Smarter consulting for teams who need clarity, efficiency and better ways of working

We help organisations streamline processes, automate workflows and embed simple, sustainable systems that teams actually enjoy using.

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What we do

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  • We can help you get the best out of your data whether it’s in Smartsheet, Airtable, Monday or any other cloud-based platform. We take the time to listen and shape a fully bespoke consulting approach that integrates your tools seamlessly.

  • We connect your tools so data flows smoothly between business units, giving everyone reliable, real-time information. Automation removes hours of manual work and gives you the peace of mind that your data is accurate and up to date.

  • Our ready-made apps take care of the background work — handling repetitive tasks to free up your teams’ time. From keeping data accurate to managing backups and improving business intelligence. They lighten the load, and give your team reliable tools they don’t have to think about.

  • Our expert team of consultants provide tailored training that helps your teams understand their tools properly and use them with less friction. And when questions come up, our remote support is on hand to guide you through whatever you’re working on.

  • We’re the UK’s longest-standing Smartsheet consultancy, founded in 2012. Whilst we specialise in Smartsheet, Airtable and Monday.com, we can support on any platform. Wherever your data lives, we meet you there — and integrate your systems so everything works together smoothly.

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Types of challenges we solve

  • A close-up of scattered blue and silver jigsaw puzzle pieces.

    Scattered data and disconnected systems

    Data lives across spreadsheets, email and tools like CRM, ERP, SQL, Smartsheet and Monday — making it impossible to get one trusted source of truth, reliable reporting or seamless integrations.

  • An hourglass with blue sand on a gravel surface, with a blurred background.

    Time lost to manual admin and repetitive work

    Teams spend hours copying/pasting, updating trackers and re-keying information because workflows aren’t automated, creating errors, delays and unnecessary admin load.

  • Top view of a silver laptop on a wooden desk, flanked by two potted green plants.

    Dispersed teams struggling to collaborate efficiently

    Remote, hybrid or geographically dispersed teams rely on meetings, inconsistent updates and manual coordination instead of standardised project workflows, slowing delivery and reducing time for meaningful work.

  • A digital representation of a human head and upper body, made of blue glowing lines and data points, with a human silhouette in the background in a modern, high-tech office environment.

    Systems and data not ready for AI automation

    AI tools can't operate reliably when data is inconsistent, siloed or manually maintained — limiting opportunities for AI-assisted reporting, workflow automation and decision support.

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Our Approach

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  • We take time to understand your team, workflows and pain points so we can focus on what actually needs fixing — not adding complexity.

  • We map out the simplest, clearest solution that will make the biggest difference, whether that’s standardising a process, automating work or improving visibility.

  • We create your workflows, dashboards and systems using the tools that fit your business — Smartsheet, AppSheet, Monday.com, Airtable or your wider ecosystem.

  • We connect the systems that should talk to each other and train your people so the solution becomes part of everyday working life, not an extra burden.

  • We stay with you post-launch to refine, fix, improve and keep everything running smoothly as your needs evolve.

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Client success stories

Client success stories
Roadnight Taylor – Optimal Workflow
Roadnight Taylor – Optimal Workflow

Smarter Business Processes, working with Roadnight Taylor and their MS Dynamics consultants, created a solution using Smarter Launch Pad and the API from both systems:

QR Code Technology Helps SMG Take Stock of the Situation
QR Code Technology Helps SMG Take Stock of the Situation

SBP creates an inventory management system for SMG construction using AppSheet and QR Code technology.

Hyatt Hotels Corporation – Streamline their PMO
Hyatt Hotels Corporation – Streamline their PMO

Hyatt worked with SBP to help them streamline PMO, to surface dashboard and governance vitals. They used Smartsheet and Smarter Launchpad.

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What our clients say about us

  • Gave us the foundations we needed

    Debbie’s workshop gave us the foundations we needed to really make the most of Smartsheet and unlocked how it can work for us as a business.

    Niko Heyng - Arcturus Publishing Limited

  • I highly recommend their services

    “Working with the Smarter Business Processes' consultancy and training team has been an outstanding experience from start to finish. Their expertise, professionalism, and ability to translate complex processes into clear, practical solutions have made a significant impact on our organisation. The training was engaging, tailored to our needs, and immediately applicable ...

