INVOKA CONSULTING LIMITED

Smartsheet Licenses, Resource Management, Premium Applications

Invoka Consulting offer strategic advisory services for organisations looking to transform their ways of working through the use of Smartsheet Collaborative Work Management (CWM) software. Invoka provides advisory, implementation, training and support for all Smartsheet solutions including Project and Resource Management, to improve processes, increasing automation and transform data visualisation.

Features

• Project Management
• Portfolio Management
• Programme Management
• Resource Management
• Project & Portfolio Reporting
• Analytics

Benefits

• Reduced project risks
• Improved project and portfolio visibility & reporting
• Improved resource management and capacity planning
• Reduced costs
• Increased collaboration
• Increased project success

£50 to £550 a licence a year

• Free trial available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at ben.flatman@invokaconsulting.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

246069756677025

Contact

Ben Flatman
07736959035
ben.flatman@invokaconsulting.com

Service scope

• Software add-on or extension: No
• Cloud deployment model: Public cloud
• Service constraints: None
• System requirements: Web browser

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: Invoka aims to respond to questions within 2 hours. Tailored SLAs are available based on the organisation's requirements
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AA or EN 301 549
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes, at an extra cost
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: WCAG 2.1 AA or EN 301 549
• Web chat accessibility testing: None
• Onsite support: Yes, at extra cost
• Support levels: Invoka offers a standard level account management support for all customers, which includes email and phone support during UK working hours, with a 24hr response time. Additional levels of support, online ticketing, and reduced email and phone response times are all available at request and tailored to customer-specific requirements.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Invoka Consulting provides advisory services to help design and implement Smartsheet. We also provide onsite training, virtual training as well as comprehensive user documentation to enable organisations and users to use, update and maintain the solution.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: Data can be exported from Smartsheet in a number of formats: MS Project, Excel, CSV, PDF, Google Sheets. This can be managed in bulk or for individual sets of data.
• End-of-contract process: At the end of the contract, Invoka can offer advisory services to support organisations that wish to migrate to a new software or system. We offer support to export the data into a suitable format. This is offered at no additional cost.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Chrome
  • Safari
• Application to install: Yes
• Compatible operating systems:
  • Android
  • IOS
  • MacOS
  • Windows
  • Windows Phone
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Enhanced experience to enable an optimised interface for use on mobile devices
• Service interface: Yes
• User support accessibility: WCAG 2.1 AA or EN 301 549
• Description of service interface: Smartsheet provides access to manage customer accounts effectively through the online portal
• Accessibility standards: WCAG 2.1 AA or EN 301 549
• Accessibility testing: Smartsheet performs regular testing of its interface in line with assistive technology standards
• API: Yes
• What users can and can't do using the API: Smartsheet has an open API enabling integration with other systems and tools.
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
  • Other
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Smartsheet is a highly configurable platform that can be tailored to the needs of any organisation. Solutions are developed to generate the functionality and outcomes of the particular use case.; ; Users are granted access at certain levels, based on their needs.

Scaling

• Independence of resources: Smartsheet's infrastructure is elastic and fault-tolerant. The Smartsheet service is hosted within AWS cloud which is the leader in cloud services in terms of security, reliability, and the breadth of their offerings. Smartsheet takes advantage of their service's resiliency to ensure that our service is highly-available. We also maintain automation to ensure consistent system configuration and teams tasked with monitoring the application for performance.

Analytics

• Service usage metrics: Yes
• Metrics types: Administrative users are able to access a web interface that provides statistics and real-time information on service usage.; ; Information can be exported, if required.
• Reporting types:
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

• Supplier type: Reseller providing extra support
• Organisation whose services are being resold: Smartsheet

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: None

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
• Data sanitisation process: Yes
• Data sanitisation type: Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Data can be exported from Smartsheet easily and quickly. This can be managed in bulk or for individual sets of data through the Smartsheet platform. Organisations are able to control whether end-users can perform this or whether administrative users should manage this process.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • MS Project
  • Google Sheets
  • PDF
  • Excel
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • MS Project
  • Google Sheets
  • Trello
  • Excel

