Scale Complex Solutions & Design Strategic Portfolios

Advanced level  

Explore the architectural decisions and design choices Smartsheet consultants consider when developing complex, integrated solutions that support evolving business needs. You’ll learn how to evaluate your organization’s Smartsheet environment, examine how platform settings—such as security, sharing, and user limits—influence design, and determine how to structure solutions that grow with the business. learn how to think, design, and be prescriptive when it comes to communicating recommendations and documenting like a Smartsheet consultant. 

You’ll examine discovery and design methods to uncover true business needs, document solution requirements, and apply best practices to translate those insights into scalable, Smartsheet solutions.  

Prerequisites:  

• Proficient in Smartsheet core capabilities 
• Have solid formula fundamentals (can read, write basic formulas) 
• Understand cross-sheet references, automations, and permissions 
• Familiar with reports and can troubleshoot independently  

Early bird $525 • Standard $735