Deliver consistent, visible projects and processes at scale. 

Smartsheet Professional Services: Level 7 Solution Package with Multi-Tier Control Center 

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 

Control Center is a project and portfolio management solution that builds on the core value of Smartsheet to deliver consistent, visible projects and processes at scale. Multi-Tier is a capability in Control Center that allows you to build hierarchical relationships between projects and portfolios. This allows you to create granular reporting at both the parent and child program levels, control access to data between programs, and deliver better performance for large portfolios. Multi-Tier requires a minimum of two blueprints dedicated to the program. This is an advanced solution package for customers with multiple projects to manage and with increasing complexity. With this solution package with Multi-Tier Control Center, we will implement a solution so that you can review, approve, and replicate new project requests from a central console, and manage how you collect and respond to new projects at scale.  This solution will enable you to manage change requests across your portfolio and make data-driven decisions with program summary dashboards and reports, all pre-configured to include each new project. At the end of this engagement, you will be able to standardize and execute on your projects in a consistent way. You will also receive training and enablement on your solution. 

This package includes:

Blue forms icon

Demand intake

Centralize and manage the intake of all your new work items or project requests. Mature demand management capabilities through a standard work intake approach and streamlined review & approval processes. Once approved, automatically create project templates and notify the project team to begin execution. The assets implemented for the demand-intake capability are: 

  • 1 Demand/Work Intake Sheet 
  • 1 Submission Form 
  • Notification & Approval Workflows 
  • Automated provisioning of project templates once a project is approved

Project execution

Spin up your projects on the go with templates and blueprints. Scale your portfolios effortlessly. 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. The assets implemented for the project execution capability are:

Configuration of 2 Smartsheet Control Center Blueprints (i.e. standard sets of project/work execution templates) for one of the following architectures:

  • Two project types (e.g. Construction & Retail) 
  • Two tiers (e.g. Program & Project) 
  • Each blueprint to include: 
  • Sheets (e.g. Project Schedule, Inventory Sheet)
  • Reports (e.g. Upcoming Tasks, Open Issues)
  • Dashboard(s)
  • Defined reporting fields and metrics (i.e. project metadata)
Reports Visibility icon

Project reporting

Roll up, visualize, and report on portfolio data with easy-to-configure, widget-based views. 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. The assets implemented for the project reporting capability are: 

  • Summary Roll Up Sheets to automatically aggregate project metadata across all projects
  • 1 Portfolio Metrics Sheet to calculate metrics and KPIs across all projects
  • Portfolio Reports and Dashboard(s) to display key metrics and real time reporting across your portfolio of projects

Control Center is for managing project management at scale. The implementation of a Control Center project management solution package includes the implementation of a standard set of components of sheets, reports and dashboards (up to 12). When customers need additional sheets, reports and dashboards for this package,  they can choose from up to 18 additional objects: sheets, reports, dashboards to create a solution that best fits their solution complexity.

Engagement activities and deliverables 

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

  • Regular solution build demonstrations and regular meetings and updates with your implementation team. 
  • Implementation of up-to 2 Control Center blueprints.
  • Implement core capability and the assets needed for each capability area.  

Solution Training

  • Customized solution documentation.
  • Customized solution training.

 

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

Objectives

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. 
  • Solution 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: 60 business days

 

Engagement Activities and Timeline - Level 7  

Typical Duration (approximately 60 business days)

10 Business Days

  • Kickoff call
  • Discovery sessions
  • Sign-off on build package contents

25 Business Days

  • Build & iterate 
  • Complete solution

5 Business Days

  • Solution training & documentation
  • Project closeout
Blue Icon for Instructor Led Training

20 Business Days

  • Solution handover

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.

Ready to get started?

Contact us