Is Your Process Workflow-Ready?
- Rochelle Benjamin
- 2 days ago
- 2 min read
Before you build in Smartsheet, build clarity.
I’ve worked with a lot of teams who are eager to build in Smartsheet. They’ve got a process that feels messy, a list of frustrations, and a vision for something smoother. So they start creating sheets. Linking cells. Adding forms. Naming dashboards.
But halfway through the build, the friction starts to show. The sheet logic is patchy. The team isn’t sure who’s supposed to update what. Leadership asks for visibility, but the metrics aren’t clear or they’re buried in clutter.
This isn’t a Smartsheet problem. It’s a process clarity problem.
Before you build a solution in Smartsheet, you need to know what that solution is meant to support. Not just at a high level, but operationally:
What process are you actually building for?
Where does it start and end?
Who touches it and how?
What’s broken today, and why?
What does success look like on a dashboard?
That’s why I created a short guide:
Is Your Process Workflow-Ready?
It’s designed to help you slow down, step back, and assess whether your process is ready to be translated into a system; or if you need to clean up the foundation first.
This guide walks you through five checkpoints:
What you’re trying to operationalize
Who’s involved (and what they actually do)
What’s currently broken
What visibility is required
Whether you’re ready to build; or just excited to (still keep that excitement, though!)
If you’re about to hand off a build to your team—or to a consultant like me—this is the prep work that saves time, budget, and frustration. It keeps you from over-building a process that isn’t actually ready.
Calm, scalable systems don’t start with Smartsheet.
They start with clarity.
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