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.

The post Webinar #6: Webforms in Smartsheet. Thanks For Joining Us! appeared first on SmarterBusinessProcesses.

How are you using Smartsheet Dashboards?  As a portal?  As a portfolio overview? Is your Smartsheet Dashboard doing everything you need it to? Are you getting the right data from the right source to the surface at the right time for the right audience?

This month we are delighted to introduce special Guest Speaker and Smartsheet Champion, Debbie Priest, Project Manager from NHS Tayside. Debbie will showcase how she has taken Smartsheet Dashboards to the next level. We’re very proud of the work we’ve done in partnership with the NHS this year, and we’re thrilled to have Debbie join us. 

Following Debbie’s demonstration, our CTO Dr James Harris will show how you can enhance the core product, using extra web technology to help clients achieve their dashboards wish lists.  The main focus for this section of the webinar will be showing how you can produce dynamically changing data in reports and charts, by selecting filters through widgets embedded on the dashboard. Very exciting!

As always, our team of experts will be monitoring the chat window and answering any questions raised within the demonstration allowing time for Q&A afterwards too.

We can’t wait to see you there!

Register now for Wednesday June 23rd at 16.00 BST.

And don’t forget, you can Subscribe to our regular Tips & Tricks emails and get alerted about our latest Webinars. Subscribe to our YouTube channel too and keep up to date with our lates solutions and past Webinars

The post Smartsheet Tips and Tricks Webinar #5. Time to Talk Dashboards. appeared first on SmarterBusinessProcesses.

Smartsheet, an intuitive work management tool, has led the way here in recent years, yet many Excel users have yet to discover the benefits. Those that have, have discovered ways to save 20 or even 40% of their Admin time. Project planners have often used MS Project, which, like Excel struggles to provide easy collaboration on any platform on any device, which Smartsheet  provides easily.

What are the true benefits of using Smartsheet?  See “The Forrester Total Economic Impact of Smartsheet” Infographic

Our experience has shown that businesses that migrated their complex Planning processes into Smartsheet found that it was capable of about 80% of what they required and did it far better than traditional systems. Smartsheet’s latest feature updates mean that it is now capable of over 90% of typical requirements, removing the need for more expensive and complex systems. Often, what Smartsheet is not best at, can remain in Excel, e.g. for in depth data analytics. The difference being that Smartsheet gathers all the data from collaborators really easily and can deliver it to an Excel dashboard in real time. So, all the reasons for not moving forward have now been removed, which can be a significant contributor to the Productivity of any organisation.

Project Migration and the Change Management of working practices that comes with such migration has many rewards that are quickly accessed.  All that is needed to implement and benefit from this Migration is a team of consultants that understands Microsoft Apps and Smartsheet really well, such that the best tools are deployed and Workflows re-designed to suit more collaborative working practices.

Implementing Smartsheet and associated Symbiotic apps like ProofHQ,  Docusign,  OverDRIVE etc., are virtually instantaneous and inexpensive. Licenses can be provided on a trial basis while the evaluation of benefits takes place and purchases made on an annual renewable basis, which reduces upfront costs dramatically compared to traditional IT system replacement.

What are the key processes that Smartsheet can address better?

• Time and Task planning in Projects of a specific duration and ongoing activities that are not called Projects, yet share many of the challenges of Projects in getting work completed on time on budget.
• Human Resource Planning is now intuitive and easy to set up for most business sizes.
• Improved Project Information provides visuals like the Critical Path i.e. the tasks that will delay project completion if not finished on time.
• Sharing of project information and associated task management is easier than ever before with integration with such as Outlook and Gmail. Tasks updated within an email browser, so speeding efficiency.
• Security: Smartsheet System administration provides far better security of Data and confidential information by ensuring important data is not emailed as an attachment ( and potentially onwards to the wrong people) but permission is granted to View, Edit and Update sheets. Access to which can be removed at the click of a mouse should the need arise. So dramatically improving data security and the need for Version control, there being just ONE version, the LIVE one.
• Creating online WebForms that collect answers and data from those you need feedback from has never been so easy and is cited as the single biggest time saver in Admin office. Say goodbye to Paper Forms, Postage, Transcribing info from paper to spreadsheet, say hello to instant alerts and data analysis.
• Integrating Smartsheet with your other Applications has been dramatically upgraded 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.

Book your place for our Getting to Grips with Project Management in Smartsheet course or Smartsheet Discovery Day delivered in London, Southampton and Leeds or on your premises for up to 8 people or Arrange your Free initial Consultancy to discuss your Training or Consultancy requirements.  We’d love to hear from you!

The post What Smartsheet’s latest Product Updates mean to Businesses appeared first on SmarterBusinessProcesses.