Smartsheet Transform Package

Transform Packages are for teams and organizations that are implementing complex, multi-data source, solutions that require extensive use of Smartsheet add-on products like Control Center, Jira or Salesforce Integration, and complex multi-step, multi-user review and approval workflows. Our team has implemented Control Center, JIRA integration, and all of the Smartsheet Advanced Add-ons. We are happy to discuss your specific needs and tailor an engagement to meet your goals and long term objectives.

Discovery & Design

• Requirements Workshops (5-6)

• Solution Design & Data Architecture Recommendation

• Smartsheet Add-on Evaluation & Recommendation

Build / Configuration of the Solution

• 5-6 Dashboards Templates (ex: PMO, Portfolio, Project, Current User, etc.)

• 6-8 Sheet Templates (ex: Intake, Project Plan, CRAID, Metrics, Summary Sheet, etc.)

• 20+ Automations (ex: Update Requests, Record Date, Workflow Progression, etc.)

• 20+ Reports (ex: Past Due, Milestones, etc.)

• 2-3 Forms (ex: New Project Request, New Risk/Issue, New CRAID Item)

• 1 Control Center Blueprint Configuration

• Project Metadata Summary Sheet
  

Testing

• Quality Assurance Testing by Echo team

• Testing Plan

• User Acceptance Testing (UAT)  by client team (Multiple Rounds)

• Pilot (if needed)

Training / Implementation Support

• 5-6 Training Sessions (Admin, Portfolio Manager, PM, Train the Trainer, etc.)

• Admin Guide

• PM User Guide + Quick Reference Guide

• Recorded Onboarding Video for Future Hires

Cutover / Hypercare

• Cutover Plan 

• Extended Hypercare

• Open Office Hours (3-4 - as needed)

Our team of experienced Smartsheet experts has a proven track record of success in managing projects across a variety of industries. We understand that every business is unique, which is why we work closely with you to understand your specific needs and tailor our services to meet those needs.

With an Echo Consulting Solution, you will experience:

• Increased efficiency in your business processes

• Improved communication and collaboration within your team

• Better control over project timelines and budgets

• Improved reporting on what’s most important to you, eliminating the noise

• Reduced stress and more time to focus on growing your business

Don't let project management challenges hold you back from achieving your goals. Our Kickstart Package is designed to give you the tools and support you need to succeed. Contact us today to schedule a free consultation and learn more about how we can help take your project management to the next level.