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SMARTSHEET GOV Drive Real Change : Smartsheet Gov. Join the ranks of government innovators who have harnessed the power of Smartsheet Gov to boost collaboration, maintain compliance, and streamline processes across their organizations. The Smartsheet Gov platform offers a range of powerful features to empower teams manage work easier : including workflow automations, forms, dashboards for improved visibility, and the flexibility to tailor solutions to fit your team's unique needs and processes. ​ We can help! - Echo is a Certified Smartsheet Partner and Women-Owned Small Business (WOSB) that specializes in training and implementing Smartsheet! Save time and energy with your business processes Analyze data quickly with customized reports and dashboards Control project timelines and budgets more easily Have clearer communication and collaboration within your team ​ Explore Solutions Meet with Us Services Echo is a certified Smartsheet partner with 100+ implementations of Smartsheet for team across the US and globally. Echo is a certified Women Owned Small Business (WOSB) and eager to empower government agencies to streamline their work management processes so that they can best serve the American people! Design & Configuration Optimize your existing workflow, reduce manual effort and duplicate entry, empower your team to do their best work with a solution that is tailored to their needs, scalable and secure. Implementation From solution design and data architecture to build configuration, testing, training, migration, cutover and adoption support, Echo's team of experts ensures best practices and smooth transition to this powerful work management platform Training & Support Tailored training to ensure your team can effectively implement and adopt Smartsheet Gov solutions. Live and Recorded Training programs available for entry to advanced users. Smartsheet Tips & Tricks Play Video Play Video 56:07 How to Set Up a PMO in Smartsheet | Project Management | PPM | Project Roll-Up Reporting + Dashboard 2:51How to Set Up a PMO in Smartsheet | Improve Visibility + Accountability | Project Management Best Practices The purpose of a PMO or “Project Management Organization” is to assist the organization to deliver projects in a strategic and efficient way by standardizing policies and following project management methodologies. Setting up a PMO for your organization can have many benefits including: • The ability to submit projects for approval, and plan, track, and report on multiple projects in one place • Gain a portfolio-level view of all projects and metrics in real-time • Automatically be notified when new projects are submitted for approval A proper PMO in Smartsheet is a great way to provide a streamlined way for your organization to track and approve new projects while seeing key metrics across all projects in real-time. Smartsheet offers template sets to build the foundation of your PMO but you still need to follow best practices and customize the templates to follow the structure of your organization. In this webinar, we will cover the core functionalities of a successful PMO and how to set up a PMO in Smartsheet Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #PMO #ProjectManagementOffice #Smartsheet #BusinessOrganization #ProjectManagement #BusinessProcesses #BusinessReports #BusinessTracking Highlights: 00:00 Start 2:51 Project Management Office Benefits 6:56 PMO in Smartsheet Hierarchy 7:59 Implementation Approach 12:56 Terminology Overview 31:51 PMO Dashboard Example 41:40 Project Approvals ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 55:23 Smartsheet Best Practices | How to Use Smartsheet for Project Management Smartsheet empowers teams to collaborate, plan, capture, track, and report on projects allowing for maximum efficiency and communication throughout! With our extensive experience in Smartsheet, we are here to help you get the full value from this tool. In this value-packed webinar, we will cover Smartsheet best practices along with tips and tricks to increase your team’s efficiency. Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #EchoConsulting #EchoConsultancy #Smartsheet #SmartsheetTips #SmartsheetTricks #BusinessGrowth #BusinessProgression #BusinessProductivity ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 05:42 How to Add a Link to a Row in Smartsheet | Row URL & Hyperlinks | Linking Multiple Sheets Smartsheet Here's a quick help video on how to add a link from a specific row in a Smartsheet to another row in another sheet. Echo Founder Molly Yanus provides an overview of how to add a specific project task reference to another sheet that is tracking risks and issues. Linking specific rows makes for easy navigation between multiple sheets without the need for documenting the same information in multiple places. Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 08:36 Help with Smartsheet Implementation Package | We Design + Build + Train Your Team | Start Quickly Need help implementing Smartsheet? Looking to move quickly and avoid common pitfalls? We offer a kickstart package to tailor your Smartsheet Solution to your needs. We have implemented dozens of Smartsheet solutions for teams and organizations of ALL sizes, and we are ready to help you maximize the value of this awesome platform! In this video, we will quickly walk you through how we work with clients to design a Smartsheet solution that meets their needs, and how we build and train teams so that they can OWN their Smartsheet solution moving forward. We can help you build a strong foundation in Smartsheet and empower your team to move faster and more efficiently. For more information on our flat fee Smartsheet implementation packages - visit our website : https://echoprojectmanagement.com/services/smartsheet-implementation-package or set up a 30 minute complimentary session with our team to learn if we can help you grow more and struggle less! Schedule a FREE meeting with us today : https://calendly.com/echoprojectmanagement/consultfromyoutubechannel #SmartsheetImplementation #Smartsheet #SmartsheetForBeginners #SmartsheetTasks #SmartsheetProjects Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 