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MONDAY.COM Implement Monday.com to simplify processes. Are you struggling to keep your team on track and make the most of their bandwidth? Monday.com can help optimize workflows, centralize processes, and connect teams, company-wide. Let Echo’s platform experts customize Monday.com’s user-friendly tools to your projects. Visualize project timelines Collaborate with team Automate workflows Explore Solutions Schedule a Consult With Monday.com, you can: Boost productivity Align teams Create efficiencies Visualize milestones Compile reports Synchronize management with KPIs Grow your business with our Monday.com solutions. Monday.com Kickstart Implementation Are you a rapidly growing team looking to enhance your work management process? Implementing Monday.com brings seamless efficiency to your operations and allows your team to scale quickly. Price $12,000 Est. Duration 8-10 Weeks Read More Monday.com: Tips, Tricks & Tutorials Play Video Play Video 10:07 How to Set Up a CRAID log in Monday.com | Understanding Risk Management Techniques How to Set Up a CRAID log in Monday.com | Understanding Risk Management Techniques Risk Management is the practice of identifying, evaluating, and preventing or mitigating risks that may impact the outcome of a project. One of our favorite and highly impactful risk management techniques is a CRAID Log which is similar to a RAID log but adds a step further for "change requests". Echo Consulting is a proud monday.com partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like monday.com. At Echo Consulting, we know it is so much more than selecting the right tool. We work with your team to understand the challenges and pain points within your current process and create custom Project Management Solutions tailored to the unique culture and needs when implementing Work Management platforms. #RiskManagementTechniques #RiskManagement #ManagingRisk #Monday #CRAID #SettingUpCraid #RAIDLog #WorkManagement Monday.com Implementation: https://echoprojectmanagement.com/services/mondaycom-implementation- 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 07:44 Monday.com Tips: Key Feature Highlights | How to Get The Most Out of Monday.com Monday.com Tips: Key Feature Highlights | How to Get The Most Out of Monday.com Echo Consulting is a proud monday.com partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like monday.com. At Echo Consulting, we know it is so much more than selecting the right tool. We work with your team to understand the challenges and pain points within your current process and create a custom Project Management Solutions tailored to the unique culture and needs when implementing Work Management platforms. Our focus is on maximizing the ROI benefit of your investment by balancing people, process, and technology for the best results. Monday.com Implementation Services: https://echoprojectmanagement.com/services/mondaycom-implementation- #Monday #MondayKeyFeatures #ProjectManagement #ProjectManagementSolutions #ROI #VirtualMeetings #VirtualWorkshops 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 08:06 Monday.com Tutorial | 5 Time Saving Features in Monday.com Who doesn't feel like there just isn't enough time in the day? Small changes can have a big impact on making sure your valuable time is dedicated to the highest-impact items. We've compiled a list of 5 of our favorite time-saving hacks in Monday.com! Monday.com allows anyone to customize to their organization's needs easily by combining no-code building blocks boosting your teams' efficiency, transparency, and ability to save time and effort for what matters most. In this video, we'll review five of our favorite Monday.com features that we find save time and boost our teams' workflow! Features Highlighted: Template Center: 00:18 Favorites Bar: 2:04 Batch Action Updates: 3:12 Workflow Center: 4:26 Bolt Switch Search: 6:52 Curious how Echo can help optimize your teams Monday.com: https://www.echoprojectmanagement.com/monday Our Website - https://echoprojectmanagement.com/ Meet with Us - https://bit.ly/echo-discovery 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 SEO HASHTAG: #Monday.com, #Tutorial, #5_Time_Saving, #Features, #Monday, SEO TAG: monday.com,monday.com tutorial,digital transformation,project management,monday.com,monday.com tutorial,project management,digital transformation,Monday.com Tutorial,5 Time Saving Features in Monday.com,how to use monday.com,monday.com demo,organization,5 time saving features in monday.com,Saving Features in Monday.com,saving features in monday.com,features in monday.com,platform,tasks,Monday.com,Tutorial,5 Time Saving,Saving Features,settings,5 time saving,how to save time,Time Saving,Time,smartsheet,smartsheets,smartsheet tips Play Video Play Video 58:16 How to Set Up a PMO in Monday.com | Monday.com Tutorial | PPM | Project Roll-Up Reporting A properly built PMO is an ideal way to provide a streamlined process for your