Services

You're already using Smartsheet but you're not getting everything out of it.

Or maybe you're just getting started, evaluating the platform, or inheriting an implementation that doesn't quite work. Either way, you're in the right place.

I help businesses at every stage of their Smartsheet journey, from initial setup to advanced automation and premium app implementations, build solutions that actually reflect how they work.

Workflow Automation & Request Management

Most teams don't have a process problem. They have a visibility problem. Requests arrive through email, get assigned manually, and disappear until someone chases them. I build intake, routing, and tracking systems in Smartsheet that make that stop.

 

Project Portfolio Management

When you're running multiple projects at once, the problem isn't delivery. It's consistency. Every project manager does things slightly differently, and by the time leadership wants a portfolio view, someone has to build it manually. I use Smartsheet Control Center to standardise how projects are created, tracked and reported across your entire portfolio.

Dashboards & Executive Reporting

Most leadership dashboards get built once and then get ignored. Usually because they're too busy, too generic, or disconnected from how decisions get made. I build Smartsheet dashboards around the questions your leadership team is actually asking, so they stop waiting for someone to pull a report and start looking at a screen instead.

Resource Planning & Capacity Management

Most teams don't find out someone is overloaded until it's already a problem. Capacity planning in a spreadsheet tells you what was true last week, not what's coming. I build resource planning systems in Smartsheet that give operations leads and PMOs a live view of team capacity, so they can make allocation decisions before things break.

CRM & System Integrations

The handover from sales to delivery is where projects go wrong. Deal closes, CRM gets updated, and then someone manually copies the information into a project sheet, an onboarding tracker, or an email. I connect Smartsheet to Salesforce and other business tools so that handover happens automatically, with the right data, in the right place, the moment it needs to.

Advanced Smartsheet Premium Apps

Smartsheet's premium apps, Control Center, Bridge, Resource Management, Data Shuttle, and the rest, are where the platform's real power sits. They're also where most implementations stall, because they require a different level of expertise to configure correctly. I specialise in these tools and have done for years.

why work with me

Why Work With Me

  • 10 years of Smartsheet experience, including deep expertise across the full premium app ecosystem
  • No agency overhead, you work directly with me, not an account manager
  • Faster delivery, independent consultants move quicker than larger practices
  • Flexible engagements, fixed-scope projects, retainers, and credit packs available
  • UK-based, available internationally

If you'd like to talk together about one of these services, or something else you haven't seen listed here, please use the form below to contact me.