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SMARTSHEET

Smartsheet Consultants, Implementations, and Advanced Training

Are you tired of feeling overwhelmed by the demands of managing multiple projects at once? Are you ready to stop entering the same information in lots of different locations and constantly asking (and getting asked "What is the status?" 

Look no further than Smartsheet.

 

Our team of certified Smartsheet consultants has a proven track record of implementing Smartsheet solutions that are tailored to the specific needs of your team and workflow. From process improvement, to training, to automation implementations and dashboard design, our consultants work hand in hand with your team to make sure you get the most from your Smartsheet investment. 

With an Echolocity Solution, you will:

Save time and energy with your business processes

Analyze data quickly with customized reports and dashboards 

Control project timelines and budgets more easily

Have clearer communication and collaboration within your team

Access everything you need in one place for a single source of truth

With Smartsheet you can:

  • Automate and Integrate with Data Shuttle and Data Mesh

  • Manage complex programs with Control Center

  • Forecast Capacity and Track Resourcing Needs

  • Easier Reporting and Dashboards for Executives

  • Track Goals, OKRs, KPIs, and Metrics

  • Decrease Manual Entry & Empower teams

And extend your solution with Smartsheet Official Add-Ons
echolocity-smartsheet-add-ons-control-center-work-apps-data-shuttle
echolocity-smartsheet-add-ons-data-mesh-dynamic-view-calendar-pivot
echolocity-resource-management-by-smartsheet

Streamline your process flows with our
Smartsheet Implementation Packages.

Smartsheet
Engage Highlights
Hosted by: Kelly Pratt & Molly Yanus

Don’t see what you’re looking for?

We offer hourly consultant engagements and customized training and Smartsheet implementation packages to meet your needs.

Private video
18:03

Private video

Barb Groff compares Smartsheet and Monday.com features for project management, discussing their strengths and best use cases. Smartsheet provides greater flexibility and customization, while Monday.com offers a structured, guided approach ideal for teams with varying experience levels. Chapters: 00:02 – Introduction 00:41 – Overview: Smartsheet vs. Monday.com 01:37 – Sheets (Smartsheet) vs. Boards (Monday.com) 07:41 – Forms: Customization & Limitations 10:40 – Gantt Charts: Detail & Flexibility 12:27 – Dashboards: Customization & Visuals 14:18 – Final Comparison & Recommendations ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Private video
23:51

Private video

In this video Molly Yanus provides an overview of how to get started with Smartsheet using templates and solutions. She explains different template complexities, Smartsheet’s add-ons, and best practices for using templates as a starting point for custom solutions. Chapters: 00:00 – Introduction to Smartsheet and Echolocity 00:27 – How Echolocity helps organizations with Smartsheet 00:46 – Overview of Smartsheet templates and solutions 01:12 – Navigating Smartsheet’s home screen and template options 02:15 – Understanding sheets, reports, dashboards, and forms 03:28 – Resource management add-on in Smartsheet 04:33 – Searching for and filtering templates 06:06 – The importance of starting with templates for inspiration 09:09 – Exploring medium complexity budget templates 12:22 – Understanding how Smartsheet templates are structured 17:22 – High-complexity Smartsheet solutions and project toolkits 20:42 – Best practices for customizing Smartsheet solutions 22:43 – How to get Smartsheet support ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Comparing Smartsheet and Monday.com Features for Project Management | Echolocity
29:07

Comparing Smartsheet and Monday.com Features for Project Management | Echolocity

Molly Yanus, the founder and solution architect at Echolocity, introduces resource management and capacity planning in Smartsheet. She explains the different resource management options available in Smartsheet, including the extra Resource Management module, the legacy resource view, and built-in project management tools. 00:00 Introduction to Resource Management in Smartsheet 00:20 Overview of Smartsheet’s Resource Management Options 00:58 Setting Up a New Project Plan in Smartsheet 02:26 Adding a Duration Column to Improve Planning 03:50 Configuring Dependencies & Gantt View for Resource Management 05:07 Understanding Smartsheet’s Built-in Resource Allocation Features 06:51 Adding & Using Predecessors for Task Dependencies 08:37 Difference Between Effort (Work Hours) vs. Duration (Time Span) 11:37 Setting Up Percentage Allocation for Resource Tracking 14:21 Calculating Percentage Allocation from Work Hours 16:07 Demonstration of Project Resource View in Smartsheet 19:36 Using Legacy Resource Views for Capacity Planning 22:07 Adding Users & Troubleshooting Visibility in Resource View 24:21 Key Takeaways: Customizing Resource Tracking for Your Needs 27:23 Next Steps: Advanced Reporting for Weekly & Monthly Planning 28:40 Conclusion & How to Get Help with Smartsheet ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Getting Started with Smartsheet Templates and Solutions | Echolocity
48:31

Getting Started with Smartsheet Templates and Solutions | Echolocity

Molly explored exciting updates and features designed to enhance work management and project management. During the webinar, we covered: ➡️Enhancements to timeline views, including advanced functionality and visual appeal. ➡️Updates on Smartsheet’s strategic direction and product roadmap. ➡️The newly introduced collections feature for improved asset organization and permissions. Chapters 00:00 Introduction and Discussion on the New Features 00:30 Project Management and Technology Platforms 06:12 Product Release Notes and Smartsheet Platform Updates 08:44 AI, Work Management, and the Future of Smart Sheet 15:22 Changes and Improvements in Smart Sheet 21:49 Development and Advantages of the Dataset View 25:15 Importance and Functionality of Collections in Project Management 27:30 Concept of Improved Consenting and Collection Sharing 34:37 File Library Feature in Smart Sheet 43:38 Integration and Licensing of Smart Sheet ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, worfklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Smartsheet Resource Management Concepts | Echolocity
12:05

Smartsheet Resource Management Concepts | Echolocity

Discussion on design and building approval workflows in Smartsheet. Chapters: Workflow Design, Automations, Notifications ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, wrofklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Echolocity What's New in Smartsheet Webinar - January 2025
11:17

Echolocity What's New in Smartsheet Webinar - January 2025

Description: showcasing Smartsheet's new feature, Collections, which revolutionizes asset management by offering better control over permissions. I'll explain how to use Collections, its benefits, and how it can streamline your workflow. Watch to learn how to organize assets efficiently and enhance collaboration. Chapters: 00:00 Introduction 03:37 Collections Overview 05:50 Setting Up Collections for Project Team Members ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, wrofklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

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