ENGAGE sessions

Agenda

Discover new ways to use the Smartsheet platform, and turn those insights into action.

Monday, Oct. 1
Tuesday, Oct. 2
Wednesday, Oct. 3
Thursday, Oct. 4

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October 1, 2018

8:00 AM
to 5:00 PM

Optional Pre-Conference Training

12:00 PM
to 5:00 PM

Innovation Center

Provide product feedback and connect with Smartsheet experts.

12:00 PM
to 5:00 PM

Registration: Badge Pick-up

12:00 PM
to 5:00 PM

Pro Desk Appointments

Meet 1:1 with a Smartsheet expert. Appointments are 30 minutes, and provide specialized coaching and product support.  

October 2, 2018

7:00 AM
to 7:00 PM

Innovation Center

Provide product feedback and connect with Smartsheet experts.

 

7:00 AM
to 5:00 PM

Registration: Badge Pick-up

7:00 AM
to 7:00 PM

Pro Desk Appointments

Meet 1:1 with a Smartsheet expert. Appointments are 30 minutes, and provide specialized coaching and product support. 

8:00 AM
to 9:00 AM

Networking Breakfast

9:00 AM
to 10:30 AM

ENGAGE'18 Opening Keynote Address

11:00 AM
to 12:00 PM

Customer Deep Dive

Join us for an in-depth exploration of how a large enterprise uses Smartsheet to drive digital transformation across the organization.

11:00 AM
to 12:00 PM

Accelerate Your Smartsheet Solutions: A Discussion with Chris Marsh of 451 Research

Chris Marsh, Research Director for 451 Research, joins a panel of Smartsheet customers to share industry insights into how to best manage work at scale. You’ll hear from business experts from Motus, Roche Diagnostics, and Western Digital as they describe the lessons learned and best practices they used to deploy their solutions for IT PMO, Professional Services, and more. You’ll see these solutions in action, and learn how the solutions were developed and deployed.

11:00 AM
to 12:00 PM

Gather Information at Scale (Beginner)

Smartsheet forms are the fast, easy way to collect and act on information in Smartsheet. Join us to learn how to use web forms to streamline intake, structure your sheet to stay current on new requests, and assign next steps to your team. You'll learn how to transform customer surveys, collateral requests, ticketing systems, and more.

11:00 AM
to 12:00 PM

Increase Productivity on the Go With Smartsheet Mobile

The nature of work is changing and your teams need to stay connected and productive in the field. Explore what’s possible, and hear how customers, such as Maryland Department of Health, Office of Health Care Quality, are reaping the benefits of Smartsheet mobile capabilities for field sales, construction QA, and more. You’ll also get a look into the Smartsheet mobile roadmap.

11:00 AM
to 12:00 PM

Consolidate & Increase Visibility With Smartsheet Reports

Consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. Learn more from Smartsheet customer GE, plus about the future of Reports and get a sneak preview of new the Report Builder.

11:00 AM
to 12:00 PM

Become a Workflow Design Expert (Beginner)

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

12:00 PM
to 1:00 PM

Luncheon Speaker: Ed Viesturs: No Shortcuts to the Top

High altitude mountaineer and author, Ed Viesturs, has successfully reached the summits of all of the world’s fourteen 8000-meter peaks without supplemental oxygen. Ed will share his inspirational story of teamwork, goal setting, perseverance, and risk management during this special luncheon keynote address.

1:00 PM
to 2:00 PM

Customer Panel: Smartsheet in Construction

In this session, construction leaders from Kiewit, Top Shelf Real Estate Advisors, and Chipman Design Architecture share how they use Smartsheet to improve field operations, quality control, and organizational efficiency — all while improving job satisfaction by maintaining transparency between clients and project teams. You'll hear how the use of Smartsheet forms, reports, and dashboards help teams rapidly adjust to changing priorities — and keep work on track.

