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Smarter LaunchPad

Automated onboarding of new Smartsheet assets from templates

Removes the workload and bottlenecks associates with manual creation

  • Perfect for project onboarding

  • Automatic naming of folders and sheets using project data

  • KPIs from new assets linked to master sheet for portfolio visibility

  • Portfolio dashboard updated automatically with new sheet data

Check out our Smarter LaunchPad demo video

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Core benefits

Time saved

Removes the headache of manually setting up multiple assets every time a new activity is started. New assets are linked back to tracking sheet straight away so you get immediate reporting and dashboard updates.

Consistency

Creating from templates ensures standardisation throughout. New assets are named using project data in the tracking sheet to avoid spelling mistakes and provide meaningful naming conventions. Data linking prevents errors for maximum reliability.

Scalability

Create as many templates as you need to onboard multiple asset types, giving your portfolio the freedom to grow without restriction.

Example use cases

A builder needs to track house builds and collate data for portfolio management

Set up all the required Smartsheet assets once and create a template. Smarter LaunchPad replicates this template for each build project, names the new assets correctly and links KPI data back to the tracker sheet which in turn feeds reporting and dashboards. New builds are added to the portfolio in minutes with very little manual effort.

An HR department wants to track new staff through their onboarding process

This template might track an induction checklist, the provision of a welcome pack and training materials and important compliance information. Smarter LaunchPad creates a new folder of Smartsheet assets for each new employee and provides employee management insight across the company.

A Marketing department needs to manage different marketing campaigns consistently

Smarter LaunchPad enables managers to track different types of activity by creating multiple templates. This way all the correct materials are replicated at launch simply by selecting the appropriate template. Portfolio level insights are immediately available via the tracking sheet.

What do our clients think about Smarter LaunchPad?

  • Massive impact on efficiency and accuracy

    “After months of frustration, we are so pleased to have found SBP. Debbie is a genuine expert on Smartsheet itself and what it can do but, perhaps more importantly, she also very quickly picked up a clear understanding of how we work day-to-day.

    This has enabled us to work together to get the best out of Smartsheet. The changes we've made have had a massive impact on the efficiency and accuracy of our internal processes, allowing us to continue growing and improving our company. We look forward to working with Debbie again in the future.“

    Lucy Taylor - Roadnight Taylor Ltd

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Frequently Asked Questions

  • Yes, but… Smartsheet’s Control Center is an excellent extension for enterprise grade project management. However, some Smartsheet users aren’t ready for the size and complexity of Control Center and only need project creation. This is where Smarter LaunchPad comes in.

  • Not really. By focussing on asset creation, Smarter LaunchPad offers a simplified solution for users that don’t yet need the full range of function that Control Center offers. See Smarter SheetManager for global update functionality.

  • Absolutely! Smarter LaunchPad offers the core automations you need at a price you can afford so you don’t have to leave Smartsheet. And when you’re ready to upgrade to Control Center, we can even help you migrate.

  • Smarter LaunchPad is perfect for any application where you need to repeat the asset creation process. It’s highly suited to Project onboarding but other applications might include staff onboarding or marketing activities

Ask us anything!

How does Smarter LaunchPad make Smartsheet even Smarter?

By automating the creation of new project assets, LaunchPad could save you an enormous amount of time and worry while maintaining standards across your portfolio:

Can I automate new project onboarding?

  • Smarter LaunchPad => Yes! The template based automation creates assets for you

  • Smartsheet => possible but only with the Control Center Premium App

Can I include data from my new assets in my dashboards?

  • Smarter LaunchPad => Absolutely! KPIs are automatically linked back to the tracker sheet which can feed your dashboards

  • Smartsheet => You would need to manually link new assets to a metric sheet to update dashboards

Can I enforce naming conventions?

  • Smarter LaunchPad => Yes! By automatically managing the process, sheets and folders and named according to project data in the tracker sheet.

  • Smartsheet => You would have to remember your naming conventions as you manually create