Build, train, transform, or ongoing support. Four models, no wrong door — and if you're not sure where you fit, start with a free assessment and we'll tell you honestly.
Custom, ground-up solutions — not templates with your logo on them.
We design, build, and ship Smartsheet solutions leveraging premium apps and AI: Bridge automations, Control Center blueprints, Dynamic View architectures, Data Shuttle integrations, and MCP connections that let AI work directly with your data. Every engagement is scoped under a statement of work and delivered all through Apex — the same team from design to handoff.
What we do:
Pricing model: Scoped statement of work, time and materials with a Not-To-Exceed (NTE) cap. We scope from a free assessment conversation, give you a clear estimate range, and bill against actual hours.
Best for: Organizations standing up a new Smartsheet capability, replacing legacy systems, or making a significant architectural change — and wanting it built right the first time.
Training on your environment — not generic click-here demos.
Software without skilled people is shelfware. Our training is role-based and hands-on: admins learn to govern, builders learn to build, end users learn to do their jobs in the system. All of it on your sheets, your workflows, your data — so people walk out able to do real work, not just pass a quiz.
What we do:
Best for: Teams adopting Smartsheet for the first time, organizations leveling up self-sufficiency, or anyone who's inherited an environment nobody fully understands.
We take you from how you work today to how you should work tomorrow.
Build creates the technology. Transform changes the organization around it. These are scoped initiatives with a defined future state: process redesign, AI strategy, change management, governance, and adoption — the work that determines whether new systems actually change anything.
Unlike open-ended advisory, every transformation engagement starts with where you're going and how we'll know we got there. Unlike a build, the deliverable isn't software — it's an organization that works differently.
What we do:
Best for: Organizations that know the technology is only half the problem — leaders who need the processes, people, and governance to change along with the systems.
For existing clients and environments. We keep it running — and getting better.
Managed Support is a monthly retainer for teams that already have Smartsheet in place: break/fix when things go wrong, solution updates as needs evolve, training refreshers as your team turns over, and on-call support from people who already know your environment. Delivered all through Apex — same team, accumulated context.
Need something entirely new built? That goes through a scoped SOW under our Build offering. This retainer is for everything around it: the fixes, the tweaks, the improvements, and the steady hand.
What it covers:
Pricing model: Monthly retainer, typically multi-month engagements — most clients stay for quarters, not weeks. We keep clients by being useful, not by contract terms.
Best for: Existing Apex clients and teams with an established Smartsheet footprint who want one accountable partner keeping it healthy.
Tell us where you are and we'll tell you which engagement fits. If the honest answer is "none of them," you'll hear that too.
Pick a time that works. We'll come prepared with questions about your workflows and walk away with a clear next step.
Quick question, project scoping, or RFI? Drop us a line — submissions land directly in our Smartsheet, no black hole.