1:00 PM
to 2:00 PM

Customer Panel: Smartsheet in Customer-Centric Operations

From better, faster customer onboarding to account management and reporting, organizations such as Marketo and SAP are using Smartsheet to raise the bar on their customer-centric operations. In this session, you'll hear from experts in customer engagement, and learn how they manage multiple aspects of the customer lifecycle in Smartsheet.

1:00 PM
to 2:00 PM

Make Better Decisions, Faster

Join us and customers Colliers International, St. Edwards, and Randstad as we discuss effective ways to build your story in Smartsheet Dashboards and Portals, without help from IT, to help your stakeholders stay on the same page every step of the way. You'll learn about some of our newest widgets, such as the Chart widget and Web Content widget, as well as best practices that will help you highlight the information that is most relevant to your business. Arm yourself with the knowledge you need to be a Smartsheet Dashboard and Portal expert.

1:00 PM
to 2:00 PM

Accelerate Your Business With Automated Actions and Approval Workflows

Accelerate the speed of your team’s execution with our user-configured automation capabilities. Learn how to easily create automated update requests and automated approval requests to streamline your work processes. See how to use automated actions in different scenarios, and learn how other customers are getting value from these capabilities.

1:00 PM
to 2:00 PM

Expanding Your Reach With Smartsheet for iOS and Android (Beginner)

In this session, you'll learn how to get started with Smartsheet for iOS and Android, and get ideas for how to integrate their powerful capabilities into your team’s daily work. Leave with useful how-tos for taking your team's real-time collaboration to the next level.

1:00 PM
to 2:00 PM

Customer Panel: Smartsheet in Healthcare

Keeping clinical trials and research on track and in compliance, managing the training and certification process for healthcare workers, and providing seamless records handoffs between on-duty staff — Smartsheet helps drive better efficiency and accuracy in the healthcare industry, which can lead to a better patient experience. Hear how healthcare industry leaders from the University of Utah, Karyopharm, and Aspen Medical International use Smartsheet to better serve their patients.

2:15 PM
to 3:15 PM

Creating a World-Class Smartsheet Environment

Come see and learn what a world-class environment within Smartsheet looks and feels like — create a Smartsheet eco-system.  Engage your entire organization, from C-suite to front-line workers, in collaboration to drive the business forward. You'll think of Smartsheet in a whole different way — learn how to create a centralized eco-system to create community and navigation that drives the entire business forward.

2:15 PM
to 3:15 PM

Deep Dive into Project Sheets (Advanced)

Are you a project manager new to Smartsheet? This session will discuss how to get the most out of your project plans in Smartsheet.

2:15 PM
to 3:15 PM

Drive Seamless Sales Operations With Smartsheet and Microsoft Dynamics CRM

See how teams use Microsoft Dynamics 365 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 Dynamics 365 to manage their sales forecasting process to save hours of selling time for each rep each week, driving unprecedented productivity on the sales floor.

2:15 PM
to 3:15 PM

Accelerate and Optimize Your M&A With Smartsheet

With mergers & acquisitions on the rise - potentially growing by 20-40% in the coming 3 years - managing these complex transactions quickly and effectively is increasingly critical. In this session, you'll hear from customers BDO and Koppers on how they optimized their recent M&A processes with Smartsheet, from accelerating deal closure and integration processes, to providing clear program visibility.

2:15 PM
to 3:15 PM

System Administration Deeper Dive (Advanced)

Taking adminning to the next level! Join us to learn about SSO, provisioning, and configuring Smartsheet for the enterprise.

2:15 PM
to 3:15 PM

Collaborative Work Management: A Critical Advantage for Digital Transformation

This presentation by Margo Visitacion, VP and Principal Analyst at Forrester Research, will examine the increasingly important role that collaborative work management tools play in helping organizations consistently achieve better results while delivering greater transparency that empowers employees to be more productive. 
 