organization to track and approve new projects while seeing key metrics across all projects in real-time providing you with a portfolio-level view of all projects and metrics in real-time to make key decisions. The purpose of a PMO or “Project Management Office” 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 PMO in Monday.com 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. While Monday.com 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 video, we will cover the core functionalities of a successful PMO and how to set up a PMO in Monday.com. Highlights: Start: 00:00 PMO Overview 3:14 Transition from Project to Operations 06:53 PMO Hierarchy 09:17 Gap Analysis 15:37 Implementation Process 16:13 Identify Roles 20:50 Template Center 28:51 Project Requests and Approvals 31:22 Project Board 37:12 Monday.com allows anyone to customize to their organization's needs easily by combining no-code building blocks boosting your teams' efficiency, transparency, and ability to save time and effort for what matters most. For more information on Echo’s Monday.com service offerings: https://www.echoprojectmanagement.com/monday Our Website - https://echoprojectmanagement.com/ Meet with Us - bit.ly/echo-discovery 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 SEO TAG: How to Set Up,PMO,Monday.com,Tutorial,PPM,Project,Roll-Up,Reporting,monday.com,monday.com tutorial,pmo,project management,How to Set Up a PMO in Monday.com,organization,monday.com demo,how to use monday.com,how to set up a pmo in monday.com,monday,Monday.com Tutorial,PPM | Project Roll-Up Reporting,ppm | project roll-up reporting,project online,work management,Set Up a PMO in Monday.com,set up a pmo in monday.com,monday.com review,PMO in Monday.com,pmo in monday.com,Project Roll-Up,project roll-up,Roll-Up Reporting SEO HASHTAG: #How, #SetUp, #PMO, #Monday.com, #Tutorial, #PPM, #Project, #Roll-Up, #Reporting, Play Video Play Video 06:04 Copying Parent Task Columns to Subitems in Monday.com One of the benefits of working with Monday.com is that parent items and subitems can have different fields, or columns. But what if you want a parent item and a subitem to have the *same* columns? In this video, we'll demonstrate a quick and simple way to copy parent item columns to subitems. Looking to use Monday.com for managing your projects? Let's talk! Connect with us for a free 30 Minute Discovery call to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting Highlights Start: 00:00 Columns in Monday.com: 00:50 Adding columns to subitems: 1:50 Copy parent columns: 2:54 Data entry for subitems: 4:23 About Our Monday.com Solutions: https://www.echoprojectmanagement.com/monday In Monday.com, copying parent task columns to subitems can be done using automation recipes or custom code. Here's how you can achieve this: Using Automation Recipes: Monday.com offers automation recipes that allow you to automate repetitive tasks, including copying column values from parent tasks to subitems. Navigate to your board and click on the automation button (lightning bolt icon) at the top right corner. Choose the "Create Automation" option and select the trigger that will initiate the automation (e.g., when a new subitem is created). Configure the action to copy column values from the parent task to the subitem. You can specify which columns you want to copy and how the data should be formatted. Test the automation to ensure that it works as expected. Using Custom Code: If the built-in automation recipes don't meet your needs, you can use Monday.com's API and custom code to achieve more complex workflows. Write a script or use a programming language like Python or JavaScript to retrieve data from the parent task and update the corresponding subitems. Use Monday.com's API endpoints to fetch data from the parent task and update the subitems with the desired column values. Test your code thoroughly before deploying it to ensure that it functions correctly and doesn't cause any unintended side effects. Here's a general outline of the steps you'll need to follow when using custom code: Authenticate with Monday.com API using your API token. Retrieve the parent task's data using the task ID. Extract the column values that you want to copy to the subitems. Iterate through the subitems and update their respective column values with the data from the parent task. Handle any error scenarios and ensure proper error logging for debugging purposes. Test your code with sample data to verify that it works as expected. Deploy your code to your production environment and monitor its performance. By using automation recipes or custom code, you can efficiently copy parent task columns to subitems in Monday.com, streamlining your workflow and ensuring data consistency across your projects. 