Use Cases

How these systems
actually get built.

Not testimonials. Walkthroughs — the structure we chose, the Smartsheet components that carry it, the decisions that mattered, and what changed afterward.

01 Solution Walkthroughs
Grant Management

One grants system, every award in it

A grantmaking portfolio replaced spreadsheet-per-grant tracking with a three-tier structure — portfolio, program, and grant. Covers Control Center blueprint provisioning, Dynamic View access for applicants and reviewers who hold no Smartsheet license, and executive rollups that assemble from live data instead of manual compilation.

Control Center Dynamic View Forms & intake Portfolio rollups
Construction

Twenty projects, one submittal log

A specialty contractor running 20+ active jobs had as many submittal log formats as project managers. One template architecture, reviewer routing automated by spec section, every active project migrated — and an owner reporting cycle that dropped from days to hours.

Template architecture Automations Portfolio reporting Migration & training
HR · Architecture

A workspace per new hire

How we architect employee onboarding on Control Center: a provisioned workspace and dashboard for every hire, 30/60/90 day milestones tracked as dated and owned tasks, Dynamic View permissions, and manager rollups by cohort, department, and start month.

Control Center 30/60/90 milestones Cohort rollups HRIS sync
02 By Industry

Or start with your sector.

Each industry page covers the problems we see most often in that space and how we approach them.

01

Government & SLED

Carahsoft & SHI procurement. Grants, compliance, capital programs.
02

Construction

Submittals, RFIs, schedules, punchlists — at portfolio scale.
03

Grant Management

Lifecycle tracking from application through close-out reporting.
04

Higher Education

Program operations, study abroad, research administration.
05

Manufacturing

Production tracking, quality, supplier management.
06

Marketing & Events

Campaign workflows, asset reviews, event production runbooks.

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