SMARTER BUSINESS PROCESSES LIMITED

Smarter Apps for Smartsheet

SBP are Smartsheet integration specialists, providing a suite of SaaS apps that maximise automation, streamline processes, enhance user experience, reduce inefficiencies and allow clients to get the most out of the Smartsheet product. We also provide Smartsheet consultancy, training and bespoke API solutions. Free consultation available.

Features

• Experts at integrations that improve the Smartsheet product
• Powerful workspace-wide dropdown management tool
• AI-infused dynamic dashboards with Smartsheet-independent user management
• Automated onboarding of new Smartsheet assets from templates
• Scheduled, automated backup tool for Smartsheet assets
• Bidirectional cloud accounting software integration with Smartsheet
• Advanced sheet management tool to streamline your Smartsheet environment
• Multi-sheet, multi-row Smartsheet to PDF/Word document creator
• Report to sheet synchronisation for improved automation and data manipulation
• Smart, feature-rich data copy and move automations

Benefits

• Range of tools that reduce manual work and increase productivity
• Increase uptake of Smartsheet solutions with streamlined workflows
• Greatly reduce instances of human error with seamless automations
• Revolutionise data visibility and editing with our dashboards
• Increase data resilience via our automated workspace backups
• Greatly reduce automated onboarding costs compared to Smartsheet premium alternative
• Cross-platform visibility, thus reducing duplication of data
• Centralising changes across environment, increasing consistency and reducing bottlenecks
• Retaining full functionality of backed-up data
• Lowering user level of entry for supporting complex solutions

• Education pricing available
• Free trial available

Service documents

• Pricing document

  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 info@smarterbusinessprocesses.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

533048095926124

Contact

Debbie Sawyer
+44 1937 541 553
info@smarterbusinessprocesses.com

About your service

• Service categories:

  Applications

  Content workflow and management

  • Capture
  • Document

  Content services

  • Enterprise Content Management Applications
  • Content Sharing and Collaboration Applications

  Persuasive content management

  • Website Software
  • Digital Asset Management Applications
  • Product Content Management Applications
  • Content Marketing Applications
  • Digital Adoption Platform

  Enterprise portals and digital workspaces

  • Multi-Audience Portals
  • Integrated Employee Workspaces
• Multi cloud support: No

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Our apps are primarily extensions of Smartsheet. Depending on the purpose of the app, they may integrate Smartsheet with Excel, MS Dynamics, Dropbox, Google Sheets, Xero, various flavours of SQL and cloud environments.
• Cloud deployment model: Public cloud
• Service constraints: Smartsheet is cloud-based, as are our solutions, so they are operating system independent. The only requirements are a Smartsheet account, a fairly modern browser and an internet connection.
• System requirements:
  • A Smartsheet account is usually required, often Business or Enterprise
  • A Smartsheet API token is almost always required

User support

• Email or online ticketing support: Yes
• Support response times: We operate within standard UK working hours, and aim to respond to questions within 24 hours on working days.
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: We offer account management support to all clients, offering assistance over email or video chat if required, usually within a response time of 24-hours in the working week. We have a technical account manager ready to dive in where necessary. The support we provide is entirely bespoke to your needs: we don’t believe in selling packages you won’t use.; ; Where there is an issue within our service, we will fix it without charge as part of our subscription service. If an issue is caused by user error or external factors, our hourly rate is £150.
• Support available to third parties: No

Onboarding and offboarding

• Getting started: We guide users through the use of the service via a video call. Also, we have how-to videos available on our website to assist users in getting the most out of our apps. If a user requires specific training, we can supply that via video call.
• Service documentation: No
• End-of-contract data extraction: All data is already held on Smartsheet assets that the user will own. So there is no data extraction required.
• End-of-contract process: We require three months notice to stop/retire a service for the end of the contract. There are no additional costs involved in retiring a contract.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
• Application to install: No
• Designed for use on mobile devices: No
• Service interface: Yes
• User support accessibility: None or don’t know
• Description of service interface: For most of our apps, we have a web portal that users can log into using their Smartsheet credentials. From here, they can administer their apps. As well as this, each app has a Smartsheet admin sheet that the administrator user is shared to, from which they can also administer their app. ; ; Smarter Dashboards is a particular case, where the user can administer their dashboards from within the Smarter Dashboards website itself.
• Accessibility standards: None or don’t know
• Description of accessibility: Once the app has been purchased, admin users would be shared to the admin interface, whereby they would work with us to configure the service, and would be able to maintain configuration for themselves. Only nominated admin users will have access to this interface. ; ; If an admin user wishes to implement a change that is outside the scope of the admin interface, or is a change to the functionality of the service, they would need to talk to us for extra support and/or development.
• Accessibility testing: Taken from Smartsheet's website:; ; Currently, Smartsheet is partially conformant with the Section 508 Web Content Accessibility Guidelines (WCAG) 2.1 level AA. All product teams at Smartsheet share responsibility for continuously improving the usability of their feature areas and are actively working to conform to WCAG and provide a more inclusive experience for all. We realize that not all areas of our product are fully accessible yet. Smartsheet recognizes that accessibility is an ongoing process, and we are continually working to meet our goal of full conformance and provide an inclusive experience for all our users.
• API: No
• Customisation available: No

Scaling

• Independence of resources: By default, our services are run on servers that share some resources with other users of the service and with other apps within our suite. Load and speed are monitored closely to ensure excellent performance. However, on request, and at an additional cost, we can provide our services on a dedicated server, which would guarantee that users are not affected by the load of any other apps or any other clients.

