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 Implementations and Integrations
As a Platinum, Certified Smartsheet Partner, our consultants provide complete Smartsheet consulting, implementation, and integration 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, 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 and Integration
- 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
- 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, 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.
Custom Smartsheet Integrations
Integrating Smartsheet’s collaborative work automation solution with your critical business systems, such as your ERP and Finance systems, CRM, Office 365, and other business apps, allows your organization to unlock the full potential of your data and systems.
With advanced analytics and visualization, seamless workflow automation, and custom integration solutions, we help our clients achieve unmatched operational and process efficiency:
- 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
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
Solutions By Use Case and Business Function
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.
We specialize in building advanced and custom Smartsheet-based solutions for:
- IT and Business PMO
- New Product Development
- Asset Management
- Procurement, Contracts, and Proposal Management
- Marketing and Event Management
- Professional Services
- Grant Management
Why Partner with Optimum?
Deep Technical and Industry Expertise
Flexible Engagement Model & Customer-Centric Approach
US-based and Offshore Resources
Certified, Platinum Partner
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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