Smartsheet Services, Implementation, Training, Advisory and Support
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
- Best-in-class Smartsheet solution design
- Smartsheet Collaborative Work Management (CWM) advisory
- Flexible, tailored Smartsheet implementations
- Smartsheet Control Center (SCC) implementation, advisory and training
- Customer Success support to increase Smartsheet adoption
- Tailored email, phone and ticketed support packages
- US to EU/APAC DataCenter migration support and advisory
- Smartsheet return on investment (ROI) health checks
- Smartsheet account management and optimisation
- Packaged and tailored Smartsheet beginner, intermediate and advanced training
Benefits
- Implement Smartsheet fast and flexibly with low time-to-value (TTV)
- Create robust Smartsheet solutions that perform well over time
- Reduce administrative burdens by increasing automation
- Enterprise-grade Project Management Office (PMO) solutions
- Trusted advisory in all aspects of evaluation, implementation and adoption
- Improved portfolio data visualisation and business intelligence (BI)
- Reduce risks through standardised best practice solution templates
- Increased Smartsheet user adoption with dedicated Customer Success
- Make better decisions with professional Smartsheet support and account management
- Drive value with interactive, impactful admin and end-user training
Pricing
£120 to £250 a unit
Service documents
Request an accessible format
Framework
G-Cloud 14
Service ID
7 3 9 0 6 5 9 2 6 8 5 7 9 3 8
Contact
INVOKA CONSULTING LIMITED
Ben Flatman
Telephone: 07736959035
Email: ben.flatman@invokaconsulting.com
Planning
- Planning service
- Yes
- How the planning service works
-
Invoka offers thought-leadership and strategic software advisory services for organisations looking to transform their ways of working through the use of collaborative work management software.
Invoka specialises in Smartsheet software advisory, solution architecture design, implementation planning and execution, and investment optimisation for a range of organisations and use cases. - Planning service works with specific services
- No
Training
- Training service provided
- Yes
- How the training service works
- Invoka provides Training services for different types of scenarios and users. Training packages can be tailored to the needs of the organisation based on: required training content and topics; size of user base; level of user maturity; Premium Applications; additional functionality and offerings.Training types include: General User Training, Smartsheet fundamentals, Smartsheet Control Center, Intermediate User Training, Advanced User Training, Train-the-Trainer. Training content can be licensed for future use across a customer organisation.
- Training is tied to specific services
- Yes
- Services the training service works with
-
- Smartsheet
- Resource Management by Smartsheet
- Brandfolder by Smartsheet
Setup and migration
- Setup or migration service available
- Yes
- How the setup or migration service works
-
Invoka offers services to evaluate, plan and assist in migration from various solutions to Smartsheet.
Detailed systems analysis and mapping is conducted to understand the organisation's current systems and data. Smartsheet system design and migration planning are conducted hand-in-hand to ensure a smooth transition between services.
Where organisations already have a Smartsheet presence in the US instance, Invoka can assist in migration to one, or both, of the recently added EU and APAC instances. Should a customer organisation have data residing in any of these instances that requires migration to another instance, Invoka provides services to identify the existing solution design and map this into the required instance(s). - Setup or migration service is for specific cloud services
- No
Quality assurance and performance testing
- Quality assurance and performance testing service
- Yes
- How the quality assurance and performance testing works
-
We implement a robust QA framework that integrates best practices and methodologies:
Pre-defined QA checkpoints throughout the development lifecycle to ensure all deliverables meet functional and non-functional requirements.
Risk-based testing approach to prioritise testing efforts on high-risk areas, optimising resource allocation and ensuring critical components are rigorously tested.
Unit and integration tests to ensure that individual components perform as expected when integrated.
UI and usability testing tools to enhance user experience and interface responsiveness.
Performance Testing Services: We conduct detailed performance testing to assess the scalability, stability, and speed of applications under varying loads.
User Acceptance Testing (UAT)
Training and workshops to educate buyer teams on effective QA practices and tool utilisation.
Consultation services for specialised testing needs or to address specific challenges encountered by the buyer.
Security testing
- Security services
- No
Ongoing support
- Ongoing support service
- Yes
- Types of service supported
- Buyer hosting or software
- How the support service works
-
Smartsheet product support is provided by Smartsheet as per the signed standard user agreement.
Invoka offers ongoing support to ensure that customer organisations have access to the latest Smartsheet information and are using their Smartsheet plan and solution in the most efficient manner.
Invoka's Customer Success practice provides: best practices and support to increase user adoption and satisfaction; customer success reviews that confirm satisfaction and ways to increase it; guidance to resolve critical situations.
Customer Success can also help to ensure that you have the most appropriate licensing model for a customer organisation’s needs and procure additional licences or add-ons as required.
Service scope
- Service constraints
- No constraints
User support
- Email or online ticketing support
- Email or online ticketing
- Support response times
-
SLAs can be agreed based on the needs of the buying organisation.
Example response times:
Response within 24 hours - Mon to Friday.
Weekend support available at extra cost. - 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
- No
- Support levels
- Invoka offer 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, reduced email and phone response times are all available at request and tailored to customer specific requirements.
Resellers
- Supplier type
- Not a reseller
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Up to Baseline Personnel Security Standard (BPSS)
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
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
- £120 to £250 a unit
- Discount for educational organisations
- No