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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.



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


  • 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
Based on need
Kickstart Smartsheet Implementation
Boost Smartsheet Implementation
Transform Smartsheet Package
Based on need
Based on need
Based on need

Let's get started!

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