10:28 How to Create a Solution Diagram for Smartsheet - PART 1 | Project Template Sheets and Dashboard PART 1 - How to create a Smartsheet project template solution diagram. This video will teach you how to document and create an easy to use visual of the different sheets, forms, reports, dashboards, and automations in your Smartsheet solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. Want to get guidance on your work solutions? Book a FREE Discovery Call with our team: https://www.echoprojectmanagement.com/schedule-meeting #FileOrganization #DigitalForms #DigitalFiles #Smartsheet #SmartsheetForBeginners #SmartsheetFiles #SmartsheetTasks #SmartsheetProjects ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 10:31 How to Create a Solution Diagram in Smartsheet - PART 2 | Easy way to Document Data Workflows How to Create a Solution Diagram for Smartsheet - PART 2 | Document Data Workflows PART 2 - How to create a solution diagram and how to document and connect the different sheets, forms, reports, dashboards, and automations in your solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. #SolutionDiagram #SmartsheetSolutions #SmartsheetDiagramTutorial #SmartsheetTutorials #ProjectDashboard #SmartsheetNavigation Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 08:57 Smartsheet Tutorial: Formula Basics | Using Formulas to Create a Metrics Sheet for Dashboards Looking to build dashboards in Smartsheet? This video illustrates how to set up formulas in Smartsheet so they can be pulled into metrics on dashboards. Join Solution Consultant Kelly Pratt as she demonstrates: 1. How to reference multiple sheets in SumIF and CountIF formulas. 2. How to set up formulas so they don't break. 3. How to find formula error messages. 4. Types of formulas 5. Using multiple formulas Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting Video Highlights Start: 00:00 Functions List: 00:17 Creating a Metrics Sheet: 02:40 CountIFS: 04:45 Range: 05:17 Criteria: 06:19 ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 01:28 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheets Outlook Add-In allows you to create, edit, and collaborate in Smartsheet without even having to leave your inbox. You have the ability to add email messages and their attachments to rows or discussions in your sheet for all collaborators to see and act on. If you spend a lot of time changing tabs between emails, sheets and other projects, then this is for you, because you won't have to keep changing across tabs because with Smartsheet you can do everything in one place. When you are writing emails for your business, it is important that all the information and data is in 1 place so you can add it into the email or sheets, this will make the process much easier and less stressful. Also, if you are working on a team project using one or two sheets, they will appear here also and then you can click edit and make necessary changes. Looking to integrate Smartsheet into your workflows? Book a free 30-minute discovery call with our team to get started: https://www.echoprojectmanagement.com/schedule-meeting #Smartsheet #EmailManagement #SheetsManagement #EmailMarketing #BusinessManagement #TeamWork #TeamProjects #BusinessProductivity #Rows #Columns #Sheets #EmailAdOns #EmailExtensions ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Check out our most popular Smartsheet package Kickstart Implementation Don’t see what you’re looking for? We offer customized packages to meet your needs. Book a Free Consult

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Ditch the chaos. Find your groove. Get the visibility, organization, and direction your team needs to do their best work – without the headaches and time wasted. Let's get started Explore More Platforms Creating solutions that fit for every stage Where are you on your solution journey? From concept to completion, our team is prepared to step in at any stage of your project. We’ll help you build your project from the ground up or hop in while plans are already in action. No matter what stage your project is in, we offer support by identifying opportunities for improvement and suggesting an optimal solution. Shift You know what you need, and you’re looking for the perfect tool to get the job done. We’ll use our extensive experience with technology solutions to recommend a tool that fits your needs and rebuild your current system in its new home. Tell Me More Scale You’re outgrowing your tried-and-true systems. You need an upgraded solution to set you up for intentional growth with the infrastructure to match. We’ll work with you to assess where you are today, envision where you’re headed, and build a tailored solution that supports the evolution of your company. That's me! Strengthen Your process is big. It’s powerful, but it lacks efficiency. You need a solution that brings all the pieces together in a coordinated, harmonized, and practical environment. We’ll build a system that captures every detail of your process, so you can focus less on navigating your system, and more on getting the work done. Yes, please! Why Echo? We foster self-sufficiency, not dependency. We build foundations for growth. We put on the training wheels, teach you the tools you need to succeed, then release the handlebars and let you ride. We’re here to push your company to the next level, and to build the independence it takes to stay there. We work with low code and no-code solutions so your team can confidently tackle problems long after implementation. Learn How We’re your partners, not your vendors. With other consultants, there’s a tendency to stay behind company walls and prioritize their own company goals. We’re our clients’ allies and advocates, and we don’t accept commissions from tech vendors, so we have no incentive to give them more software than they need. Ultimately, communication, change management, and adoption strategies are more important than picking the “right” software – but we’ll help you do both. Meet Our Team Resources The latest from Team Echo Jason LaShelle Project Schedule vs Work Tracker Discover how to optimize your marketing or creative team's workflow with strategies that work. Explore