I recently created a Policy Tracker for our department – centralized storage and approval of policies and procedures with all sorts of automation to ensure accuracy. When I learned that the company needed a company-wide Centralized Policy tracking solution, I gave them a demo. This turned into making modifications to the solution to accommodate multiple departments, multiple policy numbering processes, and centralized approval and management metrics, customized views for Policy submitters and approvers, automated alerts for status and review periods, automated history tracking.
I was asked to help another team in my department “Reconcile” the data from one of their processes. I discovered they had 6 or 7 different data sources, no common “key” data values, an outside vendor, another department involved, and no idea how to reconcile it all. Using Smartsheet. I created a reconciliation solution that pulls together all the data, matches up data from the different file sources, and allows the team to reconcile from end-to-end through the entire process. This solution uses nearly everything Smartsheet has to offer: Data Shuttle, DataMesh, DataTable, Pivots, reports, dashboards, and many many automations.
