Smartsheet Consulting

Smartsheet is a powerful cloud-based work management and collaboration platform designed to help teams plan, track, automate, and report on work. With its familiar spreadsheet interface, Smartsheet empowers organizations to work more efficiently and stay aligned.
While Smartsheet is intuitive, maximizing its potential requires strategic setup and optimization. Expert Smartsheet consulting ensures that your workflows are tailored to your unique business needs.

Our Smartsheet Consulting Services

We offer end-to-end consulting services designed to help you get the most out of the platform.

Implementation Services

We design and build customized Smartsheet solutions aligned with your business goals. We ensure a smooth and scalable implementation that aligns with your processes.

online-support

Training & Support

Empower your team with hands-on training sessions designed for every skill level. We offer ongoing support to help your users confidently navigate Smartsheet.

Optimization Services

Already using Smartsheet? We assess your current setup and provide strategic recommendations to boost performance and improve usability.

Integration Services

Seamless integration of Smartsheet with tools like Salesforce, Microsoft 365, and Google Workspace to streamline collaboration and unify workflows.

solution

Project Portfolio Management (PPM) Solutions

Custom Smartsheet solutions for your PPM needs—designed to enhance visibility across your project portfolio. Our focus is on driving growth within your Project Management Office (PMO).

task-automation

Automation & Workflow Optimization

Automated processes that reduce manual tasks, improve consistency, and accelerate project delivery—fully aligned with your business rules.

Reporting & Data Analytics

Custom reports, dashboards, and analytics that turn your Smartsheet data into clear, actionable insights for better decision-making.

Smartsheet App Creation

Tailored Smartsheet apps built using forms, templates, reports, and automation to meet unique business needs—whether managing HR workflows, tracking budgets, or planning events.

industry section bg 1

Publishing Industry

Publishing teams can manage editorial calendars, track production schedules, and coordinate across departments to meet critical deadlines with ease.

Legal Sector

Law firms and legal departments can monitor case progress, securely manage client documentation, and stay compliant through structured, automated workflows.

Inspection Services

Inspection companies can digitize checklists, automate field reporting, and collect real-time data to ensure fast, accurate service delivery.

Healthcare Industry

Healthcare organizations can streamline operations, monitor compliance, and improve coordination between departments—all while ensuring strict data privacy.

Education & Research

Educational institutions and research teams can manage projects, track grant timelines, and facilitate collaboration across faculty and departments.

Real Estate Sector

Real estate professionals can organize property pipelines, manage construction projects, and centralize communication between teams and clients.

Sales & Marketing

Sales and marketing teams can automate lead management, coordinate campaign planning, and track performance metrics—all in real time.

Industry-Specific Solutions

Every industry faces unique challenges. Our Smartsheet consulting services are tailored to deliver targeted solutions that enhance productivity.

Our Clients

goverment-of-canada
ocwa
the-jim-pattison-group
ch-groupe

Why Choose US

Choosing the right Smartsheet partner can make all the difference. Here’s what sets us apart:

Certified Expertise

As a Smartsheet Partner, our certified consultants bring deep platform knowledge and proven strategies to every project.

Proven Track Record

We’ve delivered results for clients across diverse industries—backed by success stories, measurable outcomes, and glowing testimonials.

Tailored Solutions

No two organizations are the same. We build Smartsheet solutions customized to your workflows, goals, and team structure—no cookie-cutter setups here.

Rapid Implementation

We get you up and running fast with streamlined onboarding, agile project timelines, and minimal disruption to your daily operations.

Comprehensive Training

From beginner basics to advanced features, our training equips your team with the skills they need to use Smartsheet confidently and effectively.

Ongoing Support & Partnership

We don’t disappear after go-live. Count on us for continuous support, performance optimization, and strategic advice as your needs evolve.

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

Ready to Transform the Way You Work?

Let’s build smarter solutions together. Whether you’re looking to streamline workflows, improve collaboration, or fully leverage Smartsheet’s capabilities—we’re here to help.

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)

FAQ

Smartsheet consulting involves expert guidance in setting up, customizing, and optimizing Smartsheet for your unique business needs. It includes solution design, workflow automation, training, integration, and ongoing support.
Any organization—regardless of size or industry—can benefit. From project managers to operations teams, if you’re looking to streamline processes, improve visibility, or automate tasks, Smartsheet consulting is for you.
Consultants bring platform expertise to help you design efficient workflows, build customized solutions, implement automation, and equip your team to use Smartsheet confidently and effectively.
Yes! We can integrate Smartsheet with tools like Microsoft 365, Google Workspace, Salesforce, Jira, and more—so your systems work together seamlessly.
Absolutely. We help you design powerful automations that eliminate repetitive tasks, improve response times, and reduce manual errors—saving time and boosting productivity.
We offer role-based training for users at all skill levels—live sessions, recorded materials, and hands-on workshops tailored to your team’s needs and workflows.
Implementation timelines vary based on complexity, but most clients see their solutions live in just a few weeks. We’ll provide a clear roadmap during your consultation.
Our pricing is flexible and based on the scope of your project. We offer packages for implementation, training, and ongoing support—contact us for a personalized quote.
Yes, we offer continued support to ensure your Smartsheet solution stays aligned with your evolving needs. From troubleshooting to optimization, we’ve got you covered.
It’s easy! Just click the “Get a Free Consultation” button and one of our experts will reach out to learn more about your goals and how we can help.

Contact us

Contact us today at and speak with our specialist.