The Challenge

Existing workflows were such that certain information originated and was maintained in Excel.  However there was a need to have this same information available in Smartsheet for roll-up purposes.  The challenge:  How to make certain that the information was synchronized between the two systems

The Solution

Smarter Excel Integration solution

The Benefits

This feature allows the individuals working strictly within Excel to “Send to Smartsheet” via the Add in, ON DEMAND.  When this is triggered a mirror image of the sheet is updated within Smartsheet (in the same destination worksheet, preserving the original worksheet ID) and thus preserving all reference formulas, links to reports and dashboards so that statistics get updated seamlessly

Testimonial

Smarter Business Processes provided us with an excellent solution to a difficult problem.  They did it on schedule and provided a great product.  I’m very happy with their work, their team and their product.  Jim Beckham, VP Engineering – Red Dot Building Systems

The post Excel to Smartsheet solution improves efficiencies for Construction Company appeared first on SmarterBusinessProcesses.

Fast Forward Technology is a fast growth  IT Solutions and Service company, dedicated to helping businesses keep pace with the ever changing world of Information Technology.

The Challenge

Fast Forward urgently needed a cost effective mobile app solution that their field engineers could use to log work done, track time but more importantly capture signatures and be used offline.

The Solution

Drawing data from Fast Forwards’ existing Smartsheets,  Smarter Business Processes quickly created a mobile app which gives them the signature capture /proof and offline capability they were lacking.

The Benefits

Having a visual and intuitive low cost mobile app that enables their field engineers to source and capture data has vastly improved visibility, streamlined communication and reduced administration time for reporting and billing.

Managing Director Dean Hall said, “Having already built our Smartsheet Workflow solutions, The AppSheet Mobile App Smarter Business Processes have now created for us which draws data from our existing Smartsheets now provides us with client signature capture and offline working capabilities, further improving efficiences and communication. Thank you Richard and team, we’re loving our new Mobile App!”  Dean Hall – Fast Forward Technologies

See more about our AppSheet Mobile App solutions

The post Low Cost Mobile App saves IT Engineer time and money. appeared first on SmarterBusinessProcesses.

Smartsheet Dashboards, now in beta, provide visual interactive access to the work your audience cares about most.

Use Dashboards to create an at-a-glance summary of work or build an information hub to provide quick access to important links, documents and data.

Create interactive, real-time displays by simply adding content widgets onto your Dashboard and dragging and dropping them to arrange for your needs. Set up a high-level overview or go deep on a specific project. Highlight key risks, track budgets, and get a detailed view into what’s happening at the execution level. You can even include information from outside sources like web pages, videos and more – making Dashboards the central hub to manage your work.

Keep Projects running smoothly and Teams Connected

Looking for a  smart way to provide users and teams with simple and powerful web access to corporate data ?  Take a look at OverDRIVE which lets you quickly and automatically build a project or web portal using documents and data from your favourite cloud applications.

Find our more about Smartsheet Dashboards and Let us help you design and build your Workflows, Dashboards and Web Portals.  Arrange your free initial consultation now   or   Get in Touch to discuss your needs – we’d love to hear from you!

The post Smartsheet Dashboards appeared first on SmarterBusinessProcesses.

Smarter Business Processes recently engaged with Brigham Young University Provo Utah (BYU), a centre of excellence for Performing Arts to provide Smartsheet consultation and familiarisation.

The Challenge

BYU’s Performing Arts departments put on over 200 events a year. Communicating with the performers, directors, suppliers and simultaneously managing multiple events, whilst keeping to  tight deadlines and all without a collaborative platform, meant lots of duplicated processes and manual, labour intensive activities.

The Solution

Following an in depth information gathering and discovery session ,  Smarter Business Processes worked closely together with Ken Crossley and Don Powell to utilize the full potential of Smartsheet’s functionality and produced several customized Smartsheet workflow systems for real time information gathering, compiling and reporting.

The Benefits

These designed Smartsheet Workflows have made greatly improved efficiency, collaboration, communication and visibility .

Proof HQ integrating with the workflows in Smartsheet

The Challenge

Creating and editing all the printed and digital collateral associated with 200 events per year had been a very labour intensive procedure and had the potential to be far more efficient.

The Solutions

Smarter Business Processes investigated the potential for Smartsheet and ProofHQ to work together to manage their proof review and approval process for their copious proofs. Following testing and approval, the implementation of ProofHQ took place in late 2014, working alongside Smartsheet, where appropriate, to drive even more efficiencies into the processes.

The Benefits

ProofHQ is now being rolled out to the wider university community and has produced a very efficient,  reliable and transparent workflow that ensures detail and data are collated quickly and efficiently while maintaining a detailed audit trail  for all involved.

This solution has greatly reduced production time, increased visibility and improved collaboration

Comments from Cloud Consultant, Richard Rymill – Smarter Business Processes

“Working with Don Powell and Ken Crossley has been a very satisfying and rewarding consultancy. Their thirst for great solutions was equally matched by their own personal Skills and in depth knowledge. It was a pleasure to be able to assist them achieve their objective of creating Intuitive workflows,  making their colleagues’ and students’ lives more rewarding and further demonstrating BYU as  a centre of excellence”.   

Client Testimonial – Don Powell – Manager of Information Systems – Brigham Young University

“Richard from Smarter Business Processes engaged with us to initially understand how we were managing our existing workflows.

The customized Smartsheet workflow systems Smarter Business Processes created for us have had a huge impact in  improving efficiencies, collaboration, communication and visibility, providing the University with real time information gathering, compiling and reporting solutions”.

“We’re delighted with SBP’s solutions and are currently working with them on additional and complimentary  work management and web portal solutions to further enhance our commitment to excellence in everything we do. We would highly recommend them for their professionalism, in depth knowledge and reliability”.

The post Smartsheet and ProofHQ keep Curtain Up for Performing Arts University appeared first on SmarterBusinessProcesses.