Smartsheet Professional Services
DataTable Configuration Service
Combine the power of Smartsheet with unparalleled expertise from thousands of successful engagements. Let Smartsheet Professional Services get you started fast with a tailored solution built on our leading best-practices.
Overview
DataTable enables you to visualize and collaborate on large data sets in Smartsheet by unlocking and combining siloed data from ERPs, CRMs, and databases. With this DataTable Configuration service, we will configure a DataTable solution starting with creating a new sheet or modifying an existing sheet to be synced with your DataTable capability. We then guide you in the setup of a DataTable workflow to import or export data to/from your sheet. Your solution also includes a report to summarize relevant data. This package is ideal if you need training and support in the configuration of your DataTable capability, including setting up your workflows. At the end of this engagement you will have the skills and training needed to manage your DataTable solution. This package can be a great add-on service to other Smartsheet Professional Service offerings.
The expected timeline to complete this package is within 10 business days.
This Configuration Service includes:
What does this engagement look like?
What to expect:
Professional 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 |
|
|---|---|---|---|
|
PLAN |
Understand your team’s current process and review template purchased. Collaborate with a Smartsheet Expert. |
Project Kick-off Discovery Prototypes |
|
ACT |
Build a Smartsheet solution that meets the needs identified during Plan phase and provide opportunity for your team to provide feedback on build. |
Initial Build Review & Iteration Sessions Customer Feedback Final Revisions Final Solution Review |
|
OPTIMIZE |
Ensure that the your team feels empowered to own the solution while providing valuable knowledge transfer to end-users and solution administrators. |
Solution Training Closeout |
Engagement Timeline: 5-10 business days
Engagement Activities and Timeline
Typical Duration (5-10 business days)
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.