Professional Services Operations in Smartsheet: Delivery, Resourcing, and Performance Tracking

Professional services teams often struggle with sales‑to‑delivery handoffs, resource planning, scope changes, and fragmented reporting across too many tools. In this recorded webinar, Optimum and Smartsheet walk through how professional services organizations can use Smartsheet to manage the full engagement lifecycle, from award and intake through delivery, billing, and portfolio reporting.

You’ll see a practical, end‑to‑end demo covering CRM integrations, standardized project setup, resource and scenario planning, AI‑powered automation, and executive‑level dashboards designed to improve visibility, utilization, and delivery performance.

This session is designed for project and engagement leaders, service delivery teams, resource managers, finance, and customer success professionals in professional services, technology, and financial services organizations.

Optimum is a Smartsheet Platinum Partner and award-winning IT consulting firm. Learn more about Optimum's Smartsheet services at https://optimumcs.com/smartsheet-services/

Видео Professional Services Operations in Smartsheet: Delivery, Resourcing, and Performance Tracking канала Optimum Consultancy Services