our tips now. Molly Yanus Echo Consulting: Your Trusted Microsoft Partner We’re thrilled about becoming a Microsoft Partner. Learn how our partnership can boost productivity and efficiency for your team. Molly Yanus Mastering the Art of Feedback Explore the art of feedback mastery! Discover expert tips for navigating constructive criticism with trust and maturity. Amanda Wood Make Progress on Strategic Goals with Sprints It's great to have goals. But how do you align your strategic goals with the day-to-day realities of work? Enter, Sprint Planning! All Resources Our Clients Why do companies love Echo? "Master collaborators in every sense of the term." From the outset, Echo asked all the right questions and was able to provide me with some immediate suggestions to get us on the right course. With our original scope of work nearly conquered, I’m keen to tap Echo's goal oriented, thirst for solving the hard problems energy for the next phase. Jason LaShelle Creative Studio Manager at Burton Snowboards

STRATEGY & PRIORITIZATION Let’s turn your challenges into success stories. With our strategic expertise, we can help you figure out where you are now, where you want to go, and how you can get there. Schedule a Consult Strategic planning and prioritization is a constant process. We help translate pain points and frustration into actionable, measurable, value-focused plans for both short-term and long-term success. Streamline Workflows Design and implement standard proposal processes and prioritization methodologies to map projects towards strategic, wide-lens goals. Boost Transparency Team-wide visibility minimizes confusion, optimizes teamwork, and makes the most of everyone’s time in the office. Align Your Team Work toward a common goal together with clearly defined objectives and collaborative strategies. Push decision-making down the leadership tree and prevent funnel blocks. Target and Overcome Challenges Ask the right questions to identify the root cause of team challenges, and identify opportunities for improvement. Spend more time on what matters, and less on what doesn’t. Maximize time, energy, and bandwidth with the right software platform for your needs. Explore Technology Grow your business with our Strategy & Prioritization solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

MICROSOFT 365 Streamline Your Workflow with Microsoft 365 Harness the Full Potential of Microsoft 365 Microsoft 365 is more than just an office suite; it's a powerful cloud-based platform that encompasses a suite of tools designed to streamline communication, enhance collaboration, and increase efficiency. With Microsoft 365, your team can work from anywhere, at any time, on any device, securely. Process Automation Collaboration and Communication Document and Knowledge Management Your trusted Microsoft Partner Schedule a Consult Services Echo Consulting provides comprehensive implementation services designed to tailor Microsoft 365 to fit your unique business needs. From initial setup and configuration to migration and integration with existing systems, we ensure a seamless transition with minimal disruption to your business. Work Management Solutions Streamline your project workflows and improve productivity with our work management solutions. We specialize in setting up and customizing tools like Microsoft Planner, Project for the web, and Microsoft Lists to help your teams manage tasks efficiently, meet deadlines, and deliver projects successfully. Custom Process Implementation Every business is unique, and so are your process flow needs. We work closely with you to develop and implement custom workflows using Power Automate, and configure Power Apps and Power BI ensuring that your project and work management processes are as efficient and effective as possible. Training and Support Empower your team with the knowledge and skills they need to make the most of Microsoft 365. Our training programs are tailored to your business and delivered by experts, covering everything from basic functionality to advanced features. Ongoing workflow development support ensures that your team continues to excel. Microsoft 365 Favorites Teams For seamless collaboration and communication. Outlook Your go-to for email and calendar management. Planner Task and project management for collaboration. Office Word, PowerPoint, Excel, Outlook, Teams, etc. OneDrive Document management and collaboration. Power BI Analyzes data for enhanced decision-making processes Why Choose Echo Consulting Boost productivity Microsoft Partner Increase collaboration Women owned and led Simplify complex data Train and Enhance Ready to make the most out of your Microsoft 365 investment? Check out our Blogs Get in Touch Book a Free Consult Sign up for Updates Microsoft 365 Tips & Tricks Play Video Play Video 24:47 Power BI Tutorial: Using Filters & Slicers to Level Up Your Visuals You've uploaded data to Power BI, you understand how to make a simple table, and now you're ready to make the most of the program. In Caroline Henne's latest Power BI video, she demonstrates how to upgrade your visuals and leverage them to answer important questions about project data, with use cases from project management to illustrate the power of this program. 💥 Getting started with Power BI? Check out Caroline's video tutorial on migrating data from Smartsheet to Power BI:https://youtu.be/zJYArKZT3Ho It's a great introduction to uploading data and building a simple visual in the platform! Highlights: 00:00 Start 00:41 Working With the Data 2:13 Use Case: Estimated Hours for Projects 6:13 Troubleshooting: Filtering for Open Projects 8:00 Option 1: Adjusting Filters in Power BI 9:15 Option 2: Adjusting Filters in Smartsheet 10:30 Switching Data Source from Sheet to a Report in Smartsheet 13:28 Viewing Data with Slicers 18:02 Summary: Options for Filtering and Viewing Data 20:11 Teaser: Publishing Your Visuals & Adding to Smartsheet Dashboards ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 21:05 How to Connect Smartsheet to Power BI | Part 2: Creating More Complex Visuals Now that we've got our Smartsheet Data source imported to Power BI, it's time to build some visuals! In Part 2 of our Power BI to Smartsheet series, Caroline demonstrates how to work with your Smartsheet data set to create more complex visuals, adjust formatting and filters, gain helpful insights from your data set, and publish the visuals for easy visibility across a team. Make sure to watch her two use cases for using Power BI in project management: viewing projects per consultant, and projects per client! To connect Smartsheet to Power BI, you can use the Smartsheet connector available in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: Launch Power BI Desktop on your computer. If you don't have it installed, you can download it from the Microsoft website. Get Data: In Power BI Desktop, click on the "Home" tab in the ribbon menu, and then click on "Get Data" in the "External Data" group. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or locate it under the "Online Services" category. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials (email and password) and click "Sign In." Choose Data: After successful authentication, you'll see a navigator window displaying your Smartsheet workspaces, sheets, and reports. Navigate through your Smartsheet account structure and select the data you want to import into Power BI. You can choose one or multiple sheets/reports. Click "Load" when you're ready. Transform Data (Optional): You can perform data transformations using Power Query Editor before loading the data into Power BI. This step allows you to clean, filter, or reshape the data as needed. Click on "Transform Data" to open Power Query Editor. Load Data: After transforming the data (if necessary), click on "Close & Load" to import the selected data into Power BI. Visualize Data: Power BI will load the data into the data model, and you'll be directed to the report view. Here, you can create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: To keep your Power BI reports up to date with changes in your Smartsheet data, you can configure scheduled refreshes. Click on "Home" in the ribbon menu and then click on "Schedule Refresh" to set up automatic data refreshes. That's it! You've successfully connected Smartsheet to Power BI, allowing you to analyze and visualize your Smartsheet data within the Power BI environment. (Missed part 1 of this series? Find it here: https://youtu.be/zJYArKZT3Ho) Highlights: 0:00 Picking up from Part 1 00:47 Creating a Bar Chart 1:50 Use Case: Projects per Consultant 3:00 Formatting Your Visual 6:19 Dealing with Blanks in Your Data Set 7:52 Use Case: Projects Per Client 14:14 Exploring Formatting Options 16:11 Publishing Your Visual ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #How, #ConnectSmartsheet, #PowerBI, #Part2, #Creating, #ComplexVisuals, #connect_to_smartsheet, #power_bi_tutorial, SEO TAG: power bi,connect to smartsheet,smartsheet,connect smartsheet to excel,how to power bi,how to use power bi,introduction to power bi,write to power bi,smartsheet power bi,power bi and smartsheet,smartsheet and power bi,connect smartsheet to sql server,how to connect google sheets to power bi,power bi tutorial,power bi training,power bi for beginners,Power BI,Power BI and Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,pmo manager,power bi videos,power bi demo,power bi,smartsheet,power bi and smartsheet,smartsheet and power bi,power bi tutorial,power bi training,Creating More Complex Visuals: Echo Consulting,Complex Visuals: Echo Consulting,Power BI: Echo Consulting,creating more complex visuals: echo consulting,complex visuals: echo consulting,BI Play Video Play Video 06:09 How to Connect Smartsheet to Power BI | Part 1: Selecting Data & Building a Visual Do you store your project data in Smartsheet, but are looking to create more engaging visuals to illustrate for your team? Smartsheet and Power BI can be used together to bring your project data to life, helping to improve visibility and understanding on projects. In the first of a two-part video series, Caroline Henne kicks things off by demonstrating how to select your Smartsheet data in Power BI, and illustrates how to create a simple visual in the Power BI environment. To connect Smartsheet to Power BI, you can use the built-in connector in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: If you haven't already, download and install Power BI Desktop from the Microsoft website. Get Data: Launch Power BI Desktop and click on "Get Data" from the Home tab on the ribbon. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or navigate to "All" and find Smartsheet from the list of connectors. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials and sign in. Choose Data: After authentication, you'll see a navigator window where you can select the Smartsheet data you want to import. Choose the sheets or reports you want to bring into Power BI by checking the boxes next to their names. Then click "Load" or "Transform Data" to continue. Transform Data (Optional): If you click on "Transform Data," it will open Power Query Editor where you can apply transformations to your data before loading it into Power BI. You can clean, filter, or reshape your data here. Load Data: Once you're done with transformations (if any), click on "Close & Load" to import the data into Power BI. Visualize Data: Power BI will load the data into the data model. You can then create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: After creating your reports, you can set up automatic data refresh so that Power BI pulls in the latest data from Smartsheet on a schedule. You can configure this from the "Home" tab by clicking on "Schedule Refresh." That's it! You've successfully connected Smartsheet to Power BI. Now you can leverage Power BI's robust visualization and analysis capabilities to gain insights from your Smartsheet data. 