Smartsheet Professional Services | Service Catalog

Smartsheet Professional Services, Service Catalog

Unlock proven, solutions designed by the experts at Smartsheet Professional Services — or find the perfect service to maximize the value of your Smartsheet investment

Find a solution or service

Unlock proven, solutions designed by the experts at Smartsheet Professional Services — or find the perfect service to maximize the value of your Smartsheet investment.

Launch 10

Get 10 hours of dedicated time with a Smartsheet expert to build new solutions, optimize workflows, or enhance your existing Smartsheet setup.
Great for: New to Smartsheet
Industry: All

Professional Services Bundles for Advance Work Management

A carefully curated bundle of solution implementation, instructor-led training, and advisory services to enable you and your team to get the most from your Advanced Work Management capabilities on an accelerated timeline.
Great for: New to Smartsheet or Advanced Work Management
Industry: All

Configuration Services for Resource Management

From initial setup to configuration and administration, get expert, hands-on support to confidently manage your Resource Management by Smartsheet.
Great for: New to Smartsheet or Resource Management
Industry: All

Configuration Services for Jira Connector

Get expert help setting up your Jira Connector—configure workflows, sync sheets, and build reports to surface key project and task data from Jira.
Great for: New to Smartsheet or Jira Connector
Industry: All

Configuration Services for Data Shuttle

Get expert help configuring your Data Shuttle solution—sync sheets, set up import/export workflows, and build summary reports. Includes training to confidently manage it on your own.
Great for: New to Data Shuttle
Industry: All

Configuration Services for DataTable

Get expert help setting up your DataTable solution—sync sheets, configure import/export workflows, and create summary reports. Includes training so you can manage with confidence.
Great for: New to DataTable
Industry: All

Configuration Services for Salesforce Connector

This service helps you configure a Salesforce Connector solution by creating or updating a synced sheet, setting up import/export workflows, and building a summary report. Ideal for those who need training and support with their connector setup and workflow configuration.
Great for: New to Salesforce Connector
Industry: All
Professional Services Bundles for Advance Work Management

Professional Service bundles are a carefully curated bundle of solution implementation, instructor-led training, and advisory services to enable you and your team to get the most from your Advanced Work Management capabilities on an accelerated timeline.
Great for: New to Smartsheet
Industry: All

Find a solution or a service

Configuration Services

Just getting started in Smartsheet, or new to Smartsheet's advanced features and capabilities.

Launch 10

Get 10 hours of dedicated time with a Smartsheet expert to build new solutions, optimize workflows, or enhance your existing Smartsheet setup.

Great for: New to Smartsheet.
Industry: All

Control Center Quick Start Package

Get a head start on using Control Center for project & portfolio management with confidence with the training and enablement you need to modify your solution.

Great for: New to Smartsheet Control Center. Experience with Smartsheet is highly recommended.
Industry: All

Professional Services Bundles for Advance Work Management

A carefully curated bundle of solution implementation, instructor-led training, and advisory services to enable you and your team to get the most from your Advanced Work Management capabilities on an accelerated timeline.

Great for: New to Smartsheet Advance Work Management features.
Industry: All

Configuration Services for Resource Management

From initial setup to configuration and administration, get expert, hands-on support to confidently manage your Resource Management by Smartsheet.

Great for: New to Smartsheet for Resource Management.
Industry: All

Configuration Services for Jira Connector

Get expert help setting up your Jira Connector—configure workflows, sync sheets, and build reports to surface key project and task data from Jira.

Great for: New to Smartsheet or Jira Connector.
Industry: All

Configuration Services for Salesforce Connector

This service helps you configure a Salesforce Connector solution by creating or updating a synced sheet, setting up import/export workflows, and building a summary report. Ideal for those who need training and support with their connector setup and workflow configuration.

Great for: New to Salesforce Connector.
Industry: All

Configuration Services for Data Shuttle

Get expert help configuring your Data Shuttle solution—sync sheets, set up import/export workflows, and build summary reports. Includes training to confidently manage it on your own.

Great for: New to Data Shuttle.
Industry: All

Configuration Services for DataTable

Get expert help setting up your DataTable solution—sync sheets, configure import/export workflows, and create summary reports. Includes training so you can manage it with confidence.

Great for: New to DataTable.
Industry: All

Configuration Services for Dynamic View

Get expert help configuring your Dynamic View solution—set up or modify sheets, reports, and workflows. Includes training to confidently manage it on your own.

Great for: New to Dynamic View.
Industry: All

Configuration Services for Pivot App

Get help configuring your Pivot App—set up or update sheets, reports, and workflows to summarize your data.

Great for: New to Pivot App.
Industry: All

Portfolio Workflow Implementation Services

Scale your project portfolio with expert guidance and a best-practice solution designed to automate and manage projects, programs, and processes efficiently across your organization.

Great for: This intermediate-to-advanced implementation service leverages Control Center to standardize how you manage your project portfolio.
Industry: All

Migration & Integration Services

Brandfolder Asset Migration Services

Brandfolder Asset Migration Services facilitates the content migration from one of your current storage systems into Brandfolder.

Great for: New to Brandfolder, and great for content managers.
Industry: All

Custom Integration & Custom Development Services

We support solutions of all complexities—whether app-based, API-driven, or custom-built integrations tailored to your ecosystem. We can also extend Smartsheet’s capabilities by building bespoke connectors or modules that sync with your platforms.

