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 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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Purchasing your Smartsheet Licenses through SBP entitles you to:

• Free Admin Support in UK hours including Advice on how to set up your administration zone
• Free Initial Consultation to discuss methodology and implementation
• Discounts on Training and Consultancy

Try a  28 Day Free Smartsheet Trial  OR   Contact us to arrange your Free initial consultation or License Purchase

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The Challenge

The engineers at European Electronique predominantly work on site, providing engineering tech support to schools and colleges. With different engineers working on different sites, visibility of availability was poor and project planning was a challenge. The team needed a central hub to improve communication and track resources across the team.  After Initial licence purchase, the client found they needed a little assistance in configuring both areas to provide a well structured PMO solution that integrated with the Resource Management module.

Our Solution

We worked collaboratively with the client to help build and set up a Project Management Solution in Smartsheet.  We then helped configure a Resource Management module to integrate with the PMO. 

Once this was up and running we then provided training across the team on how to use it. 

The Benefits 

• Increased visibility across multiple projects
• Single source of data shared among the team 
• Reduction in duplication of work
• Effective resource management 
• Streamlined the management of the projects

Testimonial

“From the start the support I have received from Debbie and the team has been great. It can be quite demanding sometimes when you have users that want to run before they can walk and I am no exception. Idea generation and training have been provided throughout and also with a friendly smile, it is always nice to be valued, and the team certainly made me feel that way – thank you.”

Richard Howes- Head of Project Management Office- European Electronique

The post European Electronique Takes PMO Solution To The Next Level appeared first on SmarterBusinessProcesses.

Google Apps users benefit from the recommended apps program by skipping the guesswork in finding a tool they can trust and rely on. Customers trust Google Apps for Work to provide an enhanced productivity environment, and now they can also trust their knowledge of vetted and proven products like Smartsheet. To be included in the initiative, Smartsheet has undergone rigorous reviews for integration quality and an extensive assessment of security policies, including application penetration testing. In a nutshell, that means a more seamless work experience with extensive built-in security.

Smartsheet is Google’s selection for the Project Management category, along with 7 other applications selected in other categories. The initial set of applications being added to the Recommended for Google Apps for Work program includes:

• Smartsheet for Project Management
• ProsperWorks for CRM
• Ringcentral & Switch for cloud-based communications telephony
• Ping Identity & Okta for identity and access management

Smartsheet has had a strong and harmonious relationship with Google Apps for Work since we began work together in 2010 with the launch of the Google Apps Marketplace. Just last year, we were honored to be among the first ISVs named as a Google Apps Premier Technology Partner; it strengthened our platform and added an extra level of empowerment to our customers’ collaborative work. And today, our relationship with Google became even mightier.

What this means for you

Google integrations with Smartsheet complement each other at every turn across the Google Apps for Work product suite. The benefits of using Smartsheet with Google Apps are huge, especially in regards to daily productivity:

• Easy administration and use. Administrators can add Smartsheet for all users directly from their administration consoles.
• Single sign-on. Sign in to Smartsheet with Google credentials to provide seamless account access.
• Secure storage. House documents in Google Drive directly from the context of work in Smartsheet.
• Shared dates. Synchronize Smartsheet with Google Calendar to stay up-to-date on the latest meetings and appointments.
• Instant meetings. Start a Google Hangout from within Smartsheet with everyone currently collaborating on the same work.
• Gmail integration. Update work in Smartsheet directly from inside Gmail.
• Form data collection. Collect responses to Google Forms in Smartsheet to organize them and take additional actions.
• Merge document data. Use lists of data in Smartsheet to generate multiple customized Google Docs.
• Mobile access. Access work in Smartsheet from anywhere with the Smartsheet Android app.

We feel confident that our strengthened partnership with Google Apps for Work will empower your business and employees to be their best. With increased movement away from traditional work applications to a cloud productivity suite, you’ll see boosts in performance across your projects, IT and HR departments, sales and budget tracking, and so much more.

We’re so excited about this new opportunity to provide our customers with improved work solutions.

Contact us to arrange a Smartsheet demo, Free consultation or Free Trial and see how we integrate with Google Apps for Work for an enhanced and effective workflow between two partners you can trust.  We’d love to hear from you!

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By working together intuitively, these Apps deliver the full package of benefits to your teams, improving efficiency, collaboration and visibility on ANY Platform, ANY Device & ANY Browser

Smartsheet – a Work Management Solution, ideal for users of Excel who need to collaborate more efficiently

Smartsheet is an incredibly flexible work management tool that not only provides great solutions for users of Excel but is also capable of driving large complex project plans for project planners

Detailed project planners will be delighted to hear of the new upgrades, namely duration in hours and minutes, as well as critical path. These new features will bring Smartsheet to the next level in terms of project management and team collaboration, giving project managers and owners more control to coordinate even bigger, more complex projects quickly and efficiently.

