Fundamentals Of ENGAGE‘20 - Smartsheet Inc.
ENGAGE‘20Fundamentals ofGetting StartedErin HarlanSr. Manager, Product Marketing, SmartsheetOctober 1, 2020
LegalCertain information set forth in this presentation may be “forward-looking information.”Except for statements of historical fact, information contained herein may constituteforward-looking statements. Forward-looking statements are not guarantees of futureperformance and undue reliance should not be placed on them. Such forward-lookingstatements necessarily involve known and unknown risks and uncertainties, many ofwhich are and will be described in Smartsheet’s filings with the US Securities andExchange Commission, and these risks and uncertainties may cause actual performanceand financial results in future periods to differ materially from any projections of futureperformance or results expressed or implied by such forward-looking statements.Although forward-looking statements contained herein are based upon what Smartsheetmanagement believes are reasonable assumptions, there can be no assurance thatforward-looking statements will prove to be accurate, as actual results and future eventscould differ materially from those anticipated in such statements. Smartsheet undertakesno obligation to update forward-looking statements except as required by law.Smartsheet is a registered trademark of Smartsheet Inc. The names and logos of actualcompanies and products used in this presentation are the trademarks of their respectiveowners and no endorsement or affiliation is implied by their use.
Welcome!Learning objectives1.Learn what Smartsheet is andwhat types of problems theplatform solves.2.Define the key building blocks ofSmartsheet and the relationshipbetween the components.3.Understand the difference betweenuser type and sharing permission.Erin HarlanSr. Manager, Product Marketing,Smartsheet
Today’s work environment looks alot different than it used to.MORE COMPLEXITY.Multiple workstreams, systems and processes.CONSTANT CHANGE.Shifting focus leads to wasted budgets.DISPERSED TEAMS.Distributed, remote, and multidisciplinary workforce.BLURRED BORDERS.Work spans partners, vendors, and departments.FASTER OUTPUT.More deliverables and tight timelines than ever before.
The old way won’t cut itCollaboration, workflows andcontent management arelocked in siloed applications —creating gaps and inefficiencies,and leaving the enterpriseill-prepared for a new reality.In other words, the worldhas changed, but we’re stillworking the same way.WorkflowsCollaborationContentManagement
The answerWorkflowsSmartsheettransforms workinto dynamic work.CollaborationContentManagement
Smartsheet is a platformfor dynamic workSmartsheet transforms workinto dynamic work, unifyingcollaboration, workflows, andcontent management into aflexible, secure, no-code platformthat gives anyone the ability tocontinuously make an impact—so the enterprise can compete ina transformed world.
Integrates with leading cloud apps
Smartsheet building blocks
SheetsKey capabilities: Serves as the foundation of your workwhere all of your data resides. View as a grid, calendar, in card view,or as a Gantt chart. Track different types of data withcolumn types. Use formulas for aggregation andcalculation. Attach files, proof content, and manageconversations with your team. Set up automated workflows to letSmartsheet do work for you.
FormsKey capabilities: Standardize and streamline thecollection of data from anyone andtake action on it. Customize field properties. Use conditional logic. Use custom branding and colors. Access via mobile app for on-the-godata collection. Share via email, hyperlink, embed in adashboard, or publish to a website.
ReportsKey capabilities: Easily work across multiple sheetsfrom one place with a bi-directional,high-level view. Answer key business questions withcustom criteria. Display in grid, Gantt, or calendar view. Group and summarize information. Share, send as a PDF, or publish. Display on a dashboard.
DashboardsKey capabilities: Communicate the right information,to the right people, at the right time. Surface key metrics without exposingunderlying data. Build charts to visualize trends andmetrics. See live, real-time updates to data asit changes. Embed web content including videos,forms, and other applications. Use as a portal to centralize resourcesfor your team.
Smartsheet user typesLicensed userFree userCan create, own, andadminister new sheets, forms,reports, and dashboards,and share them with others.Can be shared as a vieweror editor to existing sheets,reports, and dashboards inorder to collaborate with a team.
Sharing rViewer
Resources1.Smartsheet Help &Learning Centerwww.help.smartsheet.com2.Smartsheet Training heet Communitywww.smartsheet.com/community
Q&A
Thankyou
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Getting Started Erin Harlan Sr. Manager, Product Marketing, Smartsheet October 1, 2020. . The answer Collaboration Workflows Content Management. Smartsheet is a platform for dynamic work Smartsheet transforms work
Smartsheet USER LICENSES The flexible, secure platform unifying collaboration, workflows and content Smartsheet Advance PREMIUM CAPABILITIES A rich set of new capabilities that extend the value of our platform to serve every aspect of business Solutions Built on Smartsheet Advance Pro-Serve Configured Solutions Smartsheet for Marketing Customer
User Guide: MDH Moving Forward Website Quick Access Links: Existing Smartsheet Users New Smartsheet Users: First Time Sign In . If you are an existing Smartsheet user (i.e., you use Smartsheet for other tasks), you should not need to set up an account or passw ord. When yo u click the MDH Moving Forward link, the site should display
The Smartsheet API gives the ability to programmatically access, update and manage our Smartsheet data and accounts. With the Smartsheet API, we can build programs and processes that automatically read and update sheets; build folders and workspaces; and manage user account access to sheets and dashboards.
Products (GPC Products) Will Open, Drop down to the product category for your item. Highlight item, then click okay. 8 Create An Smartsheet Product Item category visible in Search box Click on Export Smartsheet/Item Add. . Smartsheet/Item Add You will be directed to the Characteristic, Product Detail, Category Specific. If it's an eComm
Target live Implementation starts Smartsheet Professional Services is engaged Discovery discussions begin 3 months to Target live Target live Work from home 100% remote workforce Remote engagement Dedicated RingCentral chat and forum 1 month to Onboarding Foundational training from Smartsheet
Smartsheet’s security practices are SOC2 examined and tested (Type II) and our application is penetration tested twice per year. Additionally, Smartsheet operates an ongoing Bug Bounty program to encourage security researchers to find security issues in our application. “Unlike many SaaS
working with JIRA. Introduction. pg. 5. A software integration that improves visibility, collaboration, and flexibility among teams. Smartsheet and . JIRA. 2. pg. 3 For a typical business user, JIRA can pose difficulties for managing and tracking . work at a high level. Information stored in JIRA can be tricky for non-technical
High-Level Summary of Business Changes ECB-UNRESTRICTED . Version: 0.7 Page 10 of 19 Date: 22/06/2017 . The advantage of this model is the wide range of flexibility that it offers to cover the different needs of the participants. It allows credit institutions with no direct access to settlement services to manage their minimum reserve obligations with their Central Bank from one Main Cash .