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Smartsheet offers its current service availability on status.smartsheet.com. Customers are also able to subscribe to alerts from this site. Smartsheet also currently targets a 99.9% uptime for our core platform.; Further information on SLAs, including applicability, can be found here at; https://www.smartsheet.com/legal/sla.
• Approach to resilience: Information is available on request
• Outage reporting: Clients can subscribe to an automatic alerts updates and Smartsheet offers its current service availability on status.smartsheet.com.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Only users with relevant levels of access are provided with permissions to access management interfaces and support channels. User access levels can be set by your organisation based on your needs.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Invoka Consulting's Data Protection Officer (DPO) and Chief Information Security Officer (CISO) are responsible for the organisation's security processes and policies.; ; Information Security policies are communicated to all employees, as well as mandatory information security training, to ensure compliance with policies. Policies are reviewed regularly to comply with the latest guidance.; ; Information security tools and systems have been implemented to ensure the highest level of security and protection for Invoka and client data.; ; Invoka is Cyber Essentials certified.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Information available on request. Non-disclosure agreement (NDA) required from Smartsheet. Smartsheet's security statement is available at: https://www.smartsheet.com/trust/security
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Information available on request. Non-disclosure agreement (NDA) required from Smartsheet. Smartsheet's security statement is available at: https://www.smartsheet.com/trust/security
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Information available on request. Non-disclosure agreement (NDA) required from Smartsheet. Smartsheet's security statement is available at: https://www.smartsheet.com/trust/security
• Incident management type: Supplier-defined controls
• Incident management approach: Information available on request. Non-disclosure agreement (NDA) required from Smartsheet. Smartsheet's security statement is available at: https://www.smartsheet.com/trust/security

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Invoka Consulting's Environmental Policy demonstrates its commitment to environmental stewardship by integrating sustainable practices into all business operations. The policy covers every aspect of the company's operations, from office and remote environments to IT and travel policies, aiming to minimise environmental impact and promote sustainability.; ; Our core principles focus on sustainable operations that reduce waste and energy use, resource efficiency, environmentally friendly procurement, and effective waste management. Energy management is targeted through the use of smart systems and energy-efficient appliances, with a gradual shift towards renewable energy sources. Employee engagement is also crucial, with initiatives to educate staff on sustainability and encourage their participation in local environmental activities. Additionally, the company strives for carbon neutrality through regular carbon footprint assessments and investments in carbon offset and renewable energy projects.; ; Key strategies include compliance with environmental regulations, ongoing environmental performance reporting, and continuous improvement through new technologies and regular audits. Collaboration extends beyond the organisation, involving community engagements and partnerships with industry peers to enhance environmental awareness and initiatives across the tech sector.; ; The policy outlines specific environmental targets such as a 20% reduction in energy consumption within five years, a 30% reduction in carbon emissions by 2028, and a commitment to sustainable procurement practices by 2025. These targets are supported by strategic initiatives, including upgrades to office facilities, employee-driven energy conservation, and environmentally stringent procurement policies.; ; In conclusion, Invoka Consulting aims to set a high standard within the software consultancy sector for environmental responsibility, not only adhering to existing laws but also pioneering advancements in corporate sustainability. This policy will be reviewed annually to adapt to new scientific findings, regulatory changes, and the company's growth, ensuring it remains at the forefront of environmental excellence.

  Tackling economic inequality

  At Invoka Consulting, we recognise that economic inequality is one of the most pressing challenges facing society today. As a leading software consultancy, we are committed to implementing strategic initiatives that promote economic inclusivity and contribute to reducing disparities within the communities we serve and our industry at large.; Our approach to tackling economic inequality is multi-faceted, focusing primarily on education, employment, and community engagement. We believe that education is a fundamental enabler of equality; hence, we actively partner with educational institutions to provide scholarships and internships to underrepresented groups. These programs are designed to equip students from economically disadvantaged backgrounds with the necessary skills and opportunities to thrive in the tech industry.; Employment practices at Invoka Consulting are rigorously inclusive. We strive to create a diverse workplace culture that not only hires but also supports, retains, and promotes individuals from varied socio-economic backgrounds. By implementing fair hiring practices and offering competitive wages and benefits, we ensure that our employees receive equal opportunities for growth and advancement.; Moreover, Invoka Consulting is involved in various community engagement initiatives that support economic development. We collaborate with local businesses and nonprofits to launch programs that drive local economies and support small enterprises. These initiatives not only stimulate economic activity but also empower local communities by creating jobs and providing essential services.; Through these concerted efforts, Invoka Consulting aims not only to mitigate the effects of economic inequality but also to set a precedent in the corporate world for social responsibility. We are dedicated to continual improvement in our strategies and to collaborating with other organisations to amplify our impact, fostering a more equitable economic landscape.

