Webinar: Professional Services Operations in Smartsheet: Delivery, Resourcing, and Performance Tracking

Professional services teams face growing pressure to deliver projects profitably while managing complex handoffs, shifting resource demands, scope changes, and increasing reporting expectations. Too often, critical information is scattered across CRMs, project plans, spreadsheets, and dashboards, making it difficult to plan ahead or see the full picture.

In this recorded webinar, Optimum and Smartsheet demonstrate how professional services organizations can use Smartsheet to run a more connected, scalable engagement lifecycle, from sales close and intake through delivery, billing, and portfolio reporting.

Through a real‑world walkthrough, the session covers how teams can reduce handoff friction, improve resource planning, and gain consistent visibility into project and portfolio performance.

In this webinar, you’ll learn how to:

• Streamline sales‑to‑delivery handoffs by integrating Smartsheet with CRM systems like Salesforce for bi‑directional data sync
• Standardize project initiation using Control Center, including automated template provisioning and dashboard creation
• Plan and manage schedules with baseline tracking, dependencies, and automated alerts
• Improve staffing decisions with resource allocation and scenario planning
• Track requirements, deliverables, risks, issues, change requests, and UAT in structured, connected workflows
• Use AI‑powered features to summarize status updates, analyze sentiment, and generate documents
• Roll up project data into portfolio‑level dashboards for visibility into utilization, financials, and delivery health

The session also includes a look at Smartsheet’s product roadmap, highlighting upcoming capabilities such as enhanced scenario planning, expanded integrations, and early‑access AI tools, followed by a live Q&A addressing integrations, portfolio management, and support for both agile and waterfall delivery models. 

This webinar is ideal for professional services leaders, PMOs, delivery managers, operations teams, finance, and customer success professionals looking to reduce tool sprawl and improve execution with connected, practical workflows.