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: 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 SEO TAG: monday.com,showing subitem column summary in parent items,monday.com tutorial,how to link items in monday.com (simple),how to mirror columns in monday com,how to customise your monday.com,progress column in monday.com,project column in monday.com,monday.com subitems,how to duplicate automations workflows in monday.com,monday.com tasks or items,how to use monday.com Don’t see what you’re looking for? 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Hi, we’re Team Echo! Nice to meet you. We’re a team of passionate problem solvers, empathetic leaders, trusted guides, process geeks, and chaos coordinators – more formally known as Project Managers, Analysts, Solution and Implementation Consultants. We’re honest, goal-oriented, and here to help you grow more and struggle less. Molly Yanus "Question Queen" Founder, Solution Architect Molly thrives at the intersection of technology and strategy, with a belief that all teams deserve access to high quality project management. Jason Yanus "The Cashflow Crusader" Chief Financial Officer 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. Barb Groff "Process Champion" Consulting Practice Lead Problem-solving opportunities energize and excite Barb, and she loves how each day with Echo brings new questions, challenges, and successes. Lisa Wood "Trusted Guide" Strategy & Implementation Consultant 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. Kelly Pratt "Passionate Problem Solver" Solution Consultant Kelly approaches every project with open-minded curiosity, asking the right questions to fully understand her clients’ challenges and to tailor solutions to their needs. Caroline Crouch Henne "Insightful Analyst" Implementation Consultant Caroline loves to problem solve, organize, and deliver the highest quality outcomes for clients, while keeping work-life balance productive and fun for her team. Keefer Welsh "Solutioneer" Implementation Consultant Keefer brings a passion for delivering tailored solutions to operational pain points while promoting champions of process and exceeding expectations. Jason LaShelle ​ Consultant Jason is a seasoned leader with a knack for taking complex processes and spinning them into simple, intuitive solutions. A true people person, Jason comes to Echo with a background that spans aerospace engineering to action sports marketing. We build bridges between struggle and success. Want to know how? Learn About Our Approach Want to join us? Explore Career Opportunities

Molly Yanus molly@echoconsultingpm.com Founder, Solution Architect "Question Queen" Echo's Question Queen Molly is a passionate and innovative change management leader with 12+ years of technical project management consulting experience. She thrives at the intersection of technology and strategy, with a belief that all teams deserve access to high quality project management. Molly founded Echo Consulting in 2019 with the goal to make project management more accessible and impactful to break down barriers to growth. Molly grew up in a small town in New Hampshire with a big extended family. Molly attended St. Michael’s College where she majored in Economics and Political Science. After a brief stint living in Egypt, teaching English, and traveling, Molly met her life partner and settled in Vermont permanently. Molly currently lives in Jericho, Vermont with her brilliant husband, two strong-willed children, rescue pup Fletcher, and feline terrors Apollo and Rooney. In her “free” time, Molly loves to read, travel, and play board games. Area of Expertise: PMO - Project Management Organization & PPM - Project Portfolio Management Project Management, Program Management, & Portfolio Management Business Analysis, Business Process Optimization, Workflow Automation Strategy, Strategic Planning, Prioritization, and Execution Change Management & Organizational Alignment Training & Team Development Professional Services, Consulting, & Support Software Implementation, SDLC – Software Development Life Cycle Business Development, Account Management, Sales Scrum Master, Product Owner Technology Expertise: Collaboration Software Work Management Platforms Project Management Information Systems Client Relationship Management Document & Knowledge Management Business Process & Workflow Management Software Connect with Molly on LinkedIn Expertise Experience ​ Certifications Outside Echo Consulting ​

