October 6, 2025

Smartsheet is a modern, AI-powered work management platform that helps organizations plan, manage, and implement work at scale. Built for adaptability, it supports a wide range of use cases throughout industries and departments, bringing people, processes, and technology together in one centralized workspace.

With capabilities that go far beyond traditional project management, Smartsheet strengthens teams to engage more efficiently, automate everyday tasks, gain real-time transparency into work, and make data-driven decisions rapidly. Whether managing projects, portfolios, content, or resources, Smartsheet adjusts to how your teams work well.

Built with enterprise-grade security, strong automation, and smooth integration with existing systems, Smartsheet offers the agility and control organizations requirement to stay competitive and responsive in a quickly changing business setting.

Smartsheet’s scalable platform is trusted by brands worldwide and growing businesses to simplify operations, enhance productivity, and drive meaningful results across the whole organization.

In the following sections of this blog, we’ll explore the key Smartsheet solutions that make Smartsheet an all-inclusive platform for contemporary work.

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Types of Smartsheet Solutions

With a range of different solutions, Smartsheet helps manage work, collaborate, and bring automation across industries and teams. Mainly, it helps with project management, making it easier for teams to plan, track, and manage their work or deadlines through flexible sheets, Gantt charts and dashboards. Also, it helps automate workflows by allowing users to automate repetitive tasks (e.g., approvals, notifications, or updates), resulting in saved time and eliminating errors. From a collaboration view, Smartsheet keeps teams aligned by enabling real-time communication, file sharing, and reporting to keep distributed teams visible and connected.

Other than these key functions, Smartsheet also caters to more specific business requirements, including IT management, marketing campaign execution, sales pipeline tracking, and resource allocation. Not only does it integrate easily with widely used tools like Microsoft Office, Google Workspace, and popular CRM systems, making implementation simple and seamless. Smartsheet stands out as a powerful platform that improves productivity and gains greater visibility into work across an organization, using its flexibility and strong integration capabilities.

Smartsheet Solutions

Here are the advanced solutions Smartsheet offers:

Operations Management Solutions

Transform your operations into a strategic asset with Smartsheet’s unified platform and simplify complexity, automate workflows, along with getting clear visibility to drive scalable growth and resilient performance across your organization.

Optimize Workflows: Centralize requests, automate quotes, campaigns, and onboarding, while reducing errors and bottlenecks.
Operational Excellence: Standardize processes, embed quality controls, and ensure compliance with real-time monitoring and detailed audit trails.
AI-Powered Insights: Eliminate manual work, forecast needs, and make data-driven decisions with predictive analytics.
Unified Platform: Break down silos by consolidating data, resources, and processes into a single source of truth.
Proactive Performance Management: Gain real-time visibility, track KPIs, and transform data into intelligent actions.

Smartsheet helps organizations streamline planning, save time, and significantly boost efficiency.

Project Management Solutions

Unify your IT project workflows, improve visibility, and accelerate delivery with Smartsheet’s centralized, flexible platform designed to align IT initiatives with business goals. No matter the size or complexity of the project, Smartsheet manages everything in one place, from streamlined intake and resource planning to cross-tool integration and scalable implementation.

Centralized Visibility: Capture and prioritize all project requests, assess resource availability, and align initiatives with strategy.
Cross-Platform Integration: Connect with tools like ServiceNow, Jira, and others to enable seamless reporting and eliminate data silos.
Portfolio Efficiency: Manage agile, waterfall, or hybrid projects with repeatable processes that scale, reduce execution time, and improve outcomes.
Smarter Collaboration: Automate repetitive tasks, streamline communication, and provide teams with real-time visibility to work smarter.

Smartsheet empowers teams to standardize, scale, and integrate projects within their existing IT ecosystem, ensuring faster, more efficient delivery.

Education Solutions

Transform the way your institution functions by managing academic and administrative projects, processes, and resources more efficiently. Smartsheet helps schools simplify operations, improve clarity, and improve collaboration so faculty, staff, and students can focus more on what matters most.

Streamline Campus Operations: Standardize processes, automate workflows, and optimize resources to save time and reduce complexity.
Enhance Collaboration: Gain real-time visibility across departments and campuses, improve alignment, and make more informed decisions.
Empower Innovation: Enable teams to create custom solutions with a flexible, secure platform that adapts to unique campus needs.
Support Key Initiatives: Manage credentials, strategic planning, onboarding, contracts, inventory, communications, and facilities in one centralized system.

