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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. Price $15,000 Est. Duration 8-10 Weeks Next Steps Are you drowning in projects and wasting precious time manually creating and updating them in Smartsheet? Are you looking for a better way to be sure your team manages tasks, reporting, and data consistently across all projects ? At Echo Consulting, we get this. We understand the challenges that come with managing projects across teams, which is why we offer professional Control Center consulting services to help you increase efficiency and achieve your objectives with less stress. Our Control Center Blueprint Package is the perfect solution for businesses that are already using Smartsheet and now want to extend their solution by setting up a blueprint in Smartsheet Control Center. Here’s what’s included: Initial Discovery: We'll meet with you in a series of 2-3 virtual workshops to understand your specific challengees. Blueprint Design and Implementation Support : We'll design and configure a comprehensive Control Center Blueprint that will ensure consistency across projects using your existing Smartsheet sheets, reports, and dashboards through customized templates and automation. Thorough testing: Quality Assurance (QA) Testing and User Acceptance Testing (UAT) / Pilot of the Control Center Blueprint Follow-up support: We'll provide a training session with documentation for you and your team to refer back to, with follow-up support to ensure that the new processes and tools are working as expected and to address any issues that may arise. Our team of experienced Smartsheet experts has a proven track record of success in managing projects across a variety of industries using Smartsheet and Control Center. 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 experience: Increased efficiency in your business processes Improved communication and collaboration within your team Better control over project timelines and budgets Improved reporting on what’s most important to you, eliminating the noise Reduced stress and more time to focus on growing your business Don't let project management challenges hold you back from achieving your goals. Our Smartsheet Control Center Blueprint Package is designed to give you the tools and support you need to succeed. Contact us today to schedule a free consultation and learn more about how we can help take your project management to the next level. Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call

Barb Groff barb@echoconsultingpm.com Consulting Practice Lead "Process Champion" Echo's Process Champion Barb is Echo’s Process Champion, Smartsheet-certified and an expert in countless technology platforms we offer. Problem-solving opportunities energize and excite her, and she loves how each day with Echo brings new questions, challenges, and successes. She has the “planner gene,” and her approach to project management is based on a love of solving problems and strategizing the integration of smaller pieces into the big picture. Barb believes in aligning comprehensive plans with the skills and team members so work productivity results in successfully exceeded goals. Her goal is to inspire and foster change through diligent project management resulting in improved processes and efficiencies. Barb sees planning and scheduling project tasks as a jigsaw puzzle: hundreds of pieces contribute to the finished project, and it’s Echo’s job to generate a strategy to fit the pieces together.Barb’s true passion is teaching and coaching, both in her professional and personal life. She comes from a diverse background with 30 years of manufacturing, healthcare and technology experience as a change management consultant, operations project leader and Six Sigma/Lean facilitator. In teaching, Barb gets to consistently self-improve and share her own insights to instill learning in others. She has taught in community school systems at the University of Phoenix and Community College of Vermont, and shares her love of skiing as a PSIA ski instructor for over 25 years. Out of the office, Barb enjoys boating on the lake, traveling to warm destinations, flower gardening, sewing, and, of course, spending time with family and friends. Technology Expertise: Trello Monday.com Basecamp Airtable Microsoft project Oracle Internal PM Software Microsoft BI Sugar Hubspot Salesforce Greenway Epic Athena eCW Connect with Barb on LinkedIn Expertise Experience ​ Certifications Outside Echo Consulting ​

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. Price $15,000 Est. Duration 8-10 Weeks Next Steps 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? At Echo Consulting, we understand the challenges that come with managing projects, which is why we offer professional consulting services to help you increase efficiency and achieve your project goals. Our Kickstart Package is the perfect solution for businesses looking to improve their business processes and streamline operations. Here’s what’s included: Initial Discovery: We'll meet with you in a series of 2-3 virtual workshops to understand your specific project management needs and tailor the package to meet those needs. Solution Design, Data Architecture, Development, and Collaborative Implementation : We'll design and build a Smartsheet solution that will elevate your work to a higher level, and we’ll work with you to implement the project management processes and tools that we've discussed during the initial consultation. Thorough testing: Quality Assurance (QA) Testing and User Acceptance Testing/Pilot of the solution Follow-up support: We'll provide 2-3 training sessions with documentation for you and your team to refer back to, with follow-up support to ensure that the new processes and tools are working as expected and to address any issues that may arise. 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 experience: Increased efficiency in your business processes Improved communication and collaboration within your team Better control over project timelines and budgets Improved reporting on what’s most important to you, eliminating the noise Reduced stress and more time to focus on growing your business Don't let project management challenges hold you back from achieving your goals. Our Kickstart Package is designed to give you the tools and support you need to succeed. Contact us today to schedule a free consultation and learn more about how we can help take your project management to the next level. Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Control Center Blueprint Implementation 2-3 Based on need 2-3 Smartsheet Kickstart Implementation 2-3 2-3 2-3 Smartsheet Boost Implementation 5-6 5-6 5-6 Smartsheet Transform Package Based on need Based on need Based on need Let's get started! Schedule your intro call