Great for: Complex integration & development needs.
Industry: All

Advisory & Consulting

Brandfolder Solution Health Check

Get a comprehensive technical review of your digital asset management solution, including workflows and usage data.

Great for: Brandfolder solution owners, and system administrators.
Industry: All

Smartsheet Solution Health Check

Get a comprehensive technical review of your Smartsheet solution to optimize performance and adoption.

Great for: Solution owners and system administrators.
Industry: All

Solution Strategy & Design Workshop

Build the perfect Smartsheet solution with our help. Work with the Smartsheet experts to clarify your vision, align your people, process & technology, and develop an actionable roadmap for your future solution.

Great for: Individuals or teams looking to plan their solution design prior to implementation.
Industry: All

Beginner Solutions

Get started quickly with ready-to-use Smartsheet Professional Services best practice solutions for project, process & program management—no prior Smartsheet experience required—plus dedicated time with our experts to fine-tune your setup.

Solution Package Level 1

This introductory solution package is designed to quickly get you up and running in Smartsheet, enabling you to track tasks, requests, or other work items in a structured and efficient way.

Great for: Project & program managers just getting started with Smartsheet for project management.
Industry: All

Solution Package Level 2

This solution package is designed to deepening your ability to leverage Smartsheet to track and report on tasks, requests, or other work items in a structured and efficient way.

Great for: Individuals with more advanced reporting needs, and whose use case, workflows, and data exceed the limitations of Solution Package Level 1.
Industry: All

Workflow Implementation Packages

Access best practice solutions designed to quickly launch projects the right way. Choose from two options based on project complexity—both include tools for intake, execution, and reporting, along with expert support to tailor the solution to your needs.

Great for: Project & program managers with some Smartsheet experience looking for a prescriptive project management solution. In addition, use case, data, and reporting needs are more advanced than what is in scope for Solution Package Level 1 & 2.
Industry: All

Intermediate Solutions

Use case aligned and ideal for individuals & teams with some Smartsheet experience—offers more customization, automation, and scalable workflows, plus the dedicated time with our experts to fine-tune your setup.

Use Case: Business Project Management Office

Get started quickly with a solution that automates and scales work, accelerates delivery, and amplifies the value of your project portfolios. Built for line-of-business Project Management Offices to support successful project and portfolio execution across teams.

Great for: Project & Program Managers & Operational Managers.
Industry: All

Use Case: 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, and deliver measurable value.

Great for: IT Managers/IT PMs, IT Directors & Leaders.
Industry: All

Use Case: Services Delivery

Accelerate time-to-value with a scalable solution built for workflow standardization, automation, resource optimization, and real-time visibility. Ideal for services delivery organizations to streamline the management of multiple clients and projects in parallel—driving efficiency across your operations.

Great for: Engagement Managers & Services Delivery Leaders.
Industry: All

Advanced Solutions

Advanced use case based solutions are designed to help you manage multiple projects, programs, and processes at scale. Services included are expert-led configurations, and dedicated time to fine-tune your setup. Services also include a Maturity Workshop—a consultative session to assess your organization’s readiness across people, processes, and technology, and identify gaps that may be limiting performance.

Enterprise Project Management Office Enhanced Service

Advance your Enterprise PMO maturity with services designed to drive higher program success. Ideal for PMO leaders with a foundational solution in place, this enhanced offering supports strategic planning, portfolio prioritization, and project sourcing through a consultative, phased approach—enabling long-term process maturity and value realization.

Great for: Executives/Transformation Leaders, Project/Program Leaders, Operations Leaders.
Industry: All

IT Portfolio Management Enhanced Service

This service is designed to expand your IT Portfolio Management capabilities and accelerate solution maturity. Ideal for IT Portfolio Managers with a foundational solution in place, it supports the advancement of workflows through strategic planning, portfolio prioritization, capacity planning, and resource management. Customers benefit from a consultative, phased approach that drives long-term process maturity and value realization.

Great for: IT Managers/IT PMs, IT Directors and Leaders
Industry: All

Services Delivery Enhanced Service

Manage the full project lifecycle—from planning and staffing to budgeting, time tracking, billing, and profitability—with a best practice solution. Automate repetitive tasks, optimize consultant time, and keep work on track with smart alerts and contextual communication. Ideal for Services Delivery leaders ready to evolve their foundational solution with strategic planning, sourcing, and prioritization, this enhanced offering follows a consultative, phased approach to drive long-term value and process maturity.

Great for: Engagement Managers, VP Professional Services, Services Delivery Leaders. T
Industry: All

Smartsheet University Training Solutions

Overview of all recommended learning paths and training solutions for individuals and teams.

Great for: For teams, for corporate group training, for power users within an organization.
Industry: All

Smartsheet University Learning & Certification Pass

One pass gives one individual access to all classes and certification attempts available by Smartsheet University.

Great for: Individuals dedicated to building and managing their Smartsheet instance.
Industry: All

Smartsheet University Custom Private Training

Get the most bespoke & tailored training program for your team.

Great for: Organizations with custom training needs.
Industry: All

Learn more about Smartsheet Professional Services

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Unlock proven, solutions designed by the experts at Smartsheet Professional Services — or find the perfect service to maximize the value of your Smartsheet investment

Find a solution or service