Modernize your IT infrastructure and accelerate results with Smartsheet Professional Services for IT Portfolio Management.
Reduce technical debt, improve team agility, and align IT investments with business goals—all within a single platform. Our services help you quickly implement IT Portfolio Management best practices so you can prioritize demand, manage scope and deliverables, plan capacity, and deliver measurable value. With expert guidance, you’ll move from tactical execution to a value-driven IT portfolio strategy—faster and with greater impact.
We offer two services to help you get up and running quickly with Smartsheet for IT Portfolio Management. For organizations new to managing their IT portfolios in Smartsheet, our IT Portfolio Management Service provides an out-of-the-box solution so that you can get started fast leveraging Smartsheet's capabilities for IT Portfolio Management. For teams with an established IT portfolio management solution seeking consultative support to mature their approach and expand their solution’s capabilities—such as incorporating strategic planning, portfolio prioritization, and capacity planning—our IT Portfolio Management Enhanced Service offers a more comprehensive approach.
Both services include dedicated time with our experts to gain a deep understanding of your people, processes, and technology landscape. With that insight into you business priorities, we tailor your solution to ensure it aligns with your specific needs. To support your long-term success, services also include user onboarding, solution enablement, and product training to maximize adoption across your teams.
Service benefits
Start with a stronger, more flexible IT Portfolio Management foundation.
Receive an IT Portfolio Management solution developed with Smartsheet best practices so you deliver measurable value.
Access and work with the leading experts for Smartsheet implementation.
Access and work with the leading experts in work management to deliver the most optimal IT Portfolio Management solution for your business.
Go-live with a solution on time, and on budget.
Our IT Portfolio Management Services are low risk and fixed fee so you can go-live with a solution on time, and on budget.
Align for the future.
Our IT Portfolio Management solutions grow with your business—supporting increased complexity, demand, and strategic goals.
How are IT Portfolio Management solutions configured?
This solution includes features that support the intake of all your new work items, enabling a streamlined review & approval process, and notifications to the right people.
Effectively manage work scope, schedule, budget, and other crucial work management assets, ensuring seamless work delivery from start to finish while achieving defined work objectives and deliverables.
Roll up, visualize, and report on work data with easy-to-configure, widget-based views.
Only eligible in IT Portfolio Management Enhanced Service
Plan IT budgets and funding mix based on strategic priorities. Optimize investments, reduce redundancy, and ensure funding is directed toward the highest-value initiatives.
Only eligible in IT Portfolio Management Enhanced Service
Align work to strategy by assessing incoming requests, backlogged projects, and active initiatives in one centralized location. Develop a scoring system to ensure IT focuses on what matters the most.
Only eligible in IT Portfolio Management Enhanced Service
Effectively manage resources, build optimal teams, and keep projects on track by assembling the right people and planning with precision. Deliver on scope, schedule, and budget—while accounting for constraints and dependencies.
IT Portfolio Management Services, what's included?
Choose from two service options:
IT Portfolio Management Service
What's included:
IT Portfolio Management Solution An out-of-the box IT Portfolio Management solution which includes Smartsheet capabilities for Demand Intake, Project & Work Execution, and Portfolio Reporting. Receive additional time with the experts to further integrate your data, processes, and workflows, and tailor the solution to your specific needs.
Services We work closely with you to evaluate your current processes, conducting a gap analysis to identify key areas for improvement. Together, we define goals, establish measurable objectives, and align stakeholders around a shared vision of success. Next, we map your future-state processes, aligning them with Smartsheet best practices, identifying critical capabilities, and providing a clear, actionable assessment of the current maturity level of the business’s interaction with the solution, identifying opportunities for growth, optimization, and strategic alignment. Finally, we provide onboarding, training, and change management support to ensure long-term value and strong user adoption.
Typical duration for this implementation is approximately 30 - 60 business days. Precise estimate will be discussed during the engagement.
IT Portfolio Management Enhanced Solution Your IT Portfolio Management Solution offers flexible scope and is developed in close collaboration with your Professional Services expert. The core configuration includes Smartsheet capabilities for Demand Intake, Project/Work Execution, and Portfolio Reporting. Customers may choose to expand their configuration to include additional capabilities such as Project Sourcing & Planning, IT Investments & Portfolio Planning, and IT Portfolio Prioritization. These additional configurations are determined based on the customer’s specific pain points, as identified during the maturity workshop session.
Services Customers looking to mature their IT Portfolio Management workflows and processes will benefit from the consultative and phased approach towards their solution development.
Services included:
Maturity Workshop: We evaluate your organization’s readiness across people, processes, and technology to identify gaps that may be limiting performance in a modern work environment. Findings from the assessment allow us to prioritize the workflows and capabilities that will deliver the greatest impact.
Solution Development & Product Training: Leveraging the work done during the Solution Strategy & Design Workshop, solution development and product training support an enhanced level of IT PPM maturity and accelerate the solution roadmap.
Solution Launch & Oversight: After deploying the solution, receive an engagement report-out detailing the long-term IT Portfolio Management maturity journey, the remaining solution roadmap, key observations, and recommendations.
Typical duration for this implementation is approximately 30 - 60 business days. Precise estimate will be discussed during the engagement.
Discovery, requirements gathering, and solution design
Develop
Build, test, and deliver final solution
Enable
Onboarding, training, and project close-out
Frequently Asked Questions
IT Portfolio Management Service Timeline: includes a pre-configured solution leveraging Smartsheet's core capabilities and Control Center. It is limited to Demand Intake, Work Execution, and Portfolio Reporting. Please see our Delivery Process Guide for more details.
IT Portfolio Management Enhanced Service Timeline: includes a pre-configured solution leveraging Smartsheet's core capabilities and Control Center. It includes Demand Intake, Work Execution, and Portfolio Reporting and can expand into IT Investments & Portfolio Planning, IT Portfolio Prioritization, or Project Sourcing & Planning based. Please see our Delivery Process Guide for details.
IT Portfolio Management Service: includes a pre-configured solution leveraging Smartsheet's core capabilities and Control Center. It is limited to Demand Intake, Work Execution, and Portfolio Reporting. For more package details including scope and service limitations, pls visit our Delivery Process Guide.
IT Portfolio Management Enhanced Service: includes a pre-configured solution leveraging Smartsheet's core capabilities and Control Center. It includes Demand Intake, Work Execution, and Portfolio Reporting and can expand into IT Investments & Portfolio Planning, IT Portfolio Prioritization, or Project Sourcing & Planning based. For more package details, scope and scope limitations, pls visit our Delivery Process Guide.
The California State University (CSU) relies on Smartsheet to track small and large IT projects, deliver a return to office (RTO) initiative on schedule, save administrative time, and increase salary review approvals.
Karen Malone
Operations Analyst for IT, the California State University Office of the Chancellor
The California State University (CSU) relies on Smartsheet to track small and large IT projects, deliver a return to office (RTO) initiative on schedule, save administrative time, and increase salary review approvals.
