Smartsheet Consulting

BSUITE365 provides Smartsheet consulting services for organizations that need to implement, improve, automate, or integrate Smartsheet. We design sheets, forms, reports, dashboards, approvals, portfolio solutions, migrations, and integrations based on each organization’s workflows, licensing, security requirements, and reporting needs.

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Who Our Smartsheet Consulting Services Are For

Smartsheet can support many different teams and business processes, but the right setup depends on how your organization works.

Project managers and PMO teams

We help project managers organize schedules, milestones, risks, issues, budgets, and project updates in one connected system. PMO teams can also use portfolio reports and dashboards to see the status of multiple projects without collecting information manually from different files and departments.

Operations and Internal Departments

Operations teams can use Smartsheet to manage recurring tasks, internal requests, assignments, approvals, and day-to-day activities. We can automate reminders and notifications, provide clearer ownership, and create reports that help managers see what is completed, delayed, or waiting for action.

Construction and Regulated Organizations

We build Smartsheet solutions for tracking project schedules, budgets, procurement activities, site updates, and risks. Information from different projects can be brought into dashboards, helping project managers and leadership review progress without relying on long email chains or separate spreadsheets.

Teams migrating from or improving existing spreadsheets

If your team relies on separate Excel files, emailed attachments, or spreadsheets stored on shared drives, we can help move suitable processes into Smartsheet. The goal is to provide one shared place for updates, reduce conflicting file copies, create clearer responsibilities, and provide change history for important sheet activity.

Our Smartsheet Consulting Services

We provide practical Smartsheet consulting services based on your workflows, reporting needs, users, and current systems.

Smartsheet Implementation Services

We help you set up Smartsheet properly from the beginning. This includes workspace planning, sheet architecture, user permissions, templates, forms, reports, and dashboards. We also test the solution, support the initial launch, and make sure your team understands how the different parts work together.

Smartsheet Workflow Automation

We automate routine steps that take time or are easy to miss. This may include alerts, reminders, approval workflows, update requests, conditional actions, recurring processes, status changes, and escalation workflows. The goal is to reduce manual follow-up while making responsibilities and next steps clearer.

Smartsheet Dashboard and Reporting Services

We create dashboards and reports that turn project and operational data into useful information. Depending on your needs, this may include executive dashboards, project portfolio dashboards, KPI reporting, roll-up reports, or department-level dashboards. We also review the underlying data structure to improve accuracy and reporting reliability.

Smartsheet Browser Extension Development

We develop secure Chrome and Edge extensions that add specialized capabilities to Smartsheet, such as custom actions, data validation, guided workflows, faster navigation, and connections to other business systems. We prioritize supported Smartsheet APIs and secure authentication to create reliable, maintainable extensions that fit your team’s workflow and browser policies.

Smartsheet Project and Portfolio Management Solutions

We help project teams and PMOs manage project intake, schedules, progress, risks, issues, and status reporting in one connected environment. Portfolio reports and dashboards can provide leadership with a broader view of multiple projects, while resource visibility and consistent governance help teams plan and manage work more effectively.

Smartsheet Integration Services

We help connect Smartsheet with Excel, Microsoft Teams, SharePoint, Outlook, Google Workspace, APIs, and other third-party systems. Depending on the systems involved, licensing, and integration requirements, we may use built-in connectors, automation platforms, APIs, or a custom solution to improve the flow of information and reduce duplicate data entry.

data-migration

Smartsheet Data Migration and Cleanup

We help move suitable data and processes from Excel, Google Sheets, legacy trackers, and other disconnected files into Smartsheet. Before migration, we can review duplicate records, inconsistent fields, unnecessary columns, and outdated information. We then restructure the sheets so the data is easier to manage and ready for automation and dashboards.

Smartsheet Training and User Adoption

We provide practical training based on how your organization will use Smartsheet. This can include administrator training, end-user sessions, custom documentation, recorded walkthroughs, and solution handover. We focus on helping users understand their actual tasks and responsibilities, rather than covering features they may never need.

Smartsheet Ongoing Support and Optimization

Smartsheet solutions often need to change as teams, projects, and business requirements grow. We provide ongoing troubleshooting, automation updates, report fixes, and system improvements. We can also review the environment regularly to identify outdated processes, unnecessary complexity, and opportunities for better automation or reporting.

⬤ Official Smartsheet Partner

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Smartsheet is easy to start with, but getting it set up the right way can make a big difference.
We help businesses make Smartsheet easier for their teams to use every day.

