Breakout Session

Beyond the Build: 7 Lessons for Smartsheet Solutions That Actually Work

Wednesday, Nov 4 | 1:20PM - 2:20PM

Details

The hardest part of a Smartsheet implementation is rarely Smartsheet. The real challenge is deciding what should be built, simplified, connected or not live in Smartsheet at all. Through real-world examples, we’ll explore seven lessons for designing around the full business process, improving adoption, and building solutions that scale. Because better processes, cleaner data, and thoughtful architecture don’t just create better solutions they create the foundation for AI-ready solutions.

Content Track

Day One to Done: Skills That Scale

User Level

Intermediate

Location

Room 320 - Level 3

Speakers

Joe Goetschel

CEO

Joe Goetschel is the CEO and Founder of That Consulting Company, where he helps organizations turn complex business processes into practical, scalable solutions using Smartsheet. With years of hands-on experience designing solutions, integrations, portfolio management systems, and enterprise-wide Smartsheet programs, Joe has worked with organizations across a wide range of industries to simplify how work gets done. A Smartsheet Community Champion and longtime member of the Smartsheet partner ecosystem, Joe is passionate about moving beyond “just building a sheet” and helping teams think about the bigger picture process, adoption, integration, and measurable business value. His approach is practical, candid, and focused on building solutions people actually want to use.