Smartsheet
Consulting & Development

Get the most out of your Smartsheet investment with expert consultants by your side.

Trusted by industry partners and best-in-class brands

Why Choose Our Consulting & Development Service

We’re a certified official Smartsheet Partner, ready to help you with all your Smartsheet needs.

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Certified Smartsheet Experts

As an official Smartsheet Partner with 10,000 hours of experience, we bring deep expertise in Smartsheet solutions.

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Customized, Scalable Solutions

We design scalable Smartsheet solutions with industry-specific workflows, automation, and premium applications.

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Ongoing Support & Training

Beyond implementation, we provide continuous support, troubleshooting, and training resources, ensuring long-term success.

Our Core Services

Whether you’re implementing Smartsheet for the first time or developing advanced, industry-specific solutions, our team provides expert configuration, automation, and integration that unlock the full potential of Smartsheet.

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Custom Smartsheet Solutions

Our dedicated team designs and develops custom Smartsheet solutions to streamline business processes and drive efficiency.

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Smartsheet Implementation

From custom templates to advanced apps like Control Center, Data Shuttle, and WorkApps, we configure Smartsheet to meet your specific needs.

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Automated Workflows

We build dynamic sheets, reports, and dashboards with automated workflows to ensure seamless operations and increased productivity.

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Smartsheet Control Center Consulting

Optimize project management with scalable Control Center blueprints, rollup reporting, and real-time insights.

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Industry Specific Solutions

We provide tailored Smartsheet solutions for Construction, General Contracting, Solar Development, Healthcare, and Biotech, optimizing workflows and project management.

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Smartsheet Premium Applications

We design and implement solutions using Smartsheet Premium Applications like Resource Management, DataTable, Data Shuttle, Dynamic View, and Calendar App.

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Smartsheet Connectors Setup

We integrate Smartsheet with Jira, Microsoft Dynamics 365, Power BI, Salesforce, ServiceNow, Tableau, and Workday to streamline data synchronization and automation.

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Ongoing Support & Maintenance

We act as an extension of your team, providing expert support, troubleshooting, and continuous enhancements.

Dan with School of Sheets is an extremely talented and knowledgeable consultant in the Smartsheet space. Great personality, responsive, and very in tune with changes. I would highly recommend the School of Sheets team for any Smartsheet-related developments.

Private Client | USA

Industry-Specific Consulting

Whether you’re in construction, biotech, software, or healthcare, we craft Smartsheet solutions to fit your industry.

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Biotech &
Life Science

Ensure compliance, automate workflows, and enhance data management to accelerate biotech research, development, and operational efficiency.

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Construction &
General Contracting

Stay on schedule and budget by managing complex projects, high client demands, and large teams with streamlined Smartsheet solutions.

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Healthcare

Eliminate bottlenecks, automate admin tasks, and enable real-time updates, so you can focus on delivering top-quality patient care.

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Solar
Development

Enhance solar project planning, automate workflows, and optimize asset management for greater efficiency and scalability.

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How Our Consultancy & Development Works

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Project Exploration Call

Book a free 30-minute call with no obligation to discover how Smartsheet can transform your business.

We’ll discuss your business needs, challenges, and objectives to determine how Smartsheet can optimize your workflows and improve overall efficiency.

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Solution Development

Our iterative process ensures your solution evolves seamlessly:

  • Development: We start within days, not weeks.
  • Revision & Refinement: Provide feedback at every stage.
  • Testing: Integrated testing ensures every feature works flawlessly.
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Project Delivery

Once your Smartsheet solution is meticulously crafted to your specifications, thoroughly tested, and receives your seal of approval, the ownership is yours.

Whether you prefer our continued assistance or want to take the reins, we’ll ensure a smooth handover.

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Ongoing Support

We’re committed to your long-term success. We offer comprehensive support, from troubleshooting to ongoing maintenance.

We’ll provide you with the necessary training materials, documentation, and video tutorials to empower your team.

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*Consulting and Development Lighbulb Icon.

Solution Development

Our iterative process ensures your solution evolves seamlessly:

  • Development: We start within days, not weeks.
  • Revision & Refinement: Provide feedback at every stage.
  • Testing: Integrated testing ensures every feature works flawlessly.
*Smartsheet Sales Dashboard Image.
*Trusted Partner Icon.