Our Clients

goverment-of-canada
the-jim-pattison-group
ch-groupe
isovolta-group
eureka-comions-lague
westcoast-robotics
weaver-group-limited
ocwa
summit fine wines
klein-group
perephone-brewing
bureau-veritas
kanaweyimik-child

Common Smartsheet Problems We Help Solve

We help organizations review what is not working, simplify their setup, and build a more connected and manageable Smartsheet environment.

  • Your team may have many separate sheets that contain similar information but do not work together. We can organize related sheets into a clearer structure, reduce unnecessary duplication, and improve how information moves between projects, reports, and dashboards.

  • Employees may spend too much time updating rows, sending reminders, checking task status, or following up through email. We can automate suitable alerts, update requests, assignments, reminders, and other routine steps so less work depends on manual follow-up.

  • A dashboard is only useful when the information behind it is accurate and properly organized. We can improve the underlying sheets, reports, formulas, and data structure so managers can see current project information and make decisions with greater confidence.

  • We can create a consistent approval process with clear responsibilities, automated notifications, decision tracking, and status reporting. Where formal electronic signatures or regulated records are required, we integrate Smartsheet with an approved e-signature or records-management platform.

  • When people submit new projects, requests, or tasks in different ways, important information may be missing. We can create standardized intake forms and workflows that collect the right information, assign requests to the appropriate people, and make new work easier to review and prioritize.

  • Reports may stop working properly as sheets change, new projects are added, or processes become more complicated. We can simplify report structures, correct broken references, and create reporting methods that are easier for your team to maintain.

  • Even a well-designed system will not help if employees find it confusing or continue using their old processes. We can make Smartsheet easier to understand through clearer layouts, practical workflows, user documentation, training, and solutions designed around how your team actually works.

  • Your team may be copying information between Smartsheet, Excel, Power BI, SharePoint, Teams, Salesforce, Jira, or other systems. We can assess the available connectors, APIs, automation tools, and licensing requirements to find a practical way to reduce duplicate data entry and improve information sharing.

  • We design a more maintainable structure that can support additional projects, users, and departments within the applicable Smartsheet plan and platform limits. For high-volume, highly relational, or transaction-heavy data, we may recommend keeping the system of record in SQL Server, or an ERP.

  • Some workflows require capabilities such as custom buttons, guided actions, specialized validation or bulk operations that are not available in Smartsheet’s standard interface. In these cases, we can develop custom Chrome and Microsoft Edge browser extensions that add task-specific functionality while authorized users work in the Smartsheet web application.

Request a Smartsheet Workflow Assessment

Share a brief description of your current workflow, reporting problem, or integration requirement. We will assess the main process, technical constraints, and licensing considerations and recommend the most practical next step.

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Advanced Smartsheet Capabilities We Can Support

Availability depends on your Smartsheet plan, premium-application entitlements, region, user model, and administrator settings. We confirm licensing and technical requirements before recommending an advanced capability.

  • Smartsheet Control Center

    We can use standardized blueprints, intake processes, and supported portfolio updates to help organizations create and manage many similar projects consistently. Not every template change can be applied automatically, so update and exception procedures should be defined during solution design.

  • Dynamic View

    Dynamic View can give internal or external users a focused view of selected sheet or report data without sharing the complete underlying item. We configure the fields, actions, and access rules around each audience’s responsibilities.

  • Data Shuttle

    Data Shuttle can schedule the upload or offload of CSV, XLSX, and supported Google Sheets data through approved Smartsheet or cloud-storage locations. We define the source, mapping, schedule, ownership, and handling of missing or invalid records.

  • DataTable

    DataTable can store high-volume tabular data and make selected records available to connected Smartsheet sheets. It can be useful when source datasets exceed normal sheet limits, but it does not replace a relational database or authoritative ERP.

  • DataMesh

    DataMesh can use a Smartsheet sheet or report as a lookup source and copy or update mapped values in target sheets. This can reduce duplicate entry where multiple processes depend on the same reference information.

  • Bridge by Smartsheet

    Bridge can support cross-system and multi-step workflows that exceed standard sheet automation. Suitability depends on the required integrations, authentication options, workflow complexity, and operational support model.

  • Resource Management by Smartsheet

    Where Resource Management is available, we can help structure resource plans, allocation data, capacity views, and workload reporting. The design should reflect how the organization assigns people, estimates effort, and maintains availability.

  • WorkApps

    WorkApps can organize selected sheets, reports, dashboards, forms, and related content into role-based applications. Permissions assigned through WorkApp roles are independent of permissions on the underlying Smartsheet items, so we configure access inside the WorkApp and separately govern access to the source content outside it.

