ENGAGE sessions

Agenda

A Washington State Ferry on Puget Sound
Monday, Sept. 18th
Tuesday, Sept. 19th
Wednesday, Sept. 20th
Thursday, Sept. 21st

Filter by Track:

September 18, 2017

12:00 PM
to 5:00 PM

Registration: Badge Pick-up

12:00 PM
to 5:00 PM

Design Desk: By Appointment

ENGAGE registration includes one 30-minute Design Desk coaching session with a Smartsheet expert. Choose to spend your time optimizing your existing work in Smartsheet or dive into building out new solutions – it’s up to you!

5:00 PM
to 8:00 PM

'Game On!' ENGAGE Welcome Reception

We’re kicking off ENGAGE with an evening of fun and friendly competition at The Parlor in Bellevue. Meet the Smartsheet team and connect with the Smartsheet community over a game of pool or ping-pong.  And catch the Monday Night Football game too:  the Detroit Lions will take on the NY Giants at 5:30 PM.  With complimentary food and drinks, and just a short walk from The Bellevue Hyatt, it’s an evening you don’t want to miss!

September 19, 2017

7:00 AM
to 6:00 PM

Registration: Badge Pick-up

7:30 AM
to 8:30 AM

Networking Breakfast

8:30 AM
to 10:00 AM

ENGAGE Opening Keynote Session

10:15 AM
to 5:30 PM

Design Desk: By Appointment

ENGAGE registration includes one 30-minute Design Desk coaching session with a Smartsheet expert. Choose to spend your time optimizing your existing work in Smartsheet or dive into building out new solutions – it’s up to you!

10:15 AM
to 11:00 AM

Accelerate Your Business With Automated Actions and Approval Workflows

Save time and accelerate the speed of your team’s execution using our new automated action capabilities. In this session, you'll learn how to create automated ‘update requests’ and ‘approval requests’ to streamline your work processes. See how to use automated actions in different scenarios and learn how other customers are seeing value from these new capabilities.

10:15 AM
to 11:00 AM

Clear Your Email Clutter with Smartsheet's In-App Notification Center

Smartsheet can help you find work updates and alerts faster. Learn how to eliminate redundant steps from processes, automate components of approval workflows, and finally clean the noise out of your email inbox.  You'll also get an exclusive preview of upcoming improvements to notifications and reminders on the Smartsheet roadmap.

10:15 AM
to 11:00 AM

Smartsheet and Google: Transforming Collaborative Work

With 15 points of integration, Google and Smartsheet work perfectly together. Join us to learn how you can layer the work management horsepower of Smartsheet atop G Suite's award-winning collaborative productivity tools to drive meaningful gains in your business.

10:15 AM
to 11:00 AM

Forms – Gather Information at Scale

Smartsheet's forms are a simple, yet powerful tool to gather input from anyone and take action on new information. During this session, you'll learn how to use web forms to streamline intake, how to structure your sheet to stay current on new requests, and assign next steps to your team. Transform customer surveys, collateral requests, ticketing systems, and more.

Tim Leavitt, Training Program Manager – Smartsheet

10:15 AM
to 11:00 AM

Customer Deep-dive: Kiewit Corporation

As one of the world's largest construction, design, and engineering firms, Kiewit and its employees depend on Smartsheet to provide accurate and instantaneous collaboration between their corporate office and their thousands of field-based employees.

During this session you'll learn about Kiewit's use of Smartsheet as a field mobility and client collaboration solution for 2,600 users and 1,300 external collaborators working on more than 7,500 sheets.

10:15 AM
to 11:00 AM

Creating Sustainable Competitive Advantage with Smartsheet

What is Sustainable Competitive Advantage and how do industry-leaders achieve it? Learn how to listen and interpret the language of leadership to create more strategic and impactful Smartsheet solutions.

11:15 AM
to 12:00 PM

Work Better On the Go With Smartsheet Mobile

No matter where you are or how your team works, with Smartsheet on your mobile devices, your organization will work better on the go. Come see what's new and what's coming soon on the Smartsheet iOS and Android mobile apps and dive into how mobile collaborative work management can transform remote teams, construction work, field communications, and much more.

Josh Lipe, Director of Product Management – Smartsheet

Chris Barrows, Senior Product Manager – Smartsheet

11:15 AM
to 12:00 PM

Customer Panel: Smartsheet in Marketing

In an ever-changing discipline, extraordinary marketers rely on Smartsheet to capture their next big ideas – and make them happen. In this session, three marketers will give you insight into using collaborative work management to align sales and marketing, automate budget management, and share insights with leadership.

