Your Elite Smartsheet Partner, from strategy to scale.
Get more from Smartsheet and the AI your teams already use with the strategy, implementation, integrations, governance, and ongoing support to move from isolated workflows to intelligent operations.
"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 AI
Smartsheet can do much more than manage projects. With the right architecture, it can become a connected operating layer for your teams, data, workflows, and AI.
As a Smartsheet Elite Solution Partner, Optimum helps organizations design, implement, integrate, and scale Smartsheet across complex business environments. From Control Center, Resource Management, Bridge, and Dynamic View to custom integrations and AI-enabled workflows, our certified team helps you get more from the full Smartsheet platform.
We also connect Smartsheet with the systems your organization already relies on, bringing data and workflows together so teams can automate more, work from trusted information, and use AI in the flow of work.
From initial strategy through implementation, governance, adoption, and ongoing support, Optimum helps you build an environment designed to keep delivering value as your needs evolve.
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
AI Enablement and Governance
- Enterprise AI Governance: visibility into every AI agent and connector running in your Smartsheet environment (Claude, ChatGPT, Copilot, and more), built on Smartsheet Safeguard
- Smartsheet AI Health Check: a focused advisory engagement that maps native Smartsheet AI, Copilot, Claude, and other integrations to your workflows and delivers a prioritized AI roadmap
- AI integrations and agent enablement: connect Smartsheet with Claude, Microsoft Copilot, ChatGPT, and other AI platforms
- Catalysts 2.0: pre-built, industry-specific Smartsheet solutions that are AI-enabled and MCP-ready
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
Getting Smartsheet live is only the beginning. Long-term value depends on strong governance, adoption, support, and continuous improvement.
Optimum’s Smartsheet Center of Excellence (CoE) helps organizations establish the standards, processes, and support needed to scale Smartsheet responsibly across teams and use cases. From governance and solution oversight to user enablement, helpdesk support, and ongoing optimization, we help keep your environment secure, manageable, and aligned with the business.
As AI becomes part of Smartsheet workflows, the CoE can also help establish the governance and operational oversight needed to scale AI responsibly.
Catalysts: Ready-to-Deploy, AI-Enabled Smartsheet Solutions
Smartsheet Catalysts are pre-built, industry-specific solutions designed to help organizations move from idea to implementation faster.
Each Catalyst combines proven workflows, automation, reporting, and industry best practices with AI-enabled capabilities that can connect Smartsheet data to the AI tools your teams already use.
Built around real business use cases, Catalysts give you a proven starting point while still allowing the solution to be configured around your processes, systems, and requirements.
Examples include:
- Construction & Engineering
- Healthcare & Life Sciences
- Manufacturing
- Retail
- Government
- Higher Education
- Professional Services
- and more!
Smartsheet TAM+ Services
Expert support that keeps your Smartsheet environment moving forward.
Our enhanced Technical Account Management services give your team a dedicated partner for ongoing solution guidance, optimization, troubleshooting, and strategic planning, helping you expand Smartsheet without adding unnecessary internal overhead.
Single Point of Contact
One trusted Smartsheet advisor
Hands-On Guidance
Ongoing technical and solution expertise
Strategic Roadmapping
Prioritize what comes next
Flexible Engagement
40 hrs/month, 6-month term, custom options available.
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
Connect Smartsheet to Your Enterprise
Smartsheet delivers more value when it is connected to the systems, data, and AI tools your teams already use.
Optimum designs integrations that connect Smartsheet across your technology ecosystem, helping data move between platforms, reducing manual work, and giving teams a more complete view of their operations.
We can connect Smartsheet with platforms including Microsoft 365, Salesforce, ServiceNow, Workday, NetSuite, SAP, Databricks, Power BI, and other enterprise systems using APIs, native connectors, middleware, and custom integration architecture.
And with Smartsheet’s MCP capabilities, organizations can extend that connected environment into AI assistants such as Microsoft 365 Copilot, Claude, and ChatGPT, allowing AI to work directly with authorized Smartsheet data and workflows. Smartsheet explicitly documents integrations with these AI assistants through its MCP Server.
Why Organizations Choose Optimum for Smartsheet
Deep Technical and Industry Expertise
Flexible Engagement Model & Customer-Centric Approach
Expert and Tailored Implementation and Support Services
Smartsheet Elite Solution Partner
Frequently Asked Questions
What is a Smartsheet Elite Solution Partner?
