Smarter training adjusted to suit your real needs

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

Learn More

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.

How can I use Smartsheet to Create a Survey Tool?

Questions we hear a lot in the Smartsheet Community!

Can I use Smartsheet to make a survey tool?


if so how can I use the survey tool to best effect to survey staff, or customers or prospects?

Appsheet with Smartsheet

Learn how to create a survey on Smartsheet

By learning how to create a survey in Smartsheet you will discover one of the most efficient ways to collect responses, validate your data and visualise your results with a variety of charts and graphs. You’ll even be able to respond to feedback in a timely fashion. The survey tool you build will be bespoke to your specific needs.

What will the survey tool workshop series give you

At Smarter Business Processes we have developed a set of sequential workshops to help you learn and digest best practice ways to build a survey tool in Smartsheet.

When you have completed the full track of four workshops designed especially for smart sheet users, you will find that you have an awesome Survey Tool with a really cool Dashboard ready to test. [ – and if you’d like the ability to filter your dashboards, don’t forget we have our own Smarter Dashboard that would do that! ]

Best practice survey tool workshops

In our series of workshops we will show you how to create a survey tool, using Smartsheet forms to collect the data in specified fields.

Learn about best practice in creating, and using, surveys for optimal results…

Read on to learn about our survey tool workshop series, which is an example of our range of Smartsheet training courses and workshops delivered virtually to customers all over the world.

Survey Tool Module Track – 4 modules

This process flow diagram shows the logical order to the recommended modules. In this series we’ll share best practices for creating a survey tool within Smartsheet.

Top tips for data standardisation in data collection

We will include how to collect valuable responses with data validation for key data criteria such as written date format, which can vary from country to country. And we will help you to visualize survey results with charts and graphs in the dashboard. We will also help you set up a method for collecting and acting on survey feedback.

survey tool
See tables below for more detail on each module
Each module is £425 / $525 for up to 6 delegates – this track is 4 modules long, so would cost £2550 / $3150 for up to 6 delegates
1- Introduction to Smartsheet
ObjectiveDesign and create the grid sheet required to use as the survey data sheet
Content* Understanding the Smartsheet Environment
* Creating a New Grid Sheet
* Setting Column Properties & Understanding Data Types
* Entering Data
Pre-Requisites* Attendance on or knowledge of the content of Business Process Mapping is useful but not essential

2 – Smartsheet Forms
ObjectiveTo create the data collection form to use within the survey
Content* Creating a Form
* Setting the Heading & Adding Descriptions
* Adding / Removing Columns
* Setting Column Attributes
* Adding Conditional Logic
* Controlling the Behaviour of the Form
* Sharing the Form
* Using the Form to Enter Data
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

3 – Using Smartsheet Summary fields and function
ObjectiveTo analyse the survey data using statistical functions in order to feed a dashboard with statistical data
Content* Add new Summary Fields containing =SUM(), =COUNT(), =AVERAGE() type functions
* Expand on the Summary Fields by using =SUMIF() and =COUNTIF() type functions
* Explore creating a second Grid type Smartsheet to analyse data using Cross Sheet References for an easier way to feed Charts in Dashboards
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module
* Previous knowledge on creating basic functions is useful but not essential

4 – Smartsheet Dashboards
ObjectiveTo create a visual representation of the survey tool results
Content* Creating Row Reports
* Creating Summary Reports
* Creating a Dashboard and adding the following widgets:
** Title
** Image
** Pie & Column Charts
** Reports
** Shortcuts to Smartsheet items or external URLs
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

Every workshop is:

  • 90 minutes long
  • Delivered live via Zoom Meetings by a Smartsheet Certified Professional
  • Organised for a time of day that suits all delegates
  • A mixture of demonstration and hands-on exercises which can be tailored to use your examples
  • With Q&A open throughout the session to allow for feedback at all times.