Organize, track and manage your important tasks.

Level 1 Solution Package 

Smartsheet Solution Packages help you get up and running quickly by leveraging process-based solutions for common business challenges based on best practices and real-world experience. 
 

Overview 

This introductory solution package will get you up and running in Smartsheet to track your tasks, requests or other items in Smartsheet. Our solution experts will partner with you to build a standardized submission process for individual tasks or requests and a standardized process for managing the completion of each task or request. This introductory solution will help you eliminate pain points from your current task/request management processes and reduce confusion between teams.  At the end of this engagement, you will have the skills to use your solution to address your business pain points and understand how to manage your solution.

 

This package includes:

Availability

Discovery Activities

  • Review and walkthrough your solution package with your solution implementation manager.
  • Discuss the scope of your purchased package, gather requirements and schedule meetings based on a delivery timeline. 
Activity Log

Execution Activities

  • Build up to 1 sheet with a submission form and up to 2 reports.

 

Training & Enablement

  • Expert training and enablement on how to use, manage, and maintain your solution package. 
  • Get access to on demand resources to assist you with future changes and questions.

What does this solution look like?

Task Management Solution Components

Solution Components Included:

  • 1 Intake sheet with Submission Form
  • 2 Reports

Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data.

What does this engagement look like? 

What to expect: 

Solution Services delivers each project using a phased approach.  Delivering against this methodology ensures the team can quickly understand your vision and processes, build the solution, deploy, train, and provide guidance for ongoing support and optimization to maximize the value. 

 

Engagement Objectives & Activities

Phase

Objective

Activities

ALIGN 

Ensure project alignment to your key business outcomes
  • Engagement Planning
  • Project Kickoff
     

DESIGN

Understand your team’s current process and needs. Define requirements leading to your future state process and solution design
  • Current State Discovery
  • Future State Process & Solution Design
  • Requirements Gathering
     

DEVELOP

 
Build and refine your solution through iterative sprints and hands-on testing
  • Solution Build
  • Review & Iteration Sessions
  • Customer Feedback & Testing
  • Final Solution Review & Sign Off
     

ENABLE 

Empower your team to own the solution through knowledge transfer to end users and solution administrators 
  • Product Training
  • Admin & End User Training
  • Solution Documentation
     

DEPLOY

Solution launch supported by our delivery team to ensure solution success and adoption
  • Solution Transfer
  • Solution Launch/Go-Live
  • Post Go-Live Support
  • Closeout
     

 

 

Engagement Timeline: 2-5 business days*

 

Engagement Activities and Timeline - Level 1  

Typical Duration (2-5 business days)

*Can be expedited based on customer needs and availability

Day 1

  • Kickoff call
  • Gather technical requirements
  • Review/introduce services catalog template  
     

Day 2-3

  • Build solution components
  • Working session 
  • Gather feedback
     

Day 3-4

  • Revise solution
  • Working session
  • Final feedback
  • Customer demo
     
Blue Icon for Instructor Led Training

Day 5

  • Solution training
  • Solution transfer
  • Engagement completion
     

Preparing for the Engagement: 

Prior to Kick off: 

  • Identify your Key Decision Maker and Solution Admin
    • Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release. 
  • Internally align on your business goals and the objective of this engagement.
  • Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
  • Come prepared to discuss your timeline.  Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
  • Explore Smartsheet University, Onboarding Videos, and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.