Ongoing Support

We’re committed to your long-term success. We offer comprehensive support, from troubleshooting to ongoing maintenance.

We’ll provide you with the necessary training materials, documentation, and video tutorials to empower your team.

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*Discovery Call Icon.

Project Exploration Call

Book a free 30-minute call with no obligation to discover how Smartsheet can transform your business.

We’ll discuss your business needs, challenges, and objectives to determine how Smartsheet can optimize your workflows and improve overall efficiency.

*Strategic Plan Dashboard Image.
*Managed Services Icon.

Project Delivery

Once your Smartsheet solution is meticulously crafted to your specifications, thoroughly tested, and receives your seal of approval, the ownership is yours.

Whether you prefer our continued assistance or want to take the reins, we’ll ensure a smooth handover.

*Ongoing Support Image.

What Our Clients
Say About Us

Ready To Partner With Us As
Your New Smartsheet Consultant?​

Get in touch with us today and we’ll be happy to answer any questions you have!

Frequently Asked
Questions

Smartsheet is a cloud-based platform designed for work management and automation. It enables teams to efficiently plan, capture, manage, automate, and report on work across a wide range of tasks and projects.

With its user-friendly interface, Smartsheet helps streamline processes, centralize team communication, and improve organizational transparency and accountability. The platform is highly customizable, making it adaptable to specific business needs. Its versatility makes it a powerful tool for project management, task tracking, and workflow automation.

Key Features of Smartsheet:

  • Project Management: Build project plans, track progress, manage deadlines, and collaborate with teams.

  • Task Management: Assign tasks, set priorities, monitor completion, and manage task dependencies.

  • Collaboration: Share files, communicate with team members, and collaborate in real time.

  • Workflow Automation: Automate repetitive tasks, streamline approvals, and trigger actions based on defined rules.

  • Resource Management: Monitor resource availability, allocate workloads, and manage team capacity.

  • Reporting & Analytics: Generate reports, visualize data, and gain insights into project and team performance.

Smartsheet is intuitive enough for new or tech-averse users to navigate with ease. However, building advanced, end-to-end solutions requires a deep understanding of the platform’s core functionalities, integrated tools, and advanced features. While the learning curve is manageable, mastering its full potential comes with experience.

We’re a small, dedicated Smartsheet team focused on your project. Unlike larger agencies or Smartsheet directly, we work with you, not just for you.

We offer a unique approach to Smartsheet development:

  • Focus on Service: Our primary focus is building solutions, not selling products.
  • Agile & Collaborative: We prioritize quick starts and continuous collaboration, adapting to your changing needs.
  • Dedicated Team: As a small team, we give your project the attention it deserves.

This means faster results and a solution tailored to you.

Learn more here.

Our Smartsheet training is completely flexible and tailored to your needs. Whether you’re looking for a few one-hour sessions with a consultant or a fully immersive multi-day training to explore everything Smartsheet can do, we can design a format that works best for you.

We adapt to your team’s schedule—morning, afternoon, or full-day sessions—and customize the content based on your staff’s current knowledge level. Whether your team is brand new to Smartsheet or looking to deepen their existing skills, we’ll meet you where you are.

Learn more here.

Our consultants bring over 10,000 hours of hands-on experience with the Smartsheet platform. They specialize in managing complex projects, building custom solutions, and optimizing workflows tailored to a variety of business needs.

Smartsheet’s flexibility makes it an effective tool across many industries. We’ve worked extensively with clients in construction, solar development, logistics, food and beverage, legal, biotechnology, healthcare, and professional services.

Even if your industry isn’t listed, Smartsheet’s ability to manage information, people, and processes makes it a strong fit for virtually any business.

Learn more here.

Absolutely. Smartsheet supports thousands of integrations, enabling seamless connectivity with essential tools like GIS software, financial tracking systems, permitting platforms, and key business systems such as Salesforce, Jira, Microsoft Teams, and various CRM and ERP platforms.

Our team can develop custom integrations using APIs based on your specific needs, including the applications involved, the type of data you want to exchange, and the required format. These integrations help streamline operations, improve efficiency, and centralize data management.

Learn more here.

The cost of our consulting services varies based on the scope and complexity of the project. We offer tailored pricing models depending on whether you require a one-time setup or ongoing support.