Level 4

Level 4

Manage multiple workflows & dynamically measure success with enhanced tracking, including 8 sheets, 5 reports, and 2 dashboards.

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Overview

This solution package will get you started fast in Smartsheet to manage and track a project, program or process. Our experts will partner with you to build a standardized submission process for all projects, programs and processes and a standardized process for managing the completion of each project, program or process. Each project, program or process will be managed by a set of Smartsheet objects (sheets, reports, dashboards) created from a template folder. You will be delivered a solution package with a simple, automated view to summarize how your project portfolio of work is progressing, and a live-updating portfolio view of your projects, programs, or processes.  At the end of this engagement, you will be able to use your solution package to successfully manage and track all your projects, programs or processes in Smartsheet.

 

This package includes:

Discovery Activities

  • Review and walkthrough your solution package with your solution implementation manager. 
  • Discuss the scope of your purchased package, gather requirements and schedule your future meetings based on a delivery timeline of completing the project. 

Execution Activities

  • Regular demos and project updates.
  • Build up to 8 Sheets, up to 2 Dashboards, and up to 5 Reports. 

 

Solution Training

  • Training and enablement on how to use, manage, and maintain your solution package.
  • Get access to on demand resources to assist you with future support needs and questions.

 

What does this solution look like?

Solution Components Included:

1 Intake Sheet with Submission Form

Project Toolkit:

  • 5 Sheets (Ex: Budget Tracker, Risk, Actions, Issues, Decisions (RAID) Log,RACI Model, Schedule)
  • 3 Reports (Ex: At Risk Tasks Report)
  • 1 Dashboard (Ex: Project Summary Dashboard)

Portfolio Reporting: 

  • 2 Sheets (Ex: Metrics Sheet)
  • 2 Reports (Ex: Summary Rollup Report)
  • 1 Dashboard (Ex: Portfolio Summary Dashboard)

*Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data. Also, 1 sheet may need to be used as a metrics sheet for dashboards.

 

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 Timeline: 15-20 business days*

 

Engagement Timeline - Level 4  

Typical Duration (15-20 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 and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

Overview

This solution package will get you started fast in Smartsheet to manage and track a project, program or process. Our experts will partner with you to build a standardized submission process for all projects, programs and processes and a standardized process for managing the completion of each project, program or process. Each project, program or process will be managed by a set of Smartsheet objects (sheets, reports, dashboards) created from a template folder. You will be delivered a solution package with a simple, automated view to summarize how your project portfolio of work is progressing, and a live-updating portfolio view of your projects, programs, or processes.  At the end of this engagement, you will be able to use your solution package to successfully manage and track all your projects, programs or processes in Smartsheet.

 

This package includes:

Discovery Activities

  • Review and walkthrough your solution package with your solution implementation manager. 
  • Discuss the scope of your purchased package, gather requirements and schedule your future meetings based on a delivery timeline of completing the project. 

Execution Activities

  • Regular demos and project updates.
  • Build up to 8 Sheets, up to 2 Dashboards, and up to 5 Reports. 

 

Solution Training

  • Training and enablement on how to use, manage, and maintain your solution package.
  • Get access to on demand resources to assist you with future support needs and questions.

 

What does this solution look like?

Solution Components Included:

1 Intake Sheet with Submission Form

Project Toolkit:

  • 5 Sheets (Ex: Budget Tracker, Risk, Actions, Issues, Decisions (RAID) Log,RACI Model, Schedule)
  • 3 Reports (Ex: At Risk Tasks Report)
  • 1 Dashboard (Ex: Project Summary Dashboard)

Portfolio Reporting: 

  • 2 Sheets (Ex: Metrics Sheet)
  • 2 Reports (Ex: Summary Rollup Report)
  • 1 Dashboard (Ex: Portfolio Summary Dashboard)

*Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data. Also, 1 sheet may need to be used as a metrics sheet for dashboards.

 

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 Timeline: 15-20 business days*

 

Engagement Timeline - Level 4  

Typical Duration (15-20 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 and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

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