What does the solution look like?
This solution includes:
One (1) intake sheet with a user-friendly submission form
Two (2) reports
This solution does not include:
Upload /migration of existing data, time-tracking, and rolling metrics/reporting.
phases of delivery
Typical Duration: 5 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:
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.
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.
Gather information - Gather any information that is relevant to building the solution, including process workflows, documents, and templates.
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.