We are in an age of digital transformation where established business models are under constant attack and speed of execution is more critical than ever. Timely and cost-effective delivery of key projects and processes in support of new strategic initiatives becomes a key differentiator that creates competitive advantage. Join us for this special opportunity to hear from 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.

3:45 PM
to 4:45 PM

Preview the Smartsheet Roadmap: A Powerful Platform for the Future of Work

Join our product leadership team for a look at the future of Smartsheet and what it means for the way your business works. Get a high-level overview of our product roadmap —  and get detailed previews of new features and enhancements that are in development.

3:45 PM
to 4:45 PM

Build Your Own Smartsheet Solution (Beginner)

Come learn how to build the foundational components of your own solution, and then bring it to life with templates, workspaces, and reporting. You'll see examples of some of our most successful Smartsheet solutions in action, and leave armed with ideas for new and better ways to get work done.

3:45 PM
to 4:45 PM

Managing Work Processes & Transparency

Smartsheet was created to enable full transparency into work execution. But in some cases, this is not an attainable goal. Come learn about a new solution that will help you create views into your work processes, control what users can edit, and even how you can manage single row processes at scale better. This session will walk through a new product that helps you to collaborate with more people without the fear that they will break your tracking processes.

3:45 PM
to 4:45 PM

Customer Panel: Smartsheet in Marketing

Extraordinary marketers rely on Smartsheet to capture their next big ideas – and make them happen. In this session, marketing experts from Fortune Brands, IQVIA, and Southeastern Grocers will give you insight into using Smartsheet to align sales and marketing, automate budget management, and share insights with leadership.

3:45 PM
to 4:45 PM

So You Just Became the Smartsheet System Admin (Intermediate)

In this session, you'll learn the basics of system administration including adding users, applying licenses and groups, resourcing, and more — so you can sys admin like a pro!

3:45 PM
to 4:45 PM

Smartsheet and Google: Moving from Communication to Action — Fast

Together, Smartsheet and G Suite enable teams at RER Energy Group and Virgin Voyages to collaborate with precision and transparency, and execute with speed and accountability. With over 15 integrations and hassle-free single sign-on, you can easily connect Smartsheet to your work in G Suite using a single platform. Join us to learn how you can layer the work management horsepower of Smartsheet atop G Suite's productivity tools —  including Gmail —  to drive meaningful gains in your business.

5:00 PM
to 7:00 PM

Smartsheet ENGAGE Welcome Reception

We’re kicking off ENGAGE with an evening of Oktoberfest fun. Meet the Smartsheet team and connect with the Smartsheet community while enjoying Bavarian food and drinks, and a little friendly competition with interactive games in the Festhalle.

 

October 3, 2018

7:00 AM
to 5:00 PM

Innovation Center

Provide product feedback and connect with Smartsheet experts.

7:00 AM
to 5:00 PM

Pro Desk Appointments

Meet 1:1 with a Smartsheet expert. Appointments are 30 minutes, and provide specialized coaching and product support.  

8:00 AM
to 6:00 PM

Registration: Badge Pick-up

8:00 AM
to 9:00 AM

Networking Breakfast

9:00 AM
to 10:30 AM

Keynote Address: General Stanley McChrystal: Lessons in Leadership

Veteran and author General McChrystal will discuss how transparency and inclusion, leveraging the power of teams, and leading by influence are critical for business success.

11:00 AM
to 12:00 PM

Smartsheet for Jira: Visibility Is the Key to Velocity

Teams working in Jira struggle with a centralized view of the technical work they are driving. Leverage the power of Smartsheet Dashboards, Card View, Forms and more to "power up" your software development and IT teams and unlock visibility into Jira for every team in your organization. Also, hear how customers are gaining critical insight and fueling faster decision-making with the Smartsheet for Jira Connector.

11:00 AM
to 12:00 PM

When Chat Meets Work: The Newest Smartsheet Messaging Integrations

Now you can receive Smartsheet notifications inside your favorite messaging app! Learn from customers Tableau and Zillow about how these next-generation business integrations help you get work done where your communications happen, saving time while taking real-time collaboration to a new level.

