Resource Management Guided Onboarding

Resource Management Guided Onboarding

This Resource Management by Smartsheet guided onboarding service gets your team started fast with their Resource Management by Smartsheet capability.

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Overview

This Resource Management by Smartsheet guided onboarding service gets your team started fast with their Resource Management by Smartsheet capability. Our onboarding services include hands-on guidance for the configuration of Resource Management by Smartsheet into your environment, and training and enablement on the management of your Resource Management by Smartsheet solution. This package can be a great add-on service to other Smartsheet Professional Service offerings.

The expected timeline to complete this package is within 10-15 business days.

Resource Management by Smartsheet is an award winning portfolio-level planning and resource management capability that makes it easy to build the best team for the job, keep project schedules and budgets on track, and confidently forecast business needs.

 

This package includes:

 

Engagement Activities and Timeline

 

 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.

Not the right scale of service for your Resource Management by Smartsheet needs? Take a look at our Resource Management Configuration Services Package.

Overview

This Resource Management by Smartsheet guided onboarding service gets your team started fast with their Resource Management by Smartsheet capability. Our onboarding services include hands-on guidance for the configuration of Resource Management by Smartsheet into your environment, and training and enablement on the management of your Resource Management by Smartsheet solution. This package can be a great add-on service to other Smartsheet Professional Service offerings.

The expected timeline to complete this package is within 10-15 business days.

Resource Management by Smartsheet is an award winning portfolio-level planning and resource management capability that makes it easy to build the best team for the job, keep project schedules and budgets on track, and confidently forecast business needs.

 

This package includes:

 

Engagement Activities and Timeline

 

 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.

Not the right scale of service for your Resource Management by Smartsheet needs? Take a look at our Resource Management Configuration Services Package.

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