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Page 1: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related
Page 2: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Certain information set forth in this presentation may be “forward-looking information.” Except for statements of historical fact, information contained herein may constitute forward-looking statements. Forward-looking statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, many of which are and will be described in Smartsheet’s filings with the US Securities and Exchange Commission, and these risks and uncertainties may cause actual performance and financial results in future periods to differ materially from any projections of future performance or results expressed or implied by such forward-looking statements. Although forward-looking statements contained herein are based upon what Smartsheet management believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Smartsheet undertakes no obligation to update forward-looking statements except as required by law.

Smartsheet is a registered trademark of Smartsheet Inc. The names and logos of actual companies and products used in this presentation are the trademarks of their respective owners and no endorsement or affiliation is implied by their use.

Legal

Page 3: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

The Accelerator for IT PMO: Optimize Your IT PMO Operations, FastOlivia SpokoinyTechnical Enablement Manager

Page 4: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Learning Objectives● Describe how the Accelerator drives consistency at scale

● Automate work processes for key PMO stakeholders

● Enhance portfolio-level reporting & visibility

● Manage change at scale with Global Updates

Page 5: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

A Smartsheet Accelerator is a pre-configured solution that provides a

comprehensive framework and built-in best practices to solve business challenges.

Page 6: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

IT PMO: the problem

No repeatable structure➤

Lack of automation➤

Lack of real-time visibility➤

Inability to adapt to change quickly➤

Page 7: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

IT PMO: the solution

Streamlined intake process and project structure➤

Automated approval workflows➤

Project and portfolio-level reporting➤

Ability to manage change at scale➤

Page 8: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project 1 Project 3Project 2

Portfolio reporting

Demand management

Global Updates

Smartsheet Control CenterConsistency and visibility at scale

Archiving

Page 9: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project Administration, Project Manager

Stakeholders and Business Owners, IT PMO Dep't Head, IT PMO Lead

Project Administration, Project M

anager, Individual Contributor

Proj

ect A

dmin

istr

atio

n, P

roje

ct M

anag

er,

Indi

vidu

al C

ontr

ibut

or

Project Request Form

Request* and approve** projects, kick off projects in Control Center

Perform tasks and track all

issues related to the project

Reporting, Breach Notifications, Response

Perf

orm

task

s an

d tr

ack

all

issu

es r

elat

ed to

the

proj

ect

Demand Management for IT

Projects

PMO Executive Dashboard

Project Dashboard

ContactsProject BudgetStage-gate Plan

Raid LogProject Metrics

IT Projects Portfolio Summary

Track all issues related to the program

Stage-gate ReportOpen Raid Items

Project Dashboard

ContactsProject BudgetWaterfall Plan

Raid LogProject Metrics

Milestones ReportOpen Raid Items

Issue Master ReportMaster CalendarDetails Summary

ScorecardSummary Initiatives

Page 10: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project Administration, Project Manager

Stakeholders and Business Owners, IT PMO Dep't Head, IT PMO Lead

Project Administration, Project M

anager, Individual Contributor

Proj

ect A

dmin

istr

atio

n, P

roje

ct M

anag

er,

Indi

vidu

al C

ontr

ibut

or

Project Request Form

Request* and approve** projects, kick off projects in Control Center

Perform tasks and track all

issues related to the project

Reporting, Breach Notifications, Response

Perf

orm

task

s an

d tr

ack

all

issu

es r

elat

ed to

the

proj

ect

Demand Management for IT

Projects

PMO Executive Dashboard

Project Dashboard

ContactsProject BudgetStage-gate Plan

Raid LogProject Metrics

IT Projects Portfolio Summary

Track all issues related to the program

Stage-gate ReportOpen Raid Items

Project Dashboard

ContactsProject BudgetWaterfall Plan

Raid LogProject Metrics

Milestones ReportOpen Raid Items

Issue Master ReportMaster CalendarDetails Summary

ScorecardSummary Initiatives

Page 11: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project Administration, Project Manager

Stakeholders and Business Owners, IT PMO Dep't Head, IT PMO Lead

Project Administration, Project M

anager, Individual Contributor

Proj

ect A

dmin

istr

atio

n, P

roje

ct M

anag

er,

Indi

vidu

al C

ontr

ibut

or

Project Request Form

Request* and approve** projects, kick off projects in Control Center

Perform tasks and track all

issues related to the project

Reporting, Breach Notifications, Response

Perf

orm

task

s an

d tr

ack

all

issu

es r

elat

ed \t

he p

roje

ct

Demand Management for IT

Projects

PMO Executive Dashboard

Project Dashboard

ContactsProject BudgetStage-gate Plan

Raid LogProject Metrics

IT Projects Portfolio Summary

Track all issues related to the program

Stage-gate ReportOpen Raid Items

Project Dashboard

ContactsProject BudgetWaterfall Plan

Raid LogProject Metrics

Milestones ReportOpen Raid Items

Issue Master ReportMaster CalendarDetails Summary

ScorecardSummary Initiatives

Page 12: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project Administration, Project Manager

