Item: Smartsheet
Rating: 9
Author: Ann M. Frank

Overall Satisfaction with Smartsheet

Use Cases and Deployment Scope

We use Smartsheet for project management, but also for tracking various processes internally, like equipment rental and use. It is used departmentally but any time we introduce it to another employee or team they end up adopting it for their own use. It allows us to stay organized and communicate effectively. We especially like the ability to set updates for changes as needed. It then eliminates the need for futher emails and other communication - it's all done via Smartsheet.

Pros and Cons

Pros

Project management
Process management
Communication right from within the product

Cons

It can take a bit of time to set it up
It can take a bit of time to learn
Would be great if it had a user guide of some sort for training additional staff

Other Software Used

SurveyMonkey, Workplace by Facebook, eFileCabinet

Likelihood to Recommend

Great for project management. Love it for process management and internal tracking. Easy to communicate with teammates

Less appropriate when you need a more visual/graphics based approach

Overall Satisfaction Continued

Return on Investment

Keeps us organized
Eliminates need for other project management software (if you can get your team to use just one!)
We use limited licenses for those that set up and organize so that reduces cost

Alternatives Considered

Trello, JIRA Software and MS SharePoint

Which software we use for project management is often determined by the team we interact with or the client's choices. I prefer Smartsheet for process management due to the ease of setting up alerts and attaching necessary documentation. It was also fairly easy to set up and learn.

Key Insights

Do you think Smartsheet delivers good value for the price?

Yes

Are you happy with Smartsheet's feature set?

Yes

Did Smartsheet live up to sales and marketing promises?

Yes

Did implementation of Smartsheet go as expected?

I wasn't involved with the implementation phase

Would you buy Smartsheet again?

Yes

Smartsheet Feature Ratings

Using Smartsheet

Users and Roles

12 - project management, account management, creative team, production, digital asset management, operations

Support Headcount Required

Someone who has an operations and training background that can train easily

Business Processes Supported

Process management
Project management
Asset Management
Operations

Innovative Uses

Managing our in house studio and equipment
Managing projects with international clients and vendors
Communicating what is available and when

Future Planned Uses

Train additional staff to use
Set up further alerts to eliminate more emails on progress and availability
Manage other areas of the company for use - conference rooms, for example

Likelihood to Renew

Works great for the projects and processes we currently have it applied to. We would love to expand to more users and processes as we get other teams and staff acquainted with it's use case

Evaluating Smartsheet and Competitors

Products Replaced

Key Differentiators

Price
Product Features
Product Usability
Prior Experience with the Product
Third-party Reviews

We had teammates who had used before and highly recommended. Once we got started, we kept finding more use cases!

Evaluation Lessons Learned

I was not involved in the process, so I am not sure

Smartsheet Implementation

Implementation Rating

I was not involved in initial set up so I'll say it went well! People who were involved love this system and are advocates internally

Implementation Details / Implementation Partner

Implemented in-house

Change Management Lessons

Change management was minimal

Smartsheet Support

Support Rating

I've never had to use support. We find it easy to learn and set up, though a user guide may be helpful for advanced functions or teaching other teammates