Full-service Smartsheet Consulting and Development Services by Platinum Partner

Rapidly plan, execute, and report on projects and easily collaborate with your team members and customers, with our premium Smartsheet solutions for PMOs, New Product Development, Asset Management and Maintenance, Marketing and Events, Procurement and Contracts, M&A, and Operations. 

Optimum Platinum Smartsheet Partner

Advanced Smartsheet Solutions and Services

As a Platinum, Certified Smartsheet Partner, our consultants provide complete Smartsheet consulting and project management services to help clients manage, automate, and optimize their project and work processes and implement advanced Smartsheet-based solutions to enable work efficiency and productivity.

From development of Customized Templates, Advanced Dashboards, and Automated Workflows, to the full implementation and support of Smartsheet Control Center, Resource Management (10,000ft), Dynamic View, Data Shuttle, Bridge, Connectors, and custom API Development, our team helps clients maximize their ROI in Smartsheet and increase user adoption and productivity of their teams.

Smartsheet Project and Resource Management

Wurk Smartsheet Implementation

The team and communication – they were by far the best vendors that we work with and ultimately did great work for us.

Jojo Palacio
VP of People & Corporate Strategy

Smartsheet Project Management and Work Automation

Smartsheet Partner

Working with the Optimum team has been a seamless process from beginning to end. I’ve been amazed at the level of efficiency, responsiveness, and attention to detail with all Optimum team members that we worked with. We really appreciate all the help and support we received with our Smartsheet implementation, and have had a high level of success with adoption so far.

Head of Customer Content at Zonos

Project Management Solution and BI


“Optimum switched gears almost overnight to help us go live in a matter of days. Their ability to prioritize our project and work with us to meet our ever-evolving needs was exactly what we needed and we would not have been able to successfully implement without their tremendous support.”

Project Manager, Machinery & Manufacturing

Project Management Consulting

  • Portfolio and Project Maturity Assessment and Plan

  • PMO and Center-of-Excellence Setup or Optimization

  • Portfolio and Project Management Methodology, Processes, Standards, and Templates

  • Project Management and Business Analysis Consulting, Staffing, and Training

  • Business Process Optimization and Re-engineering

  • Software Assessment and Selection Services

Smartsheet Implementation

  • Design and development of customized Smartsheet templates, automated workflows, dashboards, and reports

  • Implementation of Smartsheet premier apps: Control Center, Resource Management (10,000ft), Dynamic View, Pivot, Data Shuttle, Jira Connector, Salesforce Connector, and other add-ons

  • Customized integrations to connect Smartsheet with your business systems, such as Office 365, Power BI, HR, CRM, Finance, etc. using Bridge, Power Automate, or API development.

  • Smartsheet Consulting and Project Management Services

Pricing and Licensing

We help clients learn about different Smartsheet plans and products to identify the right solution for their needs and assist them with pricing and purchasing the licenses directly from us to benefit from working with our certified Smartsheet developers and PMP project managers and receive exceptional customer service and great partner discounts.


Project and Work Execution Across Teams

With the powerful capabilities of Smartsheet and our in-house process and software consulting expertise, we make it easy for our clients to move faster and achieve more on their projects and work initiatives, across various departments and business functions:

  • PMOs and Project Management: Implementation of Smartsheet-based Portfolio, Program, and Project Management solutions with robust work and task management, reporting and dashboards, workflow automation, and advanced resource management and forecasting

  • Product Development and Asset Management: Implementation of Smartsheet-based New Product Development, Product Maintenance, and Asset Management solutions to track, manage, and report on all stages of the business processes. 

  • Procurement, Contracts, and Proposal Management: Implementation of Smartsheet-based solutions to track, manage, and report on all stages of the Bids and Proposals, Contrcat Management, and Procurement processes, including all coordination with internal and external stakeholders, including Legal and Customer teams.

  • Marketing and Event Management: Implementation of Smartsheet-based solutions to track, manage, and report on all stages of the Marketing and Event planning processes, including creative development, reviews, and approvals, internal and external stakeholder collaboration, tasks assignment and management, and detailed reporting dashboards.

Jump Start Your Smartsheet Projects, The Right Way

Quick-Launch Package

1-Week Implementation and On-boarding
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Smartsheet Quick Launch 40 Hours Consulting Package

Our Quick-Launch Package includes Smartsheet consulting and implementation services to help your organization jump start your Smartsheet projects, the right way:

  • Design and development/optimization of your templates, workflows, forms, reports and dashboards
  • Smartsheet training, how to build and enhance your own sheets, reports, dashboards, and portals
  • Example Output: 6 template sheets, 4 summary/roll-up reports, and 1 dashboard
*does not include the cost of Smartsheet licenses or any advanced customization and integration services 

PMO Accelerator Package

120-Hour Implementation and On-boarding
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Smartsheet Quick Launch 40 Hours Consulting Package

Our Rapid Deployment Package includes the design and implementation of the "Smartsheet Control Center" solution for PMOs, Marketing, Procurements, Product Development, and other operations:

  • Discovery, requirements definition, and analysis (workshops and review of the current-state and desired processes and PPM needs)
  • Design and development of the Control Center master templates, Intake and roll-up sheets, automated workflows, and dashboards and reports (for 1 Blueprint and 1 Project Type)
  • Roll-out, deployment, and user training
*does not include the cost of Smartsheet and Control Center licenses or any advanced customization and integration services 



Our certified experts are here to help you find the right software solution for your unique business challenges and needs. They schedule your free consultation session and answer all your questions, including topics like:

  • Our Service Offerings

  • Live Demos and Software Product Information

  • Assessments

  • Pricing and Custom Quotation

Email us at info@optimumcs.com, call us at 713.505.0300, or fill out this form and we’ll reach out to you within one business day.


Email us at info@optimumcs.com or fill out this form and we'll be in touch within one business day.