💥 Looking for Part 2 of this series, where Caroline demonstrates how to create more complex visuals for different needs? Check it out here: https://youtu.be/WOQ1DXXUo7c Want some guidance on using Power BI on your team? Head over to our website to learn more about our Power BI work: https://www.echoprojectmanagement.com/microsoft-power-bi ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #How, #Connect, #Smartsheet, #Power, #BI, #Part_1, #Selecting, #Data, #Building, #Visual, SEO TAG: Power BI,Power BI and Smartsheet,Using Power BI with Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,Data visualization,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,power bi,smartsheet,connect to smartsheet,how to power bi,how to use power bi,smartsheet power bi,write to power bi,power bi and smartsheet,smartsheet and power bi,power bi tutorial,selecting data,selecting,selecting features,using power bi with smartsheet,ms 365 power bi,BI Play Video Play Video 05:25 How to Embed a Miro Board In a Microsoft Teams Meeting What happens when two awesome tools come together? Working effectively gets a whole lot easier! Today we’re sharing a fantastic collaboration between Microsoft Teams and Miro. The Echo team uses both Microsoft Teams and Miro often, and we’re thrilled to see that using them together is more efficient than ever before. In this video, we’ll show you how to embed a Miro board directly into your Microsoft Teams meeting. No need to toggle between two applications, create and share links to your Miro board, and wait for everyone in the meeting to access it; with this integration, you can open your Miro board directly in your Microsoft Teams meeting and get to work! ICYMI: Miro is a digital whiteboard platform that allows remote teams to effectively brainstorm, collaborate, and plan. Microsoft Teams is a chat-based workspace that integrates people, tools, and content to help your team connect and work together. The best part of this integration is that everyone in the meeting can view, edit, and contribute to the Miro board that’s embedded. And once the meeting is over, all changes are captured in your Miro account. So you can open that board up the next time you need it and see all the updates from your meeting. Loved learning about this app integration? Hit subscribe to see more content on tech tips and best practices! For more information on Echo Smartsheet Services: Smartsheet | Echo Consulting (echoprojectmanagement.com) Our Website - https://echoprojectmanagement.com/ Meet with Us - Select a Date & Time - Calendly Our LinkedIn - https://www.linkedin.com/company/echo... Subscribe Here: Echo Consulting - YouTube Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf&index=1&t=0s Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V&index=1&t=0s ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM&index=1&t=0s Smartsheet Tips & Tricks - Smartsheet Tip: Date-based Triggers to Keep Deadlines on Track - YouTube Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup&index=1&t=0s SEO HASHTAG: #How, #Embed, #Miro, #Board, #Microsoft, #Teams, #Meeting, SEO TAG: microsoft teams,microsoft,how to use microsoft whiteboard,microsoft whiteboard teams,how to use microsoft whiteboard in teams,microsoft whiteboard in teams meetings,microsoft teams meetings,microsoft whiteboard,how to,microsoft teams alternative,how to share board in miro,how to use whiteboard in teams,microsoft office,microsoft 365,teams,teams whiteboard,miro board,whiteboard microsoft,meetings,microsoft whiteboard tutorial,microsoft stream Play Video Play Video 06:28 Smartsheet Microsoft Teams Integration Tutorial | How to Utilize Smartsheet Integration for Teams At Echo, we are big believers in meeting people where they are at and how they prefer to work. If Microsoft Teams is where you spend a majority of your day, then you may miss important data and notifications located in Smartsheet. The Smartsheet & Microsoft Teams integration allows you to receive notifications and update requests as well as Interact with Smartsheet forms, sheets, reports, and dashboards without having to leave Microsoft Teams. In this video, we'll walk you through the features of this integration including Smartsheet Tabs, Forms as Tabs, and Channel Notifications. Echo Smartsheet Implementation: https://echoprojectmanagement.com/services/smartsheet-implementation-consulting Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 04:41 Microsoft Outlook: Five Feature Highlights to Improve Efficiency If your organization utilizes Microsoft Office 365, there is a good chance that you spend a lot of your day in your inbox. Email inboxes can often become a black hole leading to poor communication or collaboration, missed deadlines, and more. In this video tutorial, we’ll show you FIVE feature highlights to improve your outlook efficiency. Feature Highlights: Turn an Email into a Meeting - 0:22 Send an Email to Microsoft Teams or OneNote - 1:11 Editor - 2:35 Find Related Messages - 3:14 QuickSteps - 3:43 Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 17:28 Smartsheet 101 | What are the differences between Smartsheet & Excel for Project Management? Smartsheet vs Excel | What are the differences between Smartsheet & Excel for Project Management? Are you considering switching from Excel to Smartsheet or Smartsheet to Excel for Project Management? What are the key differences between Smartsheet and Excel for Project Managers? Can they do the same things? What is Excel missing for Project Management? What does Excel do better than Smartsheet? In this video we compare: * Excel Project Templates to Smartsheet Solution Center - Template Sets * Excel Tabs to Smartsheet Multiple Sheets * Excel Grid View to Smartsheet Board/Card View, Grid View, Gantt View, and Calendar View * Excel Formulas for Durations to Smartsheet Predecessor Functionality * And More Excel and Smartsheet both have strengths and weaknesses. Subscribe for more videos on how Excel and Smartsheet compare - and how to best use both for Project Management! #EchoConsulting #Smartsheet #SmartsheetDashboards #SmartsheetVideos #SmartsheetTutorials #DataAnalysis #SmartsheetvsExcel #BestSoftware Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Looking for Support? We can help configure automated solutions for time consuming manual processes. Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 01:44 Microsoft Feature Highlight: Improved Search Functionality We’ve all experienced the frustration of not being able to find a previous message from a team member or a file that you need to reference - Microsoft Teams has improved it’s search functionality making it easier than ever to find what you are looking for!

