Services

To help you streamline, digitise and automate your business processes that rely on paper forms, emails, or spreadsheets, and unlock the power of Smartsheet's collaborative work management platform to better enable your workforce, and realise benefits for your business.

Our solutions will:

• Digitise and automate your business processes across your organisation 
• Improve workforce collaboration, empowerment, and accountability
• Improve communication and response times by utilising work assignments, notification alerts, reminders, and approvals
• Remove information silos providing a 'single source of truth' for your data, documents, and conversations
• Save time and costs by reducing errors and facilitating better-informed decisions
• Increase information transparency & visibility with dashboards and reports

• Business Analysis
• Process Improvement
• Project Management Operation Frameworks
• Data Management & Visualisation
• Training and Change Management
• Ongoing Support Services

We have 5+ years experience from both an end-user and consulting perspective, and expertise in delivering Smartsheet solutions across various industries and business functions including:

✓ Community Services  ✓ Construction  ✓ Education  ✓ Energy Infrastructure  ✓ Government ✓ Health  ✓ Not-For-Profit  ✓ Retail  ✓ Natural Resource Mgt  ✓ Tourism  ✓ Transport & Logistics

We are a Smartsheet Gold Partner and offer you:

• Effective implementation methodology
• Ability to help you navigate potential traps and follow leading practices
• Experience in system design and configuration that enables us to deliver a comprehensive end-to-end service and purpose-built solution
• Support throughout your implementation and beyond go-live into operations and maintenance – we know this to be critical to the success of your solution
• Periodic health checks, short instructional videos, Lunch ’n’ Learn / Q&A sessions, and mobiliser dashboards to facilitate solution up-take and success
• Integrity is our core value

Essentials Training

Our own instructor-led Smartsheet training courses delivered remotely or on-site. See our Training Brochure for details 

BLT: Build. Learn. Train.

Fast-track a specific simple Smartsheet solution, combining consulting and training sessions based on your requirements, where we build it and train you as we go. 

'Work the Talk'

Tailored workshops designed to meet your business needs, including a walk-through of  Smartsheet and discussion of possible solution applications for your business. 

Full Solution Implementation

Recommended for more complex solutions. We navigate you through the entire implementation process from requirements gathering, building, testing, training and transition.

We have delivered a variety of different Smartsheet solutions for many small, medium and large organisations across Australia:

Gas Energy Infrastructure (Adelaide, Brisbane & Melbourne)

Designed, configured and trained in a procurement project management system, replacing a time-consuming, non-collaborative, complex Excel solution with a collaborative, transparent Smartsheet solution that saved time, improved resource management capabilities by facilitating appropriate work assignment, and provided insightful business intelligence through Power BI and data visualisation. 

Aged Care and Community Services (Adelaide)

Designed and configured a project management solution aligned to our client’s PMO framework for the entire organisation. The solution encompassed project management, risk and issue templates, reports, and dashboards. Dashboards at the project, department and enterprise level highlight information through reports, metrics, and charts to promote visibility of key data to effect timely, informed decisions.

Leading Australian Software Developer (Sydney)

Designed and configured a project portfolio management solution for our client’s Workplace Experience team. Created project templates, reports, and dashboards to help the team stay on time and on budget in the delivery of amazing workplaces across multiple local and international locations for their staff.

Natural Resource Management & Cultural Heritage (Regional Victoria)

Created a Project Management Infrastructure-based on the PMBOK methodology, with supporting Microsoft Word templates and Smartsheet project templates, reports, and dashboards. This improved our client’s capacity to manage natural resource and cultural heritage projects professionally and effectively. We added dashboards to promote real-time visibility of project status with other agencies and government departments. Forms Creation for project related surveys.

Commercial Insurance Broker (Brisbane)

Created a solution enabling efficient tracking of insurance policy enquiries and renewals, enabling task allocation and collaboration with an international administrative support team. Created Consultant Dashboards to help Consultants manage and stay on top their work. Developed Management Dashboards surfacing key data metrics including policy renewal information and commissions, providing insights into performance and work levels, facilitating informed, faster decisions.

We offer Smartsheet Training and Support services to suit your needs, with options that include:

Our in-house developed Smartsheet training, delivered as a 4-part course with each session designed to be completed in succession, and including manuals for each participant:

1.  System Administration

• Account settings – user and group management, permissions, branding
• Backing up – ensuring data integrity and security

2.  Working with Smartsheet

• Getting started – logging-in, personal settings, navigation and organisation
• Components – sheets, reports, formatting, hierarchies, attachments, conversations
• Diving deeper – cell linking, filters, data import/export, templates, tracking changes
• Application – a Project Management solution, using Gantt charts, dependencies, task assignment, automated status, and resource management features

3.  Forms and Automation

• Web forms – design and use for data capture
• Automation – notifications, task assignments, approval requests

4.   Reports, Formulas and Dashboards

• Formulas – cells, ranges, columns, cross-sheet
• Reports - summary sheet data, permissions and views
• Dashboards – presenting role-based key data, publication

Our 'fast-track' option for a specific simple Smartsheet solution, combining consulting and training sessions based on your requirements. In these sessions, we:

• Review your existing solution and identify possible enhancements
• Recommend an infrastructure to suit your reporting and collaboration needs
• Teach you how to build out a simple solution, and train you as we go

Our 'tailored' option for Smartsheet solutions, designed specifically to meet your business needs, by leading a:

• Workshop session to understand/discuss your improvement opportunities
• Walk-through demonstration of Smartsheet features and functionality
• Discussion of possible solution applications for your business

Our 'full-service' option, recommended for implementing more complex Smartsheet solutions. We navigate you through the entire implementation process from requirements gathering, building, testing, training, and transition.