Smartsheet Inc's Business Segments

We are the enterprise platform for dynamic work, enabling teams and organizations of all sizes to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes. The nature of work has changed and the majority of work is unstructured or dynamic. The growing volume and variety of information has complicated the process for executing work across teams that are increasingly multidisciplinary and geographically distributed. Unstructured or dynamic work is work that has historically been managed using a combination of email, spreadsheets, whiteboards, phone calls, and meetings to communicate with team members and complete projects and processes. It is frequently changing, often ad-hoc, and highly reactive to new information. Rigid applications, such as ticketing, enterprise resource planning, or customer relationship management systems are poorly suited to manage unstructured work. For nearly 30 years, organizations have primarily relied on disparate and rudimentary tools to manage dynamic or unstructured work. Reliance on these tools limits visibility and accountability, creates information silos that slow decision-making, and results in delays, errors, and suboptimal outcomes.

Business users require technology solutions that they can set up and modify on their own. Many systems within an enterprise today require IT implementation and management. Most business-focused tools necessitate some coding knowledge to incorporate business logic for workflows, integrate data from third-party systems, and adapt to changing business needs. Smartsheet was founded in 2005 with the goal of creating a universal software platform for work execution that does not require coding skills. Our platform serves as a single source of truth across work projects, processes, and initiatives, fostering accountability and engagement within teams and leading to more efficient decision-making and better business outcomes. We offer a variety of solutions that remove the barriers to information capture, all propelled by a familiar interface.
Our reporting and automation capabilities reduce time spent on administration and repetitive work. We make it easy for teams to apply business logic to automate repetitive actions using an extensive list of conditions. Business users, with little or no training, can set up and modify our platform to customize workflows to suit their needs. Our familiar and intuitive user interface and functionality allow users to realize the benefits of our platform without changing the behaviors developed using everyday productivity tools. People across organizations have similar needs no matter where they work or what they do. They need to manage workflows across teams; gain visibility into progress on company-wide projects, programs, processes, and initiatives in real-time; capture inputs; track and report on deliverables; prioritize actions; and provide consistency in processes. Smartsheet is adaptable to manage virtually any type of work. Our customers use Smartsheet for thousands of documented use cases, including software migration planning, vendor and contract management, brand launches, compliance reporting, event planning, customer onboarding, budget approvals, patent application processing, talent acquisition management, benefit and retirement tracking, sales enablement, pipeline management, sales operations, commissions calculations, marketing programs management, investor relations tracking, and website management, among others.
Our platform is purpose-built to improve work execution for organizations and teams of all sizes. It is designed to scale up to the most demanding enterprise-grade workloads and delivers the scalability, compliance, and security required by the world's largest organizations. We provide our customers with a robust set of capabilities to plan, capture, manage, automate, and report on work. Our platform enhances visibility and accountability in work execution and eliminates behaviors and processes that hinder productivity. It is designed to be accessible and valuable to all knowledge workers. Business users with no coding ability can share their work in Smartsheet across internal and external teams, and create and modify workflows to address specific use cases. Our platform offers multiple ways for customers to plan and manage their work using grids, projects, cards, and calendars, and users can easily toggle between views to support their team's preferred way of working.