MICROSOFT POWER BI Level up your data-driven decision-making Dealing with loads of complex data across multiple sources? Quickly produce compelling visuals, surface insights, and tailor views for multiple audiences, all within one powerful analytics tool – Power BI. Managing and analyzing data from multiple streams can be overwhelming, especially when it is housed in different tools or platforms within an organization. Echo knows how to integrate data into Power BI from a variety of sources and software tools, including Smartsheet, Monday.com, and other finance, human resources, and time tracking software. Power BI can even build visuals on top of your Smartsheet reports or be embedded within your Smartsheet dashboards. Get the whole picture for your team and wow your stakeholders with compelling, customizable visuals that can be filtered, sliced, and dynamically adjusted all in one place. Bring real-time data together from multiple sources Embed visuals in reports, dashboards, and tabbed views Share custom views with external customers or internal teams Keep data secure with Microsoft’s air-tight security measures Schedule a Consult With Power BI, you can: Boost data visibility Track real-time metrics Streamline key data reports Grant customers access to data Customize reporting and analytics Rest assured that your data is secure Grow your business with our Power BI Solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

SMARTSHEET Work Smarter not Harder with Smartsheet. Are you tired of feeling overwhelmed by the demands of managing multiple projects at once? Are you looking for a way to improve communication and collaboration within your team? ​ Look no further than Smartsheet. Our team of experienced Smartsheet experts has a proven track record of success in managing projects across a variety of industries. We understand that every business is unique, which is why we work closely with you to understand your specific needs and tailor our services to meet those needs. ​ With an Echo Consulting Solution, you will: Save time and energy with your business processes Analyze data quickly with customized reports and dashboards Control project timelines and budgets more easily Have clearer communication and collaboration within your team Access everything you need in one place for a single source of truth Explore Solutions Schedule a Consult Smartsheet Tips & Tricks Play Video Play Video 56:07 How to Set Up a PMO in Smartsheet | Project Management | PPM | Project Roll-Up Reporting + Dashboard 2:51How to Set Up a PMO in Smartsheet | Improve Visibility + Accountability | Project Management Best Practices The purpose of a PMO or “Project Management Organization” is to assist the organization to deliver projects in a strategic and efficient way by standardizing policies and following project management methodologies. Setting up a PMO for your organization can have many benefits including: • The ability to submit projects for approval, and plan, track, and report on multiple projects in one place • Gain a portfolio-level view of all projects and metrics in real-time • Automatically be notified when new projects are submitted for approval A proper PMO in Smartsheet is a great way to provide a streamlined way for your organization to track and approve new projects while seeing key metrics across all projects in real-time. Smartsheet offers template sets to build the foundation of your PMO but you still need to follow best practices and customize the templates to follow the structure of your organization. In this webinar, we will cover the core functionalities of a successful PMO and how to set up a PMO in Smartsheet Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #PMO #ProjectManagementOffice #Smartsheet #BusinessOrganization #ProjectManagement #BusinessProcesses #BusinessReports #BusinessTracking Highlights: 00:00 Start 2:51 Project Management Office Benefits 6:56 PMO in Smartsheet Hierarchy 7:59 Implementation Approach 12:56 Terminology Overview 31:51 PMO Dashboard Example 41:40 Project Approvals ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 55:23 Smartsheet Best Practices | How to Use Smartsheet for Project Management Smartsheet empowers teams to collaborate, plan, capture, track, and report on projects allowing for maximum efficiency and communication throughout! With our extensive experience in Smartsheet, we are here to help you get the full value from this tool. In this value-packed webinar, we will cover Smartsheet best practices along with tips and tricks to increase your team’s efficiency. Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #EchoConsulting #EchoConsultancy #Smartsheet #SmartsheetTips #SmartsheetTricks #BusinessGrowth #BusinessProgression #BusinessProductivity ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 05:42 How to Add a Link to a Row in Smartsheet | Row URL & Hyperlinks | Linking Multiple Sheets Smartsheet Here's a quick help video on how to add a link from a specific row in a Smartsheet to another row in another sheet. Echo Founder Molly Yanus provides an overview of how to add a specific project task reference to another sheet that is tracking risks and issues. Linking specific rows makes for easy navigation between multiple sheets without the need for documenting the same information in multiple places. Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 08:36 Help with Smartsheet Implementation Package | We Design + Build + Train Your Team | Start Quickly Need help implementing Smartsheet? Looking to move quickly and avoid common pitfalls? We offer a kickstart package to tailor your Smartsheet Solution to your needs. We have implemented dozens of Smartsheet solutions for teams and organizations of ALL sizes, and we are ready to help you maximize the value of this awesome platform! In this video, we will quickly walk you through how we work with clients to design a Smartsheet solution that meets their needs, and how we build and train teams so that they can OWN their Smartsheet solution moving forward. We can help you build a strong foundation in Smartsheet and empower your team to move faster and more efficiently. For more information on our flat fee Smartsheet implementation packages - visit our website : https://echoprojectmanagement.com/services/smartsheet-implementation-package or set up a 30 minute complimentary session with our team to learn if we can help you grow more and struggle less! Schedule a FREE meeting with us today : https://calendly.com/echoprojectmanagement/consultfromyoutubechannel #SmartsheetImplementation #Smartsheet #SmartsheetForBeginners #SmartsheetTasks #SmartsheetProjects Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 