Implement quickly and effectively with the experts. Smartsheet Workflow Implementation Package combines expert guidance with best practice solution templates for modern work & project management.
The Workflow Implementation Package is a best-practice solution template designed to help you set up a new project or process that works immediately—and correctly. This template provides a standardized way to configure Smartsheet for modern work and project management.
The solution includes:
Demand Intake: Features to manage your initial project requests.
Project Execution: Tools to enable seamless project delivery.
Project Reporting: Capabilities to surface relevant data in real time.
This package also includes dedicated time with our implementation experts to further customize the solution foundation, ensuring it integrates perfectly with your specific business processes and established workflows.
Discover package benefits
Start with a stronger, more flexible project management foundation.
Start with a strong foundation and receive a solution developed with Smartsheet best practices so you set up new projects and processes.
Access and work with the leading experts for Smartsheet Implementation.
Access and work with the leading experts in work management to deliver the most optimal solution for your business.
Go-live with a solution on time, and on budget.
Implementation packages are low risk and fixed fee so you can go-live with a solution on time, and on budget.
Align for the future.
Run your business processes in a Smartsheet solution that is built to scale up as your business grows.
Inside our pre-configured solution
This solution includes features that support the intake of all your new work items, enabling a streamlined review & approval process, and notifications to the right project teams.
Effectively manage project scope, schedule, budget, and other crucial project management assets, ensuring seamless project delivery from start to finish while achieving defined work objectives and deliverables
Roll up, visualize, and report on project data with easy-to-configure, widget-based views.
Solution Design
Workflow Implementation Package
Get started quickly by leveraging Smartsheet to manage and track your project, program, or process.
Your implementation expert will work with you to create a standardized process for submission and approval, while enabling Smartsheet’s work execution and portfolio reporting features. You’ll receive a best-practice solution with a real-time portfolio view to track progress across your entire workload.
Throughout the engagement, your expert will further customize the solution foundation to integrate your specific business processes and established workflows. By the end, you’ll be fully equipped to effectively manage and track work within your new, tailored Smartsheet solution.
Typical duration for this package is approximately 15-20 business 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
Frequently Asked Questions
The Workflow Implementation Package takes approximately 15-20 business days.
The Portfolio Workflow Implementation Package takes approximately 60 business days.
The Workflow Implementation Package includes a pre-configured template leveraging Smartsheet's core capabilities. This does not include Control Center, Dynamic View, etc. This does not include custom development, integrations, setting up Smartsheet connectors & integrations. Please visit the Professional Services landing page for information on additional services.
The Portfolio Workflow Implementation Package includes a pre-configured template leveraging Smartsheet's core capabilities & Smartsheet Control Center. This does not include, Dynamic View, etc. This does not include custom development services, 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
Become a Smartsheet expert in your chosen domain by increasing your product skills, deepening your knowledge toward building complete solutions, and obtaining certifications.
Accelerate your time to value and get the most out of the Smartsheet platform at any scale. Explore additional self-service help and learning resources for Smartsheet.
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.
