Smartsheet Operations Management Product Screen

Operations Management Software for Organizations of All Sizes

Streamline operations, standardize processes, and build a more efficient, connected organization. Increase productivity, eliminate manual work, and unify teams and systems with one secure, scalable intelligent operations management software.

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Why use Smartsheet for operations management?

Operations teams use Smartsheet to unify processes, automate daily work, and execute with efficiency across departments, locations, and business units. With one flexible platform, operations leaders get real-time visibility into performance, manage resources with accuracy, and reduce risk. From demand planning to compliance tracking, Smartsheet brings structure, scalability, and efficiency to the complex workflows that keep enterprises running.

Portfolio dashboard

Increase operational efficiency

Reduce manual work and accelerate execution

  • Eliminate repetitive tasks with automated workflows and update requests
  • Connect teams and systems for faster handoffs and fewer delays
  • Monitor performance in real time to resolve bottlenecks early
Conversations in Smartsheet

Boost productivity across teams

Empower people with clarity, tools, and visibility

  • Centralize tasks, deadlines, and communication in one shared platform
  • Use dashboards to highlight priorities and progress at a glance
  • Streamline collaboration across departments, stakeholders, and partners
Control Center Blueprint

Standardize processes at scale

Create customized, repeatable, reliable workflows

  • Build consistent operating procedures that teams can launch instantly
  • Use Control Center to manage standardized templates and governance at scale
  • Ensure accurate tracking, reporting, and handoffs across locations
Smartsheet dashboard showing data visualization for operations management

Strengthen compliance and reduce risk

Maintain accuracy and accountability in regulated or high-risk environments

  • Automate audit trails, status updates, and approval paths 
  • Track quality, safety, or compliance metrics with always-current reporting 
  • Ensure teams follow the right process steps with guided workflows

Key features for operations management in Smartsheet

PM Integrations Transparent Logos

Integrations

Connect operations across your entire ecosystem.

Smartsheet integrates with the systems that already power your operations: Microsoft 365, Google Workspace, ServiceNow, Jira, Salesforce, Tableau, Power BI, and more. APIs and data connectors ensure information flows seamlessly between tools, eliminating silos and keeping teams aligned with the most accurate, up-to-date data.

Smartsheet in action for operations management

Learn how businesses streamline processes, automate daily work, and gain visibility into operational performance with Smartsheet. From cross-functional coordination to real-time reporting, teams are transforming the way work gets done.

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Tableau accelerates operational agility with Smartsheet

The company now saves 10-20 hours per week

Tableau uses Smartsheet to adapt quickly to changing business needs and streamline the creation of new workflows across the organization. 

By replacing email and spreadsheet-driven processes with a more flexible, collaborative platform, teams can prototype forms, validate requirements, and refine operational workflows in a fraction of the time.

This approach shortens iteration cycles, reduces friction when transitioning to more specialized systems, and helps the company stay responsive in a fast-moving environment.

Using Smartsheet has allowed us to quickly meet business needs and prototype forms and processes, saving countless hours and frustration.

Lindbergh Matillano

Senior Business Manager, Technical Operations, Tableau

Operations management for teams across any industry

Smartsheet vs. Excel

Which platform is built for operations management?

Features

Smartsheet

Microsoft Excel

Workflow automationBuilt-in automation for tasks, alerts, routing, and approvalsManual processes requiring macros or add-ons
Real-time collaborationMulti-user editing with activity tracking and conversationsVersion conflicts and no real-time collaboration
Operational dashboardInteractive dashboards and live metricsStatic charts requiring manual updates
Resource managementBuilt-in workload, capacity, and staffing toolsManual resource tracking
IntegrationsConnects to ERP, CRM, ITSM, and analytics toolsLimited integration without custom scripting
Smartsheet for Operations Management

Operations Management Software FAQs

Smartsheet centralizes operational workflows, tasks, reporting, and communication in one platform. Teams can manage processes end-to-end, automate repetitive work, and monitor performance in real time, so operations leaders can improve accuracy, visibility, and speed across the organization.

Automation, dashboards, resource management, integrations, and collaborative workspaces are core Smartsheet features used by operations teams. These tools help streamline daily activities, standardize processes, and provide real-time insights that support better decision making.

Yes. Resource Management by Smartsheet allows operations leaders to plan capacity, balance workloads, and forecast staffing needs. Teams can view availability, allocate resources appropriately, and avoid both burnout and underutilization.

Smartsheet integrates with ERP, CRM, ITSM, analytics, and productivity tools to create a unified operational ecosystem. Connected data eliminates silos, reduces manual updates, and ensures teams always work from the most accurate and current information.

Yes. Smartsheet supports compliance with automated workflows, approval paths, audit trails, permissions, and centralized record-keeping. Teams can enforce consistent procedures and track compliance metrics with real-time dashboards.