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.

The Smarter PDF Creator

Smarter PDF Creator

Automate the creation of PDFs and Word Docs from chosen Smartsheet data found across one or multiple rows and sheets.

Read on to learn our latest features for the Smarter PDF Creator making it even more useful and easy to use.

New Feature – Smarter PDF Creator PLUS

In response to customer demand, our clients speak and we listen, the result is the Smarter PDF Creator just got smarter!

“The Smarter PDF Creator just got smarter! It can now create Microsoft Word documents from Smartsheet data too! Create documents in either PDF or MS Word format from data held in one or more Smartsheets.

Insert data, add pictures and create tables that expand to fit all your information in.”

Two colleagues giving hi fives

Doesn’t Smartsheet have a Document Builder already?  Why do I need yours?

Yes, Smartsheet has a Generate Document function embedded in their sheet’s row menu.  It allows you to map columns from your sheet into either an editable PDF template or a DocuSign template.   

Do you face these challenges?

This is a great feature if:

  • All the data you need in the document is in one row of your sheet
  • You have an editable PDF app or you have a DocuSign licence
  • You only need to have a PDF created
  • The tables in your generated document always have the same number of rows and don’t ever need to expand based on your data.

If there isn’t an issue with any of these bullet points for you, then click this link to read how Smartsheets own Document Builder works.

However, if you:

  • Don’t have access to an editable PDF app 
  • Don’t have a DocuSign licence 
  • Require data from multiple rows/sheets
  • Prefer a choice between MS Word or a PDF as an output format
  • Want to be able to fill your document with a variable data set and not a fixed one 

…then our Smarter PDF Creator has been designed to do all these things.  It enables you to really create the documents you NEED.

What can you do with Smarter PDF Creator Plus

1. With Smarter PDF Creator you can

  • Create any type of document you like: E.g. Quotations, forms, questionnaires, invoices, product lists, contracts, risk assessment documents, minutes etc.
  • Choose between any PDF or MS Word output.
  • Trigger document creation manually or automatically.

2. With Smarter PDF Creator you can

  • Take Smartsheet data from a single sheet or multiple sheets.
  • Insert tables of any length.
  • Incorporate images from your Smartsheet cells.
  • Either attach the doc to a row in Smartsheet or email the doc to a nominated recipient.

3. With Smarter PDF Creator you can

  • Trigger a document creation multiple times and store each version using Smartsheets version control.
  • Use in conjunction with Smartsheet’s Control Center to automatically create PDFs or MS Word documents from any Control Center assets.

What do clients say about Smarter PDF Creator?

SONY Electronics

Sony Electronics is a leading provider of audio/video electronics and information technology products for the consumer and professional markets.

Their Challenge

As part of their recruitment process, the HR team at Sony have to manage and administer extensive lists of questions. These range from standard procedural questions to technical, more role-specific ones. These “question lists” are tailored for each role. 

When Sony approached us, they were already using Smartsheet to select and input their lists of questions, but were having to then put together each questionnaire manually, as there was no way to usefully format the list of questions automatically. They were looking for a way to transfer the list of questions to the relevant manager.

Smarter PDF Creator was used as part of their solution, click here to read the full story.

Bellus health

BELLUS Health is a clinical stage biotechnology company developing novel therapeutics for the treatment of chronic cough and other chronic disorders triggered by hypersensitization. 

‘Extremely easy to work with…’

“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, Head of Strategic Project Management , Bellus Health.

USE CASE

Smarter PDF Creator can be used to create meeting minutes, where the details of the minutes are captured in Smartsheet.

Discussion summaries and action items stored across multiple rows in Smartsheet would be sent into a pre-formatted branded temlate to create a PDF or MS Word Document at the tick of a box.

The tables in the template would adjust in size to accommodate the number of actions minuted.

USE CASE

Smarter PDF Creator could be used to create a brochure with images and data held in one or more Smartsheets.

The images would be stored in a cell within your Smartsheet and the template would adjust in size to accommodate the image.

USE CASE

Smarter PDF Creator is used to create Risk Assessment documents for a client within the construction industry.

The variable data is stored within multiple sheets for each build and then when required the Smarter PDF Creator collects the variable data, merges it with static data which is stored in a separate sheet to create one PDF document from a collection of pre-formatted templates.

The Smarter PDF Creator will save this client many many hours filling in risk assessment forms.