Smartsheet Professional Services
Solution Implementation Package
Informed by thousands of successful implementations, the Solution Implementation Package offers a low-risk, fixed-fee path to go live on time and on budget. It’s a great fit for teams looking for a pre-configured Smartsheet solution to support use cases in Business Project Management Office, IT PMO, Client & Partner Delivery, Enterprise PMO & Capital Management.
Explore solutions to best fit your use case
We have several pre-configured solution types to best fit your use case. Below are some examples, with links to pages where you can learn more about each solution type.
About Solution Implementation Package
The Solution Implementation Package includes a pre-configured solution built on one of our most powerful capabilities, Control Center, to standardize work across your organization. The solution ensures teams consistently complete tasks, track key metrics, and report uniformly across all active work.
The pre-configured solution is a repeatable blueprint of your business process—including workflows, reports, and dashboards—designed for easy replication as new work is launched. By the end of the engagement, you’ll have a reliable, standardized solution that supports visibility, governance, and growth.
The service also includes dedicated time with our experts to support a smooth, successful solution launch. Together, we'll review your business process and deploy a Smartsheet solution to drive business outcomes. You’ll also receive dedicated onboarding and end-user training to drive adoption and long-term success.
Inside our pre-configured solution
The package leverages Smartsheet’s capabilities to manage project requests, drive project execution, and deliver real-time reporting across projects and portfolios.
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Centralize and manage the intake of all your new work items or project requests. Once approved, automatically create project templates and notify the project team to begin execution.
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Spin up your projects on the go with templates and blueprints leveraging Smartsheet's powerful Control Center capabilities. Ensure on-time delivery with rigorous scheduling, setting start times, buffer, and lead times – from the task level, rolling up to portfolios. Receive automatic updates on changes and risks.
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Roll up, visualize, and report on portfolio data. Automatically add data from new projects to your portfolio reports and dashboards. Track projects, budgets, and resources at a granular level. Benchmark performance against expectations and goals to accurately estimate value.
Solution design
What's included:
A pre-configured Smartsheet solution
The pre-configured solution leverages Smartsheet Control Center—a powerful 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, and includes a comprehensive business process blueprint that defines the sheets, reports, and dashboards needed to power your Smartsheet solution.
Services
Your Smartsheet expert will work with you to onboard a best-in-class solution. This includes a process for reviewing, approving, and replicating work requests from a central console. They will also help you adopt intelligent work management best practices that enable data-driven decision making using live-updating dashboards and reports. Additionally, your Smartsheet expert will assist in making any slight adjustments to the solution that may be needed to integrate your specific workflow(s).
Key engagement milestones
Align
Planning and project kickoff
Design
Discovery, requirements gathering, and solution design
Develop
Build, test, and deliver final solution
Deploy
Solution transfer, and go-live
Enable
Onboarding, training, and project close-out
Explore solutions to best fit your use case
We have several pre-configured solution types to best fit your use case. Below are some examples, with links to pages where you can learn more about each solution type.
Frequently Asked Questions
Typical Duration for this Implementation Service: approximately 30 - 60 business days.
Workflow Implementation Service expires within 90 days of the order's effective date.
Solution Implementation Package expires within 120 days of the order's effective date.
Standard solution architecture which includes Smartsheet capabilities for:
Work Intake
Work Execution
Work Reporting
Configuration of (1) Control Center Blueprint
Limitations: Customer requirements may not necessitate using all sheets or reports available. Customer requests to swap objects are subject to evaluation by Professional Services during delivery.
In Case of Scope Misalignment
Smartsheet will validate the customer business requirements during the Design phase. In case of scope misalignment, the customer has the option to (a) modify business requirements or (b) purchase additional services.
Exclusions
- Integrations to any external systems and/or databases are out of scope, unless accompanied by an additional services purchase.
- Smartsheet can provide guidance on data migration activities, but data migration is out of scope, unless accompanied by an additional services purchase.
- Formalized change management is not included.
- Financial forecasting and rolling period tracking supported by extensive formula creation is not included.
- For Packages involving Smartsheet Control Center (SCC), customer project templates must be standardized to be consistent across all project types.
- The dashboards included are for Project and Portfolio tiers, project intake, & ‘Current User’ tasks & assignments. Additional dashboards require purchase of additional services.
- Additional exclusions as detailed in the Order Form.
In order to meet the obligations of this work effort and to achieve the desired results, customer accepts the following responsibilities in respect of the engagement:
- Maintain senior management sponsorship and ongoing visibility of the package.
- Maintain overall responsibility for management decisions and retain ultimate responsibility for policy decisions.
- Provide ongoing direction regarding scope and objectives.
- Timely review of Smartsheet work product and/or deliverables.
- Communicate project expectations and timelines to the system/process owners.
- Facilitate contact identification, secure meetings and cooperation with key contacts as needed.
- Provide prompt management decisions, approvals, acceptance, and other information required for delivery.