Stakeholders and Business Owners, IT PMO Dep't Head, IT PMO Lead

Project Administration, Project M

anager, Individual Contributor

Proj

ect A

dmin

istr

atio

n, P

roje

ct M

anag

er,

Indi

vidu

al C

ontr

ibut

or

Project Request Form

Request* and approve** projects, kick off projects in Control Center

Perform tasks and track all

issues related to the project

Reporting, Breach Notifications, Response

Perf

orm

task

s an

d tr

ack

all

issu

es r

elat

ed to

the

proj

ect

Demand Management for IT

Projects

PMO Executive Dashboard

Project Dashboard

ContactsProject BudgetStage-gate Plan

Raid LogProject Metrics

IT Projects Portfolio Summary

Track all issues related to the program

Stage-gate ReportOpen Raid Items

Project Dashboard

ContactsProject BudgetWaterfall Plan

Raid LogProject Metrics

Milestones ReportOpen Raid Items

Issue Master ReportMaster CalendarDetails Summary

ScorecardSummary Initiatives

Page 13: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project Administration, Project Manager

Stakeholders and Business Owners, IT PMO Dep't Head, IT PMO Lead

Project Administration, Project M

anager, Individual Contributor

Proj

ect A

dmin

istr

atio

n, P

roje

ct M

anag

er,

Indi

vidu

al C

ontr

ibut

or

Project Request Form

Request* and approve** projects, kick off projects in Control Center

Perform tasks and track all

issues related to the project

Reporting, Breach Notifications, Response

Perf

orm

task

s an

d tr

ack

all

issu

es r

elat

ed to

the

proj

ect

Demand Management for IT

Projects

PMO Executive Dashboard

Project Dashboard

ContactsProject BudgetStage-gate Plan

Raid LogProject Metrics

IT Projects Portfolio Summary

Track all issues related to the program

Stage-gate ReportOpen Raid Items

Project Dashboard

ContactsProject BudgetWaterfall Plan

Raid LogProject Metrics

Milestones ReportOpen Raid Items

Issue Master ReportMaster CalendarDetails Summary

ScorecardSummary Initiatives

Page 14: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project Administration, Project Manager

Stakeholders and Business Owners, IT PMO Dep't Head, IT PMO Lead

Project Administration, Project M

anager, Individual Contributor

Proj

ect A

dmin

istr

atio

n, P

roje

ct M

anag

er,

Indi

vidu

al C

ontr

ibut

or

Project Request Form

Request* and approve** projects, kick off projects in Control Center

Perform tasks and track all

issues related to the project

Reporting, Breach Notifications, Response

Perf

orm

task

s an

d tr

ack

all

issu

es r

elat

ed to

the

proj

ect

Demand Management for IT

Projects

PMO Executive Dashboard

Project Dashboard

ContactsProject BudgetStage-gate Plan

Raid LogProject Metrics

IT Projects Portfolio Summary

Track all issues related to the program

Stage-gate ReportOpen Raid Items

Project Dashboard

ContactsProject BudgetWaterfall Plan

Raid LogProject Metrics

Milestones ReportOpen Raid Items

Issue Master ReportMaster CalendarDetails Summary

ScorecardSummary Initiatives

Page 15: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Accelerator for IT PMO - workspaces

● Executive: Portfolio-level visibility

● Project: Centralized projects

● Team: Streamlined intake process

● Admin: Standard templates

Page 16: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Accelerator for IT PMO - recap

● Streamlines request process for new projects

● Drives consistency with standardize project templates

● Includes Dashboards to provide powerful portfolio-level visibility

● Provides transparency through more granular (project) reporting

● Reduces manual work to enable teams to be more productive

Page 17: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Project Administration, Project Manager

Stakeholders and Business Owners, IT PMO Dep't Head, IT PMO Lead

Project Administration, Project M

anager, Individual Contributor

Proj

ect A

dmin

istr

atio

n, P

roje

ct M

anag

er,

Indi

vidu

al C

ontr

ibut

or

Project Request Form

Request* and approve** projects, kick off projects in Control Center

Perform tasks and track all

issues related to the project

Reporting, Breach Notifications, Response

Perf

orm

task

s an

d tr

ack

all

issu

es r

elat

ed to

the

proj

ect

Demand Management for IT

Projects

PMO Executive Dashboard

Project Dashboard

ContactsProject BudgetStage-gate Plan

Raid LogProject Metrics

IT Projects Portfolio Summary

Track all issues related to the program

Stage-gate ReportOpen Raid Items

Project Dashboard

ContactsProject BudgetWaterfall Plan

Raid LogProject Metrics

Milestones ReportOpen Raid Items

Issue Master ReportMaster CalendarDetails Summary

ScorecardSummary Initiatives

Page 18: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related

Learning Center: help.smartsheet.com● Learning Track: Control Center● Topics:

○ Approval Workflows○ Reports○ Dashboards

Center of Excellence: learn.smartsheet.com● Accelerator for IT PMO Documentation

Go-do exampleAdditional Resources

Page 19: Legal - Smartsheet...PMO Executive Dashboard Project Dashboard Contacts Project Budget Stage-gate Plan Raid Log Project Metrics IT Projects Portfolio Summary Track all issues related