Client AND Partner Delivery
Accelerate client delivery with Intelligent Work Management
Streamline how services teams plan, manage, and deliver client engagements. Automate workflows, connect data, and use AI-assisted insights to improve utilization, accelerate delivery, and maximize customer value.
TRUSTED BY YOUR FAVORITE BRANDS AND
OVER 85% OF FORTUNE 500 COMPANIES
Customer workflows
Unite people, data, and AI to deliver business value faster.
Smartsheet AI
AI that works as hard as you do
- Know what's at risk before your stakeholders ask
- Connect to any AI tool you use and get answers grounded in your real work data
- See the portfolio view you need without building it yourself
benefits
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Stack projects and portfolios against effort and value. Understand what skills you need, match expertise, and empower people to do their best work. Automate project setup, approvals and alerts on status. Allow your consultants to focus on high-value work.
Learn how Smartsheet supports professional services organizations
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Fast-track complex service workflows with automation. Speed up time-to-value through faster project/program delivery and higher productivity. Use a flexible platform to create new delivery models and support changing customer needs without overwhelming your teams.
Use our cost tracking template sets to manage payments to external vendors
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Forecast needs across resources, roles, cost, and budget. Establish consistency in planning, managing, and measuring performance. Support the entire services project continuum – from project intake to delivery.
savings from tool consolidation
Sutherland drives high-ticket savings using Smartsheet for project and portfolio management.
gain in efficiency through standardization
Toshiba translates strategy into solutions with Smartsheet.
increase in process efficiency
Boomi scales for growth and improved productivity by leveraging Smartsheet automation.
Discover how it works
Smartsheet is the flexible, collaborative platform that allows operational leaders to create standardized and scalable frameworks for client and partner delivery, while empowering project teams to be more nimble and efficient. Request a live demo to discover how Smartsheet tools can revolutionize your service delivery process.
features
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Align company goals with skills, capacity, and budget to focus on high-impact work. Engage and rally your teams behind key objectives. Leverage an adaptive platform that helps pivot portfolio priorities to meet changing business needs.
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Use the Smartsheet multi-tier intake process to gather requests and create hierarchical relationships between projects and programs. Streamline demand and balance this with in-flight projects to achieve control and visibility.
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Right-size your portfolios by aligning them to business objectives. Use prioritization matrices with your own selection and weighting criteria to identify alignment discrepancies between goals and execution. Ensure portfolio success by delivering demonstrable value, from the task level up to programs and portfolios.
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Plan your resources by role, department, team, and skill. Track workload to get full visibility on resource allocation. Roll up the overall effort required by project, program, or portfolio. Plan ahead, optimize resources, and avoid project risks.
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Automate project creation with blueprints and scale them effortlessly. Empower teams to adopt a methodology of their choice – agile, waterfall, or hybrid. Allocate resources, manage budgets, and execute projects with a collaborative platform.
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Aggregate data, visualize, and report on portfolios with easy-to-configure, widget-based views. Automatically add data from new projects to your portfolio reports and dashboards. Benchmark performance against goals to accurately estimate value.
Customer stories
additional resources
templates
Strategic planning
Create a single source for teams to define, discuss, and view overall strategy.
Project intake
Track consulting projects, view project status, get notified when new projects are submitted and get an overall view of all of your current consulting projects.
Business budget management
The Business Budget Management template set helps you track monthly actuals against budget goals so you can tightly manage your financial performance and ensure your business stay on track.
Project schedule management
Quickly evaluate the health of any project. Update project schedules, status, task ownership, and track overall project conditions in real time with the easy-to-use dashboard and reports.
Project Management Office
The project management office template set provides a streamlined way for organizations to track and approve new projects while seeing key metrics across all projects in real time.
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