PRODUCTIVITY SERVICES
Smartsheet Powered Solutions to Automate your Manual processes
Over 90% of Fortune 100 companies use Smartsheet. Agilifly helps its Clients to design and implement Smartsheet based automation solutions to transform work into dynamic work, unify collaborations, workflows, and content management thereby ensuring alignment with corporate goals and rapid respond to change with agility
How do your solutions help me
- Are your teams managing your business processes, tasks or projects on disparate applications- Slides, documents, email, shared storage?
- Do you lack real time visibility of “progress” on your Business process or initiatives ?
- Is chasing for updates and creating “status updates” taking away time from execution of work?
- Do you have data residing on different sources (Excel/ ERP/CRM/ Ticketing systems) without a single source of truth for metrics and work statuses/risks?
- Do you lack visibility of planned vs actual resource capacity and time spent on work?
- Do you have a platform to track your schedule/timeliness that is different from where you track risks, minutes or meetings, attachments, emails, commercial aspects of your process etc?
Our versatile, custom automations deployed within weeks can help you to solve for these challenges on recurring business process, initiatives or projects across functional domains.
Portfolio & Program Management:
Covering PMO (Enterprise, IT, Business), and New Product Development, CapEx projects
Business Process Automation:
Automating vendor, customer, and employee onboarding, 360-degree reviews, BD and incentive tracking, planning, budgeting, and over 1,000 other use cases.
Request & Feedback Management:
Streamlining ticketing, request handling, and voice of the customer programs for faster, more effective responses.
Marketing Operations Automation:
Enhancing digital and creative asset management for improved efficiency and collaboration.
System Integrations:
Seamlessly integrating tools like MS 365 Dynamics, Salesforce, Jira, Smartsheet, and ServiceNow for unified work environments.
Why Smartsheet is the best fit
End-to-End Smartsheet Implementation
We provide End to End, modular Smartsheet implementation services for our clients. This includes needs assessment, prototyping, sales and renewal services, solution build & configuration, testing, training, change management and handover
Implementation services are customized based on unique requirements of each client and geared towards value maximization for the client
Discovery
Understanding of client opportunities, challenges and trade offs- enabling a curated demonstration
Demo
Demo of relevant product use cases based on client needs. Alternative approaches to solving for the use case discussed with pros and cons
Needs Assessment
Detailed needs assessment, suggestion of custom feature bundles following a one time or a phased approach
Implementation & Change Management
Solution build, test, training and roll out. Change management support if needed. Retrospective debrief and next steps
COMMON SMARTSHEET USE CASES
Over 2000 documented use cases across functions
HR
- Tracking onboarding plans, progress, and task completion
- Monitoring pre-onboarding SLAs and overdue activities
- Headcount approval tracking and workforce planning
- Coordinating employee training and development plans
- Facilitating employee goal-setting and progress tracking
- 360/peer feedback process
- Employee request intake or feedback surveys of any kind
Talent Acquisition
- Job requisition tracking, approval
- Candidate repository maintenance
- Interview scheduling, feedback management, and decision-making
- Offer letter generation, electronic signing via DocuSign integration
- Recruitment marketing, event planning, and candidate experience tracking
Sales
- Lead generation tracking, management, and follow-up activities
- Sales pipeline management, including deal stages and probabilities
- Account and contact management
- Sales forecasting, reporting, and quota tracking
- Incentive calculation inputs, such as deal size, quota attainment, and bonuses
Marketing
- Campaign planning, execution, and performance tracking
- Content calendar management, including production timelines and approvals
- Event planning, logistics, and budgeting
- Lead nurturing and marketing automation tracking
- Digital marketing metrics, analytics, and reporting
Finance
- Expense submission, approval, and reporting
- Budget request collection, approval, and summary
- Capital expenditure tracking and approval
- Invoice processing, tracking, and reconciliation
Project Management/PMO
- Project planning, scheduling, and progress tracking
- Task assignment, monitoring, and completion tracking
- Resource allocation and management
- Risk and issue identification, tracking, and resolution
- Project portfolio management and reporting including updates to templates and archiving
Product Development
- Product roadmap planning, tracking, and communication
- Feature prioritization, backlog management, and sprint planning
- Release planning, tracking, and post-release evaluation
- User feedback collection, analysis, and prioritization
- Cross-functional collaboration on product development initiatives
Function Agnostic
- Collecting, managing, and prioritizing requests across departments
- Assigning, monitoring, and following up on work tasks
- Collaborating on documents and files through comments and approvals
- Tracking project/task status, flags, dependencies, and SLAs
- Managing cross-functional initiatives and programs
- Creating and sharing real-time dashboards and reports
- Automating workflows, reminders, and notifications
- Representing functional processes as Gantt charts, Kanban boards, or calendar views
Common Integrations
- Jira/Confluence
- Synchronize project information, tasks, and progress between Smartsheet and Jira
- Embed Smartsheet sheets, reports, or dashboards in Confluence pages for easy access
- Slack/MS Teams
- Send Smartsheet notifications and reminders to Slack or MS Teams channels
- Update Smartsheet tasks or rows directly from Slack or MS Teams
- Other popular integrations (over 140 integrations available)
- Salesforce: Synchronize account, contact, opportunity, or custom object data between Smartsheet and Salesforce
- Google Workspace: Attach Google Drive files to Smartsheet rows, use Google Forms to populate Smartsheet, sync Smartsheet tasks with Google Calendar
- Docusign, Adoebe, Hubspot ERP systems
- Microsoft 365: Attach files from OneDrive or SharePoint to Smartsheet rows, use Microsoft Forms to populate Smarts