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Smartsheet Software

my review

By MOUDACHIROU LAFIAPublished 15 days ago 3 min read
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Smartsheet Software
Photo by Luke Peters on Unsplash

What do i like best about Smartsheet?

The ability to configure and pull information together has been a lifesaver for our organization. We utilize it for all of our portfolio management, services, development of plans, dashboards, etc, etc. It's been fairly easy to use and has really provided a consistent way to build what we need.

In fact, we have been working with other areas of our organization to encourage them to leverage the application more and more, and it appears that we are moving in that direction!

The dashboards are really amazing.

The templates are awesome.

Still building out quite a database of information so continuing to grow and mature our entire transparency of the portfolio.

We also use Salesforce PSCloud tool for projects, and are looking to tie customer projects into this in the future, to build and explore ways to integrate that into our customer support and success model for transparency externally.

I (and our team of 30) uses this on a daily basis.

Could probably go through more training (but learning on own or for iniital needs has been really intuitive).

We are not yet approved from our sourcing team as an enterprise customer, but think that would benefit us overall. In the interim, we have a quite a few departments using it, but my team and self are the fielding experts for most of the questions in the org at this time.

Review collected by and hosted on G2.com.

What do you dislike about Smartsheet?

Some of the way specialized formulas and/or functions work can be a bit tricky.

Wish there were more graphing options (ie - we leverage some functions to prioritize next projects) and created a formula to score them, but would love to plot them out in a quadrant matrix to show various importans of internal value vs customer value or similar, and then bubble the results to show job size.

Would love to then take this information to to help create pontential roadmaps based on timelines, effort duration and teams responsible for better planning for resource management. (all prework to actual resource management).

We don't have the reosurce management enterprise app yet, but maybe this helps with some of that.

Some of the permissions can be a little bit tricky and how they are presented, but we are still working to maximize the best use case for some of this as we continue to grow and mature our portfolio management.

Would be nice to be able to create some type of AI documents that tie into the application to generate other data points, summaries and the like. Using spreadsheet like columns is a little difficult for all this.

Would love to direct the attached files that are part of the application to live in a SharePoint environment for ease of use, updating, consistency and overall document management if those documents get updated.

We develop a content management application, so have extensive experience in document and workflow / data element management. Enhancements to the workflow capabilities would be a nice to have. We are a little limited with the options made availalbe and would love to see some expansion of that and tasks.

We have had some struggles with integrating, but that could be becuase of our licensing model. (BI, Salesforce, PSCloud, etc.)

Review collected by and hosted on G2.com.

What problems is Smartsheet solving and how is that benefiting you?

Transparency of work for the team

Prioiritization of projects

Planning & Collaboration

Product and Offering Launch Management

Would love to know more about the Marketing Calendar functionality - have to look into that.

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