Services
Unlock the full potential of your Smartsheet environment
The Smartsheet Customer Maturity Questionnaire helps you evaluate how effectively your teams are using the platform and where improvements can unlock greater value.
What it is?
Smartsheet Customer Maturity Questionnaire
Understanding how your organization uses Smartsheet is the first step toward unlocking its full potential. The Smartsheet Customer Maturity Questionnaire is a short assessment designed to evaluate how effectively your teams are leveraging Smartsheet across projects, collaboration, and reporting.
Through a guided questionnaire, we analyze how you currently use Sheets, Reports, Dashboards, collaboration features, and integrations. This allows us to identify strengths in your current setup as well as opportunities to improve efficiency, visibility, and scalability.
At the end of the assessment, you will receive a personalized maturity overview along with practical recommendations to help you reduce manual work, improve transparency, and scale successful workflows across teams.
Whether you are just getting started with Smartsheet or looking to optimize an existing implementation, this snapshot provides a clear starting point for continuous improvement.
Benefits
The Value of the Maturity Check
A clear picture of where you stand and practical guidance on what to improve next.
Clearer standards and consistency
Align your Sheets, Reports, and Dashboards across teams for a more unified experience.
Better visibility and reporting
Build reporting that stakeholders can trust and act on with confidence.
Collaboration that stays connected
Keep conversations tied to the work, less lost context, fewer follow-up threads.
Integration opportunities
Reduce copy/paste and manual updates by connecting Smartsheet to your other tools.
Practical next steps
Get actionable recommendations tailored to your current setup and goals.
A short follow-up conversation
Discuss improvement opportunities with an AMX consultant, quick wins and scalable changes.
How it works?
Your Path to Smartsheet Optimization
The Smartsheet Customer Maturity Questionnaire follows a simple and structured process designed to quickly assess how your organization is using Smartsheet today and where improvements can unlock additional value.
Complete the Questionnaire
Answer a few questions about how your team uses Smartsheet today.
AMX Reviews your Answers
Our consultants analyze your responses to identify patterns and opportunities.
Receive your Maturity Snapshot
Get a concise summary of your current state plus practical next steps.
Discuss Improvement Opportunities
A short conversation with an AMX consultant about quick wins and scalable changes.
Complete the Questionnaire
Answer a few questions about how your team uses Smartsheet today.
AMX Reviews your Answers
Our consultants analyze your responses to identify patterns and opportunities.
Receive your Maturity Snapshot
Get a concise summary of your current state plus practical next steps.
Discuss Improvement Opportunities
A short conversation with an AMX consultant about quick wins and scalable changes.
What We Look At?
A Holistic View of Your Smartsheet Environment
We assess six key areas of your Smartsheet environment to understand how your teams work today and where improvements can create more consistency, visibility, and efficiency. This gives us a complete view of your current setup and helps identify the most valuable next steps.
Sheets
Structure, naming, templates, and organization
Reports
Cross-sheet reporting and data aggregation
Dashboards
Executive visibility and real-time insights
Collaboration
Comments, updates, and team communication
Integrations
Connections to your other business tools
Governance
Standards, permissions, ownership, and management
Questionnaire
Ready to unlock more value from Smartsheet?
Complete the questionnaire to receive a tailored maturity snapshot, practical recommendations, and a short consultation with an AMX expert.
Frequently asked questions
Everything you need to know before getting started.
Who is this for?
This questionnaire is designed for existing Smartsheet customers—PMO leads, Ops teams, delivery managers, CoE/IT, process owners, and team leads who want to understand how they can get more value from their Smartsheet investment.
How long does it take?
Most people complete the questionnaire in 5–10 minutes. There are no trick questions and no preparation needed.
What do we receive afterwards?
You'll receive a short maturity snapshot summarizing your current state, plus practical next steps tailored to your setup. An AMX consultant will also schedule a brief call to discuss findings and improvement opportunities.
Do I need admin rights to answer?
No admin access required. The questionnaire is about how your team uses Smartsheet day-to-day, not technical configuration details.
Can multiple people from our org submit?
Yes! In fact, we encourage it. Different perspectives from across your organization help us provide more comprehensive recommendations.
How will our answers be used?
Your responses are used solely to prepare your maturity snapshot and recommendations. We treat all information confidentially and will only share findings with the contacts you designate.