Smarter training adjusted to suit your real needs

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

CEO

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.

Let’s see all the workshops!

Here is a list of Smarter Training pre-defined modules created by Smarter Business Processes. You will find that we cover all areas of the Core Smartsheet Application to enable team leaders and all collaborators the knowledge to design and manage practical business workflows and create dashboards for visuals and other reporting.

At Smarter Business Processes we recognise that every client is unique and so our Smarter Training offering is tailored to your specific needs every single time.

Discover our range of remote learning about the workshops

Our range of remote training modules span a wide and practical spectrum aimed at licensed users. Among the workshops we offer: Design Fundamentals; Introduction to Smartsheet; Utilising Smartsheet Forms; Managing Smartsheet Automations, to get to grips with the structure of the Grid sheet and its capabilities.

If you are happy with your sheet’s structure but need guidance on data automation via formulas, in the workshops we offer modules on: Understanding Smartsheet Logical Functions, using Enhanced Logical Functions, Nesting them into Ninja Logical Functions!  Also pulling the right data from master reference sheets by really understanding how Smartsheet Look up Functions work.

In addition we offer: Enhancing IF Functions, Ninja IF Functions, Smartsheet look up functions, Using Smartsheet summary fields and functions, Smartsheet Dashboards, Introduction to Project Sheets and Resource management in Smartsheet.

Project management

Are you using Smartsheet for Project Management?  No problem, we have this covered too, our Introduction to Project Sheets is a great starting place, followed by understanding how to get the most from the Resource Management capabilities to hand.

Dashboards

Finally, do you need to share your data on a set of Dashboards designed to meet analysis needs of different tiers of Management within your organisation?  Learn how to gather data using Smartsheet Summary Fields and Smartsheet Summary Reports, or utilize your Lookup Functions knowledge in preparing a Smartsheet Metrics Grid for feeding a dashboard. 

All created for you using examples of your data to make the training experience applicable and relevant to all attendees. And if you don’t find what you are looking for contact us.  We’ll help you figure out what you need and design a set of workshops just for you.  Don’t be afraid to ask.  See our testimonials for genuine feedback from our clients.

Book your workshop today

Use the button to ask for more details on any or all the workshops.

Price

Each module is £425 / $525 for up to 6 delegates

1- Design Fundamentals
ObjectiveLearn the importance of defining processes prior to setting up sheets
Content* Defining your Process
* *Process Control
* * Inputs
* *Process Activities
* *Outputs
* *Roles & Responsibilities
* Where does Smartsheet fit?

2 – Introduction to Smartsheet
ObjectiveDesign and create a grid sheet to use as:
* a master data source
* a survey data sheet
* a process tracker sheet
* a risk/issues log (within a Project solution)
Content* Navigating 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

3 – Smartsheet Forms
ObjectiveTo create a data collection form to populate the master data source
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

4 – Smartsheet Automation
ObjectiveCreating workflows within your sheet to enable the Smartsheet to notify/remind/request data as per your requirements
Content* Creating a Notify Someone workflow
* Creating a Reminder workflow
* Sending Update Request workflows automatically
* Setting up Approval workflows
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

5 – Smartsheet Logical Functions
ObjectiveTo create helper columns based on IF() Functions to allow us to highlight specific data that meeting specified conditions
Content* Creating a checkbox helper column to show that some criteria has been met using an =IF() Function
* Creating a text based helper column to show the status of a record using an Nested IF() Function
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module
* Previous knowledge on writing basic functions is useful but not essential

6 – Enhancing IF Functions
ObjectiveNesting your IF functions to build a more robust formulae
Content* Creating a RAG helper column to show a Red/Amber/Green ball to indicate the health of a record using a Nested =IF() function
* Using AND or OR functions within an IF function to allow more than 1 criterion to be set
* Looking at ISDATE or ISBLANK or NOT function to set criterion for an IF
Pre-Requisites* Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module

7 – Ninja IF Functions
ObjectiveNesting Parent formulae and Child formulae into one IF Function to allow the use of Column Formulae on a set of data that is utilising data Hierarchy
Content* Creating a Helper column to identify the Parent Rows
* Setting up the IF functions within the Child Rows
*Understanding how to use the IF function to pull together the Parent and Child functions into one formula to enable Column Formulas to work
Pre-Requisites* Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module
*Attendance on or knowledge of the areas covered in our Enhancing IF Functions module is beneficial but not essential

8 – Smartsheet Lookup Functions
ObjectiveTo be able to pull master data values from a master data source into other Smartsheets to ensure the most up-to-date data is always being used
Content* Exploring Function Syntax
* Nesting Functions
* Using =INDEX(MATCH()) functions (this is a more robust Formula than VLookups that were used previously)
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module
* Previous knowledge on writing basic functions is useful but not essential

9 – Using Smartsheet Summary fields and function
ObjectiveTo analyse the master 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

10 – Smartsheet Dashboards
ObjectiveTo create a visual representation of the data held in your Smartsheet
Content* Creating Row Reports
* Creating a Dashboard and adding the following widgets to it:
** Title
** Image
** Metric
** 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

11 – Introduction to Project Sheets
ObjectiveDesign and create the project sheet required to use as the survey data sheet
Content* Navigating the Smartsheet Environment
* Creating a New Project Sheet
* Understanding the Default Columns
* Adding Columns & Understanding Datatypes
* The Project Settings
* Enabling Dependencies
* Understanding Data Hierarchy (Parent/child relationships)
* Adding and Assigning Tasks
* Sharing Sheets/Workspaces
Pre-Requisites* Attendance on or knowledge of the content of Business Process Mapping is useful but not essential

12 – Resource Management in Smartsheet
ObjectiveTo show allocation to assignees and display warnings when over allocating
Content* Create % Allocation required column
* Project Settings – enable Resource Management
* How to resolve an over allocation
* Creating a Resource View
* Demonstration on 10,000ft
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Project sheet 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