Solutions That Fit ​ ​ Price ​ Duration ​ Learn More Airtable Kickstart Implementation ​ Price TBD Duration TBD Learn More Asana Kickstart Implementation Are you a rapidly growing team looking to enhance your work management process? Implementing Asana brings a single source of truth and transparency to your operations to allow your team to scale quickly with maximum efficiency. Price $12,000 Duration 8-10 Weeks Learn More 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 Duration 6-8 Weeks Learn More 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 Duration 8-10 Weeks 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. Price $15,000 Duration 8-10 Weeks Learn More 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 Duration Based on Need Learn More Monday.com Kickstart Implementation Are you a rapidly growing team looking to enhance your work management process? Implementing Monday.com brings seamless efficiency to your operations and allows your team to scale quickly. Price $12,000 Duration 8-10 Weeks Learn More Project Interventions and Audits By injecting method to the chaos, our project intervention and audits will act as a recovery mission to navigate your struggles Price Based on Need Duration Based on Need Learn More Project Manager for Contract Experienced, high-quality project managers (PM) available on short term & part-time basis to lead teams to on-time & on-budget delivery. Price Based on Need Duration Based on Need 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. Price $25,000 Duration 10-12 Weeks Learn More 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 Duration 8-10 Weeks 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. Price $35,000+ Duration 16-20 Weeks Learn More Teamwork.com Kickstart Implementation ​ Price TBD Duration TBD 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. Price $35,000+ Est. Duration 16-20 Weeks Next Steps Transform Packages are for teams and organizations that are implementing complex, multi-data source, solutions that require extensive use of Smartsheet add-on products like Control Center, Jira or Salesforce Integration, and complex multi-step, multi-user review and approval workflows. Our team has implemented Control Center, JIRA integration, and all of the Smartsheet Advanced Add-ons. We are happy to discuss your specific needs and tailor an engagement to meet your goals and long term objectives. Discovery & Design Requirements Workshops (5-6) Solution Design & Data Architecture Recommendation Smartsheet Add-on Evaluation & Recommendation Build / Configuration of the Solution 5-6 Dashboards Templates (ex: PMO, Portfolio, Project, Current User, etc.) 6-8 Sheet Templates (ex: Intake, Project Plan, CRAID, Metrics, Summary Sheet, etc.) 20+ Automations (ex: Update Requests, Record Date, Workflow Progression, etc.) 20+ Reports (ex: Past Due, Milestones, etc.) 2-3 Forms (ex: New Project Request, New Risk/Issue, New CRAID Item) 1 Control Center Blueprint Configuration Project Metadata Summary Sheet Testing Quality Assurance Testing by Echo team Testing Plan User Acceptance Testing (UAT) by client team (Multiple Rounds) Pilot (if needed) Training / Implementation Support 5-6 Training Sessions (Admin, Portfolio Manager, PM, Train the Trainer, etc.) Admin Guide PM User Guide + Quick Reference Guide Recorded Onboarding Video for Future Hires Cutover / Hypercare Cutover Plan Extended Hypercare Open Office Hours (3-4 - as needed) 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

Kelly Pratt kelly@echoconsultingpm.com Solution Consultant "Passionate Problem Solver" Echo's Passionate Problem Solver Kelly Pratt is a passionate problem solver and Solution Consultant with Echo Consulting. She is an experienced team leader and proven change champion with years of consulting experience, specializing in digital marketing, change management, and project management. Kelly approaches every project with open-minded curiosity, asking the right questions to fully understand her clients’ challenges and to tailor solutions to their needs. Her ability to connect with and motivate diverse teams helps her to become an extension of their business. In addition to her passion for helping grow her clients’ businesses, Kelly has a strong passion for health and wellness. One of her core beliefs is that prioritizing self-care allows you to become more successful and have a more fulfilling, joyful life. In 2021, Kelly earned her certificate as an Integrative Nutrition Health Coach through the Institute of Integrative Nutrition. Outside of Echo, Kelly spends her time helping ambitious professionals reclaim their energy, joy, and authenticity, so they can bring the best version of themselves to work and life. Areas of Expertise: Data Analytics Product Adoption Change Management Cross Functional Collaboration Business Analysis User Experience Technology Expertise: Smartsheet Microsoft 365 Power BI Monday.com Certifications: Smartsheet Core Connect with Kelly on LinkedIn Expertise Experience ​ Certifications Outside Echo Consulting ​