  • Premium Connectors and API-Based Integrations

    We can assess supported premium connectors or design a custom integration using the Smartsheet API and webhooks. The implementation may include authentication, field mapping, synchronization rules, rate-limit handling, retries, duplicate prevention, logging, failure alerts, and reconciliation procedures.

Industry-Specific Smartsheet Solutions

For regulated processes, we first confirm that Smartsheet is approved for the intended data classification and use case; configuration alone does not establish compliance.

Smartsheet for Construction and Engineering

We help construction and engineering teams track project schedules, RFIs, submittals, site reports, inspections, procurement activities, budgets, issues, and contractor responsibilities. Project information can be brought into reports and dashboards so managers can monitor progress across multiple sites and projects.

Smartsheet for PMO and Project Portfolio Management

We create Smartsheet solutions that support project intake, planning, milestone tracking, resource visibility, risk and issue management, and regular status reporting. Portfolio dashboards give PMO teams and executives a clearer view of project performance, priorities, delays, and upcoming decisions.

Smartsheet for Government and Public Sector

We help government and public-sector teams manage programs, grants, internal requests, approvals, reporting, and collaboration between departments. Solutions can include controlled access, consistent processes, activity records, and organized reporting to support governance and audit requirements.

Smartsheet for Healthcare and Nonprofits

We build practical systems for coordinating programs, operational activities, volunteers, funding, projects, and stakeholder reporting. Smartsheet can give staff and managers a shared view of responsibilities and progress while supporting controlled collaboration based on organizational and data-security requirements.

Smartsheet for Real Estate and Property Teams

We help real estate and property teams manage property pipelines, transactions, development projects, leasing activities, inspections, maintenance work, and client communication. Dashboards and automated reminders make it easier to track deadlines, responsibilities, and progress across multiple properties.

Smartsheet for Operations, HR, Finance, Sales, and Marketing

We create Smartsheet workflows for onboarding, budget tracking, campaign calendars, sales activities, request intake, approvals, and performance reporting. These solutions help departments collect information consistently, assign responsibilities, follow up on outstanding work, and provide managers with clearer reporting.

Why Choose BSuite365 as Your Smartsheet Consulting Partner

BSuite365 brings both Smartsheet consulting and broader workflow automation experience, helping clients build solutions that fit their existing processes and technology.

Smartsheet Channel Partner

BSUITE365 is a Smartsheet channel partner with experience helping organizations plan, implement, and improve Smartsheet solutions. We combine platform knowledge with practical workflow, reporting, and integration experience.

Experience With Complex Project Environments

Our team has supported Smartsheet solutions for multi-team and capital-project environments involving project setup, budget tracking, document coordination, reporting, and stakeholder visibility. This experience helps us account for real operational dependencies—not only individual sheets and dashboards.

Smartsheet and Microsoft Expertise Under One Team

Our experience extends beyond Smartsheet to Excel, SharePoint, Power BI, Power Automate, Teams, Outlook, and Office Scripts. This allows us to evaluate the complete business process and determine which platform should manage each part instead of attempting to place everything in Smartsheet.

Existing Solutions Assessed Before Rebuilding

We do not assume that an existing Smartsheet environment must be replaced. We review the sheets, formulas, automations, reports, dashboards, permissions, and integrations already in use, preserve valuable components, and recommend rebuilding only where it provides a clear benefit.

Practical Licensing Recommendations

We review seat types and true-up implications under Smartsheet’s current user subscription model, including Members, Provisional Members, Guests, and Contributors. Sharing permissions and user activity can affect seat assignment, administrative workload, and ongoing licensing cost.

Canadian Delivery and Pacific Time Collaboration

BSUITE365 is a Canadian consulting company serving organizations remotely across Canada and the United States. Working sessions and project communication can be arranged for Pacific Time teams when required.

Our Process

We follow a proven, collaborative approach to ensure your Smartsheet solution is tailored, effective, and ready for long-term success.

Discovery

Planning

Development

Testing

Support

Common Smartsheet Solutions We Build

Every Smartsheet solution should solve a real business problem. We create practical systems that help teams make faster, better-informed decisions.