11:15 AM
to 12:00 PM

Smartsheet and Office 365: Uplevel Your Teamwork

Combining the power of Smartsheet and Microsoft Office 365 can make your team collaboration seamless across the enterprise. See how Smartsheet is bringing the latest in Microsoft innovations to our customers to help automate your Office.

11:15 AM
to 12:00 PM

Save Time and Increase Efficiency With Formulas

Formulas in Smartsheet are a key component of successful collaborative work management. Learn how to build them into your work to automate calculations and accelerate your work management. We'll cover formulas that will help you surface summary calculations when you use hierarchy in your sheets, automate symbol columns like RYG balls to reflect changes in status without manual work, and much more.

Olivia Spokoiny, Training Specialist – Smartsheet

11:15 AM
to 12:00 PM

Customer Deep-dive: Cisco

In this session, you'll learn how Cisco Services and Sales leaders leveraged Smartsheet to transform how global teams execute mission-critical processes better, faster, and with greater transparency.

11:15 AM
to 12:00 PM

Smartsheet Control Center: A Game Changer for Automating High-Value Processes

Do you manage massive numbers of projects AND care about consistent execution, all while establishing real-time visibility into progress? The Smartsheet Control Center was built to empower you to do exactly that. In this session you will learn about how the Smartsheet Control Center can help you drive consistency into project planning, execution, and reporting so that you can maximize project success and establish yourself as a trusted partner to your business teams.

12:00 PM
to 1:00 PM

Networking Lunch

1:15 PM
to 2:15 PM

Smartsheet For JIRA: Empower Your Project Stakeholders and Build a "Next Gen" IT Service Desk

Teams working in JIRA struggle with a centralized view of the projects they are driving. Leverage the power of Smartsheet Sights, Card View, web forms, and many other capabilities to "power up" your teams and gain critical insight into the team's work.

Also, hear how customers are building the "next gen" IT service desk by combining Smartsheet and JIRA.

1:15 PM
to 2:15 PM

Are You Ready to Become the Employee of the Future?

We’re on the precipice of an era of massive workplace change, in both technology and culture. Organizations today are overwhelmed with too many tools, too much information, and too many requests from all directions – productivity, effectiveness, and efficiency are suffering. Learn how the future of work will be shaped by technologies such as artificial intelligence and virtual reality to help your organization tame chaos, sharpen focus, and finally get back to the work that matters most.

This session will be lead by Alan Lepofsky, VP and Principal Analyst at Constellation Research, and he will then moderate a customer panel featuring high value Smartsheet use cases. Leveraging more than two decades of experience working with personal productivity and team collaboration software, Lepofsky helps organizations improve the way their employees get work done.

1:15 PM
to 2:15 PM

Driving Operational Excellence with Smartsheet

Leverage Smartsheet's Lean Six Sigma methodologies to drive operational excellence and continuous improvement.  Smartsheet's OpEx Solution acts as a blueprint to create a new program or to super-charge an existing one.

1:15 PM
to 2:15 PM

Managing Confidential Workflows and Data in Smartsheet

Managing confidential information between individuals is a complex endeavor: success is invisible and failure is catastrophic. In this session, you’ll learn how to leverage Smartsheet to partition and manage confidential data. 

We'll provide you with a number of examples to demonstrate how to help "lock down" the data you need to keep confidential, while minimizing procedural and operational costs within your organization with Smartsheet.

1:15 PM
to 2:15 PM

Lessons From the Smartsheet Community

Join Craig Williams, the top contributor of the Smartsheet Community, to understand best of breed solutions to the most commonly asked questions from the Smartsheet user base. Craig is a proven leader and a great source of knowledge – join us to explore time-tested tips and tricks and expand your thinking around how to tackle challenges.

1:15 PM
to 2:15 PM

Conquering the Customer Onboarding Challenge at Aramark

Customer satisfaction and longevity has no greater influence than the first experience your customers have when onboarding to your product or services.  Become a business driver for faster revenue recognition, increased customer satisfaction and longevity, and future growth opportunities by leveraging Smartsheet’s ‘Customer Onboarding’ solution.

Lauren Ibarra, Program Management Director – Aramark

2:30 PM
to 3:30 PM

Customer Panel: Smartsheet in Retail

Over half of the top 100 retailers use Smartsheet to optimize an array of retail processes.  In this session, three leaders in retail will provide key industry insights on the following topics:

- Retail Operations - Learn how Smartsheet optimizes retail operations by automating and integrating cross functional teams in store openings, marketing, and merchandising.
- Simplification and Transparency for your operations team - how customers have used Smartsheet to provide a single source of truth for project status, risks, schedule, and key contacts.
- How increased accountability and supply chain visibility led to a 50% improvement in product launches.

