Welcome to the Education Community!

Ide AirTrunk

• Where do you work and what’s your department/role?
  • Atturra, I work in Data & Integration as a Smartsheet Consultant
• How long have you been using Smartsheet?
  • 3 years!
• How are you using Smartsheet today or planning to in the future?
  • Creating solutions for clients to enhance their workflows and increase productivity!
• What else would you like to learn from your peers in the education industry?
  • How are you using SS to better your education journey?

Eric Stewart

Good Morning!

My name is Eric Stewart and I'm a project manager in Facilities Management at The University of the South in Sewanee, TN. We began using Smartsheet about 6 months ago in our projects team to help track and manage campus wide construction and capital projects. I was tasked with finding software that we could adapt to our current processes without breaking the bank. So far Smartsheet has met that need. I had never worked with Smartsheet before but in a matter of a couple of weeks was able to learn the program and adapt it to begin meeting our needs. We use Smartsheet for the following:

1. Project request intakes - Smartsheet Form
2. Managing a multitude of lists and tables - For example, vendor lists, employee contacts, building lists and addresses, cost codes, etc
3. Project feasibility study process - Sheets in both grid and Gantt view
4. Feasibility approval and project initiation - Sheets, Reports, Doc Generator
5. Project Estimation and Cost Tracking - Sheets automation, data mesh, data shuttle
6. Invoice approval - using Forms vendors submit their invoices directly and through automation it is routed for approvals
7. Contract Management - Doc generator
8. Change Orders - Doc generator
9. Associating In House Work Orders with a Project -
10. Purchase Card Purchases
11. Submittals - work in progress
12. Requests for Information - work in progress
13. Requests for Proposals - work in progress
14. Warranty - work in progress

I'd be interested in collaborating with others who use Smartsheet for facilities and construction management. I feel like I've learned a lot over the last 6 months working with Smartsheet, but I'd imagine it's only the tip of the iceberg. Would be very grateful to learn from others with more experience with the software.

Nadene

Hello!

I'm so happy to be part of this group.

• I am a Program Coordinator for the Health Science programs at Foothill College in Los Altos, California.
• I've been using Smartsheet since 2019.
• The main projects I use Smartsheet for are 1.) to manage agreements with our partner facilities and 2.)to help our programs meet the requirements of their accrediting body. But I am definitely the person in our team who always says, "0h! We can do that in Smartsheet."
• I am sure I would like to sit down with all of you for an hour just to see what you are doing. I know it would give me inspiration and show me ways I can improve my projects.

kateprew

Late to the party but happy to connect and hopefully learn some things from you all!

My name is Kate Prew, I am a Business Manager in the College of Cooperative Education & Professional Studies at the University of Cincinnati. I've been using Smartsheet for a few months. I use Smartsheet right now to handle a lot of the time-consuming tasks, sending automated reminder emails for various topics and moved approval workflows from email exchanges to an automation within Smartsheet. I also use it to auto-generate appointment letters and offer letters that don't run directly through our ATS system. My goal is to use Smartsheet to make my department more efficient and ensure important tasks and deadlines don't fall through the cracks. I want to learn how other colleges and universities use Smartsheet to see if I can utilize it in a way I haven't thought of yet!

Isis Taylor

Hi everyone. My name is Isis Taylor.

Where do you work and what’s your department/role?

Currently, I’m a Business Analyst/PM working for a health insurance company in Michigan in the senior health services division. However, I spent over 20 years in higher ed administration before the private liberal arts college I worked for closed. I decided it was time for a change and pivoted to project management.

How long have you been using Smartsheet?

I have been using Smartsheet for about 2 years.

How are you using Smartsheet today or planning to in the future?

I use Smartsheet to plan and manage projects. I also develop custom dashboards, reports and metrics for various stakeholders. I leverage Data Mesh, Dynamic View and other advanced capabilities to streamline processes. Currently preparing to take the Core Product and Product Management certification exams.

What would you like to learn from your peers in the Education industry?

Use of Smartsheet is growing rapidly at my organization and I’m interested to know what others have put in place in terms of governance, standardization and executive buy-in.

L.Elizondo23

Hi! My name is Leigh-Anne Elizondo.

• I work at Ohlone College in Fremont, CA in the Student Services Office.
• I've been using Smartsheet for one year.
• I've automated my major projects; now I'm working on automating office processes.
• How do you use Smartsheet student-facing and employee-facing.