For Smartsheet users wishing to fully benefit from these new features, see details of our Smartsheet training courses and online support sessions

Top Tip: Smartsheet is great for driving your workflows forward and provides instant access and integration with the supportive Apps, ProofHQ, DocuSign and OverDRIVE and Data stores… Dropbox, OneDrive, Box and Evernote.

OverDRIVE for Digital Asset Management (DAM)

OverDRIVE is a cost effective, intuitive, visual and smart way to provide users and teams with simple and powerful intranet web access to corporate data and information.

Many businesses report that access to their corporate digital assets is difficult, documents hard to find.  At last there is a solution, not just for Google users but Microsoft users too.

Like our other technology pillars, OverDRIVE works with any platform and any device.

OverDRIVE provides the ability to easily create project workspaces to manage the documents, digital assets, contacts etc., relating to any number of projects at any time.

Top Tip: Smartsheet can merge data into Google docs e.g. quotes, invoices,HR contracts etc.,  all visible via OverDRIVE. Proof reviews in ProofHQ can be accessed from OverDRIVE

ProofHQ for Proof Review and Approval

ProofHQ is an online proofing solution for Marketing & Admin teams of any size in any industry who need to deliver marketing projects faster and more efficiently.

Deciding to use ProofHQ isn’t difficult. It measurably speeds up project delivery and significantly reduces management time, revisions, errors and costs. Because, unlike email and hardcopy proofing, ProofHQ enables review teams to collaborate simultaneously on creative content.

ProofHQ simply streamlines approval workflow – and can be used across all media including print, digital and audio-visual.

Top Tip: Smartsheet can drive the workflow and track progress of multiple Proof reviews with live links to ongoing or concluded proofs, then on to the creatives or printers for output.

DocuSign – The Global Standard for electronic signature and Digital Transaction Management

DocuSign helps businesses of all sizes easily and securely sign, send, and manage documents in the cloud, with unmatched availability and legal enforceability, eliminating the hassle, costs and lack of security in printing, faxing, scanning & postage.

Eliminate Paper Clutter:  It’s time consuming and costly to print, mail, fax, and overnight documents and these processes are prone to error. With DocuSign, you can sign and send with the click of a button and gain instant visibility into the status of your documents. You reduce the clutter for you AND your recipients, whilst also lowering the environmental impact of doing business.

The Smartsheet DocuSign integration offers our clients further workflow efficiency benefits, e.g. send one person listed in a Smartsheet an envelope for signing which includes tenancy contracts or contracts of employment at the click of a mouse.

Choosing one or a range of our complementary work management solutions will provide you with vastly improved efficiencies, collaboration and visibility.

Integrating Smartsheet with your other Applications has been dramatically improved and now API 2.0  offers a whole range of opportunities to link applications together to remove even more steps from your traditional processes by automating your workflows and updating data in several places with just one entry.

Talk to us about Managing the Changes within your organisation and about application integration set-up and  onsite and remote training and consultancy.  We’d love to hear from you.

Request a demonstration or trial licences

The post Our Favourite Four Technology Pillars for Business Efficiency and Success appeared first on SmarterBusinessProcesses.

As recently appointed DocuSign partners we’re delighted to be helping our clients simply ‘get work done’, saving time, reducing costs and accelerating sales.  See how DocuSign works  

Provides customers with a delightful experience with the convenience of anywhere, anytime, any device access for completing documents – including mobile

DocuSign is the global standard for electronic signature and digital transaction management, eliminating the hassle, costs and lack of security in printing, faxing, scanning, overnighting,and driving around town to sign and return documents.

Helping you work (and live) the way you want  – from anywhere, anytime, on any device, DocuSign gives you peace of mind that you can transact business completely digitally safely and securely on the DocuSign Global Trust Network.

DocuSign is a welcome addition to our ‘Big Four’ toolkit  Our complementary solutions including Smartsheet, OverDRIVE, and ProofHQ ensure our clients have the very best intuitive, business efficiency solutions , helping them streamline workflows and improve transparency.

Contact us to arrange a product demo, free trial or book your free initial consultation. We’d love to hear from you

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TechCrunch recently released the 10 most important trends changing the face of enterprise computing, everything from faster application performance to virtualization to enhanced security.

We dug a little deeper into four of these trends and looked at what they specifically mean for the future of technology in the workplace.

Four Important Trends to Consider When Looking for New Technology

1. Cloud computing is taking over.
   Nearly one-third of all workloads use the cloud today, according to Morgan Stanley. Cloud computing is so powerful because it removes all physical barriers – employees can access information anywhere and on any device. It also allows organizations to easily expand resources and adopt new tools and applications without buying more hardware.