11:00 AM
to 12:00 PM

Project Sheets for the Non-Project Manager (Intermediate)

Comfortable with Smartsheet but hesitant to use a project sheet? Fear not, this session will look at the project sheet through the eyes of a non-project manager to help you take your planning and organization to the next level.

11:00 AM
to 12:00 PM

Getting Started With Actions and Alerts (Beginner)

It's easy to get started with Smartsheet alerts and actions! Starting with row-level actions and finishing with automated sheet actions, you'll leave this session with ideas for putting these time-saving features into use immediately.

11:00 AM
to 12:00 PM

Customer Deep-dive: Office Depot

In this session, you'll learn how Office Depot is using Smartsheet to manage a massive business transformation: refitting acquired locations into Office Depot locations. With speed to execution as the driving principle, the team uses Smartsheet to increase visibility, track decisions, provide executive reporting, streamline approvals, IT and infrastructure project management, and more.

11:00 AM
to 12:00 PM

Managing Smartsheet Enterprise-Wide

Learn how to implement Smartsheet at scale across the enterprise with new and existing administrative features that support user and group management, usage reporting, and governance and security controls. Hear how some of our larger customers, including Applied Materials and Cisco, roll out and scale Smartsheet across their organization, and leave with best practices for implementing and managing Smartsheet across your enterprise.

1:00 PM
to 2:00 PM

Automate Your High-Value Processes With Smartsheet Control Center

In this session, you will get key insights from Smartsheet customers Trimble and Sodexo into how Control Center helps you drive consistency — in everything from project planning, execution, and reporting, to updating and archiving — so that you can maximize your program success and establish yourself as a trusted partner to your business teams.

1:00 PM
to 2:00 PM

Smartsheet Has an API? What Is That and Why Would I Want to Use it? (Beginner)

Have you heard the term API and have no idea what it means? This session explains the basic concepts and how a company can leverage the Smartsheet API to build powerful solutions that take their work execution to a new level.

1:00 PM
to 2:00 PM

Conversations Matter: How Chat Will Affect Your Business

Our acquisition of Converse.AI is the latest move to equip you with the best tools to deliver impact as quickly as possible. Imagine you could integrate any tool, system or process with your Smartsheet app and update the data via a simple chat! By using intelligent bots, we will enable you to manage powerful business processes and automation solutions through conversation. This exciting session will go through how Smartsheet is using AI and natural language processing to innovate and extend the platform to make the impossible, possible!

1:00 PM
to 2:00 PM

Smartsheet for Salesforce: Transform Customer Lifecycle Management, End-to-End

From pipeline management to customer success and account health, great teams use the Smartsheet for Salesforce Connector to streamline handoffs, act quickly on performance insights, and automate processes across the customer lifecycle — resulting in better, more timely collaboration, deeper visibility, and ultimately, higher customer satisfaction. In this session, you'll learn how high-performing sales and service teams at RMS Lifeline and Seachange International use Smartsheet for Salesforce to manage the critical processes that most impact sales efficiency and customer retention.

1:00 PM
to 2:00 PM

Create Visibility and Unlock Insights With Smartsheet Dashboards & Portals (Beginner)

Learn how to build out your work in Smartsheet, in both sheets and reports, to fuel a dashboard 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 dashboards and portals so that they are easy to digest, and beautifully display your most important metrics and resources.

1:00 PM
to 2:00 PM

Getting the Most Out of Your Dashboards (Intermediate)

What differentiates a good dashboard from a great dashboard? This session will give you Smartsheet best practices to make your dashboards come alive.

2:15 PM
to 3:15 PM

Behind the Curtain: How Smartsheet Uses Smartsheet in Product Development

We're committed to helping businesses all around the world work better — including our own! Smartsheet uses Smartsheet all day, every day, and in this session, you'll see how we push the boundaries of our application to accomplish amazing things in product development, from managing our backlog, sprints, and releases, to planning our entire roadmap and more.