Cleversheet

Greetings, fellow .edu's.

• Where do you work and what’s your department/role?
  Westmont College, Santa Barbara CA USA. I'm the Smartsheet SysAdmin and primary solution developer.
• How long have you been using Smartsheet?
  I've been an avid user since 7/4/11. Someone at Smartsheet once said I was among their first 500 customers.
• How are you using Smartsheet today or planning to in the future?
  I've created dozens of solutions involving hundreds of sheets in over 30 workspaces. I keep finding fun ways to "Make Smartsheet Sing" (the title of a presentation I gave to a national conference of higher ed business managers).
• What else would you like to learn from your peers in the education industry?
  Looking for further give and take, as I love being on the learning curve, plus I've accumulated plenty of insights and tricks that I'm glad to share with others (for instance, my Smartsheet Arsenal).

My Cleversheet dashboard illustrates the range of work I've done in Smartsheet, and includes links to developer resources I've created and/or curated.
Troy Harris
@Cleversheet
tharris@westmont.edu

Melitta

• Where do you work and what’s your department/role? Northeastern University in the Office of the Provost.
• How long have you been using Smartsheet? In total 6 years.
• How are you using Smartsheet today or planning to in the future? We use it for project management as well as to build efficient solutions for process improvement.
• What else would you like to learn from your peers in the education industry? How are other universities using the capabilities that come with the Advanced Gold license.

Cassi

Hello:

• Where do you work and what’s your department/role?
  • I work for Mesa County Valley SD 51 and I am an EA to the CAO
• How long have you been using Smartsheet?
  • I have been using smartsheets for a long time as a contributor. once I moved into my current role 3 years ago, the doors opened to this wonderful world!
• How are you using Smartsheet today or planning to in the future?
  • I use almost all the functions for our feedback forms to budget
• What else would you like to learn from your peers in the education industry?
  • I'm excited to see how others are using some of the functions like calendar view to better assist them with their daily duties!

Emmy Bagshaw

Hello! I am Project and Policy Analyst with the Housing Facilities group at University of California, San Francisco. I have been using Smartsheet for a few years, and have really started building solutions for the last two.

A few things we've used Smartsheets for are running Key Audits, scheduling our unit turnover process, and managing project budgets. I'm excited to continue to build my knowlege with this tool. I've learned so much from from the community forums here and I'm hoping I can contribute.

milshabez

Hey all!

• Where do you work and what’s your department/role? I work at St. Norbert College in Wisconsin near Green Bay as a marketing operations manager.
• How long have you been using Smartsheet? About 3.5 years, as long as I’ve been with the college!
• How are you using Smartsheet today or planning to in the future? Project management. Hoping to scale up into portfolio management for myself so our marketing managers can take on more of the project management elements.
• What else would you like to learn from your peers in the education industry? I’d love to know how others might be using dashboards in their marketing efforts to measure success.

Jill Freuden

I’ve been using SS for 5 years and work at the Registrars Office at Washington State University. We use it for course scheduling, residency, veterans certs, curriculum changes, grade changes, plus so much more! It’s a great application!

mtinseth

Hi! My name is Meredith and I work for the Aurora Public Schools. I am the Assistant to the Directors of Advanced Academics/Gifted Services and Career and Technical Education. I have only been using smartsheet since September but am so excited to continue to learn and put it into place to help with grant management, budget control, and ordering. I am looking forward to learning from all of you about how you use this software to make your lives easier and how I can make our processes truly ours.

Bcupp24

I am Brandon Cupp and I work for Valvoline Global as a Project Manager. At my prior employer I utilized Smartsheet to improve processes by building sheets, helper sheets, dashboards, and reports that interacted with automation to drive the process. My wife is an educator so helping build out time-saving and efficient solutions so that she can teach is a passion of mine. I have also used Smartsheet to build a template set for my team of Project Managers. I will gladly help anywhere that I can in this community. I value the level of simplicity that Smartsheet can create but also how it can be used to tackle very complex processes.

jgneely72151

Hi There! I'm Jennifer Neely, Sr. Compliance and Credentialing Coordinator at Emory University School of Nursing. I oversee the onboarding and maintenance of all student compliance, all affiliation agreements, and graduate student credentialing for clinical placement. I've been using Smartsheet since 2018 and always learning something new as my responsibilities have expanded and evolved. I know enough to be dangerous but would love to leverage my knowledge of formulas for efficient reporting of metrics. I love, love, love Smartsheets!