What it means: Yes, telecommuting is on the rise, but today’s cloud software promises to enable entire companies to work remotely, regardless of time zones or geographic locations. Precise Biometrics, creators of smart card readers and fingerprint sensors designed to protect data, has 20 international workers and uses Smartsheet as its main tool. “It’s become our virtual office. It’s the heart of our team,” said Meredith Esham, director of marketing.

2. More purchasing power across organizations.
   Traditionally, CIOs and IT staff held purchasing power for new technology and tools. Now, it’s moving to heads of sales, marketing, finance and other departments. In fact, one-third of technology purchasing power has moved to executives outside of IT, according to a Bain & Company survey.

What it means: There is no “standard buyer” anymore; it could be someone from any department. As a result, IT solutions need to be customizable across the board. Also, with different technology buyers in the same organization, employees will likely be using multiple applications. Tools that are compatible with other apps will be the clear winner.

3. New ways to get work done with mobile.
   Salesforce.com’s CEO, Marc Benioff, has said he runs his whole business from his phone. This keeps getting easier and easier to do. Mobile applications are providing efficient, automated ways to work faster and smarter.

What it means: Information never sleeps. With our smartphones and tablets, employees could be working on projects at any time, day or night, so technology will need to keep up. Businesses will need solutions that allow simultaneous editing, automated progress reports, and real-time notifications when things change in a project.

4. Intuitive, easy-to-use interfaces are king.
   Better-designed applications with friendly interfaces are pushing out the harder-to-use, traditional models. Businesses don’t want to waste days training employees on how to use a new program; instead, they are actively seeking organic adoption.

What it means: User experience will be a huge factor in selecting an IT solution. Smartsheet’s universal, spreadsheet layout is a powerful draw for our customers.

Technology to Help Work Smarter, Not Harder

Businesses need technology that can help employees work smarter, not harder. They should be looking for cloud-based, user-friendly tools that can keep up with our 24/7 plugged-in world in a customizable way. Employees don’t have time to be held back by technology, they need to hit the ground running.

Smarter Business Processes offer Smartsheet Consultancy to help you and your organisation get your work done! We’re here to help with your Design and Development of effective Smartsheet Solutions.  Found out more here or Contact us

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Ignorance may be bliss, until we realize there is something drastically more efficient and effective out there. Then, ignorance becomes a costly, time-consuming oversight. Case in point: Excel spreadsheets.

The traditional spreadsheet has been around for nearly 30 years and almost a billion people use them today. But, their usage has evolved from being a data analytics and number crunching tool with formulas and functions to a work and project management tool.

In fact, 60% of spreadsheets in use today contain no formulas. Instead, Excel spreadsheets are being used for list management, project tracking, and basic work coordination.

Excel may be one of the most widely used tools for work management, but is it really the right tool for managing your tasks and projects?

Here are five important questions you need to ask yourself before using Excel for your next project:

1.  Can my colleagues and I work on a sheet at the same time?

Excel is locally hosted, whether it’s installed on a server or on each user’s individual machine. This means that the file must be constantly synced or carefully sent around via email to ensure all members of the team have access to the most up-to-date version. If one person forgets to email out some changes, a whole team could be out of sync. Some people rely on using a shared server like Microsoft Sharepoint to ensure version control, but that process can be time consuming for users and only one person and can work on the file at a time. And unless everyone accessing the file uses the proper methods of Sharepoint (i.e. ‘checking out’ and ‘checking in’), then it becomes a moot point. Microsoft has launched its Office 365 version of Excel, offering services in the cloud, but it still lacks the advanced sharing and collaboration features that you need to truly work real-time with other team members and it only works for the Windows platform.

Solution: You need to make edits at any time, and update those changes for everyone else working on the same platform. And you need to have things like the ability to have more than one person working at one time on the project plan, options to start discussions, ability to attach relevant content files, and the option to link to content that lives on other cloud-based apps like Evernote or Google Drive. Most importantly, the tool you use needs to accommodate work done on multiple devices, with multiple platforms, from any location.

2.  Can I identify who made changes or additions to a file?

Excel sheets are constantly being modified and change hands across emails dozens of times a day. As such, it can be extremely difficult to keep track of where the project was six months before, let alone years ago, and identify who made certain changes and when.

Solution: Look for a tool that offers full project history and can automatically notify you each time someone makes a change, so you always know who is working on what.

3.  Do I have easy, customizable tracking capabilities? Or the ability to visually see who’s working on what and with whom?

Excel has no built-in reporting, so project managers need to manually generate reports and graphs. In addition, certain reports you can build in Excel (like Gantt charts and project roll-ups) may be beyond the skills and capabilities of some project managers.

