-
Welcome to the Services Delivery Community!
This is a space for Smartsheet users that work in Services Delivery functions to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform your specific use case. Our Smartsheet team will be sharing helpful resources, upcoming industry events, discussion questions, and more. You’ll see…
-
Welocalize - Centralizing and organizing data, making asynchronous collaboration a breeze
Welocalize, a leader in AI-powered localization, manages complex projects for clients worldwide, spanning every time zone. To keep pace, they needed a robust collaboration and project management solution, and they found it in Smartsheet. Their project managers now track everything from schedules to client engagement with…
-
IEA - Using Smartsheet to automate resource allocation
For a company like Infrastructure and Energy Alternatives, Inc. (IEA), delivering comprehensive infrastructure solutions across the energy sector demands precise project management. But rapid growth showed the limitations of their existing spreadsheets, emails, and calls. After being introduced to DDB Consultants, a…
-
ADP - Teamed up with Smartsheet to drive innovation
Automatic Data Processing, Inc. (ADP) is a global provider of cloud-based human capital management solutions that integrate human resources, payroll, talent, time, tax, and benefits administration. After implementing Smartsheet, what used to be done with a combination of email, spreadsheet software, and various project…
-
Securitas - Using Smartsheet to Simplify Project Portfolio Management
Securitas needed flexibility and scalability, and they found it in Smartsheet. They harnessed that power to masterfully manage 40 complex projects, and now, they're also empowering their leaders with the data they need to make strategic, game-changing decisions. Don't miss the details! Discover the full story and learn how…
-
Zalaris - Improved efficiency, visibility, and cohesion in its payroll services
From Norway to 34 countries worldwide, Zalaris tackled the HR and payroll challenge head-on with Smartsheet. They streamlined workflows, standardized processes, and improved collaboration. And then, they leveled up with Control Center, ensuring rock-solid governance and consistent operations across their vast network.…
-
Client Workspace Structure
Hello! I'm currently relearning Smartsheet after about an 8-year hiatus so I am seeking some ideas on structuring our setup. We have multiple clients, some with multiple projects. Each project has several components, but each component has the same set of phases. Would it make sense to create a project plan template for…
-
Seeking a formula to identify repeat customers
I have a service metric to report how many repeat customers we have and I'm looking to build that via formula in a sheet summary. I have a Customer column that looks something like this: Bob Susan Tim Susan Gina Susan Tim If the formula works correctly it would return a result of of 2 as we have 2 repeat customers, Susan…
-
Email Appointment Reminders to customers outside the organization
Is there away to have automatic emails to customers reminding them of their upcoming appointments. Currently I have a reminder email sent to me to call the customer. It would be alot more efficient if a reminder email would be sent to the customer. Thank you for your help!!
-
How to create a dashboard from a client smartsheet project
We are working on a system conversion. The project is in Smartsheet but owned by the new system company. They've not been able to provide the level of reporting my SLT is requesting. How can I create a dashboard from that project without doing any changes or calculations, summaries within their project? They did make me an…