2:15 PM
to 3:15 PM

Preparing for Your Product Certification (Beginner)

Going to take the Product Certification Exam soon? Let us help you prepare, discuss the flow of the exam, and help you along your way to becoming a Smartsheet Product Certified professional.

2:15 PM
to 3:15 PM

Synergy in the Cloud: How Smartsheet Uses NetSuite ERP

Find out how Smartsheet works with the world’s #1 Cloud ERP platform to manage its financials. Smartsheet, powered by NetSuite, helps teams close the books faster, standardize repetitive processes, and work together across applications to get some of their most sensitive work done.

 

2:15 PM
to 3:15 PM

Tips and Tricks for the Smartsheet API (Advanced)

Comfortable with coding and working with the Smartsheet API? Attend this session to learn valuable tips and tricks to get the most out of your API integrations.

2:15 PM
to 3:15 PM

Getting the Most Out of Your Portals (Intermediate)

Bring your teams together and keep them on the same page with easy-to-create and maintain centralized information portals. This session will give you examples and tips to get the most our of your Smartsheet portals.

2:15 PM
to 3:15 PM

The Future of the Digital Workplace With Alan Lepofsky of Constellation Research

Join Alan Lepofsky, VP and Principal Analyst at Constellation Research, for a discussion with Smartsheet customers from PayPal and Nordstrom, exploring how advances in integrated work execution technologies are driving a seismic shift in the way work gets done — now, and in the future.

Are recent advances in productivity tech actually making us less productive? The average worker suffers death by 1,000 apps — tools that don’t talk to each other are actually making us less efficient. This is all about to change. The future of the digital workplace lies in business tools that integrate seamlessly into a single work environment...enabling exponential growth in workplace productivity and connectivity.

3:45 PM
to 4:45 PM

Preparing for Your Solution Certification (Intermediate)

Going to take the Solution Certification Exam soon? Let us help you prepare, discuss the flow of the exam, and help you along your way to becoming a Smartsheet Solution Certified professional.

3:45 PM
to 4:45 PM

Artificial Intelligence and the Enterprise: A Conversation with Converse.AI

This year, Smartsheet acquired Converse.AI, a UK-based pioneer in intelligent bot technology. In this session, you'll hear from an enterprise customer and from Converse.AI founder and CEO Tony Lucas how AI technologies are making a huge impact on the enterprise customer - and helping them innovate ahead of their competitors.

3:45 PM
to 4:45 PM

Save Time and Increase Efficiency With Formulas (Intermediate)

In this session, you'll learn how to build formulas 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.

3:45 PM
to 4:45 PM

Track Your Key Initiatives With Project Portfolio Reporting

Explore options for building a cross-project portfolio view, and find one that is right for your organization. In this session, you'll learn about new custom project fields and how to use them to classify work into multiple portfolios, from demand management to project funding, resource planning, portfolio monitoring, and more.

3:45 PM
to 4:45 PM

Behind the Curtain: How Smartsheet Uses Smartsheet in Sales

Learn how hundreds of our salespeople experience onboarding using Smartsheet, how our sales leaders leverage dashboards to gain visibility to rep performance, and how our sales enablement team builds, tracks, and manages each new hire experience at scale. In the second half of this session, learn how Smartsheet manages sales forecasting at scale and the way we align account teams around key opportunities to reduce risk and improve win rates.

3:45 PM
to 4:45 PM

Getting Started With Formulas (Beginner)

Formulas in Smartsheet are a key component of successful work management. This session will walk you through the basic steps of creating formulas, discuss the top five functions, and get you started on your path to using formulas successfully.

