Full-service Smartsheet
Consulting and Development
Services by Platinum Partner
"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."
Advanced Smartsheet Implementation, Integration, and Support
As a Platinum, Certified Smartsheet Partner, our consultants provide complete Smartsheet consulting, implementation, integration and support services to help clients manage and automate work and integrate their systems and processes to enable work efficiency and productivity.
From the development of advanced Smartsheet-based business solutions, to the full implementation of Control Center, Resource Management, Bridge, and other premium apps, to custom API integrations, and managed services and helpdesk, our team of certified experts help clients maximize their ROI in Smartsheet and increase user adoption and productivity of their teams.
Our Smartsheet Services & Solutions
Implementation, Integration, Support
- Quick start and onboarding
- Design and development of customized Smartsheet templates, forms, workflows, dashboards, and reports
- Implementation of Smartsheet Control Center, Resource Management, Bridge, Data Table, WorkApps, Dynamic View, Data Shuttle, Jira Connector, Salesforce Connector, ServiceNow Connector, and other add-ons
- Customized integrations to connect Smartsheet with your business systems, such as SAP, Dynamics 365, SharePoint, Power Platform, Power BI, Teams, Jira, ServiceNow, Agility, and other business applications
- Smartsheet Support and Managed Services (including license management and helpdesk)
- Smartsheet training
Consulting and Advisory
- Smartsheet Assessment and Road-mapping
- Portfolio and Project Maturity Assessment
- 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
Licensing and Pricing
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 experts and receive exceptional customer service and great partner discounts.
Smartsheet Center of Excellence Services
Our Smartsheet Center of Excellence (COE) services are crafted to optimize your organization’s Smartsheet management and operational processes, delivering scalable, maintainable, and efficient business solutions. Our COE services cover a broad spectrum of activities, including solution development, governance, user adoption and change management, license management and helpdesk, and continuous support for various departments and business units within your organization. Our approach is collaborative and client-focused, ensuring that we understand your specific needs and challenges, and work closely with your teams to develop customized solutions that drive value and enhance operational efficiency.
Pre-built, Industry-ready Solutions for Rapid Impact
Maximize your investment with Catalysts for Smartsheet: ready-to-deploy solutions that deliver faster results, reduce development costs, and scale seamlessly with your business.
Discover powerful Catalysts built to drive measurable impact across industries, such as:
- Healthcare & Life Sciences
- Construction & Engineering
- Manufacturing
- Government & Education
- Professional Services
- Marketing
- and more!
Testimonials
Smartsheet Consultation and Implementation for IT PMO
We recently had the pleasure of collaborating with Optimum on the implementation and consultation of our department’s PM system, based on Smartsheet…Their deep industry knowledge and adherence to best practices not only streamlined our processes but also ensured the project’s successful delivery…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..
Peter Nawrocki
Project Manager
Smartsheet Development and Consulting
“[Optimum] took the time to really understand my requirements and were flexible in developing a pricing structure that worked for me. I appreciated how quickly they responded to my initial request. Their team has demonstrated their expertise and my project got started immediately to meet my timeline. I have enjoyed working with everyone on their team and am quickly seeing results on my solution!”
Lisa Flores,
Sr. Director of Information Technology
Hospital & Health Care
Custom Smartsheet Integrations
- Smartsheet and SAP Integration- for Financial Data Management, Planning and Forecasting
- Smartsheet and Azure DevOps, Jira or Agility Integration– for task and project management data syncs
- Smartsheet and Power Platform Integration – for advanced automations, online forms, and BI reports and dashboards
- Smartsheet and Qlik Integration– for advanced data management, integration, and BI capabilities
- Smartsheet and Salesforce or Dynamics 365 Integration– advanced for sales and operations automations
Why Partner with Optimum?
Deep Technical and Industry Expertise
Flexible Engagement Model & Customer-Centric Approach
Expert and Tailored Implementation and Support Services
Certified, Platinum Partner
Frequently Asked Questions
What makes Optimum a trusted Smartsheet partner?
Optimum is a Smartsheet Platinum Partner: the highest tier of partner recognition in the Smartsheet ecosystem. This designation reflects our team’s depth of certified expertise, our track record of successful client implementations, and our ability to deliver the full spectrum of Smartsheet services including consulting, implementation, custom integrations, Control Center and premium app deployments, and managed services. As a Platinum Partner, we can also assist clients with pricing and direct license purchasing, ensuring they receive expert guidance alongside competitive partner discounts.
