tools For The Enterprise,

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Whether you’re new to Smartsheet or a Smartsheet Power User looking for new ideas – gain the knowledge and skills to build effective solutions and drive meaningful change with our Smartsheet Academy.   Book Your Place

Try our Smartsheet Bitesized 90 minute Training Modules – See our latest Training Schedule

Smartsheet Light – Personalised One 2 One Online Training Course – Initial Smartsheet Discovery, Designing new sheets and workflows plus appreciation of Managing Projects in Smartsheet

Smartsheet Champion – Personalised One to One Online Training Course – Advanced training in Managing Projects and Workflows in Smartsheet plus SuperUser Training

Note:  our onsite training courses are currently being run as 90 minute remote modules – tailored to your specific requirements

ARRANGE YOUR SMARTSHEET TRAINING HERE

See Client Testimonials

Let us train your workforce to work with your bespoke Smartsheet workflow – either One to Many remote, interactive bespoke training or onsite to suit your needs.

Arrange your Smartsheet Training or Contact us to discuss your requirements

We guarantee there will be “light bulb popping moments” when you realise how much time can be saved by removing repetitive activities and by maintaining one version of the truth

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As third party independent specialists with experience across most businesses sectors, we can help you to see things afresh, help you validate what works and review what can be improved.
Watch the explanatory video:  See our Client Testimonials,  Case Studies  and list of some of our Amazing Clients

We help you prepare, validate, implement or further improve, your Smartsheet system usage quickly and reliably providing templates and prototypes for testing and team feedback prior to deployment.

Contact us to discuss your needs – we’d love to hear from you!

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Are you looking to expand your Smartsheet skills? Got gaps in your Smartsheet knowledge? Looking to build more efficient solutions with confidence?

Take advantage of our Black Friday sale and book yourself on one of our hugely popular training modules today. Book on or before Friday November 26th 2021, quoting BLACKFRIDAY20 to receive a 20% discount.

• Great for Smartsheet users who prefer to learn by doing but have limited time.
• Our trainer led remote 90 minute workshops are run by Product Certified Experts.
• Increase your knowledge of Smartsheet for you and your team.

For more information about our training options and Remote Smartsheet Workshops, head over to our Training Module Pages. Alternatively, contact us today to discuss your training needs!

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You can find our latest demos for our most popular solutions, Smarter Accounts, Smarter Dashboards and Smarter Dropdown List Manager all in one easy to watch Playlist. Plus, don’t miss our curated playlist of tutorials and demos from Smartsheet and Appsheet, hand picked by ourselves from around the web.

Also available is our monthly Tips and Tricks Webinars, all in one place in a special playlist. Find out why delegates have described the event as, “Good, and it was broken down at a level that a new Smartsheet user could understand”, “Another very informative session” and “An excellent, well-paced webinar.”

We are always adding more content to our Youtube channel, so do remember to subscribe to keep up to date!  

Remember you can also subscribe to our tips and tricks mailing list, or you can register for our next webinar on our website.

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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.

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Training come in all shapes and sizes. From Smartsheet’s instructional videos to our own Hands-on Workshops to our Demo Videos. See our updated Smartsheet Training pages for more

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Take your work management to the next level and optimize your Smartsheet skills to efficiently manage work, collaborate effectively with your team, and automate workflows in Smartsheet.

• Live online bespoke training broken down into 1.5 hour modules at times to suit your busy schedule and pace from £450 / $650 for 4 sessions.
• One 2 One, not One to Many.
• Your own live dedicated assigned Smartsheet Accredited Trainer, for those who need more than just videos and recorded webinars.

Want to know how to;

• Integrate Smartsheet data into DocuSign to produce automated digital signature capture and filing ?
• Set up cool Sights Dashboards
• Export to Excel for easier analytics using ODBC driver linkage

These are just a few from our ‘pick ‘n’ mix’ selection of Training Modules.

See Case Studies and Testimonials from some of our  Training clients 

Select your Modules and Book Now to secure your place or Contact Us to discuss your detailed requirements, we’d love to hear from you

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Based on the Agile Project Management method, Card View creates verticle swimlanes for each value in a dropdown list, letting you visually track the flow of your work from start to finish.  Simply drag and drop to prioritise.

Improve the benefits of Card View by updating your Dropdown Lists all in one place at the same time with Dropdown List Manager

See how to Set up Card View

Talk to us about your work management, consultancy or training requirements be they Smartsheet, Google Sheets or Microsoft Excel or Mob App needs.  Contact us to arrange a free initial consultancy call.  We’d love to hear from you 

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Harvest Healthcare manufacture and distribute innovative quality healthcare equipment to the National Health Service, care home and community markets throughout the UK and internationally.

The Challenge

Having made a start with Smartsheet, it soon became apparent that to get the most out of Smartsheet, investing in some quality training would be the most cost effective and time efficient way forward

The Solution

After discussing their requirements with the Smarter Business Processes team, the One 2 One Personalised Online Smartsheet Champion training course was found to best suit Harvest Healthcare’s needs.

The Benefits

The detailed modular One 2 One Online Training Course has provided Harvest Healthcare’s own Smartsheet Champion with the necessary proficiency and knowledge to implement  their own Smartsheet solutions then train their own team.

