Smartsheet Primary Use Case

MD
Business Analyst

Smartsheet is used for secure team collaboration, whether with global or with cross-functional teams. It's a good solution for a PMO, even for marketing strategies, IT tech dashboards for ticketing, etc.

My scope was mostly learning Smartsheet for the first few months, which was the hardest part because it's a huge learning curve. There's not a lot of documentation, and their training was extremely general because it's your solution you're building. It was not like Excel where if somebody runs into a problem or has hit an error or has had an issue, they could quickly look it up and find some community support. The Smartsheet community is very good, but they're also still new, so trying to find advanced solutions to have to work around within Smartsheet was the hardest part. It became, instead of an eight-hour job, more like between sixteen to twenty hours of work to get the full solution done. 

The thing about the emerging technology team that I worked with at Verizon using Smartsheet was that the team thought it was like Excel on steroids. That's the idea that everybody keeps thinking, that it's an out-of-the-box experience and that it's going to be the solution that they need. You have to apply full rules and functionality the way that you need to from the very beginning, you need to know what you want, have everything set up the way that you want it to be set up, and designed the way you want it to be designed, and customized before you ever produce. Because once you get started in Smartsheet, people just don't stop, so making sure you add that baseline of everything that you want it to be and understand its capacity, scalability, and true functionality, it's an extreme sport, I can tell you that for sure.

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Ian Herzing - PeerSpot reviewer
Resource Manager at a non-tech company with 11-50 employees

I am using the core Smartsheet product right now and one of their premium add-ons called Resource Management. It was previously called 10,000ft, but they rebranded it. We're launching various programs at this university, and each project has a lot of steps. We need to highlight the essential metrics that executives want to monitor and talk about at their meetings when they discuss the program launch status.

We built a dashboard in Smartsheet that pulls data from 50 different projects and highlights things like program launch dates, marketing launch dates, past-due items, at-risk items, etc. I have a module for revisions to existing programs. This dashboard feature sold us on the core product, and it's where we get the most value

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Asma Ali - PeerSpot reviewer
Project Manager at a government with 10,001+ employees

The solution is primarily used for project management. I've coordinated a large educational program that has multiple contributors and multiple organizers. It's a weekly program and we use it to outline our curriculum and keep track of the steps in the curriculum. I've used it for my own research projects as well in more of a traditional project management kind of way with tax, people, contingencies, et cetera.

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Buyer's Guide
Smartsheet
February 2024
Learn what your peers think about Smartsheet. Get advice and tips from experienced pros sharing their opinions. Updated: February 2024.
763,955 professionals have used our research since 2012.
Natalija Prodanovic - PeerSpot reviewer
Global IT PMO at a transportation company with 10,001+ employees

The most common use case for Smartsheet is collecting approvals because of the documented repository that can be shown to the auditors. Smartsheet has automated attachments. Users can easily and quickly make sure that certain mandatory approvals are collected efficiently. In addition, they will have an entire traceable archive of who did what and when.

With Smartsheet, you can export that as well. It also enables you to do analysis and develop dashboards. For example, you can track the average order processing time. It has all the capabilities of Excel but it enables you easy workflows. It's very intuitive in that regard and very customizable.

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Ciprian Porutiu - PeerSpot reviewer
Vice President, Operations & Delivery | Change Management | Digital Transformation at Marsh Limited

I'm working around the project management delivery. Most of the use cases center around project management - planning, action items, decisions, issues, or rate logs, plans, and sometimes forms to collect information, however, not as much.

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Blake Clifford - PeerSpot reviewer
Adjunct Professor & Project Manager at USCCG

We're using Smartsheet at the enterprise level throughout the organization. We did a test at the corporate office before moving forward. In the beginning, we were only using Smartsheet to help our corporate users open new facilities and convert warehouse management systems. Also, we used it in implementation at sites with new customers. Eventually, we began using Smartsheet for entire projects. We transitioned from Microsoft Project to Smartsheet for all of our projects.