What Smartsheet services does Optimum provide?
Optimum provides end-to-end Smartsheet consulting and development services including quick-start and onboarding, design and development of customized templates, forms, workflows, dashboards, and reports, implementation of Smartsheet Control Center, Resource Management, Bridge, Data Table, WorkApps, Dynamic View, Data Shuttle, and connectors for Jira, Salesforce, and ServiceNow. We also offer custom API integrations with business systems such as SAP, Dynamics 365, SharePoint, Power Platform, Power BI, and Teams, alongside Smartsheet support and managed services, training, portfolio and project management consulting, and Center of Excellence setup and optimization.
What is Smartsheet Control Center, and does my organization need it?
Smartsheet Control Center is a premium Smartsheet application that enables organizations to provision, manage, and report on large portfolios of projects or programs from a centralized, standardized template. It is particularly valuable for organizations running multiple concurrent projects (such as construction firms, IT departments, or professional services teams) where consistency, scalability, and portfolio-level visibility are critical. Optimum’s certified consultants implement and configure Control Center to match your specific portfolio structure, governance standards, and reporting requirements.
Can Smartsheet be integrated with our ERP, CRM, or other business systems?
Yes. Optimum specializes in custom Smartsheet integrations that connect Smartsheet with your critical business systems to eliminate manual data entry, automate cross-system workflows, and create a unified operational view. Our integration expertise spans Smartsheet and SAP (for financial data management and forecasting), Smartsheet and Azure DevOps, Jira, or Agility (for task and project management syncs), Smartsheet and Power Platform (for advanced automation and BI reporting), Smartsheet and Databricks (for advanced data management and analytics), and Smartsheet and Salesforce or Dynamics 365 (for sales and operations automation). Each integration is built to be secure, reliable, and maintainable at scale.
What is a Smartsheet Center of Excellence (CoE), and how does it help our organization?
Optimum’s Smartsheet Center of Excellence (CoE) is a structured governance and management framework that helps organizations standardize, scale, and continuously improve their use of Smartsheet across the enterprise. CoE services cover solution development governance, user adoption and change management programs, license management and helpdesk support, and ongoing departmental enablement. Without a CoE, organizations often experience platform sprawl, inconsistent solution quality, and low user adoption. A Smartsheet CoE creates the structure and enablement model that maximizes your Smartsheet investment and ROI over the long term.
Does Optimum offer industry-specific Smartsheet solutions?
Yes. Optimum offers a catalog of pre-built, industry-ready Smartsheet solutions called Catalysts that are designed for rapid deployment and immediate business impact across specific industries. Current industry-ready Catalysts cover Healthcare and Life Sciences, Construction and Engineering, Manufacturing, Government and Education, Professional Services, Marketing, and additional sectors. These solutions reduce custom development time and cost while providing a proven, scalable foundation that can be tailored to your organization’s specific requirements.
Can Optimum help us assess our current Smartsheet maturity and build a roadmap?
Yes. Optimum’s Smartsheet Assessment and Road-mapping services evaluate your current Smartsheet usage, portfolio and project management maturity, and PMO structure to identify gaps and opportunities. From there, we develop a prioritized roadmap for improving solution quality, expanding platform adoption, implementing governance, and realizing greater ROI from your Smartsheet investment. We also assist with PMO and Center of Excellence setup or optimization, portfolio and project management methodology development, and business process re-engineering to ensure Smartsheet delivers lasting strategic value.
How does Optimum support Smartsheet training and user adoption?
Optimum provides structured Smartsheet training programs designed for different user groups, from system administrators and solution builders to frontline users who utilize dashboards and submit forms. Training is tailored to your specific Smartsheet implementation, ensuring participants learn in the context of the workflows and solutions they actually use. Alongside formal training, our change management support helps drive awareness, build enthusiasm, and embed Smartsheet into your team’s daily work — because the best Smartsheet implementation delivers no value if your people do not use it.
Let’s connect!
Reach out to our experts to discover the perfect software solution for your unique business challenges. Schedule your complimentary consultation and get all your questions answered!
Call us at (713) 505 0300 or fill out our form, and we’ll contact you within one business day.
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