Essential
Track and monitor a project, process, or initiative within Smartsheet. You will partner with a certified Smartsheet expert to build a standardized process from submitting new projects to managing them to completion. This solution also rolls up to a portfolio-level report.
Cost: $4,000
Typical Duration: 10 business days
What does the solution look like?
This solution includes:
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One intake sheet with a user-friendly submission form.
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Project Template:
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Two sheets​ (examples: Project Plan, Project Expenses/Budget)
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Three reports (examples: Overdue Tasks, Upcoming Tasks)
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One summary dashboard
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Portfolio Reporting
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One summary report​
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This solution does not include:
Upload /migration of existing data, time-tracking, and rolling metrics/reporting.
3
phases of delivery
Project Timeline
Typical Duration: 10 business days
Planning for Success
Fail to plan, plan to fail. Here are what you can do to ensure project success.
Here's how to prepare for successful Smartsheet implementation:
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Identify key resources - Identify your Approver, who. will approve. the solution design and process; and your Admin, who will maintain the solution after delivery. Agilize can serve as Admin. at an addditional cost.
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Get aligned with goals - discuss the objective of the engagement internally and get buy-in from key players. Make sure your objective is aligned with business goals and priorities.
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Gather information - Gather any information that is relevant to building the solution, including process workflows, documents, and templates.
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Know your timelines - Know what tor timelines are and be prepared to discuss them. When we know your anticipated deadlines and any factors that impact them, we can better plan for success.
