Organize, track and manage your most important projects.

Level 3 Solution Package

Smartsheet Solution Packages help you get up and running quickly by leveraging process-based solutions for common business challenges based on best practices and real-world experience. 

 

Overview 

This solution package will get you started quickly in Smartsheet to manage and track multiple items, projects, products, or processes.  Our solution experts will partner with you to build a standardized process for managing (from intake to tracking) your items.   Each item will be managed by a set of Smartsheet objects (sheets, reports, dashboards) created from a template folder. You will be delivered a solution with a simple, automated view to summarize how your portfolio of work is progressing, and a portfolio view of your work with live updates when changes are made.  At the end of this engagement, you will be able to use your solution to successfully manage and track all your key items in Smartsheet.

This package includes:

Availability

Discovery Activities

  • Review and walkthrough your solution package with your solution implementation manager. 
  • Discuss the scope of your purchased package, gather requirements and schedule your future meetings based on a delivery timeline of completing the project. 
Activity Log

Execution Activities

  • Regular demos and project updates.
  • Build up to 8 core objects (sheets and dashboards), and 5 reports. 

Solution Training

  • Expert training and enablement on how to use, manage, and maintain your solution package.
  • Get access to on demand resources to assist you with future support needs and questions.

 

What does this solution look like?

Solution Components Included:

  • 1 Intake Sheet with Submission Form
  • Project Toolkit:
    • 3 Sheets (Ex: Budget Tracker, Risk, Actions, Issues, Decisions (RAID) Log)
    • 3 Reports (Ex: At-Risk Tasks Report)
    • 1 Dashboard (Ex: Project Summary Dashboard)
  • Portfolio Reporting: 
    • 2 Sheets (Ex: Metrics Sheet)
    • 2 Reports (Ex: Summary Rollup Report)
    • 1 Dashboard (Ex:Portfolio Summary Dashboard)

*Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data. Also, 1 sheet may need to be used as a metrics sheet for dashboards. 
 

 

What does this engagement look like? 

What to expect: 

Solution Services delivers each project using a phased approach.  Delivering against this methodology ensures the team can quickly understand your vision and processes, build the solution, deploy, train, and provide guidance for ongoing support and optimization to maximize the value. 

 

Engagement Objectives & Activities

Phase

Objectives

Activities

ALIGN

Ensure project alignment to your key business outcomes
  • Engagement Planning
  • Project Kickoff
     

DESIGN

Understand your team’s current process and needs. Define requirements leading to your future state process and solution design.
  • Current State Discovery
  • Future State Process & Solution Design
  • Requirements Gathering
     

DEVELOP

Build and refine your solution through iterative sprints and hands-on testing.
  • Solution Build
    Review & Iteration Sessions
  • Customer Feedback & Testing
  • Final Solution Review & Sign Off
     

ENABLE

Empower your team to own the solution through knowledge transfer to end users and solution administrators. 
  • Product Training
  • Admin & End User Training
  • Solution Documentation
     

DEPLOY

 

Solution launch supported by our delivery team to ensure solution success and adoption.

  • Solution Transfer
  • Solution Launch/Go-Live
  • Post Go-Live Support
  • Closeout
     

 

 

Engagement Timeline: 10-15 business days

 

Engagement Activities and Timeline - Level 3  

Typical Duration (10-15 business days)

Day 1-5

  • Kickoff call
  • Gather technical requirements
  • Review/introduce services catalog template 
     

Day 5-7

  • Prototype development
  • Build solution components
  • Working session(s)
  • Gather feedback
  • Revise solution
     

Day 7-10

  • Final feedback
  • Customer end-to-end UAT
  • Working session
  • Customer demo
     
Blue Icon for Instructor Led Training

Day 10-15

  • Solution documentation
  • Solution training
  • Solution transfer
  • Engagement completion

Preparing for the Engagement: 

Prior to Kick off: 

  • Identify your Key Decision Maker and Solution Admin
    • Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release. 
  • Internally align on your business goals and the objective of this engagement.
  • Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
  • Come prepared to discuss your timeline.  Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
  • Explore Smartsheet University, Onboarding Videos, and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

Ready to get started?

Contact us