Smartsheet Community Member
Smarter Dropdown List Manager Review
As a Power user of Smartsheet and a regular Community Contributor, Smarter Business Processes asked me to review their Smarter Dropdown List Manager solution, a new service that uses the Smartsheet APIs to solve one of the Most Requested problems for Smartsheet users: namely, having one central location to update their Lists of e.g., clients, task, parts, people. Additionally, when that list is saved, to have it automatically populate as many other Smartsheets that reference that Dropdown. This would take away the pain of doing this one at a time and the risks of interruption or errors being made which affects efficiency and can cause unnecessary headaches.
I have tested this solution. It is easily set up with guidance from the SBP team. It works well and reliably does the job. I can see how this solution will be warmly welcomed by Smartsheet users at a cost which can easily be justified for many Smartsheet users.
I also like the idea that this solution can be split into Departments or Teams within larger orgs who will wish to manage their own data lists in near real time.
I also see the potential for other modifications and variations of this service using the controls that the API offers, but am very pleased with what I’ve seen so far and look forward to seeing the benefits enjoyed by the wider Smartsheet community as the application usage grows.
Thanks to SBP for letting me appraise this new solution as an early adopter for review. – Tim Meeks
British Fashion Council
I found the course incredibly beneficial, Debbie was great at being flexible to our needs. Feel that I now have a good grasp of the system – a great collaborative tool! Sophie O’Kane – British Fashion Council
As an initial Smartsheet Training course – I think it was well considered. Debbie was able to tailor it to all of our needs ensuring that everyone no matter what level of ability was able to easily follow along – Nadia Calder – Store Designer lululemon.com
Debbie was very helpful, patient, understanding and made the course fun – Chris Bromfield – Store Designer lululemon.com
The Smartsheet Training course has given me all of the information that was needed to ensure that I can pick this software up and use it quickly, which is exactly what was needed. The content was delivered very clearly and with good knowledge around the areas that were being taught. Great course and a great trainer! – Toby Morrison Elysium Healthcare
The Health Policy Partnership
The training has given me greater insight into the use of Smartsheets, and more importantly, the team are now in a position to use it to effectively plan their projects. The Smartsheet Course was well structured, well paced, delivered effectively and with huge considerations to the workload of the team – Andy Lopez – The Health Policy Partnership
Extremely beneficial and supported very well by Debbie. Great course and flexible approach. Ryan Hollas – Head of Technology – Welcome Break
The trainer was very welcoming and knowledgeable and tailored the Smartsheet Training course to individuals strengths, meaning she could have a mixed group of abilities – NHS Grampian
“I love working with Craig Williams from Smarter Business Processes. He’s helpful, understanding and leads me down the right paths of database management. He really is a Smartsheet expert and I trust him implicitly with our Smartsheets. We have made and continue to make great progress with our Smartsheet workflows and solutions” Dodie Peters – Project Manager – Marketing2Connect see Case Study
MGC Roofing and Construction Inc
I am not easily satisfied by poorly performing systems but working with the team at Smarter Business Processes, primarily Craig Williams and Mary Jane Pender, they helped me to scope out exactly what we required in 4 separate phases of activity and delivered each phase on time, on budget and to a very high standard. My managers and I are delighted with the outcome and are now better equipped to fully focus on our clients at a time when multiple hurricanes are assaulting our Southern States. Michael Levine – Chief Executive Officer – MGC Roofing and Construction Inc
MMA International Healthcare Recruitment
Smarter Business Processes has recently assisted our business to resolve some workflow issues. We hired them to help us implement Smartsheets to improve our productivity including Integrating Smartsheet data into DocuSign to produce automated digital signature capture and filing. They have proved to be the most qualified people to implement these methods and provided us with excellent training, enabling us to exceed our goals for the project within only a few days. We worked with various members of the team and found all of them extremely professional, always available and every encounter with them is a great pleasure. They quickly understood exactly what we required and without fail, they managed to find solutions for every challenge we faced.
Their Training Manager Debbie was our personal coach, she travelled to our office for one to one training and spend hours on the phone / webcam to guide and support us. Debbie is a fantastic trainer with great interpersonal skills – her understanding of customer requirements and her patient approach are two of his most many valuable skills. I would have no hesitation in recommending Debbie and would employ her again with no hesitation giving half the chance.
The service Smarter Business Processes from we received was beyond our expectations and I am sure we will be working with them for many more years to come
Melinda Moolman – Managing Director – MMA International Healthcare Recruitment
Global BPO Player
Being fairly new to project management, I wasn’t making headway with Smartsheet but was keen to implement a robust tool to help my team succeed. Richard, was able to line up an extremely high level consultant to help me over some hurdles and assist me with Smartsheet workflow demos for the various stakeholders. From my previous programmer experience, it was easy to recognize Richard’s high level skill set.
I would HIGHLY recommend his services to anyone serious about coming quickly up to speed and not want to reinvent the wheel learning the hard way.