Solution: Save valuable time with software that has one-click reporting and customizable tracking abilities. For example, the capabilities to identify work patterns, track employee productivity, and monitor tasks to help set individual or team priorities. You can even have the ability to create a visual workmap: a graphical, interactive way to show who is working on what, with whom, and with what content. This gives you a quick way to see what projects are getting the most attention, who your high performers are on the team, and the status of who’s engaged from other departments.

4.  Can I quickly view project status and progress in a dashboard?

Managers often need an easy-to-digest overview of what is happening. Excel does not lend itself to a quick understanding of project status. You would need to create additional views or reports to see summarized information from Excel, or sift through detailed information to find the one number you need.

Solution: Choose software that features a dashboard where you can view the most important information in one place. As an added bonus, look for a customizable dashboard, where you can choose what information shows up (reminders, assignments, to-do lists, or recent files).

5.  Can I create specific to-do lists for different team members?

Excel is great if you’re flying solo as it only shows one view, typically for the project manager. It doesn’t provide individual team member with his or her own to-do list for each project. And, everyone has access to the same information in one Excel sheet. An intern can see the same data as senior management and can easily make changes that aren’t tracked.

Solution: You need different views and different access capabilities for different people. The best tools allow you to customize what each user can or cannot see, and lets you distribute specific tasks and to-dos to certain people. It also gives you the ability to set up auto-reminders to each individual so they know when their tasks are due.

Save Excel for the Number Crunching

Excel has always been the tool of choice for deep number-crunching. But as a management tool, it’s limited to a list of tasks with columns detailing specific milestones or target dates. While that information is helpful, it just scratches the surface. Don’t hold back productivity and collaboration by using Excel for important tasks it was never made to do.

 Learn more about Smartsheet as an Excel alternative that will help you get more done, more effectively.

Request a demonstration, free trial or free initial consultancy or simply Contact us to discuss your needs – we’d love to hear form you!

The post Is Excel Right for Managing Tasks? 5 Key Questions You Need to Ask appeared first on SmarterBusinessProcesses.

Servicing clients such as NHS Highlands, Queen Mary University, and Top Rank Boxing, our client base extends round the world.  See Testimonials and Use Cases

The common theme for all these organisations is that they have maxed out on Excel spreadsheets but need to plan more collaboratively and develop Smarter Business Processes that remove unnecessary repetitive activities.

See more about our Favourite Four Technology Pillars for Business Efficiency and Success

Smarter Business Processes chose Smartsheet, OverDRIVE, ProofHQ and DocuSign as the best of the rest examples of how  cloud based technologies can resolve real world problems, be rapidly implemented, intuitive, enjoyable to use, and yet be sensibly priced.

Talk to us about Managing Changes within your organisation – request demos or free trials  We’d love to hear from you.

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“Excellent product, very well explained – I can see how Smartsheet will improve my work processes”, “This is one of the most useful courses I have attended”.

What are clients looking to achieve?

The sort of managers that attend these Discovery Days are looking for work management tools and solutions that will give them a clearer view of their planning and help them to better communicate those plans to their teams.

What tends to be their current planning tool of choice?

Most often it’s spreadsheets, but using static spreadsheets doesn’t allow teams to collaborate in real time and lots of time is wasted in unnecessarily repetitive activities.

What is the main attraction to Smartsheet?

The fact that it has a familiar spreadsheet interface makes users feel comfortable, then they start collaborating and Smartsheet takes them as far as their imagination allows: Assigning tasks, attaching files, sharing sheets, viewing timelines, setting alerts, creating web forms, going mobile.

What are your Smartsheeters using these very Smartsheets for?

• Health and Safety management, incident management out on site
• Recruitment & HR – on boarding
• Estate management, premises maintenance,
• Managing construction and engineering projects
• Stock control, parts requests
• Budget discussions
• Quotations, estimates,
• Real time progress reports, conveyancers progressing client purchases
• Logistics breakdown and repair App
• SmartStats and SmartGraphs

We are currently helping teams in the NHS to implement these solutions across several departments and they are finding the time saved by these smarter business processes is huge.

Tell us a little more about the Discovery and Optimisation Days

After a demonstration of Smartsheet’s capabilities, light bulbs tend to start popping with delegates saying things like;

“As the training progressed, I found more and more uses for Smartsheet.”

With hands on practice and template building, delegates come away with a whole range of takeaways.

Book your Smartsheet Discovery Day here and discover a smarter way to work.

Discovering new ways of working with Smarter Processes has further inspired my team to develop new ideas, and help our geographically dispersed managers to deliver and manage Health and Safety more effectively and simply

We strongly recommend both the Smartsheet system and Richard Rymill as the lead consultant to help large organisations that are currently heavy users of spreadsheets to book your own Smartsheet Discovery and optimisation training day, you won’t be disappointed

Bob Summers – Head of Health & Safety, NHS Highland

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