Smartsheet for Services: Maximize Service Delivery

Winmill PPM & Smartsheet

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Say farewell to lost revenue and disconnected processes. Maximize service delivery and optimize client experiences with Smartsheet for Services. Centralize your projects, manage resources effectively, and track progress in real time. Deliver value and drive profitability with Smartsheet for Professional Services by breaking down operational silos and enabling frictionless collaboration.

Smartsheet for Services focuses on six main areas:

pipeline
Pipeline and demand management
backlogs
Backlog & capacity planning
Engagement-staffing-planning
Engagement staffing & planning
Engagement-delivery
Engagement delivery
delivery-report
Delivery reporting & visibility
Operational-excellence
Operational excellence

The Challenges Professional Services Teams Face

money-loss
Revenue Leakage
  • Professional services firms lose an average of 4.3% of revenue annually due to inefficiencies and poor project visibility.
  • That is an average of $8 M in lost revenues for a mid-size consulting firm.
Turnover
Talent Shortages & Turnover
  • Consultant churn disrupts project quality, timelines, and overall service profitability.
Limited-Visibility-Control
Limited Visibility & Control
  • Siloed data and disparate tools make it difficult to track budgets, resources, and project risks in real-time.
Manual-Low-Value-Work
Manual, Low-Value Work
  • High-value consultants spend too much time on administrative tasks instead of strategic, client-facing activities.
Solutions Professional Services

How Smartsheet Empowers Professional Services Teams

Smartsheet enables faster project execution, increased collaboration, and enhanced data visibility to help service teams achieve operational excellence.
Accelerate-Time-to-Value

Accelerate Time-to-Value

  • Reduce project execution timelines by automating workflows and approvals.
  • Deliver projects faster while ensuring quality and client satisfaction.
  • Example: Toshiba Global Commerce Solutions uses Smartsheet to accelerate the launch of new innovations.

Gain-Real-Time-Visibility-into-Resources-&-Risks

Gain Real-Time Visibility into Resources & Risks

  • Forecast demand, resources, and budgets with precision.
  • Manage pipeline, backlog, and project dependencies on a unified platform.
  • Ensure project profitability with accurate cost tracking and revenue forecasting.
  • Example: Impact Networking leverages Smartsheet for accurate resource planning and service pricing.

lodestar-platform-content-collaboration

Improve Collaboration & Customer Engagement

  • Co-create and collaborate with customers for better expectation management.
  • Standardize and streamline engagement planning, contract management, and scope tracking.
  • Enhance communication across teams, partners, and clients.

Automation-for-Efficiency

Drive Profitability & Operational Efficiency

  • Automate key services workflows to reduce costs and increase billable hours.
  • Track consultant utilization, availability, and project performance.
  • Establish governance and scalability without sacrificing team autonomy.

$1M

savings from tool consolidation

35%

increase in consultant productivity

50%

increase in process efficiency
Why-Choose-Smartsheet-for-Professional-Services

Why Choose Smartsheet for Professional Services?

  • Global Scalability & Governance

Maintain structured workflows while allowing team autonomy.

  • Data-Driven Decision Making

Real-time dashboards for tracking project health, risks, and ROI.

  • Seamless Integration

Connect with existing tools to consolidate project management, billing, and reporting.

  • AI-Driven Insights

Adapt to changing customer demands with automated intelligence and forecasting.

Winmill PPM & Smartsheet

As an official partner of Smartsheet, Winmill specializes in tailored Project Portfolio Management (PPM) implementation services that maximize PPM performance & drive faster results that align with overall business goals. Our deep understanding of the PPM market and a living body of best practices and guidelines from over 800 successful project management implementations empower us to design, deliver, and execute PPM solutions that help organizations boost efficiency and deliver faster results.

With precise and fast implementation, continuous technical, admin, and reporting assistance, extensive training, and consulting, Winmill offers the most comprehensive PPM implementation services in the industry. As North America's leading experts in Gartner's highest-rated PPM solutions, our guidance and services help organizations maximize Smartsheet capabilities and unlock their full potential at any stage of the PPM journey.

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