Organize, track and manage your most important projects, at scale. 

Smartsheet Professional Services: Level 6 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 

Control Center is a project and portfolio management solution that builds on the core value of Smartsheet to deliver consistent, visible projects and processes at scale with best practices for work execution, reporting, and risk management built in. This advanced solution package includes a the building of a single Control Center blueprint of sheets, reports, and dashboards based on the unique needs of your process. With your control center blue print you will be able to replicate this process, review, and approve new project requests from a central console. This advanced solution package with Control Center enables you to manage change requests across your portfolio and make data-driven decisions with program summary live-updating dashboards and reports, all pre-configured to include each new project. At the end of this engagement, you will have the skills to manage your custom solution to deliver projects and processes with consistency and speed.

Control Center is for managing project management at scale. The implementation of a Control Center project management solution package includes the implementation of a standard set of components of sheets, reports and dashboards (7 in total). When customers need additional sheets, reports and dashboards for this package,  they can choose from up to 21 additional objects: sheets, reports, dashboards (up to 5) to create a solution that best fits their solution complexity. 

Engagement activities and deliverables: 

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 meetings based on a delivery timeline.
Activity Log

Execution Activities

  • Regular demonstrations and updating from your implementation team. 
  • Implementation of a single Control Center blueprint
  • Implement core capability and the assets needed for each capability area.

Solution Training

  • Customized solution documentation.
  • Customized solution training.

 

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 Activities and Timeline - Level 6  

Typical Duration (approximately 60 business days)

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.