Weekending Thought: Filter or Formula?

Yvonne Smythe · 11/15/24

Anyone else ever have this thought when designing/building a solution?

I tend to draft out different scenarios on a piece of paper and test them in Smartsheet to document the outcomes.

What is a good practice you apply when designing/building your Smartsheet solution for yourself or clients?

Darla Brown · 11/15/24

I do the same. When I'm meeting with clients, we process map the entire solution end to end before we even open Smartsheet. I start from the intended outcome and work the process backwards.

Yvonne Smythe · 11/15/24

I find it is also helpful to take the time to get to know who on the client side will be managing and building upon the solution post implementation.

Building/designing for future users is important because simplicity is often the key.
Directing teams to Smartsheet University and encouraging them to join the community.
Documenting all aspects of the solution as if the user(s) never used Smartsheet before.
Start information sharing from day one.

Yvonne Smythe · 11/15/24

https://community.smartsheet.com/discussion/comment/462387#Comment_462387

@Darla Brown Excellent!

Weekending Thought: Filter or Formula?

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