A centralized intake system gives employees one clear place to submit projects and service requests. Managers can then review, prioritize, assign, and track each submission through a consistent process.
Portfolio dashboards bring the most important information from multiple projects into one clear view. Executives and PMO teams can quickly identify delays, risks, budget concerns, and projects requiring attention.
Construction teams can manage schedules, budgets, procurement activities, site updates, and responsibilities in one connected system. Project managers gain a clearer view of progress across individual projects or the full portfolio.
A shared issue and risk log helps project teams identify concerns before they become larger problems. Managers can monitor the priority, impact, owner, response plan, deadline, and status of each item.
Finance and project teams can compare approved budgets, commitments, actual expenses, forecasts, and variances in one place. Visual reports help managers notice unexpected costs and take action earlier.
Resource planning views show how work is distributed across employees, teams, and projects. Managers can identify scheduling conflicts, overloaded employees, available capacity, and future staffing needs.
A client-facing dashboard gives stakeholders convenient access to approved project information. The access method is selected based on data sensitivity. Clients can review progress, milestones, upcoming deadlines, and outstanding decisions without requesting separate status updates.
Organizations relying on separate Excel trackers can move suitable processes into a shared Smartsheet environment. We clean and reorganize the existing data so employees can update information more easily and managers can report on it more reliably.
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Smartsheet and Excel

Excel may remain the best tool for complex calculation or specialized data processing, while Smartsheet provides shared tracking and collaboration. We can help your team exchange data between the two platforms, and reduce repeated data entry.

Smartsheet and Power BI

Power BI can import Smartsheet data for more advanced analysis and reporting. We configure the data model, credentials, permissions, and refresh schedule so users understand how current the reported information is.

Smartsheet and SharePoint

Depending on the requirement, we can link SharePoint documents from Smartsheet, exchange file-based data through Data Shuttle, automate list actions through Bridge or Power Automate, or develop a controlled API-based integration.

Smartsheet and Microsoft Teams

Microsoft Teams can give employees easier access to Smartsheet forms, sheets, reports, dashboards, and approval requests within their regular communication environment. We can configure a practical setup that helps employees stay informed.

Smartsheet and Outlook

The Smartsheet Outlook add-in can attach selected emails and files to Smartsheet rows or discussions. More advanced workflows—such as automatically creating tasks or triggering follow-ups—may require Power Automate, Bridge, or a custom API-based integration.

Smartsheet and Power Automate

Power Automate provides a defined set of Smartsheet triggers and actions. We first confirm whether the standard connector supports the required operation; where it does not, we may use an approved API, Bridge workflow, or alternative integration design.

Smartsheet and SQL Server

Organizations may need to combine Smartsheet project information with operational or financial data stored in SQL Server. We can assess the available connection methods and create a suitable reporting or data-exchange process.

Smartsheet API Integrations

Standard connectors do not always support every business requirement. When needed, we can use the Smartsheet API and supported webhooks to connect Smartsheet with internal applications. We also define the authoritative system, field-level ownership, synchronization direction, conflict and deletion rules, expected latency, credential lifecycle, and reconciliation process.

Connected Smartsheet Reporting Workflows

A connected reporting workflow brings information from Smartsheet and other systems into a consistent reporting process. We can help reduce manual exports, improve refresh procedures, and provide leadership with more consistent reporting.

Smartsheet and Microsoft 365 Integration Support

The right approach depends on your current systems, licensing, security requirements, and how frequently information needs to move between platforms.

Smartsheet Consultant vs Freelancer vs Internal Setup

The right option depends on the size of your project, the complexity of your workflows, and the level of support your team needs.

Option Best For Typical Scope Main Considerations
Internal Smartsheet setup Simple sheets, forms, and basic team workflows Basic tracking, manual reporting, simple automations, and small departmental solutions The setup may become difficult to manage as more users, sheets, automations, and departments are added.
Freelance Smartsheet consultant Small improvements, troubleshooting, or clearly defined build tasks Sheet cleanup, formula fixes, dashboards, reports, and limited workflow automation One consultant may have limited capacity or less experience with business-process design, governance, training, and complex integrations.
Smartsheet consulting firm Full implementations, complex workflows, integrations, and solutions that need to scale Solution planning, implementation, dashboards, automation, integrations, data migration, training, governance, and ongoing support A consulting firm usually requires a more structured discovery process and a larger budget than a simple internal setup or one-time freelance task.

Related Smartsheet Services and Resources

These related BSuite365 services can help your organization improve data management, reporting, workflow automation, document collaboration, and project delivery.

Excel Consulting

Our Excel consultants can improve existing workbooks, automate repetitive tasks, prepare data for Smartsheet, and determine which processes should remain in Excel.

Power BI Consulting

Power BI can import data from individual Smartsheet sheets for more advanced modelling and reporting. We configure the data model, credentials, permissions, and scheduled refresh.

Power Automate Consulting

Power Automate can support cross-system workflows between Smartsheet and compatible Microsoft or third-party applications where appropriate.

SharePoint Consulting

SharePoint can manage project documents and shared resources while Smartsheet tracks tasks, approvals, deadlines, and responsibilities.

