Smartsheet consulting services

Hire a Smartsheet consultant for your growing team

We turn disconnected work into structured systems with clear reporting, reliable automation, and visibility across teams.

Smartsheet project performance dashboard with budget, task health, and schedule reporting

Smartsheet Workflow Build

Build a structured, automated workflow.

If you have one operational process that needs to work — intake through reporting — this is your starting point. A Workflow Build is a scoped engagement to design and build one complete process inside Smartsheet.

Best for: Teams building a marketing intake, client onboarding, project management, or similar operational workflow.

What's included

Process definition workshop and written spec
Sheet architecture, forms, and controlled dropdowns
Automation, alerts, and approval routing
Reports and a workflow dashboard
Documentation and team training

Smartsheet System Implementation

Build a connected, multi-team system.

When one workflow isn't enough and multiple teams need shared data, reporting, and visibility, you need system architecture — not just a sheet build.

Best for: Organizations ready to standardize operations across departments.

What's included

2–5 connected workflows on a shared data model
Executive-level dashboards and cross-team reporting
Workspace structure, permissions, and naming conventions
Premium app configuration where it's warranted
Adoption support and admin handoff

Smartsheet Audit & Cleanup

Optimize what you already have.

If your Smartsheet setup exists but feels messy, inconsistent, or unreliable, we assess and clean it up. An audit reviews your existing environment and produces a findings report and roadmap; the cleanup executes it.

Best for: Teams who built something quickly and now need it corrected or stabilized.

What's included

Full inventory of workspaces, sheets, reports, and dashboards
Data structure, permissions, and automation review
Findings report with a prioritized roadmap
Scoped cleanup and rebuild of problem areas
License and premium app fit review

Other Smartsheet services

Extend the platform with the right tools, account structure, and ongoing expertise.

Smartsheet Solution Center showing grid, project, card, task list, form, report, and dashboard templates

Smartsheet Premium App Implementation

Control Center blueprints and portfolio structures, Dynamic View for secure role-based stakeholder access, Data Shuttle for automated imports and exports, and DataMesh for reliable cross-sheet synchronization.

Smartsheet Integrations & Automation

Connecting Smartsheet to the platforms your team already uses, plus our own Agilize Apps integrations for teams that need premium-app capability without premium-app pricing.

License & Subscription Management

User licenses, seat types and access levels, premium app subscriptions, and license structure aligned to how your organization actually operates.

Fractional Smartsheet Support

Ongoing engagements for teams that need a Smartsheet expert on call for changes, new builds, admin support, and 1:1 coaching.

Need self-service automation instead of a consulting engagement? See Agilize Apps.

Not sure which engagement fits your situation?

Agilize Consulting provides Smartsheet audits, workflow builds, system builds, dashboards, automations, cleanup, and 1:1 support. Based in Atlanta, Georgia and serving clients nationwide.

Contact a Solutions Architect