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JS
National Sales Manager at a wholesaler/distributor with 1,001-5,000 employees

I use Smartsheet to streamline our intercompany support process. Instead of sifting through emails, requests go directly into Smartsheet, where we manage and prioritize them. It helps us efficiently estimate projects for sales reps, keeping everything organized in one place and ensuring nothing slips through the cracks.

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TA
IT Project Management Lead at a insurance company with 5,001-10,000 employees

We work for an IT corporate here. Any project that is going to have resources expended gets a project manager assigned. We use Smartsheets to track everything from the schedule to the actions.

It's a cloud solution. We're buying software as a service.

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Donee Damore - PeerSpot reviewer
Associate Director Of Project Management at a consultancy with 11-50 employees

We used Smartsheet for project plans. It was used for project planning. Basically, the timeline out, the beginning and end of a project, and what that process would be in terms of how many days, and what those phases in the project were.

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JG
Associate General Research at a tech vendor with 5,001-10,000 employees

I'm basically using it to manage internal projects.

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Gaithre-Muren - PeerSpot reviewer
Corporate Paralegal at a tech consulting company with 1,001-5,000 employees

As I work in the legal department, my primary use case of this solution is to do legal requests and trace the legal flow. I also do monthly reports of the number of contracts we have done.

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SP
Associate Director at a pharma/biotech company with 11-50 employees

We use this solution for portfolio, project, and program management.

We each have a license on our machines and use the solution online. It's deployed on the cloud.

We have 50 people using this solution. All of the senior leadership, program leaders, and project managers use this solution. You don't need a license to use it, but you need a license to edit. Everybody has access to it and can see the roles, responsibilities, and comment on it.

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TamerNasr - PeerSpot reviewer
Executive at Nazeq

The two critical use cases of Smartsheet are project management and task management.

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SandeepKumar15 - PeerSpot reviewer
Software Developer at ZNet Technologies Private Limited

We used Smartsheet as a project management software tool. It's an open platform, companies can use it as for their requirements. It has lots of customizations, automation, and integration. They can integrate it easily. 

Many companies are using Smartsheet for CRM for asset management. They can customize their solution as per their requirement. Everything is customizable in Smartsheet.

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Siba Shankar  Reddy - PeerSpot reviewer
Lead Information Technology Analyst at Applied Materials

We use the solution to manage and track operational tasks. We can create dashboards for services, design and distribute survey forms, and keep a check on project status using it.

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Mario Vismara - PeerSpot reviewer
GPO - PMO - Global Manager at Wolters Kluwer

I use Smartsheet to plan small projects. It's good for putting down a quick-and-dirty project plan. I use it to create a list of tasks and track which ones are completed.

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Ron Drake - PeerSpot reviewer
PM/CM Practice Leader at COWI A/S

We're a large engineering company and we use Smartsheets in our various offices and locations to manage big construction projects, contract administration and project management for coordinating activities and tracking information. I'm the PM/CM practice leader.

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Kwaku Anyemedu - PeerSpot reviewer
Accountant at Center source for family support

The primary use is for keeping track of work and ensuring that everyone on the team is aware of what tasks are being worked on and the progress of client-related processes.

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NH
Report Analyst at GigaNET

We use the solution for tracking tasks and progress. We also use it for issue logging.

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SergioRamirez - PeerSpot reviewer
Sales Director at Esource Capital

Our internal Ops teams do engineering and deployment projects in Smartsheet. 

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Tinoop KR - PeerSpot reviewer
Senior Sales Compensation Analyst at Rubrik

A single integrated platform where multiple people can work. It can also be used to link to multiple sheets and for automation purposes.

We can use the solution to communicate and track tasks and projects. There are a lot of features.

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ARAVIND KUMAR VISWANATHAN - PeerSpot reviewer
Senior Systems Specialist at Cytiva

We are using Smartsheet as a sprint board center for tracking.

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Buyer's Guide
Smartsheet
February 2024
Learn what your peers think about Smartsheet. Get advice and tips from experienced pros sharing their opinions. Updated: February 2024.
763,955 professionals have used our research since 2012.