Breakout Session
Enterprise Plan Manager: Governance Without Consolidation
Thursday, Nov 5 | 2:40PM - 3:40PM
Details
Want to manage multiple Smartsheet plans, each with different security and sharing requirements? Enterprise Plan Manager gives you top-level control over how each plan shares and authenticates, without forcing every plan into one account or one configuration.
A main plan sets the ceiling: authentication, domain validation, and sharing controls. Managed plans operate within it, with overrides where a plan genuinely needs to differ. Walk away knowing how to structure your EPM family, validate domains, and use overrides to keep governance consistent without sacrificing plan-level autonomy.
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Content Track Built to Transform: How Real Teams Reinvented the Way They Work |
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User Level Advanced |
Speakers
Chad Eiring
Enterprise Technical Solutions Engineer
Chad Eiring is an Enterprise Technical Solutions Engineer. He currently resides in El Paso, TX. He graduated from The Ohio State University with a degree in electrical engineering, and the University of Utah with a masters degree in business administration. He holds his Project Management Professional (PMP) and LSS Master Black Belt certifications. Prior to joining Smartsheet, Chad spent over 20 years working in engineering, project and program management, Lean Six Sigma, data science, and new product development.
Samuel Perez
Technical Account Manager III
Samuel Perez is a seasoned technology professional and Senior Technical Account Manager at Smartsheet, where he has been instrumental in driving client success for nearly five years. With a strong background in data science and a passion for innovation, he brings a unique perspective to the intersection of technology and business. Samuel graduated from the McCombs School of Business at the University of Texas with a degree in Business Administration. Prior to joining Smartsheet, Samuel spent over 5 years working in the field of data science. Notably, his research on Type II Diabetes Mellitus and Hyperlipidemia in CML patients was published in the prestigious medical journal Blood. Beyond professional achievements, Samuel's love for sports, particularly the Texas Longhorns, adds vibrancy to his engagements. Additionally, he dedicates his spare time to caring for cats at the local animal shelter.