Services
Assess and Optimize Your Smartsheet Environment
A 1-day workshop to understand how effectively your teams use Smartsheet and identify opportunities to improve efficiency, collaboration, and reporting.
What it is?
Smartsheet Customer Health Check
The Smartsheet Health Check is a focused one-day workshop designed to give you a clear understanding of how your organization currently uses Smartsheet.
Together with your team, our consultants review your setup, workflows, and collaboration practices to identify what is already working well, where inefficiencies may exist, and where there is potential for improvement. The outcome is a clear assessment of your current environment, combined with practical recommendations to improve performance, governance, and team adoption.
This workshop is designed to deliver fast insights, align stakeholders, and define actionable next steps within a single day.
What we Review?
A focused review of your Smartsheet setup
We assess the core components that drive efficiency, collaboration, and visibility in Smartsheet.
Structure & Organization
How your sheets, naming conventions, and templates are organized.
Automation & Workflows
How workflows and automations support efficient processes.
Reporting & Dashboards
How information is consolidated and presented for decision-making.
Collaboration & Usage
How teams collaborate and interact within Smartsheet.
Governance & Standards
How permissions, structure, and best practices are applied.
What you Receive?
Key Assessment Deliverables
You will receive a concise report outlining the current state of your Smartsheet environment, including key insights, practical recommendations, and clear next steps to help improve efficiency, collaboration, and reporting.
Health Check Report (PDF)
A concise report summarizing your current Smartsheet setup.
Includes:
Snapshot of current usage
At-a-glance health score
Top 3 improvement recommendations
Debrief Call
A 30-minute session with an AMX expert to review findings, answer questions, and discuss next steps.
Who this is for?
Organizations looking to optimize how they use Smartsheet
The Smartsheet Health Check is ideal for teams that want a quick, structured review of their Smartsheet environment to validate their current setup and uncover immediate opportunities for improvement.
It is especially valuable for organizations where:
Smartsheet has grown organically over time
Reporting and dashboards need to be improved
Processes still rely heavily on manual work
Adoption and ways of working are inconsistent across teams
Ready to optimize your Smartsheet setup?
Our Health Check gives you a structured review of your current setup, along with practical recommendations to improve the way your teams work.