With Smartsheet, higher education institutions can increase efficiency, improve campus-wide experiences, and ensure data safety while scaling to meet future requirements.

Project and Portfolio Management

Maximize project and portfolio performance by connecting strategy to implementation with an adaptable, collaborative platform. Smartsheet empowers teams to plan, align, implement, and scale projects, programs, and portfolios to deliver results faster.

Enterprise & Business PMO: Bridge people, processes, and technology to maximize efficiency, automate work, and standardize processes with enterprise-level governance.
IT Portfolio Management: Deliver critical services, minimize risk, and align goals through standardized processes and adaptive portfolio management.
Services & Product Delivery: Accelerate time-to-value, streamline new product development, and increase productivity with better resource and capacity management.
Capital Projects: Optimize investments, standardize execution, and ensure seamless collaboration with visibility and accountability.

Smartsheet empowers organizations to drive project success with clarity, alignment, and accountability. By connecting strategy to execution, it ensures quicker delivery and measurable outcomes.

Marketing Management

Get to market faster by planning, tracking, and executing all marketing activities in one place. Smartsheet streamlines processes, enhances visibility, and empowers teams to deliver impactful marketing strategies.

Plan and Align: Build marketing plans, align teams, and track performance with collaborative sheets and dashboards.
Simplify Content Collaboration: Use Smartsheet proofing to centralize feedback, manage versions, and streamline approvals. Publish approved assets directly to Brandfolder for easy access and utilization.
Optimize Performance: Consolidate marketing data, integrate analytics tools, and create custom dashboards to visualize performance, resources, and content with stakeholder-specific control.

Smartsheet helps marketing teams speed up operations, reduce manual work, and deliver better results via streamlined workflows and powerful collaboration tools.

Agency Management Solutions

Go past client expectations by managing each aspect of agency and client work, from proposal to delivery, in one collaborative platform.

Centralized Intake & Visibility: Align stakeholders, centralize planning, and spot potential issues early to keep projects on track and client updates ready.
Content Collaboration: Leverage Brandfolder and Content Automation to streamline creative requests, speed up content delivery, and free resources for higher-value work.
Maximize Client ROI: Consolidate marketing data, integrate analytics tools, and create tailored dashboards and reports to give stakeholders clear visibility and control.

Smartsheet strengthens agencies to maximize effectiveness, improve collaboration, and deliver exceptional client outcomes at scale.

Event Management Solutions

Plan and execute events easily with streamlined budgeting, scalable planning, advanced scheduling, and real-time collaboration, all in one platform.

On-the-Go Collaboration: Keep internal and external stakeholders aligned with a single source of truth. Role-based access ensures teams get the right information when they need it.
End-to-End Logistics: Manage campaigns, budgets, creative requests, and timelines in one place to reduce check-ins, improve visibility, and ensure dlines are met.
Streamlined Asset Production: Use Digital Asset Management and Content Automation to centralize event creatives, apply brand guidelines, and speed up material production.

Smartsheet empowers event teams to improve planning, inspire collaboration, and deliver powerful events with transparency and efficiency.

Small/Medium Business Solutions

Turn big ideas into reality with a flexible platform that helps you manage, automate, and scale your business.

Run Your Business in One Place: Manage onboarding, training, marketing, invoicing, billing, projects, and pipelines from a single platform.
Respond Quickly to Opportunities: Launch projects and initiatives fast with pre-built templates and use cases, no IT support needed.
Scale Efficiently: Build processes tailored to your business and support growth with workflows that adapt as you expand.
Work Smarter: Automate updates, reminders, and approvals to reduce repetitive tasks and increase productivity.
Gain Visibility: Use dashboards and reports to give stakeholders real-time insights into KPIs, performance, and trends.

Smartsheet empowers small and medium businesses to save time, scale efficiently, and stay competitive in fast-moving markets.

Campaign Management Solutions

Plan, visualize, and manage all your campaigns in one place to make the execution simplified and hit the deadlines timely every time.