STAFF AUGMENTATION Outsource projects to boost efficiency. We get to know you, your priorities, and your preferences, so we can jump in when you need to extend your bandwidth. Schedule a Consult Cut costs without sacrificing quality. Experience and expertise make a difference when you’re working to get the job done right. We offer staff augmentation so you can get the benefits of our skilled professionals without the costs of onboarding a new employee. Hit the Ground Running We know your team and the way you work. Get started quickly, without having to catch anyone up to speed. Fresh Ideas and New Perspectives Benefit from an outsider’s point of view. We’ll notice golden opportunities and areas for improvement that may get looked over from the inside. Increase Productivity Hold your team accountable with a 'new' team member. We'll keep your projects moving by asking the right people the right questions at the right time. Expand Your Team's Skillset We bring our own set of skills to the table. Our team is up-to-date with all the best practices and ways to make the most of a project. We don’t do full-time placements. We’re here to lend a hand where and when you need it – but it's our policy that no Echo team member spends more than 50% of their in-office time with any one client. We don’t sign on as full-time members of your company, but we don’t need to. We balance our internal and external efforts evenly, staying well-integrated enough to be proactive and flexible on all fronts. ​ At Echo, our employees are given flexibility in their schedules, but are also still held accountable for contributing to the team internally. We value our community and the work we do together, so it’s important we’re able to work with clients while maintaining the internal integrity of our team. Learn More About Our Approach Grow your business with our Staff Augmentation Solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

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

Capabilities Statement We Craft Tailored Work Management Solutions to Help Your Team Increase Transparency, Improve Accountability, and Remove Friction Download our Capabilities Statement About Echo Echo Consulting is a certified women-owned small business serving global organizations of all sizes. Founded in 2019, Echo Consulting exists because 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. We're not a services company - we're a solutions company. Get in Touch Core Capabilities • Work Management Solutions • Business Process Automation • Data Visualization • Project Management Office (PMO) Solutions • Low-Code I No-Code Technology Solutions • Communication/ Collaboration Management • Staff Augmentation • Workshop Design/ Facilitation • Work Management Training • Change Management Strategy • Strategic Planning Workshops • Resource Management Solutions • RFP Management/ Vendor Selection Key Differentiators • Women-Owned, Rural Small Business • Technology agnostic • Do not accept partner commissions • Tailored solutions that fit for every stage • Genuine, direct, and values-driven • Supportive, fun, champion-building process • Practice radical transparency • Low-code/no-code implementations • Committed to your success Industry Experience • Construction / Manufacturing • Education • Energy • Financial Services • Global Trade • Government • Healthcare / Pharma • Professional Services • Technology Certifications WOSB Women-Owned Small Business WBE Women-Owned Business Enterprise NAICS Codes 54 611 Administrative Management and General Management Consulting Services Professional, Scientific, and Technical Services ​ We facilitate the alignment of people, process, and technology so your team can deliver their best work, unhindered 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 Optimize your processes with platforms that fit your needs: Work Management Collaboration Data Visualization Intergration/Automation Low-Code/No-Code App Development Get the visibility, organization, and direction your team needs to do their best work – without the headaches and time wasted. 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!

VENDOR MANAGEMENT Keep vendors and your team on the same page. Align with vendors to ensure that everyone stays working toward the same objective. Whether you’re juggling multiple vendors at once or only working with one, our vendor management system ensures cohesion in everyone’s goals and workflows. Keep track of time, billing, and milestones with our efficient communication processes. Schedule a Consult Our vendor management systems ensure every detail is accounted for. Hiring vendors to help you get the job done can leave a lot of questions unanswered. We’ll help you know what questions to ask and how to stay in the loop. Ensure that your vendors are offering timely, accurate deliverables. Track progress and invoicing in one place to ensure that expectations are being fulfilled. Vendor Selection We’ll help you choose the right vendor for the job and create a contract that meets all your needs. Vendor Onboarding Start a project with a new vendor off on the right foot. Vendor Collaboration Facilitate systems to work in tandem with vendors. Vendor Communication Maintain open channels of communication and regularly scheduled meetings. Select a software platform to help you manage your vendors. A platform that can organize multiple vendors and projects at once is key. We’ve mastered them all and will find your perfect match. Explore Technology Grow your business with our Vendor Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

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