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At Smarter Business Processes we offer a wide variety of Smartsheet training courses and packages.

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Our team of certified consultants provides training and remote support to clients around the globe, improving their Project Management, Workflow and Process Management.

Smarter Business Processes is Cyber Certified

Emma Stevens

Office Manager

Emma has 27 years of financial and customer experience and brings processes and order to our office.

Emma's customer service knowledge ensures all of our clients office enquiries are dealt with professionally, efficiently and quickly. She will leave no stone unturned to get to the bottom of a query!

When not at her desk Emma enjoys spending time with her husband and daughter as well running Brownies and Rainbows for Girlguiding UK in her local area.

Etienne Mermillod

Software Development Manager

Etienne is a seasoned ASP.NET Core Full Stack Developer. He takes great pride in building world-class applications while carefully considering the needs of its users and ease of use.

Originally from France, Etienne now calls Canada Home, where he is part of SBP Canada as a member of the API Solutions Development Team.

Etienne is a well-seasoned traveler and has visited many countries where he usually takes the path less traveled in order to backpack around and soak in the local cultures.

When not coding away, you may expect Etienne to be playing with his huge and fluffy dog Indianna or gaming away on League of Legends

David Bower

Smartsheet and AppSheet Consultant

David is an experienced Smartsheet Consultant, Customer Care Specialist and Client Account Manager.

In his spare time, David plays guitar, is learning to ride a motorcycle and, when it’s not too cold, can often be found tinkering in the garage. He also intends to learn to play the piano too - one day

Debbie Sawyer

Chief Smartsheet Solutions Officer (CSSO)

BSc (Hons) Computing, ITIL Foundation, Smartsheet Certified User, Aligned Sales Certified and Professional Services Certified.

Seasoned Smartsheet consultant and Training professional, Debbie’s creativity, attention to detail, willingness to deliver solutions to fully meet customer requirements and her personable manner earn her excellent client feedback.

When not working, Debbie likes to relax by spending quality time with her family. Living in the New Forest sees her taking many walks through the woods and down to the sea fronts at Lepe and Calshot. Debbie is also a keen hula hooper and has been hooping now for more than 7 years! She owns at least 10 hoops and enjoys a great workout helping her friend to run a hula hoop fitness class.

Dr James Harris

Chief Technology Officer

An experienced IT professional, James has worked for software companies as a Programmer and Test Analyst. He also has extensive experience as a Finance Manager. James brings an attention to detail and flair for problem solving to every project.

Outside of work, James writes comedy, and has had many television credits over the past couple of decades on shows such as Horrible Histories and Russell Howard's Good News. He retains a burning ambition to be as funny as his wife and daughter.

Ph.D. Biochemical Physics, IT and Accounting professional.

Gwen Rymill

Communications Director

Co-founder of Smarter Business Processes, Gwen’s multi tasking roles include ensuring our clients receive the very best in customer care, while responsible for sales and marketing and partner liaison. Just don’t expect to get the cup of tea she promised you!

Away from work Gwen enjoys cycling, pilates, tap dancing and just loves baking.

Richard Rymill


Co-Founder and Lead Consultant, Richard set up SBP in response to worldwide demand from businesses wanting to implement their own Smarter Business Processes. His rapidly expanding team of experienced Smartsheet and AppSheet Consultants and Trainers share the company's values of achieving improved efficiencies and collaboration by putting people first and releasing them from unnecessary repetitive activities so they can enjoy their work again and focus on what matters to them.

When not at his desk, Richard can be found cycling, swimming and when the opportunity permits, sailing and flying.

5 Tips for Efficient Data Management

Is sloppy data management slowing you down? Most organizations have hundreds of terabytes of cold data sitting in storage, because they lack the time and resources to manage it appropriately.  

(By cold data, we mean data that is held offline, ie not in the cloud. Cold storage is generally recommended for data that needs to be stored long term, or sensitive data that needs to be kept offline for security purposes)

Data Explosion

The statistics on Big Data are staggering. According to a recent report by Domo, 90% of all data today was created in the last two years. The number of internet users has grown by a billion in the last five years. As digital storage continues to become cheaper and faster, the volume of data in the world is set to continue to rise.

If you or your organisation are relying more and more on data analysis to inform your strategy and enhance performance, now is the time to start thinking about strategies for efficient data management.