Plan and Align: Build campaign strategies, align teams, and track performance with collaborative sheets and dashboards.
Simplify Collaboration: Use Smartsheet proofing to centralize feedback, manage versions, streamline approvals, and publish assets directly to Brandfolder.
Optimize Performance: Consolidate marketing data, integrate analytics tools, and create custom dashboards and reports for clear visibility and better decision-making.

Smartsheet empowers marketing teams to eliminate silos, accelerate creative processes, and deliver impactful campaigns with efficiency and precision.

State and Local Government Solutions

Serve communities more effectively with tools that simplify planning, improve coordination, and increase transparency.

Cross-Department Collaboration: Break down silos with secure, seamless sharing and fast adoption.
Strategic Planning: Align timelines, tasks, and budgets to simplify long-term planning and goal setting.
Operations & Asset Management: Track assets in real time with forms, barcode scanning, and GPS tags.
Grant Management: Monitor spending, summarize expenditures, and keep stakeholders informed with clear dashboards.
Field Coordination: Equip field teams with mobile tools to stay updated and focused on priorities.

Smartsheet enables government organizations to deliver on commitments with efficiency, clarity, and accountability.

Construction Solutions

Deliver projects on time and within budget by simplifying every phase of the construction lifecycle.

Visibility & Collaboration: Gain real-time insight into risks, dependencies, staffing, and priorities with a single source of truth.
Efficient Project Management: Standardize processes, optimize resources, and scale seamlessly to keep projects moving forward.
Empowered Teams: Give field and office teams a flexible, easy-to-use platform tailored to their needs.
Integrated Workflows: Connect with tools like Procore, Egnyte, DocuSign, Google Workspace, and Microsoft 365 for centralized information and better decision-making.
Lifecycle Support: From pre-construction planning to punch lists, safety tracking, RFIs, capital construction, and quality control, Smartsheet supports every stage of your project.

Smartsheet helps construction teams improve efficiency, reduce risk, and collaborate effectively to achieve consistent, high-quality project delivery.

Healthcare Solutions

Improve efficiency, collaboration, and patient experiences with a flexible platform built for healthcare organizations.

Collaboration & Transparency: Unite teams, streamline communication, and provide stakeholders with the visibility they need to ensure compliance, progress, and patient satisfaction.
Operational Efficiency: Automate workflows, align resources, and reduce administrative burdens so staff can focus on patient care.
Safe Data Management: Collect and share sensitive health information safely with built-in governance and compliance controls, including HIPAA, GxP, and GDPR.
Customizable Solutions: Manage clinical trials, staff onboarding, credential tracking, inventory, facilities, and hospital operations, all from one adaptable platform.
Scalable Innovation: Standardize and expand projects into programs and portfolios, giving organizations the ability to grow and adapt without compromising security or care quality.

Smartsheet empowers healthcare teams to manage processes, resources, and projects more effectively, so they can deliver better care while maintaining security and compliance.

Media & Entertainment Solutions

Smartsheet helps media and entertainment organizations simplify workflows, enhance collaboration, and drive innovation throughout every stage of production and content delivery.

Production Innovation: Plan effectively, keep stakeholders informed, and ensure smooth execution with mobile-ready collaboration tools.
Content Tracking: Manage creative work from brief to execution with seamless global collaboration.
Content Calendars: Improve visibility, eliminate silos, and align teams and resources around content strategy.
Mergers & Acquisitions: Accelerate asset consolidation, maintain traceability, and provide transparency to maximize ROI.

Smartsheet empowers creative and production teams to connect, collaborate, and deliver impactful results in an evolving media landscape.

Energy & Utilities Solutions

Smartsheet helps energy and utilities organizations enhance initiative planning, streamline operations, and speed up decision-making with tools built specifically for distributed teams.

Program Rollups: Gain transparency into progress with real-time field metrics that build stakeholder confidence.
Field Operations: Capture concerns as they occur, enhance collaboration across teams and vendors, and manage resources effectively.
Preventative Maintenance: Stay ahead of issues with repeating task tracking and automated reminders to decrease emergency repairs.
Safety Management: Enhance inspection accuracy and traceability while ensuring fast issue resolution.
Mergers & Acquisitions: Align timelines, empower collaboration, and simplify the integration process.
Seamless Integrations: Connect Smartsheet with Procore, Primavera P6, and other tools to close gaps and combine workflows across departments.