10:28 How to Create a Solution Diagram for Smartsheet - PART 1 | Project Template Sheets and Dashboard PART 1 - How to create a Smartsheet project template solution diagram. This video will teach you how to document and create an easy to use visual of the different sheets, forms, reports, dashboards, and automations in your Smartsheet solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. Want to get guidance on your work solutions? Book a FREE Discovery Call with our team: https://www.echoprojectmanagement.com/schedule-meeting #FileOrganization #DigitalForms #DigitalFiles #Smartsheet #SmartsheetForBeginners #SmartsheetFiles #SmartsheetTasks #SmartsheetProjects ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 10:31 How to Create a Solution Diagram in Smartsheet - PART 2 | Easy way to Document Data Workflows How to Create a Solution Diagram for Smartsheet - PART 2 | Document Data Workflows PART 2 - How to create a solution diagram and how to document and connect the different sheets, forms, reports, dashboards, and automations in your solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. #SolutionDiagram #SmartsheetSolutions #SmartsheetDiagramTutorial #SmartsheetTutorials #ProjectDashboard #SmartsheetNavigation Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 08:57 Smartsheet Tutorial: Formula Basics | Using Formulas to Create a Metrics Sheet for Dashboards Looking to build dashboards in Smartsheet? This video illustrates how to set up formulas in Smartsheet so they can be pulled into metrics on dashboards. Join Solution Consultant Kelly Pratt as she demonstrates: 1. How to reference multiple sheets in SumIF and CountIF formulas. 2. How to set up formulas so they don't break. 3. How to find formula error messages. 4. Types of formulas 5. Using multiple formulas Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting Video Highlights Start: 00:00 Functions List: 00:17 Creating a Metrics Sheet: 02:40 CountIFS: 04:45 Range: 05:17 Criteria: 06:19 ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 01:28 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheets Outlook Add-In allows you to create, edit, and collaborate in Smartsheet without even having to leave your inbox. You have the ability to add email messages and their attachments to rows or discussions in your sheet for all collaborators to see and act on. If you spend a lot of time changing tabs between emails, sheets and other projects, then this is for you, because you won't have to keep changing across tabs because with Smartsheet you can do everything in one place. When you are writing emails for your business, it is important that all the information and data is in 1 place so you can add it into the email or sheets, this will make the process much easier and less stressful. Also, if you are working on a team project using one or two sheets, they will appear here also and then you can click edit and make necessary changes. Looking to integrate Smartsheet into your workflows? Book a free 30-minute discovery call with our team to get started: https://www.echoprojectmanagement.com/schedule-meeting #Smartsheet #EmailManagement #SheetsManagement #EmailMarketing #BusinessManagement #TeamWork #TeamProjects #BusinessProductivity #Rows #Columns #Sheets #EmailAdOns #EmailExtensions ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Check out our most popular Smartsheet package! Kickstart Implementation With Smartsheet you can: Create task visibility Manage complex programs Schedule with detailed gantt charts Report with roll-up dashboarding Meet deadlines and prioritize needs Generate efficiencies And extend your solution with Smartsheet Official Add-Ons Grow your business with our Smartsheet solutions. Smartsheet Kickstart Implementation Feeling weighed down by your project workflow? This is your ticket to streamlined operations, clear communication, and accelerated progress toward your goals. Leave the overwhelm behind and get back to the work that matters. Learn More Smartsheet Boost Implementation Ready to take things to the next level? Choose this option for a work management system that harnesses your vision and captures all the essentials in an organized, scalable ecosystem. So you and your team can soar into the next phase of growth. Learn More Smartsheet Transform Package It’s time to revolutionize your work. We’ll evaluate your complex, multi-data source project management solution and mold it into a more efficient and streamlined version of itself. All the power and complexity you need, without excess. Learn More Control Center Blueprint Implementation Feeling overwhelmed with managing lots of projects in Smartsheet? Control Center is the key to getting consistent data across projects and more time for you. Let us help you work smarter, not harder, so you can shine. Learn More Don’t see what you’re looking for? We offer customized packages to meet your needs. Book a Free Consult

Lisa Wood Lisa@echoconsultingpm.com Strategy & Implementation Consultant "Trusted Guide" Echo's Trusted Guide Lisa has a unique, varied background that enables her to provide thoughtful, creative solutions for clients. Prior to joining Echo Consulting, Lisa founded Sprout New Media in 2008 and was the Director of the Women’s Small Business Program at Mercy Connections from 2018-2021. A self-proclaimed systems geek and lifelong learner, Lisa Wood is a natural problem solver, certified business and personal coach, and longtime champion for small businesses. She believes in the power of planning and that the best progress is made by being curious, open to change, and working smarter, not harder. Outside the office, Lisa loves paddleboarding, hiking, snowboarding, yoga, and spending time outdoors in nature whenever possible. Areas of Expertise: Creative problem solving System solution design & implementation Coaching Mentoring Design Implementing Project Management Offices (PMOs) Technology Expertise: Smartsheet Monday.com Asana Trello ToDoist ClickUp Basecamp Teamwork Notion Miro Adobe Creative Suite Google Suite MS Office Canva Airtable Hubspot WordPress Squarespace Dropbox Certifications: Smartsheet Miro Monday.com Connect with Lisa on LinkedIn Expertise Experience ​ Certifications Outside Echo Consulting ​

