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. 

Smartsheet Platinum 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, Data Table, WorkApps, 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.

Featured Client Success Story:


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, Bridge, Data Table, WorkApps, Dynamic View, 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.


What Our Clients Say

Smartsheet Consultation and Implementation for Project Management

We recently had the pleasure of collaborating with Optimum on the implementation and consultation of our department’s PM system, based on Smartsheet. I want to publicly acknowledge the invaluable role Optimum played in this project. Their deep industry knowledge and adherence to best practices not only streamlined our processes but also ensured the project’s successful delivery. Their team demonstrated exceptional expertise and provided tailored solutions that perfectly met our unique needs. The smooth integration of the PM system has significantly enhanced our operational efficiency. Working with Optimum has been a highly positive experience, and I highly recommend their services to anyone seeking professional and effective PM system implementation. A big thank you to the entire Optimum team for their outstanding support and dedication!

Peter Nawrocki
Project Manager

Smartsheet for Project & Portfolio Management

Shoppas_Optimum-Project Management Smartsheet

We wouldn’t have gotten to where we are today without Optimum. Optimum spent time with us to gain a good understanding of our processes and where our bottlenecks were.

Greg Young
Allied/Storage Solutions Sales Manager

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


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.



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.