Smartsheet enables energy and utilities teams to work smarter, scale effectively, and deliver certain outcomes across projects and operations.

Technology Solutions

Smartsheet empowers technology organizations to innovate faster and stay on track with greater visibility and collaboration.

Project & Program Management: Manage risks, resources, and expectations with real-time dashboards, reports, and automated alerts.
Product Development: Streamline Agile timelines, coordinate communication, and accelerate product delivery.
Customer Implementation: Connect sales, consultants, and customers for smoother implementations and higher satisfaction.
Help Desk: Collect, triage, and resolve tickets efficiently while improving customer communication.
Seamless Integrations: Connect with existing tools and systems to unify workflows across teams and departments.

Smartsheet helps technology teams drive innovation, accelerate implementation, and deliver results confidently.

Telecommunication Solutions

Smartsheet qualifies telecommunications firms to scale and transform services with real-time visibility, ensuring they meet increasing customer expectations and deliver reliable coverage.

Project Cohesion: Improve collaboration across teams and regions with accurate, real-time data and insights to drive faster decisions.
Compliance Management: Simplify regulatory processes, automate compliance tracking, and centralize access to key documents.
Field Operations: Strengthen documentation, capture issues in real time, and enhance collaboration with stakeholders in the field and office.
Streamlined Onboarding: Easily onboard internal and external teams using portals and request forms.
Seamless Integrations: Connect Smartsheet with tools like Procore, Primavera P6, and more to unify workflows and close gaps across departments.

With Smartsheet, telecom organizations can improve efficiency, ensure compliance, and deliver services that continuously exceed customer expectations.

Human Resources Solutions

Smartsheet supports HR teams to streamline HR-related processes, improve collaboration, and keep employees the focus of each initiative. From hiring to retention, it offers the tools needed to support workforce management effectively.

Recruitment & Talent Acquisition: Optimize recruiting activities, track budgets, and align hiring managers with simplified coordination.
Benefits & Retirement Tracking: Maximize transparency into workloads, simplify reporting, and track program progress.
Employee Onboarding: Automate paperwork, preserve an auditable database, and ensure employees are trained and integrated smoothly.
Employee Management: Centralize policies, calendars, and resources to strengthen employees with the information they require.
Integrations: Integrate with tools like Procore, Primavera P6, and internal systems to unify HR processes and data.

Smartsheet helps HR professionals to improve efficiency, ensure compliance, and create a connected experience that supports employees across their journey.

Manufacturing Solutions

Smartsheet strengthens manufacturers to improve efficiency, maintain reliability, and quicken production by offering real-time visibility and easy communication across projects and processes.

Project Scheduling & Execution: Attain transparency into work progress, ensure preciseness with real-time updates, and drive quicker production cycles.
Production Calendars & Communication: Reduce inventory issues, lessen disruptions, and enhance collaboration with vendors for continuous enhancements.
Compliance Tracking: Automate compliance processes, simplify regulatory management, and provide workers with easy access to critical documents.
Machine Productivity: Monitor utilization in real time and act quickly to maximize uptime.
Integrations: Connect with existing tools and systems to close scheduling and reporting gaps across departments.

Smartsheet enables manufacturers to stay agile, optimize production, and confidently meet the requirements of a fast-paced industry.

Software Development Solutions

Smartsheet helps software development teams speed up delivery by encouraging engagement, simplifying planning, and keeping projects on track from ideation to launch.

For Developers: Manage Agile workflows, align communication across teams, and sync data with tools like Jira.
For Product Managers: Build accessible roadmaps and timelines personalized to stakeholder requirements.
For Project Managers: Look after SDLC with scenario-based reports, dashboards, and automated reminders to ensure progress.
For Leadership: Gain transparency into project health, release readiness, and organizational objectives via real-time dashboards.
Integrations: Connect something with existing systems to close gaps in scheduling, reporting, and collaboration.

Smartsheet permits software development organizations to offer products quicker, with greater alignment and visibility across all levels of the business.

Nonprofit Solutions

Smartsheet enables nonprofits to increase their impact by enhancing visibility, accountability, and engagement across programs and teams.

