PxPixel

You will get a 20 hour consulting block at $150/hr

Daniel P.
Daniel P. Daniel P.
5.0
This project $3000
  • Delivery Time 10 days
  • Live Consultation (Minutes) 1200
Upwork Payment Protection

Fund the project upfront. Daniel gets paid once you are satisfied with the work.

Project details

A block of 20 consulting hours to be used for your Smartsheet development and management needs. This includes meeting time based on the needs of the project.

10 hours is generally sufficient to set up a basic system with one or more database Sheets, Reports, and at least one Dashboard. This often can include a project template with executive tools to allow you to launch projects at scale and roll up projects in a portfolio management system. Larger companies with complex security needs, multi-department/modular workflows, and detailed workflows will require more time for a complete system.

For existing Smartsheet users, hours can be used flexibly to support additions to your system, remodeling, debugging, etc.
 

Project steps

  • 1
    Project Exploration Call

    No obligation 30 minute call to discuss your Smartsheet needs and determine if we're the right fit.

  • 2
    Scoping Call

    If necessary, we may request you walk us through the steps in your process, workflows, etc to define how the Smartsheet system will work.

  • 3
    Solutions Building

    Using our notes from the project exploration and/or scoping calls, we build your system to meet your specific needs.

  • 4
    Demonstration and Review Call

    1 hour call for us to walk you through your system and obtain feedback.

  • 5
    Revisions Building

    We revise the system elements as directed by you in the review call.

  • 6
    Review and Revision

    As dictated by the needs of the project, scope of work, and project budget, we continue to review and revise the system.

  • 7
    System Finalization

    Once you are 100% satisfied with the build, it will be complete for your use.

  • 8
    Management and Support

    If desired we can support your system with: -User provisioning/de-provisioning -Minor updates (e.g., modify drop down options, create a new web form, change conditional formatting) -Periodic backups, data restoration -Debugging, etc.

Requirements

  • 1
    What do you currently use to manage your work (e.g., Excel, MS Project, Monday.com, Asana), and why is it not able to meet your needs?
  • 2
    In brief, please describe what you would like to accomplish with Smartsheet?
  • 3
    Do you currently have a Smartsheet account?
  • 4
    Please attach relevant files that will help us understand your business. Please name them in a clear and descriptive manner (e.g., "School of Sheets Project Tracker Spreadsheet").

Frequently asked questions

About Daniel

Daniel P.
Smartsheet Expert / Solutions Consultant
100% Job Success
Top Rated
San Diego, CA - 5:37 am local time
ABOUT ME
I am a Smartsheet Expert, Project Manager, and Solutions Consultant. I specialize in creating easy-to-use systems that make your job, and the job of your colleagues and team members, as easy and efficient as possible.

*If you are relying on other technologies and want to migrate to Smartsheet seamlessly, quickly, and pain-free, I can help.
*If you are new to Smartsheet and need assistance learning the ropes, and setting up your System according to best practices, I can help.
*If you’re comfortable with Smartsheet but want to upgrade your system with automation, integrations, reporting, dashboards, and data visualization, I can help.
*If you want your work and/or your team’s work to move faster, more effectively, and in a way that gives you insight and control into each step of your processes, I can help.
*If you want your project to stay on track and prevent things from falling through the cracks, I can help.

I take a personalized approach and create tools to suit the specific needs of your business and the way YOU want to work. Every team and person is unique and the best way to improve efficiency and performance varies. My combination of technical and interpersonal skills allow me to communicate clearly and candidly with clients, understand and identify problems, and develop useful and usable tools that make work easier.

***
If you’re interested in discussing your Smartsheet needs with me please:

*Send me a message regarding your project or invite me to submit a proposal, and optionally
*View my portfolio to find a video demonstration of my work and a live Smartsheet system you can interact with.

I’ll be happy to send you a link to my calendar where you can schedule a free 30-minute Project Exploration Call to see if my skills are a good fit for your project.
***

MY SMARTSHEET EXPERIENCE
I have created and implemented Smartsheet solutions for:

*Recruiting,
*Accounting,
*Sales tracking,
*Process pipelines,
*Workflow tracking,
*Project management,
*Database management,
*Human resources management,
*And more.

I can create anything from a simple Sheet that organizes your data to a robust fully operational Business Management system consisting of:

*Sheets customized for the exact purposes of your businesses,
*Smartsheet automation to streamline workflows and hand-offs between personnel,
*Integrations with other applications and software you use to reduce manual tasks,
*Working reports to enhance efficiency,
*Status reports to provide leadership level details,
*Secure reports to send to your customers automatically,
*Dashboards with project metrics, rich data visualizations, and KPIs.

My in-depth knowledge of Smartsheet allows me to create very flexible and custom features that are far from standard. Due to this, very rarely have I told someone “No, that’s impossible” when asked, “Can you make our system do x, y, and z.” The answer is normally, “Yes, definitely,” sometimes “Yes, but we’ll have to change a few things,” and occasionally, “Not completely, but I can get you part of the way there by doing this.”

My Smartsheet skill-set comfortably includes but is not limited to:

*Conditional formatting,
*Simple to complex formulas (e.g., calculations, searching, nested if statements, cross-sheet formulas),
*Smartsheet automation and reminders (e.g., alert specific people when tasks they are assigned to are overdue, request an update when a project reaches a certain stage, send a report/file/form to a specific person on a certain date or periodically, etc.), and
*Coordinated Sheets, Reports, and Dashboards.

***
If you’re interested in discussing your Smartsheet needs with me please:

*Send me a message regarding your project or invite me to submit a proposal, and optionally
*View my portfolio to find a video demonstration of my work and a live Smartsheet system you can interact with.

I’ll be happy to send you a link to my calendar where you can schedule a free 30-minute Project Exploration Call to see if my skills are a good fit for your project.
***

ADDITIONAL WORK EXPERIENCE
In addition to Smartsheet, I hold an advanced Excel certification and am well versed in Google Sheets.

Prior to working as Smartsheet Solutions Consultant, I’ve worked as a scientific researcher, analyst, presenter, and educator for New York Times bestselling authors, multi-million-dollar research institutions, and Ivy League university teams. I have also published multiple peer-reviewed scientific papers.


CONTACT ME
If you’re interested in discussing your Smartsheet needs with me please:

*Send me a message regarding your project or invite me to submit a proposal, and optionally
*View my portfolio to find a video demonstration of my work and a live Smartsheet system you can interact with.

I’ll be happy to send you a link to my calendar where you can schedule a free 30-minute Project Exploration Call to see if my skills are a good fit for your project.

Thank you for your consideration,
Daniel Palenchar
 

5.0