  Equal opportunity

  At Invoka Consulting, we are dedicated to fostering an environment of equal opportunity for all. We believe that our strength lies in our diversity, and we are committed to levelling the playing field to ensure that everyone, regardless of their background, has the opportunity to succeed.; Our commitment to equal opportunity is reflected in our comprehensive policies and practices designed to eliminate bias and promote equity throughout our organisational processes. From recruitment and hiring to promotions and professional development, our strategies are meticulously crafted to ensure fairness and transparency.; Recruitment at Invoka Consulting is conducted with a deliberate focus on diversity. We employ targeted outreach and partnerships with diverse professional organisations to attract candidates from underrepresented groups, including women, people of colour, and individuals from economically disadvantaged backgrounds. Our hiring processes are rigorously structured to avoid unconscious bias.; Professional development and advancement opportunities at Invoka are equally accessible to all employees. We provide a range of training and mentorship programs that support career growth and skill development, helping every employee to achieve their full potential. Additionally, we regularly review our employment practices to ensure they remain fair and do not inadvertently disadvantage any group.; Beyond internal policies, Invoka Consulting actively participates in initiatives that promote equal opportunities in the wider community.; Through these actions, Invoka Consulting not only upholds its values of diversity and inclusion but also contributes to a more equitable society. We continue to challenge ourselves and our industry to raise standards and expand opportunities, ensuring that every individual has the chance to excel.

  Wellbeing

  At Invoka Consulting, we believe that the well-being of our employees is fundamental to our success. Recognising the integral role that mental, physical, and emotional health plays in productivity and satisfaction, we are committed to fostering a workplace environment that supports and promotes the well-being of every member of our team.; Our comprehensive well-being program is designed to cater to the diverse needs of our employees, offering resources and initiatives that address various aspects of health and wellness. We understand that well-being extends beyond physical health; therefore, our programs encompass mental health support, work-life balance, and community-building activities.; Mental Health Support: We provide our employees with access to professional mental health resources, including counselling services and stress management workshops. Our mental health days off and flexible scheduling options allow employees to take time for self-care without the pressure of traditional workplace constraints.; Physical Health Initiatives: Invoka Consulting promotes physical health through regular health screenings and wellness challenges that encourage active lifestyles. Our office environments are designed with ergonomic workspaces to prevent physical strain and enhance comfort.; Work-Life Balance: We strive to maintain a culture that respects personal time and family life. Flexible work arrangements, such as remote work options and adjustable working hours, enable our employees to balance their professional and personal responsibilities effectively.; Community and Social Well-being: We encourage a sense of community and belonging through team-building retreats, company events, and volunteer opportunities that allow employees to connect with one another and engage with the broader community.; Invoka Consulting is dedicated to continuously improving our well-being initiatives based on employee feedback and the latest research in occupational health. By investing in the well-being of our staff, we not only enhance individual employee experiences but also cultivate a healthier, more productive, and more inclusive workplace.

Pricing

• Price: £50 to £550 a licence a year
• Discount for educational organisations: No
• Free trial available: Yes
• Description of free trial: Smartsheet's free trial gives you access to a Business plan. ; ; The trial gives access to the following features:; ; Create up to 50 sheets to manage work; Share sheets; Visualise your data with dashboards; Create reports from your sheet; Track your team’s workload on various projects

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at ben.flatman@invokaconsulting.com. Tell them what format you need. It will help if you say what assistive technology you use.