Process Management System with 3-Dimensional Grid Data

By Blue Tide Advisory Pvt Ltd

Our solution addresses the fundamental challenge of managing complex data structures with ease and efficiency. In use cases involving layered, multi-dimensional data associated with each row within a sheet (say, an intake sheet for orders with several sub components to each order), it can be tricky to build a solution using existing tools. We use custom workflows leveraging Smartsheet’s excellent API, row level attachment management and of course other powerful tools like automations and dashboards for senior oversight. Use cases include Order Management System, Doctor-Patient Record Management System, Inventory Management System, Manufacturing Process Management and others.

Enhance Smartsheet with 3 Dimensional Grids

In today's dynamic business environment, organizations often encounter the need for grids of data associated with each row in Smartsheet. Given Smartsheet limits on row and columns, this can become challenging to manage. However, with our custom solution, we can enhance each row on a sheet with its own grid – stored in either row attachments as xlsx or linked to a SQL table. This allows our customers to use Smartsheet’s best in class project management workflows and tools while working on datasets beyond what Smartsheet can handle on sheets.

Form Entry & Intake Sheet

Form Entry & Intake Sheet

Form Entry & Intake Sheet

Data entry becomes effortless with our solution as it seamlessly integrates form submissions into the intake sheet. Upon submission, the data intelligently segregates into respective order sheets based on predefined criteria, eliminating the need for manual intervention. Designated personnel receive prompt update requests, facilitating swift data entry or document attachment. Changes reflect instantly across the main sheet, ensuring data accuracy and consistency.

Example: In an Order Management System, incoming orders from various suppliers are captured through a user-friendly form interface, automatically routed to departmental order sheets based on product and machine types, streamlining the entire order processing workflow.

Custom Web Interface

Custom Web Interface

Our custom-built interface provides access to grid data for each row, enabling users to choose specific rows and access detailed grids for editing. This interface seamlessly integrates with Smartsheet's API through a Python backend, enhancing data accessibility and manipulation capabilities.

Example: Within the Order Management System, project teams can utilize the Custom interface to view detailed order information, update quantities, and modify delivery schedules as associated with each row. This facilitates seamless communication between sales teams and warehouse personnel, ensuring timely order fulfilment.

Supervisory Overview

Supervisory Overview

Our solution enhances Smartsheet's automation, notifications, and governance rules, enabling supervisors and assignees to be designated for every row. Key metrics such as start date, end date, and completion percentages are tracked, triggering automatic notifications in case of delays or incomplete tasks.

Example: Supervisors in the Order Management System receive automated notifications when orders are overdue or encounter issues during processing. This enables proactive intervention to resolve bottlenecks and ensure customer satisfaction.

Summary Dashboards

Summary Dashboards

With all data stored within Smartsheet, our solution leverages the platform's robust dashboarding capabilities to provide senior management with comprehensive overviews of the entire process. Status updates for each order, including progress, timelines, and potential bottlenecks, are easily accessible, enabling informed decision-making.

Example: Senior executives in the Order Management System can monitor order statuses, analyze sales trends, and identify areas for improvement through intuitive dashboards. This facilitates strategic planning and resource allocation, driving business growth and profitability.

How to get it:

Leverage the efficiency of customized solutions! Reach out to BlueTide Analytics now to streamline your operations, amplify productivity, and propel your business forward with our innovative offerings. Let's partner together to unlock greater success and drive growth for your enterprise!

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