CHANGE MANAGEMENT Change can be hard. But sometimes, it’s necessary. Change management can help ease transition and unify your team to take on the challenges that come along with it. Create processes, configure technology, and help your team align with changes to improve the adoption success. Schedule a Consult There’s no growth without change. It can be a challenge to get everyone on board when it comes to upending comfortable processes. Sometimes, there’s no other choice. Change management keeps your team’s morale up, communication clear, and maintains momentum toward growth. Combat Internal Resistance Not everyone loves change. We get that. But taking the time to get everyone aligned makes a world of difference in project efficacy and collaboration efforts. Standardize New Implementations Old habits die hard. It takes time and active effort to not only learn new processes, practices, and tech, but to embed them into strategic planning, workflows, and company culture. Strategize Project Mapping Changes are enacted for a reason. Communicating end goals loudly and clearly throughout strategy sessions helps steer your ship towards the shore you’re trying to reach. Set Clear Goals Setting goals with intention sets you up for success and helps your team keep their eyes on the prize amidst challenging transitions. Implement changes seamlessly. We’ll help you find, utilize, and integrate the right software platform for you. Explore Technology Grow your business with our Change Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

OUR APPROACH Our solutions are not one-size-fits-all. At Echo Consulting, we know finding the best solutions for your team goes far beyond selecting the right tool. It’s finding the right balance of people, process, and technology to: Address your most critical challenges Lay a flexible foundation Ensure solid adoption Establish long-term focus on continuous improvement Download our Capabilities Statement Grow more, struggle less, and get the maximum value for your investment. We foster organizational growth through a variety of techniques that create prioritization, facilitate buy-in, and spearhead adoption. Workshops Our workshop design focuses on collaboration and interactive activities to harness thoughts from all team members and facilitate cross-functional team building. Data-Driven Decision Making We use quantitative analysis to identify internal alignment and streamline decisions while staying focused on the highest priority. Modeling PM Best Practices We believe in the power of project management and follow best practices that lead to success. Champion Development We identify leaders who will drive change and spearhead adoption efforts beyond the project at hand to build self-sufficiency, not dependency. OUR PURPOSE Intentional Growth Echo Consulting was founded with the belief that all-size teams deserve access to high-quality, experienced project management and implementation partners to help them optimize, scale, and grow. Our focus isn't on the platforms we implement, but on the results our clients achieve with them. That's because, for both our team and our clients, our purpose is intentional growth. This stems from our desire to help our clients gain clarity and build confidence so that we can leave them better than how we met them. We offer our clients improvement and impact through sustainable, long-term solutions, delivered through a supportive, fun, and champion-building process. WHO WE ARE We’re not corporate and we’re not conventional. And we like it that way. We are genuine, direct, and values-driven. We welcome our clients in as their allies, sponsors, and advocates to help them solve problems, save time, and maximize the hard work their team puts in. We believe in approaching projects curiously and without judgment. ​ Certified woman-owned and founded in 2019, Echo Consulting is your bold process and implementation trail guide, energizing team members with a commitment to intentional growth. Projects are meant to be temporary, but success should not be. Want to know more? Get to Know Our Team Want to join us? Explore Career Opportunities

Mentorship and Accountability Plans Provide support for project leaders on project management best practices, risk mitigation & issue resolution, change management, project deliverables creation, etc. Price Based on Need Est. Duration Based on Need Next Steps Provide support for project leaders on project management best practices, risk mitigation & issue resolution, change management, project deliverables creation, etc. - This is a great option for teams that have a champion in house that would like to the lead the project, but may benefit from the support of a seasoned project manager with experience dealing with complex cross-functional projects. Providing mentorship is both a risk mitigation strategy as well as an investment into expanding the skillset of the team. Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call

Diversity, Equity, and Inclusion at Echo At Echo Consulting, we are committed to fostering a diverse, equitable, and inclusive environment in all aspects of our work. As a woman-owned consulting company, we recognize the importance of embracing and celebrating the unique perspectives, backgrounds, and experiences that each individual brings to our team and to our partners. ​ We believe that diversity fuels innovation and creativity, and that equity and inclusion are essential for building a strong and thriving community. We are dedicated to creating a workplace where all employees feel valued, respected, and empowered to contribute their best work. In our recruitment, hiring, and promotion processes, we strive to eliminate biases and barriers to ensure equal opportunities for all individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other dimension of diversity. We practice blind resume reviews, where any indication of race, creed, ethnicity, gender, and age are removed and all that is passed on for peer reviews are their credentials. It is impossible to eliminate all biases, but we strive to recognize where they may occur and work to prevent any harm they may cause in our unconscious thinking. ​ We are committed to providing ongoing education and training to our team members to deepen their understanding of diversity, equity, and inclusion issues, and to equip them with the tools and resources needed to create positive change within our organization and beyond. ​ Furthermore, we are committed to partnering with organizations who share our values and who are dedicated to advancing diversity, equity, and inclusion in their own organizations and communities. We are active members of VBSR, WBE, and Hula, all organizations that share our values and help push diversity, equity, and inclusion forward. ​ By embracing diversity, promoting equity, and fostering inclusion, we believe that we can create a more just and equitable world for all. Together, we can achieve greatness through the power of diversity. Meet Our Team Echo Consulting ESG Policy Supplier Diversity Policy