What is a Full System Build?
When your organization outgrows disconnected sheets, manual reporting, and inconsistent processes, we design a unified Smartsheet system that connects workflows, teams, and reporting into one structured environment.
A Full System Build is the perfect fit for you if:
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Multiple teams use Smartsheet differently
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Leadership lacks reliable reporting
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You need standardized workflows across departments
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You’ve outgrown spreadsheets
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You want cross-team visibility and automation
What You Get:
Agilize can build a unified Smartsheet system that connects workflows, teams, and reporting into one structured environment.
Process Mapping
We map your workflows so the architecture is structured before anything is built.
Cross-Workflow Automations
Automations that streamline handoffs and updates between teams.
Connected Workflows
2–5+ structured workflows built to operate together within one unified Smartsheet system.
Role-Based Dashboards
Dashboards tailored to team roles, providing visibility without clutter.
Core Sheets
Centralized sheets that support cross-team process management and consistency.
Extended Post-Delivery Support
6–8 weeks of post-build support to stabilize the system and adoption after rollout.
How It Works
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Discovery Call: We chat briefly to understand your goals.
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Process Mapping Session: We map your workflow stages, ownership, and data structure in a focused working session.
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Build Phase: We design and build your sheets, automations, reports, and dashboard based on the approved map.
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Review and Refinement: We walk through the completed workflow together and make any scoped adjustments.
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Training & Handoff: Your team receives live training that's recorded for future reference, six-eight weeks of post-build support.
Examples of Full Systems We Build
Project Portfolio Management
HR & Recruiting Operations System
Marketing & Sales Operations System
Product Development System
Multi-Department Request & Approval
Corporate Planning & OKR Tracking
Workflow Build vs. Full System Build
WORKFLOW BUILD
FULL SYSTEM BUILD
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One process
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One team focus
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Single dashboard
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Operational clarity
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Multiple connected workflows
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Cross-team architecture
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Role-based + executive dashboards
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Organizational standardization
Agilize Consulting provides custom Smartsheet solutions from certified Smartsheet consultants. Learn more about our Smartsheet consulting services. Get started by booking a free discovery call.