Administrative Business Consulting

by Grace McMillan

“Our internal processes have become more efficient and streamlined with the introduction of Smartsheet.”

Stop juggling spreadsheets
and chasing paperwork.

Start using Smartsheet.

Transform chaotic business operations into streamlined, efficient processes.

Video: What is Smartsheet and what does it do, exactly?

Organize the chaos

If your business is growing to the point where admin is chaotic at best and there are no efficiency processes, it’s time for Smartsheet.

Data-driven business decisions

If the goal for your business model is to operate at peak efficiency, get Smartsheet and track productivity in real time.

Make the move to Smartsheet

If 85% of Fortune 500 companies trust Smartsheet, shouldn’t you? It’s a game changer for any size company.

Convert current business operations by implementing user-friendly Smartsheet solutions that streamline processes, improve productivity, and increase overall efficiency.

You will save time. You will cut costs. You will boost productivity.

Your entire company/agency can be organized, efficient and responsive.
As Administrative Business Consultant with experience in the public and private sectors, Grace specializes in practical administrative solutions.

Professional Profile:
3 years as Chief Operating Officer at Integrated HVAC in Edmond, OK.
15 years of state service (House of Representatives, State Senate, Office of the Governor, and ODOT).

Customizable Smartsheet Processes

Administrative Systems

Pre-built Smartsheet business templates:

  • Knowledge Management / Company Docs
  • SOP Training Library
  • Visitor Login (tablet)
  • Safety Logs
  • Device Management
  • Driver Records
  • Trade license renewals
  • And so much more

Financial Tracking

Ready to Use …

  • Accounts Payable
  • Accounts Receivable – check logs
  • Commissions and Bonuses
  • Department Categorical Expenses
  • PRE Purchase Requests and Approvals
  • PCard Spend (state agencies)
  • Paper Receipts to digital records
  • Petty Cash

Fleet Management

Keep track of everything in one place:

  • Vehicle Purchases/Sales
  • Vehicle Records
  • Maintenance Logs
  • Driver Assignments
  • Vehicle Wraps
  • Registration/Renewals
  • Digital Document Attachments

Human Resources

User-friendly forms populate corresponding spreadsheets:

  • Job Applications
  • Employee New Hires
  • OSBI Background Checks
  • Absence Notifications
  • Disciplinary Actions
  • Employee Separation Notifications
  • Performance Reviews

Productivity and KPIs

Customizable KPI Templates:

  • Revenue Tracking
  • Profit Margin Comparisons
  • Employee Productivity
  • Customer Satisfaction
  • Job Profitability
  • Job Completion Time
  • … and more

Dashboard Reporting

Realtime Updates with Dashboard Reporting:

  • Centralized Visual Hub
  • Smartphone Data Entry
  • Summarize Company Measurables
  • Monitor Company Activities
  • Customizable Widgets
  • Departmental Reporting
  • Data-Driven Decision Making

Smartsheet is the perfect fit for …

Growing businesses, general contractors, project management, government agencies, construction, operations, IT management, financial services, nonprofits, HVAC (we have an HVAC business package!) … and anything else that needs organizing.

Every business needs Smartsheet.

Local and State Government Agencies

Data intake, tracking, analytics and reporting:

  • All processes requiring data entry
  • Agency Request Forms
  • Legislative Tracking
  • Knowledge Management
  • Expenditure Approvals
  • P-Card Spend Logs
  • Automated Document Generation
  • Constituent Services
  • Real-Time Dashboard Reporting

From Desk to Done

Still using Excel? Outdated processes? Disorganized paperwork? Time mismanagement? There’s a better way to manage project, teams and growth. Organize the chaos. Automate tasks. Collaborate better.

Do more faster. Get Smartsheet.

When it’s time to take care of business, it’s time to get Smartsheet.

When it’s time to take care of business, it’s time to get Smartsheet.

Whether you’re managing projects, operations, or everyday business tasks, trust Smartsheet to bring it all together.

How It Works

Smartsheet.com offers a free 30-day trial — sign up when you have time to learn.

When you’re ready, email grace@getsmartsheet.com … if you like, you can begin with our pre-built templates and start entering data right away. Step-by-step training is included.

Do you like your existing processes, but they’re limited by Excel? That’s okay! Smartsheet is like Excel on steroids … and can import from Excel or Google. Show us how your business runs: current processes and spreadsheets, admin management, etc., and we can build or modify an existing system with a plan custom designed for your business. We provide simple, no fluff training so everyone can use it, and do “quick wins” to start so that your team is up and running in a short time.

What You Get

Operational Admin

Practical Smartsheet solutions that improve productivity and increase efficiency.

Tailored Approach

Customized Smartsheet systems designed specifically to align with your workflow and business goals.

Dashboard Reporting

Includes data summary sheets, analytics and executive dashboard reporting for real-time viewing.

Contact

When you’re ready for …

  • Efficient processes at every level
  • Enhanced productivity by up to 50%
  • Having a clear view of what’s going on in your company
  • All your spreadsheets in one place
  • Project management made simple
  • A custom setup tailored to your business needs
  • Workflow automations that save time
  • Real-time dashboards and reporting

… send me an email or fill in the form below.

Grace@getsmartsheet.com