Hire the Best Smartsheet Specialists in Texas

Quality Improvement is my passion, and I can help you and your company find ways to improve your internal process to enhance overall efficiency. My expertise is in developing Smartsheet dashboards and processes to collect, analyze, and view important metrics to aid in your decision making process.

6+ years of experience using Smartsheet. Smartsheet Subject Matter Expert. Smartsheet Project Management Certified. Core Product Certified. System Administrator Certified. Control Center Blueprint Builder Certified. Community Champion within the Smartsheet Community. Smartsheet is my full-time job! I specialize in designing and building fully customized Smartsheet systems, including: 1.) Custom Solutions - Developed customized sheets, reports, and dashboards specifically designed for engineers, designers, finance teams, and project management, ensuring optimized workflows 2.) Training and Development - I have facilitated department meetings, conducted group meetings, and provided one-on-one training sessions to ensure effective communication and knowledge sharing within the team 3.) SOP Library - Designed and implemented standard operating procedures (SOPs) for utilizing Smartsheet, providing clear guidelines to streamline processes and enhance user efficiency 4.) Migration - Converted data and projects from Excel/Microsoft Project into Smartsheet, ensuring a seamless transition and integration for enhanced project management 5.) Automation- Eliminated manual inputs by implementing automation solutions, including email, notifications, conditional formatting, and update requests, to enhance efficiency and reduce errors I've supported teams in Healthcare, Finance, Aerospace, and Telecommunications, tailoring each solution to match their workflows, priorities, and visibility needs. If you are looking for someone who can take your process pain points and turn them into streamlined Smartsheet systems, you're in the right place. Whether you have a new account on Smartsheet or an existing account that needs streamlining and best practices, I can help. Let's jump on a call to talk about how I can help make your operations more efficient and your data more actionable. --- Smartsheet skills: - License Management - Nested Formulas - Training - Reporting - Dashboard Design - Dynamic View - Data Mesh - Data Shuttle - Control Center - Work Apps - Automation - Template Design - Process Flow Diagram Additional skills: - 3+ years of Project Management experience - 10+ years of experience in MS Excel. - 5+ years of SAP/Inventory Management - 5 years of CRM - 4 years of Supply Chain Logistics - 1 year PowerBI, SQL, Tableau, and Salesforce Smartsheet SME | Smartsheet Expert | Smartsheet Professional | Smartsheet Subject Matter Expert | Smartsheet Guru | Smartsheet Dashboard | Smartsheet Support | Smartsheet Custom Solution

Project Controls and Operations Consultant with 25+ years of experience supporting construction, energy, infrastructure, manufacturing, and industrial projects. Specialized in: Primavera P6 & Microsoft Project Scheduling Project Controls & Earned Value Management Smartsheet, SharePoint & Power BI Systems PMO & Workflow Development Forecasting, Reporting & Dashboard Automation Construction Operations & Execution Support Experienced in supporting projects throughout the full lifecycle, including planning, scheduling, forecasting, reporting, resource management, and operational process improvement. I help organizations improve project visibility, communication, forecasting, and execution by developing practical, scalable management systems and reporting workflows that support real-world operations — not just software administration. My background includes large-scale utility, power generation, infrastructure, telecom, manufacturing, and industrial construction projects, with extensive experience collaborating directly with project managers, field teams, engineers, contractors, and executives.

I design refreshingly simple AI Assistants and Business Dashboards. Leveraging my PMP® and Smartsheet certifications, I create custom solutions for businesses; getting you to inbox zero and eliminating manual lift with email agents trained on your brand voice, and I will build you a library of customized prompts that empower your team to get the most out of the AI agents I've built. If you need a skilled prompt engineer and business analyst with 10 years of experience in health-tech, let’s connect and explore how I can elevate your project. Tools & Platforms: Claude Prompt Engineer · Gmail · Excel · Smartsheet · Power BI · Asana · Microsoft Visio · Microsoft Copilot · Google Sheets · Outlook Integrations · Gmail Integrations · Microsoft Power Automate · ChatGPT · Azure Databricks Certifications: PMP® · Smartsheet Certified · Power BI

As an Operations, Legal Operations, and Project Management professional with 15+ years of experience, I help businesses streamline processes, improve efficiency, manage complex projects, and create scalable systems that drive growth. My background spans legal services, technology, healthcare, insurance, educational organizations, startups, and professional services. Throughout my career, I have successfully managed cross-functional teams, implemented operational improvements, coordinated stakeholder communications, and delivered projects on time and within budget. I bring a unique blend of operational leadership, legal support, and project execution expertise. My experience includes: • Operations Management & Process Improvement • Legal Operations & Paralegal Support • Project & Program Management • Client & Account Management • Contract Administration & Document Management • Business Process Automation • Team Leadership & Training • Budget Management & Resource Allocation • Stakeholder & Vendor Management • Strategic Planning & Workflow Optimization As a Legal Operations professional and Certified Paralegal, I have extensive experience with case management, legal research, document drafting, contract management, discovery support, estate planning documents, litigation preparation, and electronic document management systems. As an Operations and Project Manager, I have led initiatives ranging from startup support and marketing campaigns to operational transformations and cross-functional projects. I specialize in building efficient workflows, developing SOPs, implementing scalable systems, and ensuring teams have the tools and processes needed to succeed. I am highly proficient in Microsoft 365, Google Workspace, Monday, Asana, Smartsheet, Salesforce, HubSpot, MyCase, Airtable, Trello, Zoho, Dubsado, Basecamp, Miro, Slack, Lucidchart, and other CRM and project management platforms. Whether you need help managing operations, coordinating projects, supporting legal teams, improving processes, or creating organizational structure, I bring a proactive, detail-oriented approach focused on delivering measurable results and exceptional client experiences.

With over 12 years in software engineering, data integration, business intelligence, ETL/ELT, and API development, I offer the expertise to deliver your project with precision, speed, and within budget. I am passionate about automation and business intelligence, with a commitment to providing highly responsive, reliable, and efficient results. I have over 7 years of experience in NetSuite and NSPB/PBCS Administration and development and have produced countless integrations and customizations in the NetSuite realm. My primary tools for BI are Power BI, SQL Server Reporting Services, and Klipfolio, though I am experienced with a variety of platforms and databases. I’m proficient in NodeJS (JavaScript), Python, Java, HTML, and .NET (C#), yet adaptable and ready to develop in any language to meet project needs. I have worked with many lowcode/nocode platforms including n8n, Zapier, Make, and Celigo . Within these platforms I have created solutions that not only integrate with various systems, but have also utilized AI in my workflows for analysis, decision making, and other workflow needs. I’ve integrated data from a wide array of applications and ERP systems, providing robust solutions tailored to business requirements. Let’s work together to make your data-driven projects seamless and successful. Below are some of the software systems and applications I have worked with: • Oracle NetSuite • SAP ByDesign • Tyler Munis • Oracle PBCS/NSPB • SalesForce • HubSpot • Shopify • Amazon Seller • Amazon Vendor • Paycom • myAvatar EHR • Inform CAD • Inform RMS • Inform Jail • EnRoute CAD • EnRoute RMS • Xerox FireHouse • CSDC Judicial Enforcement Management Systems (JEMS) • Trakit • LaserFiche • Smartsheet • SharePoint • Qualys