2:30 PM
to 3:30 PM

Behind the Curtain: How Smartsheet Uses Smartsheet

We're committed to helping businesses all around the world work better – including our own. Across the company, we use Smartsheet all day, every day. In this session, you'll see how we push the boundaries of our application to accomplish amazing things in sales, legal, product, and other teams.

2:30 PM
to 3:30 PM

Customer Panel: Smartsheet in Finance and HR

In this session, leaders in finance and HR will provide key insights into budget management, change management, and employee success with Smartsheet. You'll hear first hand how five customers in accounting, retail, hospitality, health care, and education use collaborative work management to create efficient, repeatable, and streamlined processes – all to help their employees mission focused.

2:30 PM
to 3:30 PM

Leverage Card View to Make Your Business More Agile

Agile methodology has changed the speed of business and allows new innovations to surface quickly, even in the largest organizations. Learn how to leverage Card View to break work into small, realizable goals and increase the speed of your own business. We'll cover the basics of working in Card View, strategies for using it with your team, and give an overview of the agile approach to work management.

Jeremy Lee, Customer Success Manager – Smartsheet

2:30 PM
to 3:30 PM

Mastering Mobile Work With Smartsheet

A critical success factor in today's business world is empowering employees and teams to work whenever and wherever they are. Learn how some of the world's most productive organizations have leveraged Smartsheet's mobile functionality to create simple yet powerful solutions.

3:45 PM
to 4:45 PM

Create Visibility and Unlock Insights with Smartsheet Sights

Learn how to build out your work in Smartsheet, in both sheets and reports, to fuel a Sight that will become your own competitive advantage. You'll walk away with an understanding of functional best practices, as well as design tips to structure your Sights so that they are easy to digest and beautifully display your most important metrics and resources.

Lauren O'Gorman, Customer Success Manager – Smartsheet

3:45 PM
to 4:45 PM

A New World of Collaboration: Using Smartsheet to Share Work

Learn how to best gather, update, and share information both within and outside of your organization using Smartsheet's collaboration model. Understand how to utilize different sharing permissions and explore a variety of techniques for creating visibility to work and participation from team members. Collaborate with vendors, customers, and internal cross-functional teams all from the same platform.

Erin Harlan, Product Marketing Manager – Smartsheet

3:45 PM
to 4:45 PM

Collaborative Work Management: Helping Teams to Work Better

In today’s digital workplace, employees must work together more efficiently to get more done. Customer-obsessed firms take an outside-in approach, relying heavily on collaboration, to win, serve, and retain customers. This presentation by guest speaker Margo Visitacion, VP and Principal Analyst at Forrester Research, will examine the increasingly important presence that Collaborative Work Management tools play in making your teams work better. She is a leading expert in software delivery, focusing on the areas of collaborative work management, project management, project portfolio management, and project management organizations (PMOs), covering both Agile and traditional methodologies.

Margo Visitacion, VP and Principal Analyst – Forrester Research

3:45 PM
to 4:45 PM

Smartsheet Consulting Solutions - Innovation Unleashed!

Explore a variety of industries and learn the amazing solutions that Smartsheet Consulting has enabled.  From launching rockets for NASA to facilities management for one of the world's largest multinational oil and gas companies... these solutions will get your creative visions flowing!

3:45 PM
to 4:45 PM

Smartsheet and NetSuite: Close Your Books Faster

See how combining Smartsheet with the power of NetSuite dramatically reduces the time it takes for month-end closing, decreases audit costs, improves efficiency, and enhances visibility and accountability of the closing.

6:00 PM
to 10:00 PM

Taste of the Northwest ENGAGE Community Celebration

Join us for a uniquely Pacific Northwest experience at the world-renowned Chihuly Garden and Glass Exhibit at the Seattle Center.  We’re bringing together Seattle’s top food and drink purveyors for an evening of fun, including craft beers, local wineries and distilleries, boutique food and wine pairings, live music and more. Sip and sample from dozens of interactive stations, exclusively for ENGAGE attendees.

September 20, 2017

7:30 AM
to 3:00 PM

Registration: Badge Pick-up

7:30 AM
to 8:30 AM

Networking Breakfast

8:30 AM
to 10:00 AM

Business and Innovation Keynote Session Featuring "Miracle on the Hudson" Pilot Sully Sullenberger

10:15 AM
to 5:00 PM

Design Desk: By Appointment

ENGAGE registration includes one 30-minute Design Desk coaching session with a Smartsheet expert. Choose to spend your time optimizing your existing work in Smartsheet or dive into building out new solutions – it’s up to you!

