Hi there Community!
This seems like a fairly standard use case but not sure how the exact structure might works best in smartsheets — new here and on the trial Business Plan. I'd love some initial help thinking through what it could look like.
We are a small 10-person laser cutting/fabrication studio.
- We run small 3-6 business day jobs for call-in/email private customers
- The day to day jobs are all fairly standardized (respond to inquiry, quote, finalize design files, order materials, cut job, ship out job) so I'd want to template and serialize those and manage them more kanban style.
- We do one or two large 5-10 month large scale corporate jobs
- The large jobs are all bespoke and more typical large project management type deals, including cutting and assembly jobs.
The primary challenge is juggling available machines to cut the jobs for both the day to day and large clients. We typically have two/three people working through inquiries/quotes and then creating and scheduling jobs for the Technicians on the floor. Often, the BAU and Large Client sides butt heads and aren't coordinated well.
From what I see in Smartsheets, the large client jobs might be best as each having their own Workspace, but BAU might be a single workspace with a top level task/card for each new job that comes in, created by someone who's triaging inquiries into actual jobs for the team. These cards could then move around the Board view or Calendar view as necessary to plan the work.
Would love to hear how others have done similar work setups or if anyone can point me to existing posts that'd be amazing!
Neil