The Smartsheet product is the core of our offerings to customers. Smartsheet is offered in a number of packages to meet the needs of customers looking to manage their programs and projects. Smartsheet scales from individual users looking to track their own work to large deployments of over 10,000 licensed users and hundreds of thousands of free collaborators. All Smartsheet product packages include the features listed below.
Dashboards provide real-time visibility into the status of work to align individuals, managers, and executives. Our dashboards provide real-time status of key performance indicators, trends, summary reports, and important deadlines. Teams can customize dashboards to view and interact with live data and metrics most critical to their programs and projects.
Portals allow business users to create customized landing pages for teams to easily locate and access from any device the entire set of resources available for a project without IT assistance. This ease of configuration and organization of data eliminates time wasted searching for information, allowing teams to focus on work execution rather than administration.
Cardview provides a powerful visualization tool for teams to organize, share, and act on workflows. The ability to understand the flow of work from multiple perspectives enables teams to display information in the most effective format, foster engagement, and shorten time to action.
Grid offers a unified, customized view of work to keep teams on task and on time by easily tracking multiple moving parts. Configurable to support thousands of use cases through an extensible data model, multiple column types and a unique hierarchical approach grid allows business users to not only visually group data, but to also establish relationships between important data. With flexible formulas and conditional formatting, grids are the foundation for the Smartsheet work execution platform. The platform delivers new levels of clarity with a centralized source of all program or project information, bringing teams together with cloud-based, real-time access.
Reports provide an actionable portfolio level view of work by first aggregating projects into one central report, then filtering to only the data that teams need to see, and finally allowing users to directly update the status of their work from within this curated view. Reports allow users to see and action their work in one centralized location, and enable executives to answer specific questions like, 'which tasks across all projects are at risk''
Projects offer a familiar and intuitive interface with capabilities that foster collaboration among teams and organizations to improve work execution. Business users rely on projects to create a single source of truth for all program or project related information. This consistency of information aligns team objectives and eliminates information silos, fostering accountability and promoting faster decision-making.
Calendar aligns teams and organizations by connecting deadlines to workflows, while offering a familiar interface to effectively communicate timing expectations. Calendar provides a comprehensive view of activities and critical timelines, including third-party calendar applications such as iCal and Google Calendar.
Forms create and customize forms using a simple user-friendly interface. Forms enable business users to collect information in a structured and consistent format. By minimizing manual processing, teams can move quickly to analyze and take action on the results.
Automated actions automate repetitive processes and accelerate work by creating automated workflows triggered based on preset conditions. Automated actions offer a diverse and granular rule set critical to supporting the broad range of manual, repetitive processes teams encounter.
Integrations enable organizations and teams to connect, sync, and extend their existing enterprise applications across their workflows to create seamless work execution. We offer native connections to popular productivity applications, such as Google G Suite, Microsoft Office 365, Slack, Box, DocuSign, and Dropbox.
WorkApps enables customers to build easy to navigate apps in a few minutes using Smartsheet and external content like Tableau dashboards or Google Docs, all without writing a single line of code. WorkApps is designed to support a broad range of business workflows and can be tailored to support multiple user roles.
Premium Apps and Connectors
In addition to our core Smartsheet offering we sell additional product offerings, collectively referred to as Premium Apps and Connectors, that enable customers to build more complex solutions that can address the most demanding business work management needs, enabling scale and connections to systems of record across the enterprise.
Connectors provide embedded integrations with industry-leading systems of record, including those from Salesforce, Adobe, Atlassian, ServiceNow, and Microsoft. Connectors enable data to be synchronized in real-time, fostering visibility and interoperability across these business platforms. We also provide extensible APIs to build custom applications and deep integrations with line of business systems.
Control Center enables organizations to achieve consistent work execution at the individual user level across large scale programs, projects, or initiatives while reducing operational risk. Control Center provides enterprises with real-time visibility so they can react quickly to changing conditions. Without burdening the team with manual reporting, executives and managers can review the status of projects at scale without disrupting the speed of execution.
Dynamic View enables business users to collaborate using the same data set while maintaining confidentiality when working with vendors or across inter- or intra- departmental teams. Dynamic View enables mixed internal and external teams to collaborate confidentially with vendors without them knowing about each other. This premium solution simplifies views into complex work where the process is complicated but each individual stakeholder only needs a partial view of the overall work. Dynamic View is ideal for managing departmental requests like business intelligence requests, marketing creative services, and sales tickets.
Data Shuttle allows business users to upload or offload data between Smartsheet and other existing systems and databases, so that a team's key data sources live together where work gets done. Data Shuttle automates the data upload process to centralize the disparate data, drive collaboration, provide real-time visibility into multiple business systems, and empower teams to be more efficient through effective work execution.
Bridge enables organizations to build intelligent workflows and automate business processes across platforms. Bridges no-code user interface makes it easy to apply business logic to data-driven actions that reduce time spent on manual and repetitive tasks and drive overall efficiency and accuracy.
Calendar App extends customer capabilities beyond those of the calendar view included in core Smartsheet. Calendar App is a flexible, configurable calendar add-on that allows customers to connect their Smartsheet data and forms and visualize their events in multiple views or by color-coded categories.
Pivot App enables customers to create Smartsheet pivot tables to analyze data and make better decisions, faster. Pivot App slices and dices data to create meaningful summary sheets from data stored in a sheet or report, and enables creation of charts in dashboards with report data. Smartsheet pivot tables update summary sheets as data changes, helping customers access and organize their data quickly.
DataMesh App provides lookup functionality between sheets and reports, making it easy to keep data consistent. DataMesh App helps customers scale work in Smartsheet by eliminating typos, duplicative data entry, and unnecessary work.
Smartsheet Advance combines our Premium Apps and Connectors with new Smartsheet capabilities in packages that match our customers' solution maturity. Customers can start with an entry level Advance package to enable high scale solutions to manage portfolios, programs, and projects. They can then move to a different Advance tier to connect to other systems of record and orchestrate work management across the enterprise and add data governance and advanced security capabilities to Smartsheet solutions.
Resource Management enables businesses to plan and allocate resources across their programs and projects, optimize resource allocation by function or skill set, track time against forecast, and gain real-time portfolio level visibility into the status of budgets and deliverables. This premium solution combined with the core Smartsheet platform provides customers an end to end solution for work execution and resource management that balances top down strategic planning with bottom up work management.
Brandfolder is a digital asset management solution that provides a centralized platform to easily organize, discover, control, distribute, and measure all forms of digital content. In addition to supporting the logistics of content management, Brandfolder's capabilities provide insights and analyses on the discoverability and reusability of assets throughout the entire content lifecycle for internal and external stakeholders. Combining Brandfolder's digital asset management capabilities with the core Smartsheet platform through a robust integration creates a dynamic solution for customers to manage workflows around content and collaboration.