“The in-depth remote Smartsheet Training, delivered by Smarter Business Processes Lead Trainer James was excellent. Broken down into 1.5 hour sessions to fit into my busy schedule, the course covered everything from orientation and setting up dashboards to Project Management and understanding the importance of data triggers to webforms, timesheets, resource planning, reporting, smartstats and smartgraphs. I am now a proficient Smartsheet Champion, armed with the necessary skills to design my own Smartsheet solutions and share knowledge with my team. I would have no hesitation in recommending this course to other Smartsheet users”.
Tim Appleton – Harvest Healthcare
Online Career and Elective Course Provider
“Craig and Richard provided exceptional expert help and guidance throughout the project. Deadlines were always met, communication was seamless and easy and – very importantly – they were patient and could explain complex details and processes in a way that was easily understood and actionable. Would highly recommend”.
“Richard from Smarter Business Processes engaged with us to initially understand how we were managing our existing workflows. The customized Smartsheet workflow systems Smarter Business Processes created for us have helped improve efficiencies, collaboration, communication and visibility, providing us with real time information gathering, compiling and reporting solutions”.
“We’re still at an early stage but so far we are very pleased with FitFlop’s new solutions and are currently working with Smarter Business Processes on additional and complementary work management solutions to further enhance our commitment to excellence in everything we do. We would recommend Smarter Business processes for their Consultancy advice, having properly understood our needs, their professionalism, reliability and in depth knowledge of Smartsheet and other Applications suitable for our purposes”.
Gary Cann – Operations Director – FitFlop LTD
Online Publishing & Marketing
The entire system works brilliantly, exactly the way I’d envisioned it! We’re now basing our entire workflow around Smartsheet. Thanks to Richard, Viki and the team for their professionalism, knowledge and reliability. It’s been a pleasure working with them and we look forward to engaging them again in the near future
Jeremey Hunsicker, Online Publishing & Marketing
Big Al’s Family Fitness
My name is Paul Riedel and I’m the owner of a multi-club fitness chain in Long Island, New York. About a year ago I reached out to Smarter Business Processes and Richard for some help in organizing and streamlining some of my systems through Smartsheet as well as helping me with some ideas in the process of creating those systems. Richard has been a godsend. He’s not only knowledgeable but he is experienced and knowledgeable and most times has a quick solution in answer to a question and when he doesn’t he goes out and does the research necessary to find the right solution. One of the best things that we did at Big Al’s was reach out and connect to Richard and Smarter Business Processes. Thank you Richard for all your help.
Paul Riedel Owner/Operator Big Al’s Family Fitness
Top Rank Boxing
“Huge monster event all kept on track courtesy of my friends at Smarter Business Processes and by using Smartsheet. Amazing tool!”
Brad Jacobs – Executive Event Producer, Top Rank www.toprank.com
“NHS Highland already use Smartsheet extensively to drive efficiencies in the organisation but as Head of Health and Safety, I urgently needed a solution to track and monitor the progress of our respiratory protection programme to test and face fit all our Frontline staff with Masks that protect them from common airborne diseases such as influenza.
We asked Smarter Business Processes to build us a register system using Smartsheet which they completed in very short order. We are delighted with their SmartStats solution which now provides us with the register management Process, top level Statistics and Visibility that we needed to progress this important work. Thanks to Richard and his Team for a well designed workflow solution and appropriate visibility at all levels”.
Bob Summers – Head of Health and Safety, NHS Highland
“I happily endorse Richard Rymill of Smarter Business Processes. I found the SmartSheet utility through a blog. When I was unable to reduce the learning curve sufficiently, I contacted Smartsheet and they referred me to Richard. Although there is an ocean dividing us, Richard facilitated our meetings via Skype and screen sharing. He evaluated our needs and offered options that we thought would best suit our particular purpose. As a result, we have been able to work more efficiently and effectively with fewer “what’s next” challenges as well as facilitating a remote workforce. We will maintain a relationship with Richard and his team yet, as SmartSheet continues to push the envelope and we foresee it as a tool to better serve our clientele”.
Edwin P. Mysogland, CVA, CMEA, SBA, President www.meridianvaluations.com
“Being that Smarter Business Processes was highly recommended to us by Smartsheet, I was confident that they would provide a service that would satisfy my requirements, They didn’t, they far exceeded my expectations and I can honestly say that given the short notice and urgent technical and specific requirements that I had, Richard and his team worked around their already busy schedule and outside of the standard working hours to get, what was not a straightforward job completed within scope, budget and offering further enhancements that I would not have thought to implement.
The excellent work completed will provide me with an end to end Project management system that has complete flexibility but yet rigid enough to control timelines, costs and the overall profit within a project. I had in mind what I wanted from Smarter Business Processes when I originally spoke to Richard. After some very interesting and head scratching conversations we came up with ideas that would meet all the needs of the project, it was not a simple task in order to make the functions work within Smartsheet but the team managed to find great workarounds and methods in order for it to work seamlessly.
All credit to a such professional, friendly and very knowledgeable business that was a pleasure to work with. We will certainly be working more with Smarter Business Processes in the future.”
