Get started fast with a basic Smartsheet solution to optimize how you run your projects, programs and processes in Smartsheet. The FastTrack Implementation Service connects your Smartsheet features including sheets, reports, and dashboards into a best practice solution with visibility into data that matters for you and your team.
The FastTrack Solution Implementation Service enables individuals and teams to quickly establish standardized task and request management processes in Smartsheet, transforming disconnected tools into a cohesive, business process ready solution. By the end of this engagement, your organization will have a fully operational task management Smartsheet solution that scales with your needs and provides the business intelligence your leadership requires.
Who is this service right for?
Individuals or teams looking to get started fast with a Smartsheet solution to organize their defined task or request management workflows.
Individuals or teams with two or more roles interacting with Smartsheet.
Individuals or teams with more extensive reporting needs for task progress and performance.
This implementation service includes:
Discovery Activities
Review and walkthrough your solution template with your Implementation Specialist.
Discuss the scope of your purchased package, gather requirements and schedule meetings based on a delivery timeline.
Execution Activities
Link up to 3 sheets, up to 1 task level dashboard and up to 4 reports. Dashboard in this solution will be at the task level.
Training & Enablement
Expert training and enablement on how to use, manage, and maintain your new solution. Get access to on demand resources to assist you with future changes and questions.
Benefits of a FastTrack Solution
A consistent workflow for all task and request submissions for real-time task planning, management, and prioritization.
Defined approval workflows for task and request management.
Pre-built task and request templates to ensure consistency of your business process across your organization.
Comprehensive visibility into task progress, performance metrics, and request status across your organization with an executive-level dashboard for high-level task status overview and task-level detail views for operational teams.
Solution Components
We'll build your solution using core Smartsheet objects—Sheets, Reports, and Dashboards—to deliver:
Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data. Also, 1 sheet may need to be used as a metrics sheet for dashboards.
The expected timeline to complete this services is as quickly as 10 days.
What will be the key milestones in your engagement?
Align
Planning and project kickoff
Design
Discovery, requirements gathering, and solution design
Develop
Build, test, and deliver final solution
Enable
Onboarding, training, and project close-out
Deploy
Solution Transfer Solution Launch/Go-Live Post Go-Live Support Closeout
Frequently Asked Questions
The FastTrack Implementation Service takes up to 10 business days.
This FastTrack Implementation Services includes a pre-configured template leveraging Smartsheet's core capabilities. This does not include Control Center, Dynamic View, etc. The service does not include custom development, integrations, setting up Smartsheet connectors & integrations. Please visit the Professional Services landing page for information on additional services.
Smartsheet Professional Services team helped us deploy our new project management solution in just 58 days, combining and condensing all our different tools into one platform.
Scott Horan
Senior Manager, Project Management Office (PMO) at McLaren Racing
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Smartsheet Professional Services is your partner in delivering end-to-end business solutions that drive productivity and outcomes while empowering your workforce — so your enterprise can compete in a transformed world.
Smartsheet Professional Services team helped us deploy our new project management solution in just 58 days, combining and condensing all our different tools into one platform.
