Looking for a Consultant to help convert a complex multi-sheet Excel file to Smartsheet

jeffthompsonaventi

Hi. We are looking for a Smartsheet "consultant" to help us convert a complex cost model spreadsheet to Smartsheet. We have looked at the various templates and don't believe anything existing will meet our needs. We are a marketing agency and use the excel sheet to create and track profit and loss for all our client engagements. The workbook incorporates staffing and staff rates and costs, fixed costs, expenses, pulls in project data captured outside (ie get data). There is also a section for adding client invoice details to allow for tracking of actual cost vs budget.

Our challenges with excel involve hard to troubleshoot errors, issues collaborating across multiple project leads, difficulty creating easy to digest summaries and dashboards, and also combining data from multiple sources (excel, sharepoint lists, harvest (time tracking app), etc.).

Ideally, we can move this to 100% inside smartsheet. Our expertise is limited - learn as we go and we are having trouble translating some of the excel architecture and worksheet structure / design to the way things work in Smartsheet.

I would like to find someone with more in-depth smartsheet experience who can help us make this transition. Obviously we expect to pay this person for their help. Expect this is a fairly significant amount of work to complete - at least 1-2 months and maybe more.

Please reply here or email me directly at jeff@aventigroup.com if you have relevant experience and are interested.

Andrée Starå

https://community.smartsheet.com/discussion/121388/looking-for-a-consultant-to-help-convert-a-complex-multi-sheet-excel-file-to-smartsheet

Hi @jeffthompsonaventi,

I hope you're well and safe!

I'm a Smartsheet Expert Consultant & Partner.

I'd happily schedule a free discovery call to discuss your needs and how I can help.

Please e-mail me at andree@workbold.com, and we will take it from there.

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Sam_Harwart

https://community.smartsheet.com/discussion/121388/looking-for-a-consultant-to-help-convert-a-complex-multi-sheet-excel-file-to-smartsheet

@jeffthompsonaventi

Hi Jeff!

At Prime Consulting Group, we have a team of skilled Smartsheet consultants and were recently selected as the 2023 Smartsheet Partner of the Year for North America.

From what you've described, it sounds like we would be a great match for what you're looking for. We specialize in these type of process conversions and can migrate your processes into Smartsheet as well as connect to outside data sources as necessary.

I'll drop you an email too.

Hope to talk soon!

Sam

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https://primeconsulting.com/