Darren Jones – Hyderus www.hyderus.com
“Richard from Smarter Business Processes has worked with us over the last couple of months to both understand how we were managing our business and identify areas for immediate process improvement. As a custom home builder and remodeller, our projects, both large and small, are extremely complex and detailed. Managing projects, clients and staff from a variety of Excel & Word based templates was both time consuming and susceptible to error. Richard and his team helped create a Master Project Schedule showing all projects in one place, complete with Gantt charts to aid planning decisions in the most efficient manner.
We’re delighted with how Smarter Business Processes have helped us to use our own specialist knowledge and skills to develop some very “SmartSheets.” The new platform helps us focus on our clients and move away from multiple excel sheets and project plans that consumed our management time, and we have only begun to scratch the surface of Smartsheets’ capabilities. We highly recommend Smarter Business Processes and their methodology of close collaboration, mutual discovery and training. We are now very competent Smartsheet users and enthusiasts”.
Rich Effler – Owner – Valle Homes www.vallehomes.com
“I manage a busy NHS health and safety service across the Highlands of Scotland. The sites and services are diverse as is the geography and “reaching out” to managers and getting actions updated and tracked is very challenging.
Our team urgently needed a planning and collaboration system that would improve communications and progress feedback across a this huge geographical area of Scotland and we were all maxed out on Excel Spreadsheets, Project etc – too complicated, lots of duplication and time consuming.
Richard delivered a two day Smartsheet Discovery and training session to our corporate health and safety and Estates team, then worked individually with each department, Estates, Administration and Health and Safety to make sure that each delegate finished the two days with immediately workable solutions that they could share with their own teams.
In Health and Safety, we rolled out Smartsheet to all our regional HS managers who were as enthused as we expected at being able to get work done faster and more efficiently, so Richard returned for a further day and delivered the Smartsheet Discovery and training session for all my team then helped each of them to build specific solutions that they needed to integrate with our overall strategy.
Discovering new ways of working with Smarter Processes has further inspired my team to develop new ideas, and help our geographically dispersed managers to deliver and manage Health and Safety more effectively and simply
We strongly recommend both the Smartsheet system and Richard Rymill as the lead consultant to help large organisations that are currently heavy users of spreadsheets to book your own Smartsheet Discovery and optimisation training day, you won’t be disappointed
Bob Summers – Head of Health & Safety, NHS Highland
“I will highly recommend Smartsheet and in particular Smarter Business Processes for their excellent delivery. As the training progressed, I found myself more and more uses for Smartsheet. I found Smartsheet very intuitive and easy to navigate around”
– NHS Client
“An excellent training course and put across in exactly the right way. It was also refreshing to have someone so focused on ensuring that we got out of it what we wanted and what we needed”.
– NHS Client
I would like to take this opportunity to say that the quality of the service offered by Smarter Business Processes, and their facility of Smartsheet has been very impressive. The training received was detailed, the after-care has been prompt and effective, and the system is serving its purpose ably. We have now used Smartsheet for more tasks than we set out to, and I would recommend it to anyone.
Natasha Matthews – Watershed Packaging Limited
Drives and Automation
“Drives and Automation supply drives and control systems for a wide range of industries and applications. Blue chip clients include Tata Steel, Otis Lifts, Youngs, Bluecrest Foods and Outokumpu. Our specialist engineering team work to detailed project plans as we often have to hit tight shutdown deadlines; integrating clients’ schedules and team collaboration are essentials for success. Choosing the right project management tool was a very high priority to us.”
“Richard Rymill, assessed our needs, then introduced us to Smartsheet and we are absolutely delighted with our team’s enthusiasm for using it and how it has addressed our requirements.”
“Well done to Smartsheet for creating such an excellent product and to Richard and his team for providing the initial demonstration and remote support for getting us up and running in just a few days. “
– Nigel Vivian , Managing Director – www.drivesandautomation.co.uk
“This app has made the problem of logging breakdowns and outstanding repairs a thing of the past. Great, recommend it to anyone with mobile workers. Cheers, “
– Brian O’Loughlin – O’Loughlin Commercials
“The simplest, online project management tool we have ever used. Smartsheet takes away the hassle and expense of duplicating data.”
“The web form feature has added massive value to our customer services team. Simple forms can be created quickly and easily, the response data is automatically populated into Smartsheet, saving time and money. And excellent tool!”
– Marketing Director of a Healthcare company based in Yorkshire
“At the Yorkshire Mafia we have been using Smartsheet to plan our events such as Buy Yorkshire and are very pleased with how it has helped us to Plan and Collaborate more easily. Following a Smartsheet Optimisation session with Richard, we can now see even more ways to use this excellent system. I can recommend Smartsheet and Richard’s help with implementing its use to Mafia members and business alike. For those that habitually use Spreadsheet for planning, Smartsheet is a terrific improvement.”
– Ruth Taylor Business Development Manager – The Yorkshire Mafia
“As incredibly busy event organisers, we need clear visibility on tasks, who’s doing what and when etc and Smartsheet is perfect for that. Richard came to our offices with a great plan for showing us some of the basics of Smartsheet, some great short cuts to make our lives easier and talk us through specific issues that we needed help with. Thanks to that we can now use Smartsheet in a much more efficient way which is benefitting our organisation immensely.”
– Becky Black – The Yorkshire Mafia