6:00 PM
to 10:00 PM

Community Celebration at Seattle’s MoPOP

Smartsheet is taking over MoPOP, Seattle's Museum of Pop Culture, exclusively for ENGAGE attendees. You’ll have access to the museum’s collections and special exhibitions, including curated memorabilia and dozens of immersive experiences across music, movies, TV, sports, and more.

 

October 4, 2018

7:00 AM
to 12:00 PM

Pro Desk Appointments

Meet 1:1 with a Smartsheet expert. Appointments are 30 minutes, and provide specialized coaching and product support.  

8:00 AM
to 12:00 PM

Innovation Center

Provide product feedback and connect with Smartsheet experts.

8:00 AM
to 12:00 PM

Registration: Badge Pick-up

8:00 AM
to 8:30 AM

Networking Breakfast

8:30 AM
to 9:30 AM

Keynote Address: Lisa Ling: The Importance of a Global Perspective

Journalist, author, and CNN host Lisa Ling will share her personal stories of how travelling and going beyond your comfort zone are wholly transformative.

9:45 AM
to 10:45 AM

Smartsheet Reports: Increase Transparency and Accelerate Productivity (Beginner)

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 learn 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.

9:45 AM
to 10:45 AM

Customer Panel: Smartsheet in Project Management

In this session, you'll hear how Smartsheet customers Nordstrom, Ogilvy, and Carolina CAT use our platform to advance their organizations' project management capabilities to increase effectiveness and drive business. Smartsheet standardizes key project elements, increases speed and transparency, and improves collaboration. You'll learn ways to take your own project management to the next level using Smartsheet.

9:45 AM
to 10:45 AM

Tips, Tricks and Troubleshooting Reports (Intermediate)

This session will help you become a reporting expert! Learn how to consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. Know when and where to use reports, and how to troubleshoot when needed to get the best possible results.

9:45 AM
to 10:45 AM

Introduction to Smartsheet for Jira (Intermediate)

Just getting started with your Jira integration? Or wondering why you would? This session introduces the basic terms you should know and how the Smartsheet for Jira connector can add value for your organization.

9:45 AM
to 10:45 AM

Uplevel Your Teamwork With Smartsheet and Office 365

See how connecting Smartsheet with the Microsoft Office 365 tools your teams already use can make collaboration seamless across your business. In this session, you'll learn from customer Kaufman Hall about how these integrations can help reduce barriers to productivity through real-time communication, visibility into work — and less time wasted switching between apps.

11:00 AM
to 12:00 PM

Best-in-Class Project Management With Smartsheet

Come learn the best project management solution architecture available within Smartsheet. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. 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.

11:00 AM
to 12:00 PM

Taking Formulas to the Next Level (Advanced)

In this session, you'll learn the most advanced use of Smartsheet formulas, including functions such as ATCELL, VLOOKUP, INDEX and more.

11:00 AM
to 12:00 PM

Getting the Most From Actions and Alerts (Intermediate)

Take your use of Smartsheet automation features to the next level with this deeper dive into notifications, approvals, and more. You'll learn tips and tricks for getting the most out of these powerful yet simple to set up features.

11:00 AM
to 12:00 PM

Designing Solutions at Scale: Advanced Use of Control Center

In this session, we dive deeper into Control Center. Our technical product team will walk you through the essentials of creating a blueprint for your program. Attend this session to get insights into how to set up intake processes, how to manage metadata about your programs, the keys to reporting, summary rollups and aggregate dashboards, and learn the keys to global updates and project archiving.

11:00 AM
to 12:00 PM

Leverage Card View to Make Your Business More Agile (Intermediate)

Agile methodology has changed the speed of business and allows new innovations to surface quickly. Learn how to leverage Card View to break work into small, realizable goals and increase the speed of your 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.

1:00 PM
to 5:00 PM

OPTIONAL: Post-Conference Workshop: How to Drive Smartsheet Adoption

These small, interactive, peer-to-peer workshops focus on how to optimize Smartsheet adoption in your organization. Workshops are free, but require pre-registration.