Smartsheet Discovery Workshop

Discovery Workshops by Smartsheet Professional Services are engineered to help you develop the right business strategy to unlock dynamic work across your organization. 




Workshop in practice


  • Conduct preparation for discovery and planning onsite.
  • Develop an agenda for discovery and planning onsite.
  • Conduct in-person kickoff meeting onsite. 
  • Collect and review key documentation (organization charts, process flows, and other relevant documentation) in order to facilitate a gaps analysis.
  • Conduct key stakeholder interviews.
  • Identify user roles and workflow.
  • Identify the input/data required to accomplish workflow.
  • Identify the output/status/reporting requirements.
  • Identify objectives and pain points.


  • Document learnings from discovery.
  • Develop a recommended future state process diagram and solution architecture based on observations.
  • Develop a proposed project structure and delivery schedule.
  • Draft SOW outlining recommended future-state solution architecture and project structure.
  • Prepare presentation on recommended solution architecture for customer leadership.
  • Present recommended solution architecture and SOW to customer leadership.

Example deliverables

  • Observations and recommendations presentation, outlining the activities and observations achieved during the workshop.
  • Future-state solution architecture recommendation.
  • Current-state and future state process maps and gap analysis.
  • Phase 2 Statement of Work. 
Smartsheet Professional Services

With over 15,000 successful engagements, and an industry-leading 4.7 CSAT score, Smartsheet Consulting teams have delivered tailor-made solutions for the world's most recognized Fortune 500 companies.