SHIFT Make your tool work for you. We know how it is – you purchase some shiny new software, start to build out a system for managing your work, and then realize – after lots of time and energy spent – that the tool you’re using just doesn’t have what you need. Like the tool you have, but aren't sure how to optimize it for your work? Want to transfer your organic system in a software for streamlined success, but don't know which tool to choose? You're in the right place! ​ At Echo Consulting, we know tools…and more importantly, we know that successful project management isn’t just about The tool; it’s about how you use it. Our team of tech experts will help you determine the best tool for your needs, build you a system to capture your process, and then teach you to put that solution into action. Ready to shift into a tool that makes your work easier? Let's Get Started OUR APPROACH We’re not a services company – we’re a solutions company. We blend people, process, and technology to drive transformations that increase transparency, improve accountability and remove friction. We want you to grow more, struggle less, and get the maximum value for your investment. And we know that means we need to focus on YOU. We’ll work with you to evaluate your pain points, determine the best tool for your organization or team, and then build a tailored solution to usher in an era of smooth, streamlined success. CASE STUDY An Iterative Approach to Design, Build, Pilot, Get Feedback, and Train Tremco reached out to Echo Consulting as they were already using Smartsheet as a solution for a Project Management Office (PMO) but were looking to scale and optimize the solution to provide improved visibility across the organization and standardize the intake, execution, and prioritization of project work. They wanted help designing the data architecture, configuration, and implementation of their Smartsheet solution, as well as guidance in deploying PMO best practices. Tremco also sought Echo’s expertise to establish multiple Control Center Blueprints for faster project stand-up and the ability to make global updates across their project portfolio. Read the Full Case Study SOLUTIONS THAT WORK Kickstart Implementing systems into your daily operations increases efficiency and allows teams to grow rapidly. Our Kickstart packages are for growing teams in need of a work management process that grows with them. ​ Time to go live: 8-10 weeks* ​ Price: Starting at $15,000 Take the Next Step! PLATFORMS Tools of the Trade Project management technology is our sweet-spot and we’re determined to find the best fit for your team. We are platform-agnostic and do not accept commissions from IT vendors and software platforms, so you can trust that our recommendations are unbiased and the right choice for your team. ​ Have a favorite software? Looking to switch to a new tool? Here are our current favorite tools for solutions. Explore Platforms

Jason LaShelle jasonlas@echoconsultingpm.com Consultant ​ Expertise Experience ​ Certifications Outside Echo Consulting ​

ClickUp Kickstart Implementation A Kickstart package is tailored for teams that are scaling quickly, and need to adapt their work management processes to scale with their rapid growth. Price $12,000 Est. Duration 8-10 Weeks Next Steps Get started with our Kickstart ClickUp Implementation package so your team can hit the ground running with solutions customized to your needs. This package includes the following: Discovery & Design Discovery & Requirements Workshops (2-3) Identify Challenges, Opportunities, & Desired Outcomes or Goals Review Current Process Flows and Opportunities for Standardization & Automation Clarify User Roles and Reporting & View Needs Solution Design & Data Architecture Recommendation Build & Configuration of the Solution 1 - 2 Workspaces 3 - 4 List Templates 4 - 5 Custom Views 2 - 3 Dashboards 8 - 10 Automations 1 - 2 Configuration of Native Integrations Testing Quality Assurance Pilot & User Acceptance Testing Training & Implementation Support 2 - 3 Trainings Admin & Solution Guide Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call

