Organize, track and manage your important initiatives. 

Level 2 Solution Package 

Smartsheet Solution Packages help you get up and running quickly by leveraging process-based solutions for common business challenges based on best practices and real-world experience. 

Overview 

This solution package will get you started quickly in Smartsheet to manage and track a project, product, initiative, or other business process. Our solution experts will partner with you to build a standardized submission process, and a standardized process for managing the completion of each project, product, initiative, or other tasks. This solution package gives you a simple, automated view to summarize how your portfolio of work is progressing. At the end of this engagement, you will be able to use your solution to successfully manage and track your key business projects in Smartsheet.


 

 

This package includes:

Availability

Discovery Activities

  • Review and walkthrough your solution package with your solution implementation manager.
  • Discuss the scope of your purchased package, gather requirements and schedule meetings based on a delivery timeline.
Activity Log

Execution Activities

  • Enable up to 3 sheets, 1 project level dashboard and 4 reports.   

Solution Training

  • Expert training and enablement on how to use, manage, and maintain your solution package. 
  • Get access to on demand resources to assist you with future support needs and questions.

What does this solution look like?

Solution Components Included:

  • 1 Intake Sheet with Submission Form

  • Project Toolkit:

    • 2 Sheets (Ex: Project Sheet, Schedule Sheet)

    • 3 Reports (Ex: At-Risk Tasks Report, Summary Roll-Up Report)

    • 1 Dashboard (Ex: Project Summary Dashboard)

  • Portfolio Reporting: 

    • 1 Report (Ex: Portfolio Summary Report) 

Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data. Also, 1 sheet may need to be used as a metrics sheet for dashboards. 

 

What does this engagement look like? 

What to expect: 

Solution Services delivers each project using a phased approach.  Delivering against this methodology ensures the team can quickly understand your vision and processes, build the solution, deploy, train, and provide guidance for ongoing support and optimization to maximize the value. 

 

Engagement Objectives & Activities

Phase

Objectives

Activities

ALIGN 

Ensure project alignment to your key business outcomes.
 
  • Engagement Planning
  • Project Kickoff

DESIGN

Understand your team’s current process and needs. Define requirements leading to your future state process and solution design.
 
  • Current State
    Discovery
  • Future State Process & Solution Design
  • Requirements Gathering
     

DEVELOP

 

Build and refine your solution through iterative sprints and hands-on testing.

  • Solution Build
  • Review & Iteration Sessions
  • Customer Feedback & Testing
  • Final Solution Review & Sign Off

ENABLE 

Empower your team to own the solution through knowledge transfer to end users and solution administrators. 

 

  • Admin & End User Training
  • Solution Documentation

DEPLOY

Solution launch supported by our delivery team to ensure solution success and adoption.
  • Solution Transfer
  • Solution Launch/Go-Live
  • Post Go-Live Support
  • Closeout

 

 

Engagement Timeline: 5-10 business days

 

Engagement Activities and Timeline - Level 2  

Typical Duration (5-10 business days)

Day 1-3

  • Kickoff call
  • Gather technical requirements
  • Review/introduce services catalog template  
     

Day 3-5

  • Build solution components
  • Working session(s)
  • Gather feedback
  • Revise solution
     

Day 5-7

  • Working session(s)
  • Final feedback
  • Customer end-to-end UAT
  • Customer demo
     
Blue Icon for Instructor Led Training

Day 7-10

  • Solution training
  • Solution transfer
  • Engagement completion
     

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, Onboarding Videos, and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

Ready to get started?

Contact us