Analytics

• Service usage metrics: No

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Supplier-defined controls
• Penetration testing frequency: Never
• Protecting data at rest: Encryption of all physical media
• Data sanitisation process: No
• Equipment disposal approach: In-house destruction process

Data importing and exporting

• Data export approach: All data is already held on Smartsheet assets that the user will own. Smartsheet has options for users to export their data into CSV format, if required.
• Data export formats: CSV
• Data import formats: CSV

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: Our Smarter Apps for Smartsheet rely on the availability of Smartsheet (who aim for 99.9% uptime). If Smartsheet is unavailable or the service is running slowly, this will have an affect on our apps, and we are not in control of this. ; ; Some of our apps are also reliant on AWS (aim for 99.99%) or Azure (99.9%). Our apps aim for 99% uptime. Our dependency on other services are such that we will not agree to financial penalties due to availability.
• Approach to resilience: We have redundancies built into our system to ensure resilience, along with real time monitoring. The details are available on request.
• Outage reporting: If a system is down, we inform customers by email.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Access to the administration functions of our apps is only provided to nominated users via our user management system.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • 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: Between 1 month and 6 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: We are Cyber Essentials certified.
• Information security policies and processes: We follow internal policies and processes that are in line with Cyber Essentials.
• Software Security Code of Practice: No

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: All our code uses version control, and all changes are meticulously tracked. ; Our releases go through a Launch Playbook, which ensures that all aspects of the release are covered, including any security implications.
• Vulnerability management type: Undisclosed
• Vulnerability management approach: We receive alerts from Cyber Essentials (CyberSmart Active Protect) and the NCSC Early Warning System, to outline any threats. We also have bespoke alerts from our servers that go to our technical specialists. ; Patches are deployed within 7 days.
• Protective monitoring type: Undisclosed
• Protective monitoring approach: We receive alerts from Cyber Essentials (CyberSmart Active Protect) and the NCSC Early Warning System, to outline any threats. We also have bespoke alerts from our servers that go to our technical specialists. ; Patches are deployed within 7 days.
• Incident management type: Undisclosed
• Incident management approach: Users typically report incidents via email or a bespoke form. We provide incident reports via email or one-to-one via a video chat. In the first instance when an incident has been reported, we provide a workaround as quickly as possible before investigating and fixing the root cause.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: On request, we can offer a 14 day free trial with fully-functional software. However, if the software is required by the user to carry out a one-off or limited-time function, then we reserve the right not to offer a free trial.

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 2.5%
• Between £1,000,001 and £2,500,000: 2.5%
• Between £2,500,001 and £5,000,000: 5%
• Over £5,000,001: 5%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 968b21de-4cfb-46b4-82a6-2f0c1c69f4f7
• Cyber essentials plus: No
• Cyber Essentials Alternative: You do not have a current and valid Cyber Essentials Plus certificate, or will not have in place within 12 months of the date of award but have an IASME certified equivalent.
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Ensuring new workers are informed of their right to join a trade union
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Activities to cascade good practice on fair working conditions throughout the supply chain
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
    • Measures to identify, mitigate and manage modern slavery risks relating to the contract and how these will be implemented
    • Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
    • How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Plans for engaging a diverse range of businesses in engagement activities prior to appointing subcontractors (including activities prior to award of the main contract and during the contract term)
    • Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
    • Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
    • Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
    • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
    • Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)
    • Plans for positive actions with community groups.
    • Measures for making facilities used in the delivery of the contract available for community groups, education or training
    • Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
    • Support for community-led initiatives relevant to the contract. Illustrative examples: improving transport links; reducing loneliness; helping with English language proficiency; and facilitating social mixing among people with different backgrounds

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
    • Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Creation of employment opportunities particularly for those who face barriers to employment, such as prison leavers, care leavers and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
    • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
    • Introducing transparency to pay and reward processes
    • Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the issues affecting the development of new skills by target cohort
    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Understanding of issues relating to entering the contract workforce
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
    • Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
    • Actions to invest in the physical and mental health and wellbeing of the contract workforce

Service documents

• Pricing document

  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 info@smarterbusinessprocesses.com. Tell them what format you need. It will help if you say what assistive technology you use.