Our Support Packages are tailored to your needs. Simply nominate the number of hours you would like per month, and our team of consultants will track the hours used and invoice accordingly.

Clients generally opt for 1 or 2 days a month (8 hrs or 16 hrs), but we can amend this as required.

Support hours could be used for;

• Remote consultancy
• Quick answers to questions
• In depth discussions about processes
• Performing small piece of work
• Requests to check or validate an issue with a sheet
• Ad hoc guidance*

*Pre-prepared workshops do not fall under this support, please see our Training Pages for our workshop packages.

Please fill in an Enquiries Form to request your free initial consultation. 

See what our Clients have to say.

The post Smartsheet Support appeared first on SmarterBusinessProcesses.

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 !

The post See What’s New in Smartsheet appeared first on SmarterBusinessProcesses.

DTM has emerged as a new category of cloud services designed to digitally manage document-based transactions. It removes the friction inherent in transactions that involve people, documents, and data to create faster, easier, more convenient, and secure processes.

Organisations that embrace the digital future can speed execution, lower operating costs, reduce errors, and provide superior customer experience. By staying digital, these companies avoid the traditional pitfalls of lost or missing data and documents, breakages in processes, and lack of visibility into workflow.

Transitioning to a fully digital business needn’t be a challenge, whether you’re a small business or an enterprise. The technology available has empowered us to achieve our goals, be it developing new solutions and products or delivering a better service to customers.

3 Reasons to take your business digital

Learn more about digital transformation at DocuSign’s annual conference – DocuSign MOMENTUM’15 – in London on 1-3 June. Join us to exchange inspiring ideas about how to integrate and cultivate digital processes. Get in touch so we can arrange to meet up – we’d love to see you !

The post Join us at DocuSign Momentum 15 and Accelerate your Digital Transformation appeared first on SmarterBusinessProcesses.

DocuSign helps businesses of all sizes easily and securely sign, send, and manage documents in the cloud, with unmatched availability and legal enforceability

As DocuSign Partners, Smarter Business Processes specialise in integrating DocuSign with other best of breed SaaS solutions like Smartsheet, ProofHQ and Evernote

With UK clients from Inverness to Southampton and US clients from Seattle to Miami and as far as Hawaii, we create workflows that pull all these fantastic solutions together to deliver amazing solutions

Find out more about Smartsheet Workflow integration with DocuSign

Contact us to arrange a Free initial consultation  or demonstration here

OR Call us on +44 (0)1937 529 362 – we’d love to hear from you

The post Smarter Business Processes add DocuSign to their Workflow Toolkit appeared first on SmarterBusinessProcesses.

SmartStats are providing  CEOs, VPs and stakeholders with a one glance, one page, real-time sky view of their business operations.

Smartsheet is dramatically improving workflow operations for Departmental Heads, typically saving them a day a week or 20% or more

We at Smarter Business Processes have developed SmartStats to deliver very high level views of real-time data, produced from your departmental workflows.

Using Smartsheet for workflow, Departmental Managers are finding double digit efficiency savings , helping them to drive their businesses forward with the help of our SBP consultants, advisors and trainers.

Click here to arrange your initial free consultation

Find out more about:

• Smart Timesheets
• Work Management Accelerator Program
• SmartMove Program – for Smartsheet customers looking to migrate 50 or more users from another project management software

“NHS Highland already use Smartsheet extensively to drive efficiencies in the organisation but as Head of Health and Safety, I urgently needed a solution to track and monitor the progress of our respiratory protection programme to test and face fit all our Frontline staff with Masks that protect them from common airborne diseases such as influenza.
We asked Smarter Business Processes to build us a register system using Smartsheet which they completed in very short order. We are delighted with their SmartStats solution which now provides us with the register management Process, top level Statistics and Visibility that we needed to progress this important work. Thanks to Richard and his Team for a well designed workflow solution and appropriate visibility at all levels”.  Bob Summers – Head of Health and Safety, NHS Highland

The post SmartStats and Smartsheet for real-time sky view of business operations appeared first on SmarterBusinessProcesses.

The modern workforce is clearly embracing this shift. According to the American Community Survey, telecommuting has risen 79% between 2005 and 2012. And companies are benefiting from home-based employees — they work 9.5% longer and were 13% more productive than office workers, based on a 9-month experiment conducted by a Stanford University professor.

With telecommuting here to stay, companies are looking for effective ways to accommodate their virtual employees. How do you maintain accountability between remote and office employees? How do you conduct effective meetings with employees around the world?

A New Generation of Collaboration Tools

A wave of new technology is cropping up to make location irrelevant. These applications are designed to mimic in-office experiences, like holding impromptu brainstorming sessions or checking in on progress in real time. And while remote workers may miss out on 70% of nonverbal communication, like facial expressions, voice tones, and eye contact, technology is getting smart enough to mimic these natural, flowing conversations online.  See More…

The post Why Collaboration Tools are Necessary To Keep Up with the Remote Workforce appeared first on SmarterBusinessProcesses.

The Challenge

Struggling with static spreadsheets – Collating updates into one summary doc with multiple versions input from multi users and without the ability to easily track revision history.

The Solution

The good news is there is a solution, it’s called Smartsheet, the work collaboration tool for businesses of all sizes. With one version of the truth, users benefit from real-time collaboration, automatic alerts and notification of changes. See Video

Imagine having all notes, discussions, files and information in one centralised location that’s accessible across browsers, devices and operating systems.

From simple task lists to complex processes, users can attach files, set alerts, automate workflows, view Gantt charts and more.

Find out more about ProofHQ – our online proofing solution for marketing teams of any size in any industry who need to deliver marketing projects faster and more efficiently- Measurably speeding up project delivery and significantly reducing management time, revisions, errors and costs

Contact Us to arrange a free trial or free initial consultation

The post Planning for 2015 – Are you using the latest Tools? appeared first on SmarterBusinessProcesses.

Our Smartsheet clients are reporting daily how Web Forms are streamlining their worlds!

See how a move to Smartsheet Web Forms for an IT Service and Solutions provider has had a massive impact on improving efficiencies and time saving here

AND how Web Forms have overcome admin challenges for a Logistics and Haulage firm here

“This app has made the problem of logging breakdowns and outstanding repairs a thing of the past. Great, recommend it to anyone with mobile workers. Cheers,”  Brian O’Loughlin – O’Loughlin Commercials Ltd

The post Web Forms are Transforming Workflow appeared first on SmarterBusinessProcesses.