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Smartsheet Professional Services

AI Readiness & Design Workshop

Designed for organizations ready to move beyond exploration — transforming complex, work into fast, scalable, AI-native solutions your team can trust. From curiosity to confidence. From design to delivery — fast. 

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Workshop Benefits

  • Professional Solutions Discovery Workshop

    Expert guidance to integrate Smartsheet’s AI powered capabilities into existing processes — with a clear solution strategy from day one.

  • Map your critical business processes into a Smartsheet AI solution design that considers the arrangement, interaction and interdependence of your products, your data, and integration needs. Visualize your AI solution before committing to full implementation, reducing risk and costly rework.

  • Smartsheet Architecture Solutions

    Start implementation with a validated blueprint, shortening the path to measurable business impact.

  • ...

    Teams leave knowing exactly how Smartsheet AI works for their business process, driving stronger long-term adoption.
     

Workshop in practice

In partnership with your team, our Professional Services experts lead an in-person or virtual workshop to deeply understand your stakeholders, processes, and technology — then translate that into action. You'll leave with an AI adoption roadmap your leadership can act on, a future-state workflow design with AI embedded where it creates the most leverage, and a follow-on SOW already scoped and ready to execute.

Features

Two focused days. One solution transformed.

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Two-day in-person or virtual

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Preparation leading up to working sessions

DAY 1

Solution Diagnostic + AI Roadmap Review

Understand your process before we change it.

  • Stakeholder alignment — who owns the process and what success looks like
  • Current-state process mapping —  how work flows today and where it stalls
  • Solution architecture review — your Smartsheet setup, annotated for AI readiness
  • Data quality snapshot — what AI can act on today vs. what needs structuring
  • Smartsheet AI roadmap walkthrough — what's available now, what's coming
  • First-pass AI opportunity mapping — where AI creates the most leverage

*Not limited in scope to existing Smartsheet solutions. 

DAY 2

AI Augmentation

Design the future-state workflow with AI inside it

  • Deep capability-to-workflow mapping — specific AI features to specific steps
  • Future-state workflow design — AI integrated, not added on top
  • Phased AI adoption roadmap — quick wins, near-term & directional builds
  • Value mapping & KPI definition — metrics tied to executive outcomes
  • Governance validation — lightweight confirm of roadmap prerequisites
  • Follow-on SOW scoping — what gets built next and how

Example deliverables

 Six working outputs. All ready to use.

  1. Current-State Process Map: Your workflow documented step by step, with AI inflection points explicitly marked. The foundation everything else is built on.

  2. Future-State Workflow Design: Your process redesigned with Smartsheet AI embedded — role changes delegated actions, decision-point shifts, and checkpoints defined.

  3. AI Adoption Roadmap: Phased and prioritized. Quick wins available today, confirmed near-term builds, and a directional longer-term view.

  4. Value Map & KPI Definition: Measurable outcomes tied to augmented workflow: cycle time, efficiency, quality. Anchored to executive goals.

  5. AI Feature Architecture Map: Specific Smartsheet AI capabilities mapped to workflow steps, with availability status and configuration notes.

  6. Executive Report-Out: Findings, future-state design, and KPIs presented to leadership — with a scoped implementation plan included.

With over 15,000 successful engagements, and an industry-leading 4.7 CSAT score, Smartsheet Professional Services brings value to businesses faster.

FAQ

  • An AI Readiness Workshop is a structured engagement that helps organizations assess their current workflows, identify where AI creates the most value, and build a phased roadmap for implementation — so AI is designed into the process, not bolted on after the fact.

  • An AI strategy defines where AI creates value for your business. An AI roadmap sequences how you get there — near-term quick wins, mid-term capabilities, and longer-term outcomes. The Workshop produces both.

  • If your team is using Smartsheet in production, has a defined process to anchor on, and is facing pressure to demonstrate an AI strategy, you're ready. The Workshop tells you exactly what readiness requires — and closes any gaps standing between you and execution.

  • A credible AI business case requires a validated workflow design, defined KPIs, and ROI framing tied to specific business outcomes. The Workshop produces all three.

  • All Smartsheet AI Features and all Smartsheet core and advanced capabilities including resource management are considered. 

Want to work on your AI strategy and roadmap with Smartsheet Professional Services?

Contact your Smartsheet representative today.

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