Transform Smartsheet 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
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 (PMO, Portfolio, Project, Current User, etc.)
6-8 Sheet Templates (Intake, Project Plan, CRAID, Metrics, Summary Sheet, etc.)
20+ Automations (Update Requests, Record Date, Workflow Progression, etc.)
20+ Reports (Past Due, Milestones, etc.)
2-3 Forms (New Project Request, New Risk/Issue, New CRAID Item)
1 Control Center Blueprint ConfigurationProject Metadata
Summary Sheet Set Up
Dynamic Report Scopes
Testing
Quality Assurance Testing by Echo team
Testing Plan
User Acceptance Testing (UAT) by UniFocus 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)
Compare Solutions
Solution Title | # of Workshops | # of Dashboards | # of Training Sessions |
|---|---|---|---|
Control Center Blueprint Implementation | 2-3 | Based on need | 2-3 |
Kickstart Smartsheet Implementation | 2-3 | 2-3 | 2-3 |
Boost Smartsheet Implementation | 5-6 | 5-6 | 5-6 |
Transform Smartsheet Package | Based on need | Based on need | Based on need |