    Thanks to their guidance, we have not only improved our workflows but also gained the confidence and skills to continue optimising them independently. I highly recommend their services to any team looking to enhance efficiency, collaboration, and overall project performance.”

    Omar Elshouly - SUSE Software Solutions UK Ltd

  • SBP’s responsiveness has been exceptional

    “SBP’s responsiveness has been exceptional; they quickly address troubleshooting issues. They have been highly accommodating, adapting to our evolving needs and delivering solutions that meet our updated requirements. Their flexibility has been a tremendous asset to our operations. We highly recommend SBP to any organization looking to optimize their business processes.”

    Kelly Carmichael – Mood Media

  • Debbie and James have been pivotal

    “Debbie and James have been pivotal in standing-up our SmartSheet efforts this year. With their help and guidance we have been able to implement a tool that is invaluable in telling the story of our work and keeping us organized. Not only has our team become more efficient and impactful but our work is now the best practice for other teams across the company.”

    Christine Rubicco – Hyatt Hotels

  • Always super quick to respond

    “Deb is always super quick to respond and saves me so much time in finding clever solutions and workarounds that it would take me an age to figure out for myself.”

    Becky Swanwick - Newgen Publishing

  • The service I received from James was exceptional

    The sheets within my workspace suffered significant cell linking losses that impacted operational reporting and visualisations.  James was able to develop a program to find the errors and replace the empty cells with the correct data.  I now have a robust solution that can be run daily to iron out any cell linking issues in the future and provide confidence in the data.  The service I received from James was exceptional.  When identifying the issue, James reacted quickly to seek a solution and directed me through the process.  His commitment and support has been outstanding.

    Chantell Simpson - EMCOR UK

  • Amazing service

    “Amazing service & David is extremely knowledgeable. I look forward to using more apps in the future!”

    Cathy Perez - SBP Customer

  • I would recommend them to anyone

    “The team is extremely easy to work with and really tries to understand clients’ needs, beginning with the CEO all the way to the programmers. Etienne, one of their programmers/consultants does excellent work, asks the right questions and always delivers as promised. I would recommend them to anyone. At our company, we used them to create enhanced forms and to create PDFs from the information in Smartsheet.”

    Tony DiPaolo - Bellus Health

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 FAQs

  • If your team is relying on spreadsheets, manual admin, duplication or chasing updates, you’ll benefit from workflow optimisation. Most clients come to us because they’re losing time, visibility or consistency across teams — especially in remote or hybrid settings.

  • Costs vary based on scope, complexity and integrations required. We always provide a fixed or capped estimate after a short discovery call.

  • Simple automations can take 1–2 weeks. End-to-end solutions (dashboards, workflows, integrations, governance) typically take 4–8 weeks. Larger multi-team programmes can extend beyond that. We’ll always give you a clear timeline upfront.

  • Yes — integrations are one of our core strengths. We regularly connect Smartsheet, AppSheet, Monday.com, Airtable, SQL, Dynamics, HubSpot, Power BI and ERP systems to create reliable data flow without manual re-keying.

  • The fastest route is automation. We streamline your workflows, standardise processes and remove data handling that creates errors or slows people down. Most clients reclaim 20–50% of previously wasted admin time.

  • We build single sources of truth, automated dashboards and standardised project workflows that update in real time. This reduces unnecessary meetings, speeds up collaboration and helps teams work more independently.

  • AI works only when your data is structured, clean and consistent. “AI-ready” means your processes, systems and data flows are standardised enough for AI to automate tasks, summarise information or generate insights accurately. We help you get your business to that point safely.

  • Yes — training and embedding are core to our consulting approach. We provide live training, documentation, walkthrough videos and ongoing support plans to ensure your systems are adopted and maintained long after launch.

  • Helping you work out the pros and cons of each system is our speciality. Using our years of experience doing just that, we can guide you to the best platform for your needs. Talk to us. 

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Our partners & platforms

We’ll adapt to whatever tools suit you, but we specialise in…

Ready to streamline how your team works?

If you're facing any of the challenges above, we’d love to help you simplify, automate and scale your workflows.