Smartsheet Licences, Onboarding, Implementation, Training and Support
Provision of Smartsheet licences. As a Smartsheet Platinum partner we are authorised to resell Smartsheet licences including licences - Smartsheet for Collaborative Work Management, Smartsheet Resource Management for Resource Planning and Brandfolder for Digital Asset Management. We provide onboarding, solution implementation, training and ongoing support for all licence types
Features
- Real-time Collaboration: Collaborate instantly on shared sheets, reports, dashboards.
- Customizable Sheets: Tailor sheets to specific project needs, workflows
- Automated Workflows: Streamline tasks with conditional formatting, alerts, automation
- Integration with Productivity Tools: connect Office 365, Google, Slack.
- Gantt Charts: Visualize timelines, dependencies, milestones through interactive charts.
- Dashboards and Reports: Monitor project status with interactive visuals.
- Mobile Accessibility: Update work from iOS, Android devices anywhere.
- Security Features: Protect data with access controls, encryption, audit
- Compliance: Adhere to GDPR, HIPAA, SOC 2, ISO 27001.
- Scalability: Scale solutions for teams, small to large effortlessly.
Benefits
- Improved Collaboration: Boost productivity, seamless teamwork, enhanced communication
- Enhanced Project Management: Streamline planning, execution, tracking, reporting processes.
- Time Savings: Automate tasks, save time, reduce manual effort significantly.
- Better Decision-Making: Gain insights for informed decision-making, interactive reporting.
- Flexibility and Adaptability: Customize workflows for changing project requirements.
- Increased Visibility: Monitor progress, tasks, deadlines, improve resource allocation.
- Anywhere Access: Update work on-the-go easily with mobile apps
- Data Security: Ensure compliance, protect sensitive information, robust features.
- Cost Efficiency: Reduce expenses, errors, inefficiencies, optimize resource utilization.
- Scalable Solutions: Grow solutions, teams without compromising performance, functionality.
Pricing
£228 to £955 a licence a year
- Education pricing available
Service documents
Request an accessible format
Framework
G-Cloud 14
Service ID
3 5 9 6 0 5 4 3 1 7 1 8 4 8 9
Contact
Project Plan Services
Emma Bentley
Telephone: 0113 804 2842
Email: solutions@projectplanservices.co.uk
Planning
- Planning service
- Yes
- How the planning service works
-
Meeting with all stakeholders to understand all details and requirements of the proposed solution. Discussing all design options and how Smartsheet and/or other solutions will be implemented to deliver future-proof change for your organisation. This phase also includes our innovative Knowledge Assessment, working with your teams to understand the experience and skill level to tailor the Solution Services that are right for your business.
Our Smartsheet and solution specialists will work to build and configure a solution that is accessible and fits seamlessly into your organisation with end users typically able to start using within just a few weeks. The build will include all formulas, automations and critical data to ensure you can hit the ground running to grow and evolve immediately. - Planning service works with specific services
- Yes
- Hosting or software services the planning service works with
-
- Smartsheet
- Smartsheet Resource Management
- Brandfolder
Training
- Training service provided
- Yes
- How the training service works
-
The tools you invest in are only as good as the expertise you have to support it. While many organisations turn to outsourced expertise to help fill in the gaps, there is value in training internally to learn the day-to-day operation management of your Smartsheet platform. As a Smartsheet Platinum Partner, Project Plan Services (PPS) helps your team learn what they need to know to take on the management of this highly customizable, robust data and project management platform.
While Smartsheet offers on-demand training and large instructor-led online training, how you and your business are using Smartsheet is unique and your team can face challenges and obstacles for which a generic one-off training can’t prepare them. Our bespoke training held face-to-face via online platforms is tailored to your business and the processes you use and require, meaning every element of this training is the perfect fit for your business and your staff.
If our consulting team is working on a custom build for your organisation, once this has been integrated and deployed into your Smartsheet workspace, PPS will train all users on how the new build works for a seamless adoption across your business/team - Training is tied to specific services
- Yes
- Services the training service works with
-
- Smartsheet
- Smartsheet Resource Management
- Brandfolder
Setup and migration
- Setup or migration service available
- Yes
- How the setup or migration service works
- We assist customers to migrate to the cloud if their existing software and data is offline or even if it is in the cloud but on a different platform. Through many years of experience of different platforms we utilise a specific methodology to migrate data which includes analysis, cleansing and test migrations to identify and remove any issues post migration. In some cases migration will be achieve by generic import tools or bespoke programme code.
- Setup or migration service is for specific cloud services
- Yes
- List of supported services
-
- Smartsheet
- Smartsheet Resource Management
- Brandfolder
Quality assurance and performance testing
- Quality assurance and performance testing service
- Yes
- How the quality assurance and performance testing works
- Our services include quality assurance at every stage in order to ensure that our customers are always delighted and never disappointed. Since Smartsheet provides the software as a service via the cloud we are not responsible for application performance testing however where appropriate we do stress test customer solutions that include large sets of data. These tests are typically to demonstrate the timely and efficient loading of reports and dashboards that involve eg hundreds of projects' data.
