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Benefits of Smartsheet for Project Management Efficiency


There are several cloud-based tools available in the market to help you organize data and simplify workflows. But if your business is used to old-school methods such as totaling up numbers in an Excel sheet from a hand-held calculator, transferring all of your siloed into one place and learning a new software system may seem daunting at first. 

One of the reasons Smartsheet is well-known is the value it offers to its clients. Quick access to reliable data and an automated workflow and reporting process could be transformative for businesses, both in earning potential and in retention, as employees suffer less from burnout completing monotonous data-related tasks by hand.

Here are five advantages of organizing data with Smartsheet that you must consider as you compare cloud-based solutions for your business. 

Benefits of Organizing Data with Smartsheet

  • Allows for Better Team Collaboration 

If you have worked broadly in Software like Excel, then you possibly already have a laundry list of frustrations with the restrictions. Only one person could update and edit a spreadsheet at a time, and it’s challenging or impossible to track who made what changes. 

       Smartsheet’s collaborative functionality allows for: 

  • Several people are editing and saving changes to a sheet at the same time. 
  • Conversations within a sheet.
  • Easy auditing of cell-level and sheet-level changes.
  • Easy ways for people outside of the sheet to make changes as per the requirement. 

When collaboration is streamlined, manual errors are decreased, and your data integrity is resilient. Additionally, fewer headaches and wasted time for your team enhances confidence and productivity.

  • Better Transparency over Your Data Insights 

Smartsheet is equipped with features that make it easier for the right details to reach the right people. Customizable sharing permission levels enable people to have different access as per only the data they actually need to use, improving safety and efficiency.

Within Smartsheet’s reporting functionality, you could combine numerous sheets and filter down to just the subset you need to see. Dashboards could surface KPI metrics, particular reports, and more, so that you could track progress at a glance.  

Publishing options let you share reports, sheets, and dashboards with people in or outside your Smartsheet organization either via live read-only links or embedded code.

With better data visibility comes improved insights. Having easy access to reporting data you can rely on is truly a game-changer when planning for the future for the next quarter or even the next few weeks.

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  • Error Tracking and Change History

Keeping data integrity is precarious in collaborative settings, and Smartsheet addresses this with thorough change history and version control features. Users could easily see who made what changes, when, and even restore past versions of a sheet if required. This functionality helps ease confusion, avoid miscommunication, and rapidly resolve any discrepancies or errors. With built-in transparency and traceability, teams can work more positively and collaboratively with no fear of losing crucial data.

  • Allows Eradicating the Need to Duplicate Work across Several Platforms

Due to the Smartsheet’s strong integration capabilities, you could solve employee frustrations around duplicated work.

Sheets could engage with Resource Management using the sheet panel integration. Smartsheet connectors are accessible for Jira, Microsoft Dynamics 365, and Salesforce, enabling a bidirectional flow of data between Smartsheet and the other platforms. Smartsheet’s Bridge is a no-code platform that allows for easy integration with a number of other systems, such as FedEx, SharePoint, ServiceNow, and more. 

If none of the out-of-the-box options meet the requirements, Smartsheet’s extensive API enables custom integrations so that you can integrate with any software system.

  • Data-Driven Decision Making

Smartsheet makes it easier for teams to make smarter decisions by providing accurate, up-to-date information. Instead of guessing or digging through outdated spreadsheets, everyone can quickly see important details like key performance indicators (KPIs), progress, and task completions through simple, clear dashboards and reports. Having this real-time information helps teams spot potential issues early, so they can adjust their plans quickly. With the right data always at hand, teams stay focused and make decisions faster, keeping projects on track and moving forward smoothly.

  • Multi-layered Security

Smartsheet takes data security seriously by using multiple layers of protection. It lets you control who can see and access specific information through role-based permissions, so only the right people get access. Regular checks every few months help keep these permissions up to date. Plus, all data is encrypted both when it’s being sent and stored, using top-notch security standards. Smartsheet also backs up your data in multiple locations to prevent loss, and has a dedicated security team constantly monitoring for any threats. All of this means peace of mind, especially for IT teams handling sensitive projects or customer information. 

  • The Software is Versatile Enough to Fit Any Business Model

Smartsheet is an exceptional choice for any company, irrespective of the industry you serve. It could accommodate in-office, hybrid, and remote work settings easily. 

Businesses in a huge number of sectors use Smartsheet to organize data, including marketing, manufacturing, technology, finance, and beyond. It could be used for virtually any kind of project-traditional PMO, agile, and other ad hoc use cases. 

Without the restrictions of industry-specific software, you could more effortlessly adjust or pivot as required to keep up with the modern digital trends and continue to make your work settings more accessible and user-friendly to employees.

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  • Utilization Reporting for Resource Management

One of the great things about Smartsheet is its utilization reporting, which gives teams a clear picture of how resources are being used across different projects. This makes it easier to identify team members who might be overworked or underused and highlights any bottlenecks or issues. Instead of relying on guesses or informal updates, project managers and stakeholders can make resource decisions based on accurate, up-to-date information. This helps balance workloads better and leads to more realistic project timelines and forecasts.

  • Operational Efficiency Gains

Smartsheet does more than just track projects, it makes running your whole operation easier. It brings together data, workflows, automation, and reporting all in one place, helping teams work smarter and cut out repetitive tasks. When used fully, Smartsheet helps spot problems early, speed up how fast you deliver, and quickly adapt to changes. These steady improvements in efficiency make it a powerful tool, especially for businesses looking to grow without overloading their teams.

  • Your Employees Could Save Time on Routine Tasks

Smartsheet makes manual tasks faster and hassle-free. You can organize your reports, sheets, and dashboards into folders and workspaces, making it easy to find exactly what you need quickly.

Plus, you can collect data effortlessly with forms that feed directly into your sheets, send emails right from within Smartsheet, and use automation to keep your workflows running smoothly.

How Veridian Solutions Can Improve Project Management Efficiency with Smartsheet?

Veridian Solutions, a Smartsheet Gold Partner, helps organizations improve project management efficiency by creating Smartsheet solutions that are personalized to meet businesses’ unique needs. By developing systems that simplify work, cut down on manual tasks, and provide teams with clearer visibility, Veridian Solutions offers expert support, smooth integrations, and personalized training to help your team feel confident using the platform. No matter if you want to start with Smartsheet or want to get more from your current setup, Veridian follows a flexible, team-focused approach, simplifying workflows, making smarter decisions, and helping you accomplish your goals faster and more easily.

Streamline your workflows. Start with Smartsheet.

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At Veridian Solutions, we have a team of highly skilled and experienced consultants who specialize in helping you streamline your processes without taking on a second job. We are Smartsheet experts and help you get the most out of the platform.