Testimonial

“The indepth remote training, delivered by Smarter Business Processes Lead Trainer James was excellent.  Broken down into 1.5 hour sessions to fit into my busy schedule, the course covered everything from orientation and setting up dashboards to Project Management and understanding the importance of data triggers to webforms, timesheets, resource planning, reporting, smartstats and smartgraphs. I am now a proficient Smartsheet Champion, armed with the necessary skills to design my own smartsheet solutions and share knowledge with my team.  I would have no hesitation in recommending this course to other Smartsheet users.”   

Tim Appleton – Harvest Healthcare

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We know you’re busy so we’ve revamped our Solution Centre to make it easier than ever to find the Smartsheet solutions you need.  Designed by experts and infused with best practices, these new solutions and templates were built from the ground up to help you work smarter and more efficiently in 2016.

What Makes Smartsheet Great for Project Management, IT Departments, Sales, Marketing, Product Development and HR ?  Find out More

Need Help with your Design and Development, Smartsheet optimisation, Training and Support ?  Contact us to arrange your free initial Smartsheet Consultancy.  We’d love to hear from you.

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Columns

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We’re very excited about the latest and very welcome features which take Smartsheet to the next level in Project Management.

Save time and gain greater control over your work with Smartsheet’s newest features.

With Gantt and calendar views on summary reports and enhanced update requests, you now have more power to choose the level of detail you want to share. You can send a project rollup to executives or share a single row to an external collaborator for a quick status update.

We’re also announcing a new self-service experience that lets you easily manage and configure accounts at any time with user auto-provisioning and authentication settings, for Enterprise users only.

Here’s more information on these new features:

Get Quick Updates From Anyone, on Mobile and Desktop, with Update Requests

Receive updates to key rows in a sheet or report from any collaborator, whether or not they have a Smartsheet account, by sending Update Requests. Choose which columns you would like to add to your Update Request, allowing contractors, consultants, clients, and others to add or change information with a simple form sent via email.

Collaborators are able to easily respond to update requests wherever they are, on any device. No login is required to update the rows and the collaborators do not need to be shared to the sheet.

You can learn more about Update Requests here.
To send Update Requests on desktop:

1. Highlight the row to be updated by clicking its row number. To highlight multiple rows, hold down the [Shift] or [Ctrl] key on your keyboard as you click the row numbers.
2. Click the drop-down arrow next to the row(s) and select Send Update Request.
3. The Send Update Request form will appear. Type in the email address of the recipient and click Schedule to send it on a recurring daily, weekly, or monthly basis, or to schedule the request for a later date.

To respond to Update Requests on desktop or mobile:

1. Click the Open Update Form button in your email and complete the Update Request in the vertical form that appears (on a smartphone or tablet, the form will open in a mobile browser).
2. Click Submit Update when you are done.

Note: Update requests must be created on desktop. We will release the ability to create update requests in the mobile app in fall 2015.

Roll Up Sheets and Projects into Summary Reports with Gantt and Calendar View

Consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports, now with Gantt and calendar view.  You can easily share the big picture of your entire portfolio with stakeholders or see a master calendar of all activities across multiple initiatives.

For more granular control over the information that is shared from a sheet, publish your report and share it with outside vendors, ensuring that they only see the high-level milestones.

You can learn more about Reports here.
To view Gantt and calendar on reports on desktop:

1. Use an existing report with two date columns or create a new report. To create a new report by clicking Home > Create New >Report. Then, walk through the Report Builder to specify the criteria for the report.
2. Once you’ve run the report, click on the Gantt or calendar view button on the left sidebar.

In the Gantt view, you can also choose to include % Complete, displaying a visual indicator of progress on the Gantt bars.

Note: Your report must have two date columns in order for the Gantt view to work.

Easily Configure and Manage Your Account at Any Time: Enterprise Only

For Enterprise plans only, administrators can use the new 100% self-service feature to configure and manage account authentication and user auto-provisioning settings. You’re in control of your account configuration, reducing time, labor, and complexity.

You can increase account security by explicitly restricting the options available to your users for signup or login. For example, you may want to restrict users to only use Google for their authentication. Choose one or more from the list of authentication options that include email + password, SAML, Google, and Microsoft Azure AD.

You can also intercept new users as they sign up for Smartsheet and automatically add them to an existing company account. Simply register the domains you own and choose to add new users as licensed users or non-licensed users. For example, all employees from “acme.com” who sign up for Smartsheet will automatically be added to an existing acme.com’s company account in Smartsheet.
To configure authentication and user auto-provisioning: 

1. Click Account in the upper left-hand side of your screen. Select Account Admin > Security Controls.
2. Click Edit next to Authentication to choose from email + password, Google, Microsoft Azure AD, or SAML authentication.
3. Click Edit next to User Auto Provisioning to disable or enable specified domains to sign up with Smartsheet and to add validated domains.

Save More Time with Smartsheet

You now have the ability to share the big picture view of your entire portfolio, get quick status updates from anyone, and manage your account settings at any time. Keep stakeholders updated on key tasks and milestones, while tracking the project details by sending Update Requests to internal and external collaborators.

To learn more about these new features, sign up for a free webinar on August 20th. 

For more information about this release, read our external release notes.

To ensure you make the most of not only this weekend’s feature upgrade but the recent upgrade to Critical path and Partial Days, talk to us about your:

• Smartsheet Consultancy needs
• Smartsheet Training requirements:   Getting to Grips with Project Management in Smartsheet 
• Or Project Migration:  Project Development Consultancy and Workflow Process Improvement

Contact us to discuss your needs – we’d love to hear from you !

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