SMARTSHEET CONSULTING · KANSAS CITY

Smarter business starts with smarter systems.

Custom Smartsheet solutions, workflow automation, and executive dashboards that help your team spend less time managing work—and more time moving it forward.

100+Custom solutions delivered
MultipleIndustries supported
EnterpriseStrategy with hands-on execution

MONTHLY MANAGED SERVICES

Ongoing support, sized to your business.

Already using Smartsheet but need reliable, ongoing support? Choose the monthly capacity that fits your business and get hands-on help with administration, troubleshooting, workflows, reports, dashboards, and continuous improvement.

Starter

5 hours per month

$1,000Monthly service fee

Essentials

10 hours per month

$2,000Monthly service fee

Managed

25 hours per month

$4,500Monthly service fee

Priority

40 hours per month

$7,200Monthly service fee

COMMITMENT OPTIONS

  • 3 monthsRequired minimum
  • 6 months
  • 12 months5% off remaining months
  • Other termLet's discuss; 3-month minimum applies

Additional hours are available as needed. Final scope and terms are confirmed in your service agreement.

Let's talk ↗

WHAT WE DO

Systems that make work feel effortless.

From one high-impact workflow to a complete portfolio solution, every engagement is built for clarity, adoption, and measurable business value.

01

Custom Smartsheet Solutions

Purpose-built workspaces, sheets, reports, dashboards, and forms designed around how your team actually works.

Solution architectureIntake systemsOperational workflows
02

Workflow Automation

Replace repetitive follow-up, status chasing, and manual handoffs with intelligent, dependable workflows.

AutomationsAlerts & approvalsProcess optimization
03

Dashboards & Portfolio Visibility

Give leaders a clear, real-time view of performance, risks, resources, and priorities across the business.

Executive dashboardsPortfolio reportingPMO solutions
04

Control Center & Scalable Systems

Create repeatable project structures and governance that grow with your teams, programs, and client work.

Control CenterBlueprintsEnterprise scaling
05

Managed Services & Ongoing Support

Flexible monthly support for teams that need dependable Smartsheet administration, troubleshooting, enhancements, and strategic guidance.

Platform supportContinuous improvementFlexible capacity

THE SHEETSAVVY APPROACH

Build. Automate. Scale.

01

Build with purpose

We start with your real process, pain points, users, and goals—then design a system tailored to your business.

02

Automate the busywork

Intelligent workflows keep work moving, people informed, and critical details from falling through the cracks.

03

Scale with confidence

Governed systems, executive visibility, and repeatable structures give your organization room to grow.

Allison, founder of SheetSavvy Consulting
Solution ArchitectBusiness Process Strategist

MEET ALLISON

Enterprise experience. Personal partnership.

I partner with organizations to eliminate manual work, streamline operations, and build scalable Smartsheet solutions—so teams spend less time managing processes and more time growing their business.

Over the past several years, I've designed and implemented solutions across construction, healthcare, professional services, manufacturing, education, and enterprise organizations. My work spans executive dashboards, portfolio reporting, inventory management, resource visibility, and workflow automation.

I believe technology should simplify work, not complicate it. That's why every solution is intuitive, scalable, and tailored to the way your team actually operates.

ConstructionHealthcareManufacturingEducationProfessional servicesRetail & media
Start a conversation ↗

THE TEMPLATE SHOP

COMING SOON

Proven systems, ready to make your own.

A curated collection of Smartsheet templates for project management, operations, intake, dashboards, and more—built from real-world experience and designed for faster implementation.

Get template updates ↗

READY TO WORK SMARTER?

Let's build a system your team will actually use.

Whether you're starting your first Smartsheet solution or improving an existing environment, I'd love to learn about your goals.

Book a free consultation ↗