Implementation & Solution Design
Built right starts with asking the right questions.
Your budget matters. So does getting a solution your team can use, trust, and grow with. We design and build Smartsheet solutions around your processes, people, data and goals, starting with discovery.
Discovery First
Discovery is part of every TCC implementation.
Before we configure Smartsheet, we work with you to understand how your business operates, where information lives, how teams interact, and what success needs to look like.
We ask questions, challenge assumptions, and identify dependencies early, so you can make informed decisions about scope, budget, and priorities before committing to the build.
What We Build
From first workflow to connected solution.
The result may be a focused workflow for one team or a larger, connected solution that spans departments. We include what your process needs and leave out what it does not.
Discovery & Requirements
We map the current workflow, the people involved and what the solution must accomplish before anything is built.
Solution Architecture
A clear structure for workspaces, sheets and data flow, so the solution is easy to maintain and ready to grow.
Intake & Forms
Forms and intake processes that capture the right information the first time and route it where it needs to go.
Sheets, Reports & Dashboards
Sheets built for how people work, with reports and dashboards that give each audience the view it needs.
Automation
Alerts, approvals, reminders and update requests that cut manual follow-up and keep work moving.
Permissions & Governance
Sharing and access set up so the right people can see and change the right information.
Testing
We test the solution against real scenarios with your team before it goes live.
Documentation & Handoff
Clear documentation and a walkthrough so your team knows how the solution works and how to support it.
Why Discovery Matters
Clarity that protects your budget and your build.
Discovery gives you a clearer picture of the work, the decisions still needed and the risks involved, so scope, budget and priorities are set on solid ground before the build begins.
01
Budget & Scope
Protect your budget with a clearer plan
Meaningful estimates require meaningful understanding. Discovery helps us identify the work involved, the decisions still needed, and the risks that could affect cost or timing.
Together, we separate what you need now from what can come later, helping reduce avoidable rework and unexpected requests for more budget.
Work identified
Decisions surfaced
Risks flagged
Now vs. later
02
The Whole Workflow
Look at the whole solution
A dashboard depends on the data behind it. An approval depends on the people, permissions, and steps around it.
We examine the complete workflow, from intake and execution to reporting and ongoing ownership, so each component supports the bigger picture.
Intake
→
Execution
→
Reporting
→
Ownership
03
Make Assumptions Visible
The questions that shape cost, timing and fit.
Which system owns the data?
Who approves an exception?
What happens when information changes?
Can the integration support the workflow you need?
We work through these questions with your team, validate critical requirements, and document open decisions. Where something remains unknown, we make it explicit so it can be resolved before it becomes a costly surprise.
Built to Last
Ready for today. Prepared for what’s next.
04
Growth
Design for growth
We consider how your solution may expand across projects, teams, and departments. Consistent structures, reusable templates, clear ownership, and thoughtful integration design create a foundation that is easier to maintain and extend as your business changes.
You can start with a focused implementation while planning for what comes next.
05
AI Readiness
Build the foundation for AI readiness
Preparing for AI starts with understanding your data and how it is used. We look at data consistency, sources of truth, relationships, access, and ownership as part of solution design.
That groundwork supports more reliable reporting and automation today and helps prepare your environment for future AI use cases. Specific AI capabilities still need to be evaluated against your tools, permissions, and business requirements.
06
The People
Plan for the people using it.
A successful implementation needs to fit the way your team works. Discovery includes the people entering information, managing the process, and making decisions from the results.
Their needs help shape the design, testing, training, and handover.
Design
→
Testing
→
Training
→
Handover
What Discovery Establishes
Clarity before configuration.
Our discovery approach is designed to establish a shared picture of the work before anything is built.
The depth of discovery matches the complexity of the work. The goal stays the same: help you invest confidently in a solution that works today and can evolve with your business.
Agreed business goals and success measures.
Defined workflows, requirements, and priorities.
A shared understanding of data, integrations, and access.
Documented assumptions, dependencies, and open decisions.
A recommended solution structure and implementation approach.
Better-informed hour estimates and a practical path forward.
How We Work
A clear, collaborative process.
01
Discover
Understand the current workflow, the people involved and the goals for the solution.
02
Design
Plan the architecture, data structure and user experience before the build.
03
Build & Test
Configure the solution and test it against real scenarios with your team.
04
Launch & Hand Off
Go live with documentation, training and a clear plan for support.
Related Services
Services that work well together.
Training & Enablement
Help your team work with confidence through practical, role-based training.
Integrations & Automation
Connect Smartsheet with NetSuite, Jira, Microsoft and other business systems.
Managed Services & Support
Get ongoing help, enhancements and advisory support as your needs evolve.
Next Step
Let’s plan your solution.
Tell us about the workflow you want to improve. We’ll start by understanding how your team works today, then help you decide what to build first.