Portfolio Visibility with Smartsheet PPM
Your projects are scattered across spreadsheets and inboxes. Nothing connects and nobody has the full picture.
“Paul’s depth of knowledge in Smartsheet was evident from the start. His support in creating tailored templates was invaluable, helping us streamline processes and improve collaboration across projects. His professionalism and commitment to delivering value make him an outstanding partner.”
The Problem: Everyone has their own system. Which means nobody has a system.
One team uses Excel. Another uses a shared doc. A third runs everything through email threads and weekly catch-ups. The result is that getting an accurate picture of where your portfolio stands requires a Friday afternoon of chasing, collating, and second-guessing.
Smartsheet can solve this completely. But only if it's configured properly, built around how you actually work and adopted by the people who need to use it every day.
Why Smartsheet Rollouts Stall
The platform is only as good as the implementation behind it.
Most failed Smartsheet rollouts share the same characteristics; built by someone who knows the tool but not the organisation, or built by someone who knows the organisation but not the tool. Templates that don't match real workflows. Training that happened once and was never reinforced. No adoption plan.
As a Smartsheet Certified Solution Professional with real-world PM delivery experience, we bridge both sides.
This is probably right for you if...
You're already using or planning to adopt Smartsheet as your PPM platform
Project status reporting is currently manual and time-consuming
You need a certified Smartsheet professional who also understands project management delivery
A previous implementation didn't stick and you want to do it properly this time
You want the team trained and genuinely self-sufficient after go-live
What We Hear Most Often
Getting a portfolio status update takes hours of manual collation every week
No consistent project tracking across teams or departments
The platform is technically in use however we are only scratching the surface of what it can do
Board or executive reporting is still a manual exercise despite having the tool
Teams revert to spreadsheets because the Smartsheet setup doesn't match their workflow
01
Understand your workflow
Before opening Smartsheet, we understand how your projects actually run. The tool is built to match reality, not the other way around.
Our approach
02
Design and build
We design the architecture, build the templates, dashboards, and automation, and test everything against real use cases before going live.
What Good Looks Like
Live portfolio visibility, from day one of go-live.
A single portfolio dashboard the leadership team actually uses
Project-level tracking that matches how your teams deliver
Automated reporting that removes the Friday afternoon collation exercise
A team that's trained, confident, and not reverting to spreadsheets within six weeks
03
Drive adoption
We run structured training sessions, create user guides in plain language, and stay alongside the team through the go-live period.
04
Iterate and improve
After go-live we check in, resolve what isn't working and refine the setup based on how the team is actually using it in practice.
This may not be the right fit if...
You haven't yet decided on Smartsheet as the platform (we can help you evaluate, but that's a different conversation)
The primary issue is delivery ownership rather than tooling (consider Fractional Project Management)
Your organisation doesn't yet have a consistent enough project management approach for a shared tool to sit on top of (consider PMO Setup first)
Ready to get enhanced visibility across your projects portfolio?
We'll start with a conversation about where things stand and what a well-built Smartsheet environment would actually look like for your organisation.