Optimum is a Smartsheet Elite Solution Partner, the highest tier of partner recognition in the Smartsheet ecosystem. This designation reflects our certified expertise, proven track record of successful implementations, and ability to deliver end-to-end Smartsheet services, including consulting, implementation, integrations, premium apps, and managed services. As a certified Smartsheet Partner, we can also provide guidance on licensing, pricing, and direct license purchasing (including competitive partner discounts).
What Smartsheet services does Optimum provide?
Optimum provides end-to-end Smartsheet consulting and services, from strategy to scale. Our capabilities include strategy and assessments, licensing guidance, onboarding and implementation, custom solution design, and deployment of Smartsheet premium capabilities such as Control Center, Resource Management, Bridge, DataTable, WorkApps, Dynamic View, and Data Shuttle.
We also provide custom integrations and automation, AI agents and AI governance, data and BI architecture, PPM and PMO consulting, training, Center of Excellence services, Enhanced Technical Account Management (TAM), managed operations, and ongoing support. Our team can connect Smartsheet with enterprise systems including SAP, Dynamics 365, Microsoft 365 and SharePoint, Power Platform, and other platforms across your technology ecosystem.
Can Optimum help us connect Smartsheet with AI tools like Microsoft Copilot, ChatGPT, or Claude?
Yes. Optimum can help organizations connect Smartsheet with the AI tools their teams already use and build AI-enabled workflows around their Smartsheet data and processes. As a Microsoft Solutions Partner for AI Business Solutions and a Claude Partner, we bring expertise across Smartsheet, AI, integrations, and enterprise technology to help organizations put these capabilities to work securely and effectively.
With Smartsheet’s MCP capabilities, AI tools such as Microsoft 365 Copilot, ChatGPT, and Claude can connect with authorized Smartsheet data, enabling teams to access information, automate tasks, and take action using natural language.
What is the Smartsheet MCP Server, and how can organizations use it with AI?
The Smartsheet Model Context Protocol (MCP) Server provides a secure connection between Smartsheet and compatible AI tools. It allows AI assistants to interact with Smartsheet data and supported capabilities using natural language, helping users access information, analyze work, automate tasks, and take supported actions without manually moving data between systems.
Optimum can help organizations incorporate these capabilities into a broader AI strategy with the architecture, integrations, governance, and operational support needed to scale responsibly.
Can Optimum integrate Smartsheet with our other enterprise systems?
Yes. Optimum designs custom Smartsheet integrations that connect your data, workflows, and systems across the enterprise, helping reduce manual data entry, automate cross-system processes, and create a more connected operational view.
Our integration expertise includes connecting Smartsheet with SAP for financial and operational data, Azure DevOps, Jira, and Agility for project and task management, Microsoft Power Platform and Power BI for automation and reporting, Databricks for data and analytics, and Salesforce and Dynamics 365 for sales and operational workflows. We can also connect Smartsheet with other enterprise platforms through APIs, native connectors, middleware, and custom integration solutions.
Each integration is designed with security, reliability, scalability, and long-term maintainability in mind, creating a stronger data foundation for reporting, automation, and AI.
What are Smartsheet Catalysts?
Smartsheet Catalysts are Optimum’s ready-to-deploy, industry-specific solutions designed to accelerate implementation and time to value. They combine proven Smartsheet workflows and industry best practices with automation and AI-enabled capabilities, giving organizations a strong starting point that can be configured around their processes, requirements, and technology environment.
Can Optimum help establish Smartsheet AI governance?
Yes. Optimum helps organizations put the governance and operational structure around AI-enabled Smartsheet solutions so they can scale AI more responsibly. This can include AI governance strategy, solution oversight, managed operations, and ongoing support as AI becomes part of everyday workflows.
What is a Smartsheet Center of Excellence?
A Smartsheet Center of Excellence (CoE) provides the governance, standards, adoption, and support structure needed to manage and scale Smartsheet across an organization. Optimum helps clients establish and operate Smartsheet CoEs that support governance, user adoption, helpdesk needs, and ongoing optimization, helping Smartsheet continue to deliver value beyond the initial implementation.
Does Optimum provide ongoing Smartsheet support and managed services?
Yes. Optimum supports organizations beyond implementation through Center of Excellence services, Enhanced Technical Account Management (TAM), helpdesk support, AI governance, managed operations, and continuous optimization. The goal is to help organizations maintain adoption and governance while continuing to expand Smartsheet into new processes and use cases.
What industries does Optimum support with Smartsheet?
Optimum works across a range of industries, including healthcare, manufacturing, construction, energy, financial services, retail, public sector, education, transportation and logistics, professional services, real estate, and more. Our industry experience helps us design Smartsheet solutions around real business processes and use cases, rather than approaching every implementation the same way.
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.