Security testing
- Security services
- No
Ongoing support
- Ongoing support service
- Yes
- Types of service supported
- Hosting or software provided by a third-party organisation
- How the support service works
-
In addition to Smartsheet support PPS provide Ongoing Support not only for the setup and onboarding of Smartsheet in your organisation but also day-to-day support for the users. From simple enquiries regarding logging in to questions related to the core platform capabilities, and give you guidance on how to effectively use Smartsheet.
Your PPS Account Manager is always on hand to support you and your business with its chosen solution and any supplementing services including Ongoing Support, Online Learning or Training.
We will always help you to understand how many hours of support are right for your organisation. Based on the complexity of your solution requirements and the experience level of your staff.
Ongoing Support covers all day-to-day queries from functional usability and onboarding to questions on the core solution capabilities like formatting, admin and management for mixed-level users.
All licenced users across your organisation who are using Smartsheet have access to Ongoing Support. Meaning you don't have any restrictions per staff member, ensuring optimum effectiveness and efficiency
Service scope
- Service constraints
- Support is providing remotely and during office hours unless otherwise agreed.
User support
- Email or online ticketing support
- Email or online ticketing
- Support response times
- Service Level Agreements are defined and agreed per customer needs however typically we acknowledge requests within 15 minutes and then aim to respond/resolve either same day/next day (weekdays unless otherwise agreed)
- User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.1 AAA
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- Web chat
- Web chat support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support accessibility standard
- WCAG 2.1 AAA
- Web chat accessibility testing
- None. We use Microsoft teams and Slack.
- Support levels
-
1) Immediate Response: The support team will acknowledge the request immediately upon receipt, typically within minutes. Response time refers to the time it takes for a support representative to make initial contact with the requester.
2) Same Business Day Response: The support team commits to responding to the request within the same business day. This means that the requester can expect a response before the end of the business day in their time zone.
3) 48-Hour Response: The support team undertakes to respond to the request within 48 hours of its receipt. This provides a window of two business days for the support team to address the request.
4) 24/7 Availability: The support team is available around the clock, seven days a week, to respond to critical issues or emergencies. This ensures that urgent matters can be addressed promptly, regardless of the time of day.
Support level costs vary dependant upon service levels but are typically a minimum of £87 per hour + VAT
Customer Success and Technical Account Managers are appointed as per agreed support package
Resellers
- Supplier type
- Reseller providing extra features and support
- Organisation whose services are being resold
- Smartsheet
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- None
Standards and certifications
- ISO/IEC 27001 certification
- Yes
- Who accredited the ISO/IEC 27001
- EY Certify Point
- ISO/IEC 27001 accreditation date
- 27 Feb 2024
- What the ISO/IEC 27001 doesn’t cover
-
Scope Exclusion:
► Smartsheet Gov, an individual product offering of Smartsheet’s Online Services
offered to US government entities, is governed by FedRAMP and has a separate
accreditation.
► Office facilities:
◼ Boston, USA
◼ London, UK
◼ Sydney, Australia
◼ San José, Costa Rica
► Processing facilities:
◼ Location of AWS data processing facility for commercial:
▪ us-east-1 for primary production
us-east-2 for disaster recovery (DR) production
▪ US Gov West (location of AWS data processing facility for
government),
◼ EU regions processing facilities:
▪ eu-central-1 for primary production
▪ eu-west-2 for DR production
◼ Google Cloud Platform (GCP) - ISO 28000:2007 certification
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- No
- Cyber essentials plus
- No
- Other security certifications
- Yes
- Any other security certifications
-
- SOC 2/SOC 3
- EU-U.S. and Swiss-U.S. Privacy Shield Certification
- FedRAMP (moderate)
- Sarbanes-Oxley Act of 2002
Social Value
- Social Value
-
Social Value
WellbeingWellbeing
At Project Plan Services we are deeply committed to fostering a workplace culture where our employees thrive. Our G-Cloud service provision is not only about delivering cutting-edge technology support solutions but also about prioritizing the well-being of our team members.
We understand that employee well-being is paramount, which is why we have implemented comprehensive initiatives to support our staff at every level. Our approach includes flexible working arrangements tailored to individual needs, robust mental health support programs, and ample opportunities for professional growth and development.
Creating a supportive work environment is at the core of our values. We actively promote work-life balance, recognizing that it is essential for both the personal and professional fulfillment of our employees. Embracing diversity and inclusion is not just a goal but a fundamental aspect of who we are. We believe that diverse perspectives enrich our work and foster innovation. Through fostering a culture of collaboration and respect, we ensure that every team member feels valued and empowered to contribute their best.
Moreover, our commitment to well-being extends beyond our internal operations. Through our services, we actively contribute to the well-being of society as a whole. By promoting accessibility and digital inclusion, we ensure that our services reaches everyone, regardless of their background or circumstances. We are also deeply committed to environmental sustainability, leveraging our solutions to minimize our ecological footprint and contribute to a healthier planet.
At Project Plan Services we believe that technology should not only drive progress but also enhance the lives of individuals and communities. By prioritizing employee well-being and societal impact, we are not just a provider of services; we are agents of positive change.
Pricing
- Price
- £228 to £955 a licence a year
- Discount for educational organisations
- Yes