The Benefits

Effective data management is important for a number of reasons. Automating your data management can be extremely cost effective, and save time by streamlining your processes and reducing manual labour.

Aside from the financial benefits, proficient data management also helps businesses easily access and analyze their figures to gain valuable insights, which leads to better decisions and improved customer satisfaction.

Companies are recognising the benefits of having a data driven approach their business model. Recent studies show that data driven companies are out performing their competitors by as much as 22%.

Good data management also means improved security. Managing your data effectively can ensure you keep your sensitive information secure and confidential, and improve your protection against data breaches and security threats.

Finally, and perhaps most importantly, robust data management can help towards sustainable business. According to Carbon Accounting Platform Greenly, data storage centres are responsible for 2% of global carbon emissions, when you factor in all devices that use data storage. Data storage now accounts for more carbon emissions than the airline industry, and a single data center uses the same amount of electricity that can power up to 50,000 homes.

Our Top 5 Data Management Tips

Here’s our five tips for getting efficient with your data management;- 

1. Find the right storage solution

There are two main types of data storage;-

Direct Attached Storage (DAS) This is storage that is attached directly to a specific computer. This can either be the storage space on a PC hard drive, or it can be a removable portable storage medium, such as an external hard drive, CD or DVD, USB drive, or flash drive.

Network Attached Storage (NAS) Data stored via a central, file server, which allows multiple users to store and share files over a network via Wifi.

Within these two categories there are a range of data storage options, such as cloud storage, hybrid cloud storage, disc drives, SSD and flash storage. Whichever option you choose for your data management depends on several factors, such as your budget, scalability, ease of access. No matter which solution you use, the two golden rules of storage apply.

  • Where possible, only store what you need to keep.
  • Store crucial data in more than one secure location.
Our 5 tips to enhance your data management

2. Understand your data

As already mentioned, your data management should be appropriate for the amount and type of data you need to store, as well as how often you need to access it. According to a recent article in Forbes, the over retention of data is a growing concern among businesses. Retaining unnecessary data for long periods can cause security risks and compliance issues.

Keeping track of key metrics such as the type of data in storage, it’s age, how often it is being accessed, can help you keep a handle on what you are hoarding and help you assess whether you really need it.

3. Archive and back up

While this may not always seem like a priority, having a comprehensive archiving plan can help you stay ahead of the game. It can also keep you covered in terms of legal and GDPR compliance.

Consider automating your archiving process, to ensure out of date files are reviewed and archived on a regular basis. For backing up your data, we recommend our Backup Manager solution, which allows you to schedule back ups of your Smartsheet assets, retaining all links and formulae. Backup Manager auto replaces the data you are backing up, and may not always be suitable for archiving; for more complex archiving in Smartsheet, we can create you an API solution that will back up and store your data in a separate sheet or sheets and keep it secure.

4. Data cleaning

Data cleaning is the process of fixing incorrect, incomplete or duplicate data. Identifying data errors and then changing, updating or removing them is an important part of effective data management. We find our Smarter Search and Replace tool for Smartsheet users is invaluable for this kind of operation. Smarter Search and Replace allows you to automatically amend errors and submit updates across multiple sheets. Accurate, well organised data is easier to manage and store and gives you a clearer, more complete picture of your business. 

5. Have a robust data retention policy

A data retention policy is a business’ established protocol for maintaining information. Your business may have regulations is it required to follow, for example when dealing with sensitive or financial data, or you may be able to set your own protocol depending on your requirements.

Typically, a data retention policy will define:

  • What data your business needs to retain
  • How long you need to store it for
  • The most appropriate storage format
  • Whether it should eventually be archived or deleted
  • Who has the authority to dispose of it
  • What procedure to follow in the event of a policy violation

This makes it easier when reviewing what to delete and what to keep. Is your data being held in accordance with GDPR? Do your shareholders, investors or clients have their own data strategies you should adhere to? By ensuring you follow any necessary retention requirements, you can always be clear on your legal rights when it comes to ownership.

In Summary

Data management continues to be a hot topic as the volume of data in circulation continues to increase. With cyber attacks on the increase and changes in laws and regulation there has never been a better time for your business to get to grips with it’s data security and retention.

For further reading on how we can help keep your sensitive financial data secure, read about our Smarter Accounts Solutions.

You can watch a demo video of our Smarter Backup Manager Tool below.

Or if you’re looking to review your data strategies and you’re unsure where to start, drop us a line today. We’re here to get you through it!