Smartsheet Professional Services

Smartsheet Solution Health Check

Get the peace of mind you need to focus on your business goals with an expert review of your mission critical Smartsheet solution.

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Introducing a Smartsheet Solution Health Check

Businesses depend on their Smartsheet solutions to deliver on their critical projects. But business processes, strategy, and people evolve. Don’t wait until you have solution performance and solution utilization issues that slow down your business momentum.

With Smartsheet Solution Health Check, our experts from Smartsheet Professional Services will conduct a technical review of the health of your Smartsheet solution to assess your governance and adoption practices. We will provide actionable advice on how to optimize overall solution performance, increase organizational solution adoption, and help you establish long-term governance practices to ensure the continued success of your solution.

A Solution Health Check is perfect for you if...

You are often performing maintenance on the solution.
You notice unusual error messages and/or identify slow solution performance.
You do not have the documentation and training developed to ensure new hires can adopt the solution quickly and effectively.
You are concerned that too many people have access to the solution, specifically at an admin level.
Your user adoption has dropped significantly over time.
You have a lot of duplicate data that confuses the source of truth in the solution.
You have outgrown existing functionality or aren’t sure how new features can help your organization.

Our approach

A review of existing solution architecture against best practices architecture for modern work management. A review of mission critical sheets, reports, and dashboards within a solution.
Adoption review includes benchmarking Smartsheet usage against industry peers, an analysis of solution end-users, and a deep dive into solution adoption best practices.
A governance review includes an evaluation of Smartsheet Admin Center, user management review, sharing and permissions review, and backup and recovery review.

The four phases of our approach

Initial questionnaire

Working session

Backend analysis

Roadmap report out

Key benefits

Actionable advice on how to optimize your solution performance.
Increase solution longevity, usability, & efficiency.
Improved solution ROI.
Improved user productivity.
Increasing the quality of your data.
Confidence that Smartsheet can support your business, as your business evolves.

Outcomes

At the end of the health check, you will receive an actionable plan to improve your solution health. If you need further assistance to implement the plan, we’re here to help with a range of services to ensure the ongoing health of your solution.