Implement quickly and effectively with the experts. Smartsheet Workflow Implementation Packages combines expert guidance with best practice solution templates for modern work & project management.
Workflow Implementation Packages are best practice solution templates to help you set up new projects and processes that work right away — the right way. Best practice solution templates provide a standardized way to set up Smartsheet for modern work & project management. The solution includes Smartsheet features to manage your project requests (Demand Intake), features to enable you to execute on your projects (Project Execution), and finally, features to surface up relevant data in real time (Project Reporting). Packages also includes time with our implementation experts to further customize the solution foundation and integrate your business processes and established workflows.
Discover package benefits
Start with a stronger, more flexible project management foundation.
Start with a strong foundation and receive a solution developed with Smartsheet best practices so you set up new projects and processes.
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 solution for your business.
Go-live with a solution on time, and on budget.
Implementation packages are low risk and fixed fee so you can go-live with a solution on time, and on budget.
Align for the future.
Run your business processes in a Smartsheet solution that is built to scale up as your business grows.
How implementation packages are designed
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 project teams.
Effectively manage project scope, schedule, budget, and other crucial project management assets, ensuring seamless project delivery from start to finish while achieving defined work objectives and deliverables
Roll up, visualize, and report on project data with easy-to-configure, widget-based views.
Our implementation packages
Choose from two package options:
Workflow Implementation Package
This implementation package will quickly get you started with managing and tracking projects, programs, or processes in Smartsheet.
Your implementation expert will work with you to create a standardized process for submission & approval, enable Smartsheet's work execution and portfolio reporting features. You’ll receive a best practice solution with a real-time portfolio view to track progress across all projects. Your implementation experts will work with you to further customize the solution foundation and integrate your business processes and established workflows. By the end of this engagement, you’ll be equipped to effectively manage and track your work in your new Smartsheet solution.
Typical duration for this implementation is approximately 15-20 business days.
This implementation package leverages the power of Smartsheet Control Center, a project and portfolio management capability designed to deliver consistent, visible projects and processes at scale. It incorporates built-in best practices for execution, reporting, and risk management. The solution includes a business process blueprint that manages the sheets, reports, and dashboards necessary to power your Smartsheet solution.
Your implementation expert will work with you to create a standardized process for reviewing, approving, and replicating project requests from a central console. They will also help you manage change requests with ease and make data-driven decisions using live-updating dashboards and reports. Additionally, your expert will assist in further customizing the solution foundation to integrate your specific business processes and established workflows.
By the end of this engagement, you’ll be equipped to manage a best-in-class solution and deliver consistent results at scale.
Typical duration for this implementation is approximately 60 business days.
What will be the key milestones in your engagement?
Align
Planning and project kickoff
Design
Discovery, requirements gathering, and solution design
Develop
Build, test, and deliver final solution
Enable
Onboarding, training, and project close-out
Frequently Asked Questions
The Workflow Implementation Package takes approximately 15-20 business days.
The Portfolio Workflow Implementation Package takes approximately 60 business days.
The Workflow Implementation Package includes a pre-configured template leveraging Smartsheet's core capabilities. This does not include Control Center, Dynamic View, etc. This does not include custom development, integrations, setting up Smartsheet connectors & integrations. Please visit the Professional Services landing page for information on additional services.
The Portfolio Workflow Implementation Package includes a pre-configured template leveraging Smartsheet's core capabilities & Smartsheet Control Center. This does not include, Dynamic View, etc. This does not include custom development services, integrations, setting up Smartsheet connectors & integrations. Please visit the Professional Services landing page for information on additional services.
Smartsheet Professional Services team helped us deploy our new project management solution in just 58 days, combining and condensing all our different tools into one platform.
Scott Horan
Senior Manager, Project Management Office (PMO) at McLaren Racing
Smartsheet Professional Services team helped us deploy our new project management solution in just 58 days, combining and condensing all our different tools into one platform.
