In this episode, host Jacob Edmond is joined by Smartsheet expert and consultant, Paul Koetke. Together, they dive into the powerful and interactive aspects of Smartsheet, discussing the benefits of using this platform for project management, resource management, and more. From the challenges of overwhelming email notifications to real-life examples of how businesses can effectively utilize Smartsheet, Jacob and Paul explore the versatility and potential of this popular tool. Join us as we uncover valuable insights and practical tips from their expertise in this engaging discussion.
About Our Guest:
Paul Koetke is a seasoned business professional and Smartsheet Platinum Partner with a strong understanding of the importance of utilizing a suite of tools to effectively run a business. As a firm believer that no one software platform can do everything, Paul emphasizes the need for both structured and unstructured work tools. With his expertise in ERP systems and Smartsheet, he has successfully managed and streamlined business processes, ensuring consistency and efficiency. Paul’s strategic approach to utilizing the right tools for the right job has contributed to his reputation as a knowledgeable and successful business leader.
From Chemistry to Millwork: A Unique Journey
- The benefits of using Smartsheet for scheduling, resource management, and collaborative data interaction without the need for paid licenses.
- The importance of addressing underlying issues in addition to specific problems presented by clients in consulting scenarios.
- Effective data segmentation based on stakeholder groups for actionable insights and avoiding centralizing all information into one dashboard.
- The drawbacks of having too many columns in a single sheet and the advice to segment data by stakeholder groups and different types of data on separate sheets.
- The significance of using notifications sparingly in Smartsheet to ensure they are not ignored by users.
- The elimination of time-consuming meetings through automation in Smartsheet and the improvement of decision-making through real-time data.
- Examples of large enterprises using Smartsheet for project management and PMO systems, such as the case of Cushman Wakefield.
- The potential of AI tools in Smartsheet to save time, streamline tasks, and create visuals and formulas, particularly for consultants and non-technical users.
- The capabilities and versatility of Smartsheet, such as customizable connections, premium apps, and features like “data shuttle” for importing data from non-intelligent sources.
- Real-life examples of how businesses, including small businesses and global companies, can leverage Smartsheet for project management and coordination.
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