Smartsheet Inc. Overview:

Smartsheet Inc. specializes in work management and automation solutions that facilitate planning, collaboration, and execution across organizations of various sizes. The company provides a comprehensive platform that scales from individual contributors to enterprise-level teams with thousands of users. Smartsheets offerings empower teams to manage their projects more effectively and enhance visibility into work processes.

Core Product Offerings:

1. Smartsheet Platform:
The central hub of Smartsheet’s offerings that combines project management, collaboration, and reporting functionalities.

2. Dashboards:
- Provides real-time visibility of work status.
- Allows customization to display key performance indicators (KPIs), trends, summary reports, and deadlines.
- Enables stakeholders at all levels to engage with live data tailored to their specific needs.

3. Portals:
- Custom landing pages for projects, enabling easy access to resources from any device.
- Reduces the time spent searching for information and minimizes reliance on IT for support.

4. Cardview:
- A visualization tool for teams to organize and manage workflows effectively.
- Supports multiple perspectives on work progression, enhancing engagement and allowing for faster decision-making.

5. Grid:
- Offers a customizable view where users can track complex projects and multiple components.
- Features hierarchies and relationships between data, along with flexible formulas and conditional formatting.

6. Reports:
- Aggregates project data into central reports, allowing filtering and status updates in one view.
- Provides executives the ability to monitor risks and performance across projects.

Projects:
- A collaborative interface fostering cross-team engagement.
- Serves as a single source of truth, aligning objectives and enhancing accountability.

8. Calendar:
- Integrates deadlines with workflows through an easily navigable interface.
- Supports connectivity with third-party calendar applications for additional functionality.

9. Forms:
- Simple interface for users to create and customize forms for structured data collection.
- Reduces manual data processing and accelerates response actions.

10. Automated Actions:
- Enables automation of repetitive processes through predefined triggers.
- Streamlines workflows and enhances efficiency across tasks.

11. Integrations:
- Seamless connections to various enterprise applications such as Google G Suite, Microsoft Office 365, Slack, and more.
- Enhances capability and productivity by integrating existing tools into the workflow.

Advanced Capabilities:

1. WorkApps:
- A no-code platform enabling users to create custom applications that integrate with existing content (e.g. Tableau dashboards).

2. Premium Apps and Connectors:
- Advanced solutions for businesses needing more complex management and integration capabilities.

3. Control Center:
- Offers organizations the ability to maintain consistent work execution across large programs while minimizing operational risks.
- Enhances visibility without overwhelming teams with manual reporting requirements.

4. Dynamic View:
- Facilitates collaboration across internal and external teams while maintaining data confidentiality.
- Ideal for managing requests that require visibility for specific stakeholders only.

5. Data Shuttle:
- Automates the transfer of data between Smartsheet and other systems, centralizing data and enhancing visibility.

6. Bridge:
- Allows for the creation of intelligent workflows that automate business processes across different platforms.

Custom Apps:
- Flexible add-ons like Calendar App (enhances calendar capabilities) and Pivot App (enables pivot table creation for better data analysis).

8. Resource Management:
- Focuses on optimal resource allocation, tracking budgets, and status across projects at a portfolio level.

9. DataMesh App:
- Facilitates lookup functionality between different sheets and reports, ensuring data consistency and reducing manual entry errors.

10. Smartsheet Advance:
- A tiered approach that bundles premium apps and connectors with core capabilities tailored to the maturity of the customers workflow management needs.

11. Brandfolder:
- A digital asset management solution that provides tools for organizing, discovering, controlling, and measuring digital content.
- Integrates with Smartsheet for a streamlined content workflow.

Conclusion:
Smartsheet Inc. offers a wide array of products and services centered around work management, automation, and collaboration, designed to meet the needs of individuals and organizations alike. From basic project tracking to complex portfolio management and resource allocation, Smartsheet delivers comprehensive solutions that enhance productivity and streamline workflow execution.

The platforms ability to adapt to both individual and enterprise requirements makes it a versatile choice for businesses striving to improve their operational efficiency. With a strong emphasis on integrations and automation, Smartsheet is positioned to meet the evolving demands of modern work environments.