Smartsheet Professional Services
Pivot App Configuration Service
Combine the power of Smartsheet with unparalleled expertise from thousands of successful engagements. Let Smartsheet Professional Services configure your Smartsheet solution, delivered with our best-practices, to get you up and running fast with a solution tailored to your business needs.
Overview
Leverage Smartsheet pivot tables to analyze your data and make better decisions, faster. Pivot tables slice-and-dice your data and create a meaningful summary sheet from data stored in a sheet or report, and enable you to create charts in dashboards with report data. With this service, we will help you configure a Pivot App solution. This includes support to create a new, or modify an existing sheet and report to be used with your Pivot App solution, setting up a workflow, and creating a report to help you summarize data. This configuration service is ideal if you need training & support to set up your Pivot App solution. At the end of this engagement, you will gain the skills and training needed to manage your Pivot App solution. This package can be an add-on service to other Smartsheet Professional Service offerings.
The expected timeline to complete this package is within 10 business days.
This Configuration Service includes:
What does this engagement look like?
What to expect:
Professional 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. |
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| DESIGN | Understand your team’s current process and needs. Define requirements leading to your future state process and solution design. |
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| DEVELOP | Build and refine your solution through iterative sprints and hands-on testing. |
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| ENABLE | Empower your team to own the solution through knowledge transfer to end users and solution administrators. |
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| DEPLOY | Solution launch supported by our delivery team to ensure solution success and adoption. |
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Engagement Timeline: 5-10 business days
Engagement Activities and Timeline
Typical Duration (5-10 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.