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Service offerings

Engagement styles are flexible and tailored to each customer’s specific business needs and can include any of the following or a mix as needed.


Your team has taken the initiative to build their own solution in Smartsheet from the ground up, and is ready for a bit of strategic guidance and assistance setting up more complex functionality.

This can include everything from 1-1 coaching to technical assistance setting up Smartsheet add-on apps. Long term support is also available as an on-call expert for your team.

Typical timeline: 2-4 weeks

Example deliverable: Weekly coaching sessions to guide development of project dashboards

Full Design and Build

When you need to get a new Smartsheet work process created and don't have the time or skillset available to complete the project internally. A dedicated consultant will collaborate with internal stakeholders to design and build an integrated solution to manage your work. 

Leveraging our extensive experience, your solution will be custom tailored to your need, built right the first time and delivered with a short time to value. 

Typical timeline: 1-6 months

Example deliverable: Application tracking and processing system with tailored dashboard for all stakeholders


Help your team succeed by giving them the skillsets they need to maximize their use of Smartsheet. Training sessions can be focused on general Smartsheet use or on specific solutions. Virtual sessions can be recorded for future reference and training.

Typical timeline: two one-hour training sessions

Example deliverable: Personalized training sessions focusing on how to use Smartsheet most effectively

Interim Management

When building out a new process placing the right people in key roles is essential. As an interim manager, a member (or members) of our team will assume management responsibilities of the processes related to a Smartsheet solution for a set period of time. 

This makes most sense for clients that have a vacancy in their current org structure that makes an operational transformation infeasible. Our interim services will provide operational continuity during the search for a full time candidate. 

Typical timeline: 3-6 months

Example deliverable: Acting PMO for new Smartsheet solution during search phase, followed by onboarding and support of new PMO 

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