Grant & Donor Management: Monitor applications, expenditures, and donor relations with clear transparency to build trust and confidence.
Program Administration: Eradicate silos, summarize progress with roll-up reporting, and keep stakeholders informed and engaged.
Strategic Planning: Align timelines, chart organizational vision, and empower teams to scale programs effectively.
Marketing & Fundraising: Centralize campaign planning, ensure consistent messaging, and simplify fundraising event logistics and follow-ups.
Global Operations: Keep distributed field teams engaged with real-time updates across devices.
Integrations: Engage with everyday tools to streamline reporting, scheduling, and cross-department collaboration.

With Smartsheet, nonprofits can place less emphasis on managing processes and more on advancing their mission, allowing teams to deliver greater impact for the communities they serve.

Sales Solutions

Smartsheet enables sales teams to plan, execute, and close deals with greater precision by bringing visibility, consistency, and collaboration into the sales process.

Optimize sales execution: Centralize resources, simplify collaboration, and enhance access to up-to-date sales content.
Accelerate rep onboarding: Coordinate sprints, manage resources, and simplify training for faster readiness.
Enhance forecasting: Offer leaders reliable transparency into pipelines and consistent accountability across teams.
Manage customer engagements: Improve deal management, visibility, and customer experience via smooth collaboration.
Support customer onboarding: Deliver quicker, more effective onboarding and program visibility with enterprise-grade controls.

With Smartsheet, sales organizations can strengthen operations, close deals more efficiently, and create persisting value for their teams as well as customers.

Retail Solutions

Smartsheet helps retailers stay competitive by simplifying operations, improving visibility, and delivering smooth customer-focused implementation.

Store openings and renovations: Keep projects on schedule and under budget while ensuring transparency throughout construction and renovation processes.
Store communications: Improve in-store compliance, streamline communication, and enhance customer experience with a centralized system.
Omnichannel campaigns: Manage cross-channel campaigns efficiently, align teams, and deliver consistent customer engagement.
Event management: Simplify event planning, build stakeholder confidence, and replace manual tracking with an intuitive platform.
Mergers & acquisitions: Accelerate evaluations, streamline due diligence, and manage multiple workstreams with ease.
Audit and compliance: Improve risk management, strengthen audit accuracy, and enhance business processes with responsive oversight.

With Smartsheet, retailers can work smarter, connect teams, and continuously deliver experiences that win, delight, and keep customers.

Financial Solutions

Smartsheet empowers financial institutions to move faster, scale efficiently, and enhance decision-making while maintaining safety and compliance.

Compliance and risk management: Standardize audit and compliance practices, centralize critical data, and ensure transparency with secure tracking and reporting.
Strategic initiative tracking: Align new initiatives with organizational objectives, streamline approvals, and accelerate evaluation with automated workflows.
Program planning and delivery: Plan and execute financial products, marketing initiatives, and customer support projects with better coordination and real-time visibility.
Portfolio management: Gain a holistic view of projects, resources, and portfolios to drive agility and deliver consistent value.
Business process automation: Integrate multiple systems and automate routine tasks with Bridge by Smartsheet to reduce manual effort and focus on innovation.

Smartsheet offers a safe, scalable, and compliant platform that helps financial services organizations adapt rapidly, manage risk, and offer value with confidence.

Final Thoughts

Smartsheet offers a potential collection of solutions that empower businesses across industries to streamline operations, enhance collaboration, and drive measurable results. From project management and HR to finance, retail, and beyond, Smartsheet adapts to the specific requirements of each organization, helping teams work smarter, faster, and with greater transparency. By centralizing people, processes, and technology in one safe and scalable platform, Smartsheet lets organizations stay agile, innovative, and competitive in today’s dynamic business setting.

Where Veridian Solutions Fits In?

As a Smartsheet Gold Partner, Veridian Solutions helps organizations experience the complete potential of Smartsheet with bespoke, strategic implementations personalized as per their unique workflows. With extensive consulting hours and cross-industry expertise, Veridian is adept enough to build systems that simplify work, improve efficiency, and empower teams to confidently use Smartsheet to its fullest. Driven by core values of innovation, adaptability, and collaboration, Veridian works closely with clients to create enduring solutions that not only solve today’s challenges but also scale for future opportunities. Collaborating with Veridian Solutions means gaining a reliable advisor committed to assisting your organization in transforming the way it works.

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