10:15 AM
to 11:00 AM

Become a Workflow Design Expert

Even with the best software tools in the world, if you don't understand your process or how to define success, you're in trouble. Set yourself up for success in Smartsheet with an outline of goals, roles, visibility, and process and learn best practices for translating this roadmap to workflows that will bring it all to life.

Erin Harlan, Product Marketing Manager – Smartsheet

10:15 AM
to 11:00 AM

Can You Hear Me Now? Smartsheet Integrations With Your Favorite Messaging Apps

Connecting team communications with the work that needs to be done is a key component of successful collaboration. Smartsheet's messaging integrations bring communication and work management together seamlessly. During this session, you'll learn about current and planned integrations with chat and messaging apps, including Microsoft Teams, Google Hangouts, Slack, Cisco Spark, and others.

10:15 AM
to 11:00 AM

Smartsheet for Salesforce: Accelerate Your Sales

See how teams use Smartsheet for Salesforce to automate the hand-off between Sales and Implementation Teams, helping to delight customers, lower costs, and dramatically improve efficiency. 

Also learn how high-performing sales teams use Smartsheet for Salesforce to manage their sales forecasting process to save hours of selling time for each rep each week, driving unprecedented productivity on the sales floor.

10:15 AM
to 11:00 AM

Preview the Smartsheet Roadmap: The New Possible in Collaborative Work

Join our product leadership for a never before seen look at the future of Smartsheet and what it means for the way your business works. Get a high-level overview of the product roadmap along with more detailed previews of features and enhancements that are in development or design.

10:15 AM
to 11:00 AM

Plan for the Unforeseen - Smartsheet's Business Continuity Solution

If operations or assets go offline in some way or another, what are you going to do?  Business Continuity Planning is a process which helps your company plan for crisis, when business critical operations are down.  Leverage Smartsheet's Business Continuity solution to ensure your business can manage the process of staying operational in times of crisis.

11:15 AM
to 12:00 PM

Scale Your Collaborative Work with Smartsheet Control Center

In today's business world, agility and efficiency are essential drivers of success.  Learn how to leverage Smartsheet's Control Center to standardize and optimize critical business processes with unparalleled speed and quality.

11:15 AM
to 12:00 PM

No Work is an Island: Understanding the Smartsheet API

When all teams and applications are connected, you can focus on your most important work and supercharge your productivity. Smartsheet integrates with popular business systems and cloud applications to enable secure collaboration and data sharing across enterprise business processes. In this session, you'll learn how customers and partners leverage the Smartsheet API for key data and app integrations.

11:15 AM
to 12:00 PM

Real-World PPM With Smartsheet for ServiceNow and CA PPM

Customers using PPM tools often struggle with getting the necessary visibility into their projects while also successfully managing the task level detail of their projects. Learn from PPM experts Rego Consulting to see how Smartsheet for CA PPM and Smartsheet for ServiceNow PPM can bring the power of Smartsheet to your teams while still delivering your critical work data back into your PPM tool.

Josh Leone, CTO – Rego Consulting

11:15 AM
to 12:00 PM

Smartsheet Reports: Increase Transparency and Accelerate Productivity

Learn how to use Smartsheet reports to build bi-directional views across your teams, projects, and tasks. Understand the functional basics and how to share real-time project progress with internal stakeholders or clients. You'll understand how to summarize your own responsibilities across multiple projects, surface a view of tasks yet to be completed, and elevate high-level portfolio milestone dates.

Olivia Spokoiny, Training Specialist – Smartsheet

11:15 AM
to 12:00 PM

Project Portfolio Reporting - How to Track Key Initiatives Across Your Company

Get a sneak peak into a new set of features that will enable you to manage an entire portfolio of projects. Learn about new custom project fields and the way they can be used to classify work into multiple portfolios. Also learn how to leverage these to create summary reports designed to give managers and executive stakeholders insight into overall priority and value delivery.

11:15 AM
to 12:00 PM

Customer Deep-dive: Tableau Software

During this session, learn how nearly 800 Tableau employees use Smartsheet to quickly create light web applications to solve high value challenges such as: tracking and monitoring contract renewals and vendor engagement plans, project code creation and consultant hourly tracking, tracking employee training requests, and driving integrations with Zapier to send out notifications to the requestors when an application has been approved.

12:00 PM
to 1:00 PM

Networking Lunch

1:15 PM
to 2:00 PM

Reduce Project Timelines by 50% With Smartsheet Sights

Smartsheet Sights are powerful tools to help organizations visualize their most critical information. In this session, you'll learn how one Fortune 1000 customer leveraged Sights to reduce project timelines by 50% and win new strategic business.