ClickUp Jumpstart Implementation Our JumpStart package is a great fit for teams that are implementing a task management system for the first time to build the foundation for success. Price $8,000 Est. Duration 6-8 Weeks Next Steps Let’s diagnose your business’s needs and meet them with ClickUp’s long list of highly functional tools. From collaborative projects to long-term goal tracking, ClickUp’s got tools for every team and every project. Discovery & Design Requirements Workshops (1-2) Solution Design & Data Architecture Recommendation Build & Configuration of the Solution 1 Workspace 2 - 3 List Templates 3 - 4 Custom Views 1 Dashboard 2-3 Automations Testing Quality Assurance User Acceptance Testing Training & Implementation Support 1- 2 Training Sessions Admin Guide Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call

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MENTORSHIP & ACCOUNTABILITY Approach new challenges with confidence. Have you recently been promoted to a new role? Are you considering becoming a project manager or business analyst? We’re here to guide you through new endeavors and provide you with our team as a support system. Schedule a Consult We believe that everyone is a project manager. We’re solutions architects ready to help you become a champion of solving problems. Project Managers We all practice PM skills in our own lives, every day. Let us help you hone yours to optimize ROI and better manage projects, large and small. Subject Matter Experts You have the expertise and we know the processes. We'll set you up to hit the ground running. Business Analysts Bridge the gap between your company and its data. We'll help you create processes and systems for making data-driven recommendations. PM Technology Champions Become your team's project management technology expert. We believe in self-sufficiency and want you to have all the resources to help your team thrive. Grow your business with our Mentorship & Accountability Solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

Jason Yanus jason@echoconsultingpm.com Chief Financial Officer "The Cashflow Crusader" Analytical and results driven, Jason is a problem-solver at heart with a proven track record implementing key process improvements to maximize efficiency and accuracy. Expertise Experience ​ Certifications Outside Echo Consulting ​

SCALE Moving on up? We'll help you get there. You’ve put in the time with your project management systems. You know your processes, but your system is out of date or you've outgrown it. Your team or organization is evolving, and it's time to focus on intentional growth. We’ve been there. As our team has rapidly scaled, we’ve had to practice what we preach by upgrading our tech and streamlining our systems. We can help you do the same. Our team of tech experts will help you assess what’s still working in your system, and what to adapt for your scaling needs. This stage is popular for startups who are in their first 3-6 years of business, and are looking to streamline processes and implement more powerful tools. Moving towards intentional growth? Let's Get Started OUR APPROACH We’re not a services company – we’re a solutions company. We blend people, process, and technology to drive transformations that increase transparency, improve accountability and remove friction. We want you to grow more, struggle less, and get the maximum value for your investment. And we know that means we need to focus on YOU. We’ll work with you to evaluate your pain points, determine the best tool for your organization or team, and then build a tailored solution to usher in an era of smooth, streamlined success. CASE STUDY An Iterative Approach to Design, Build, Pilot, Get Feedback, and Train Tremco reached out to Echo Consulting as they were already using Smartsheet as a solution for a Project Management Office (PMO) but were looking to scale and optimize the solution to provide improved visibility across the organization and standardize the intake, execution, and prioritization of project work. They wanted help designing the data architecture, configuration, and implementation of their Smartsheet solution, as well as guidance in deploying PMO best practices. Tremco also sought Echo’s expertise to establish multiple Control Center Blueprints for faster project stand-up and the ability to make global updates across their project portfolio. Read the Full Case Study SOLUTIONS THAT WORK Implementation Packages KICKSTART ​ Implementing systems into your daily operations increases efficiency and allows teams to grow rapidly. Our Kickstart packages are for growing teams in need of a work management process that grows with them. ​ Time to go live: 8-10 weeks* ​ Price: Starting at $15,000 BOOST ​ Boost Implementation Packages are ideal for teams that are scaling rapidly and/or are looking to migrate work management platforms. ​ Time to go live: 10-12 weeks* ​ Price: Starting at $25,000 Take the Next Step! PLATFORMS Tools of the Trade Project management technology is our sweet-spot and we’re determined to find the best fit for your team. We are platform-agnostic and do not accept commissions from IT vendors and software platforms, so you can trust that our recommendations are unbiased and the right choice for your team. ​ Have a favorite software? Looking to switch to a new tool? Here are our current favorite tools for solutions. Explore Platforms

Teamwork.com Kickstart Implementation ​ Price TBD Est. Duration TBD Next Steps Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call