Microsoft Teams Integration

Teams integrations can give employees easier access to Smartsheet forms, reports, dashboards, notifications, and project information.

Microsoft Project Consulting

Microsoft Project can support detailed scheduling and resource planning, while Smartsheet provides collaborative tracking, intake, reporting, and workflow management.

Office 365 Consulting

Our Office 365 consultants can help Smartsheet work more effectively alongside Excel, Outlook, Teams, SharePoint, and other Microsoft applications.

Power Query Custom Connector Development

Custom connectors can help Power Query access specialized APIs or data sources for reporting, transformation, and integration workflows.

Microsoft SQL Server Consulting

SQL Server can provide structured data storage and reporting support when business information is too complex or extensive to manage directly in Smartsheet.

Request a Smartsheet Workflow Assessment

Send us a description of your current process or a redacted example of your sheets. We will review your workflow, reporting needs, integrations, licensing, and main constraints, then recommend practical next steps and provide an implementation estimate.

what our clients say about BSuite365?

I have been working with BSuite365 team on various projects over the last 4 years. It started with a complex mathematical problem and a simple spreadsheet. Their team always surprises me with their skills and passion for their work. They really work hard to ensure projects meet the business criteria and solve the business problems they need to. I will continue working with them to improve the business systems of our company.
Eugen Klein, Managing Broker (Royal LePage Sussex Klein Group)
Working with Sajad and his team at BSuite365 has been an easy and pleasant experience. The solution they built for us will save us dozens of hours of labour costs several times a year and has been well worth what we paid. I can easily recommend them and will not hesitate to work with them again in the future.
Jamie Kiffiak, President (Tri-Cities Pest Detective)
Sajad and his team have been extremely helpful in meeting our website needs. They listen to what your vision is and not only work around it, but help to flesh it out. I would highly recommend Sajad and BSuite365 to anyone with Technology needs.
Kamille De Los Angeles, Office Manager & Business Administration (RHA)
perephone-brewing-1
At Persephone Brewing we utilize a number of systems to manage and report our data. BSuite365 System helped us streamline these processes by automating several business processes using our existing data sets saving us hundreds of hours a year at a very reasonable cost.
Dion Whyte, General Manager (Persephone Brewing Company)

Frequently Asked Questions

The cost depends on the number of workflows, sheets, dashboards, automations, integrations, users, and departments involved, as well as the condition of your existing environment. After an initial assessment, we can recommend an approach and provide an estimate.

A focused workflow, dashboard, or improvement may take from several days to a few weeks. A larger implementation involving multiple departments, portfolio reporting, data migration, premium applications, or system integrations may require several weeks or months.

Yes. We first review the sheets, formulas, automations, reports, dashboards, permissions, and integrations already in use. We preserve useful components and recommend rebuilding only where the current design creates significant limitations, risks, or maintenance problems.

Licensing depends on your users, security requirements, workflow complexity, reporting needs, and required integrations. We review licensing before recommending features so the solution is not designed around unavailable or unnecessary capabilities.

Before placing sensitive information in Smartsheet, we assess data classification, regional hosting, authentication, external sharing, form access, publishing, permissions, retention, and audit requirements. We apply least-privilege access and available administrative controls, but suitability still depends on your Smartsheet plan, configuration, contractual requirements, and applicable regulations.

Excel may remain the better choice for complex financial models, advanced calculations, macros, and specialized analysis. SQL Server or another database may be more appropriate for large, relational, frequently updated, or transaction-heavy data.

The monitoring approach depends on the connector or integration method. Where supported, we configure logging, failure notifications, retries, duplicate prevention, reconciliation checks, and clear ownership for credentials and service accounts.

Yes. Ongoing support may include troubleshooting, administrator assistance, workflow and dashboard changes, permission reviews, integration monitoring, health checks, documentation updates, and enhancements for additional teams.

Smartsheet may not be the best primary platform for high-volume transaction processing, highly relational databases, complex financial modelling, full ERP or CRM requirements, enterprise document and records management, or processes requiring immediate bidirectional synchronization. It may also be unsuitable when its available hosting, security, retention, or compliance controls do not meet the organization’s requirements.

Smartsheet currently documents hosting regions in the United States, European Union, and Australia, but not Canada. Organizations requiring data to remain within Canada should confirm their residency, security, contractual, and regulatory requirements before selecting Smartsheet. We assess these requirements during solution planning and recommend an alternative architecture when Canadian in-country hosting is mandatory.

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Contact us today at +1 (888) 359-1841 and speak with our specialist.