1:15 PM
to 2:00 PM

World Class Contract Management via Smartsheet

Even the most successful organizations can struggle with contract management.  The contract management process is convoluted and hard to manage, with many moving pieces.  Understand how to leverage Smartsheet in addition to DocuSign and Salesforce to reduce the effort needed to get a contract written, approved, and signed.

1:15 PM
to 2:00 PM

Smartsheet's Sharing and Access Model

Collaboration is at the heart of Smartsheet. In this session, we will explore in-depth the inner workings of sharing and access control in Smartsheet. Gain a thorough understanding of the sharing mechanics built into sheets, reports, workspaces, and Sights.

1:15 PM
to 2:00 PM

How to Leverage the Power of Real-Time Communications in Smartsheet

As important communications tools like Slack, Teams, Skype, Hangouts/Chat, etc. become ever more present in your environments, your ability to maximize value while minimizing complexity and disruption grows in importance. By centralizing your communications through integrations with Smartsheet, workers benefit from having the full context of their work at their fingertips.

1:15 PM
to 2:00 PM

Shape the Future of Smartsheet - Feature Prioritization Session A

Let Smartsheet know what is most valuable to your business and why. Team up with your peers and Smartsheet product representatives in this interactive session to prioritize planned product improvements and suggest new ones. This is your chance to have a direct impact on the future of collaborative work management – don't miss it!

1:15 PM
to 2:00 PM

Visualize Your Work: Reporting, Sights, and Coming Soon – Charts!

Your data tells the story of your work and understanding status and trends can make or break your success. Join the product management and development team to preview upcoming improvements to how you visualize work in Smartsheet, including grouping and summary formulas in reports and native charts.

2:15 PM
to 3:00 PM

World-Class Project Management With Smartsheet

Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks.  Smartsheet standardizes key project elements, increases speed, and improves collaboration with scalable options that fit individual work preferences. In this session, you'll learn how to share best practices and advance your organization's Project Management capabilities to increase effectiveness and drive business.

2:15 PM
to 3:00 PM

Build Your Own Smartsheet Solution: The Art of Getting Things Done

The art of getting things done becomes a science in Smartsheet. Come learn how to build the foundational components of your own solution and then connect the dots to bring your solution to life with templates, workspaces, and reporting. You'll see a handful of Smartsheet solutions in action with examples from our most successful deployments and leave armed with ideas to change the way your business works.

Dillon Brady, Customer Success Manager – Smartsheet

2:15 PM
to 3:00 PM

Shape the Future of Smartsheet - Feature Prioritization Session B

Let Smartsheet know what is most valuable to your business and why. Team up with your peers and Smartsheet product representatives in this interactive session to prioritize planned product improvements and suggest new ones. This is your chance to have a direct impact on the future of collaborative work management – don't miss it!

2:15 PM
to 3:00 PM

Collaboration - Key to Business Success

The strongest organizations have mastered the collaborative workplace and are redefining innovation. Join a fireside chat with Margo Visitacion, VP and Principal Analyst at Forrester Research, and Smartsheet's Director of Consulting, Jon Harper, to explore what defines and drives these world class businesses, and how creating a culture of collaboration can influence positive change and drive business results.

Margo Visitacion is a VP and Principal Analyst at Forrester Research. Margo is a leading expert in software delivery, focusing on the areas of collaborative work management, project management, project portfolio management, and project management organizations (PMOs), covering both Agile and traditional methodologies.

Margo Visitacion, VP and Principal Analyst – Forrester Research

Jon Harper , Director of Consulting – Smartsheet

2:15 PM
to 3:00 PM

Creating a Seamless Hand-Off From Sales to Services With Smartsheet for Salesforce

See how Smartsheet's top customers leverage the power of our Salesforce Connector and Smartsheet Control Center to automate the hand-off between sales and customer services. Delight your customers, gain visibility into your process, and save your services team time and money.

3:00 PM
to

Conference Close

September 21, 2017

8:00 AM
to 3:00 PM

OPTIONAL: Post-Conference Training - Collaborative Work Management with Smartsheet

Pre-Registration Required

Unlock the tools, tips and tricks, and best practices distilled from our work with the world’s leading businesses.  Get the advanced skills and knowledge you need to Work Better.  

8:00 AM
to 3:00 PM

OPTIONAL: Post-Conference Training - Smartsheet Essentials

[Pre-Registration Required]

Learn the fundamentals from experts who know Smartsheet better than anyone.  Leave ENGAGE empowered to change the way your business works.