Breakout Session

Keep multi-step processes moving forward with Dynamic View

Friday, Nov 7 | 9:00AM - 10:00AM

Details

Juggling complex processes like approvals, requests, and external collaboration across different teams? In this session, we’ll show you how to leverage Dynamic View to streamline your workflows and keep everything moving without sacrificing confidentiality or control. You’ll learn how to break down your process, build it step by step, and ensure the right people see only relevant info at the right time.

Content Track

Scale at any stage

User Level

Intermediate

PMI Credits

1

Industry

All Industries

Location

Ballroom 1 - Level 5

Speakers

Headshot of Megan Thomas

Megan Thomas

Technical Program Manager & Internal Smartsheet SME

Megan Thomas is a process improvement leader and digital transformation strategist with over six years of hands-on experience designing and implementing Smartsheet solutions across the healthcare sector. As the System Administrator and Smartsheet Subject Matter Expert for a large healthcare organization, Megan spearheads enterprise-wide process optimizations that balance efficiency, transparency, and security. Her work focuses on harnessing the full power of Smartsheet’s platform, particularly Dynamic View. Which enables holistic collaboration while preserving sensitive data access controls. Through Dynamic View, Megan ensures teams across the organization have secure, role-based access to real-time data without compromising data integrity. This has proven critical in fostering transparency across departments, eliminating manual handoffs, and empowering stakeholders with the insights they need, when they need them. Certified in Project Management (PMP) and Lean Six Sigma Green Belt, Megan brings a structured, results-driven approach to every initiative. She regularly consults on licensing strategies, user adoption, and scalable system design to support continuous growth and innovation. Her passion lies in helping others unlock the full potential of Smartsheet to improve outcomes, save time, and elevate enterprise collaboration.

Headshot of Chad Eiring

Chad Eiring

Technical Solutions Engineer

Chad is a Technical Solutions Engineer with over 25 years of diverse experience in support, project management, data, and engineering. He is highly skilled at managing teams, making data-driven decisions and maximizing efficiency. A Project Management Professional and Lean Six Sigma Master Black Belt, Chad has a proven track record of managing global projects and driving process improvements. His expertise spans from technical account management to developing data analytics solutions. Chad received his MBA from the University of Utah and his BS from Ohio State. He resides in El Paso, TX.

Headshot of Grant Miller

Grant Miller

Large Enterprise Solutions Engineer

Grant Miller is a Large Enterprise Solutions Engineer at Smartsheet, where he partners with the company's largest clients who are newest to their Smartsheet journey. Grant is passionate about optimizing client solutions in Smartsheet, creating new ones, and training clients on all the great things Smartsheet can do. Outside of work, he is an avid golfer, weightlifter, and chess player.

Headshot of Nate Perea

Nate Perea

Senior Account Executive