Echo is proud to be a Smartsheet Aligned Partner with multiple product certified Smartsheet Solution Architects providing Smartsheet solution architecture, design, configuration, training, and adoption support services. We are workflow automation experts as well as data visualization and dashboard designers. We work closely with teams to design and implement solutions that are flexible and scalable and fit the culture and goals of the organization. At Echo, we believe in building self-sufficiency, not dependency. We partner with internal champions to train and encourage to own the solution and develop a long term roadmap for success while avoiding common mistakes that decrease buy-in and stall adoption.

 

 

Echo Consulting

  Molly Yanus
  6034432030
  http://echoconsultingpm.com

 
, VT United States

  Have Partner Contact Me

 

Locations

 

Headquarters


, VT United States
Phone: 6034432030

 

Services

 

Smartsheet Kickstart Package

Echo is proud to be a Smartsheet Aligned Partner with multiple product certified Smartsheet Solution Architects providing Smartsheet solution architecture, design, configuration, training, and adoption support services. We are workflow automation experts as well as data visualization and dashboard designers. We work closely with teams to design and implement solutions that are flexible and scalable and fit the culture and goals of the organization. While we love to tailor solutions to meet individual organizations' needs, Echo Consulting is pleased to offer a standard flat fee Smartsheet Implementation Package to our teams which includes gathering requirements and design recommendations, building and configuration of the solution, test and piloting the solution, as well as training and implementation. For initial Smartsheet Implementations, Echo recommends an iterative approach to design, build, pilot, feedback, train. A model that has worked well for many teams includes a set of initial requirements/design workshops followed by frequent demo/feedback sessions to optimize the solution. Echo’s standard flat fee Smartsheet Implementation package for $15,000 includes: Requirements / Design Workshops (2-3) Identify Challenges & Goals Review existing templates Best Practice Recommendations for data structure Solution Design & Architecture Recommendation Build / Configuration of the solution: 2 - 3 Dashboards 10 - 12 Automations 4 – 6 Sheet Templates 8 – 9 Reports 2 Forms Testing Quality Assurance Pilot / User Acceptance Testing Training / Implementation Support 2 – 3 Training Sessions Admin Guide

Smartsheet PMO Implementation

Echo is proud to be a Smartsheet Aligned Partner with multiple product certified Smartsheet Solution Architects specializing in PMO implementations. We are experts at complex workflows and dashboard design, well versed in complex metric formulas, and up to date with the newly released reporting and automation enhancements. We have worked with many different organizations to build out PMOs using Smartsheet as a solution. The purpose of a PMO or “Project Management Office” is to standardize the intake, execution, and prioritization of projects allowing organizations to: Focus attention on high impact projects Lay the groundwork for successful execution of projects Establishing a PMO for your organization can have many benefits including providing the ability to submit projects for approval, and plan, track, and report on multiple projects in one place. In addition to gaining a portfolio-level view of all projects and metrics in real-time. A properly built PMO in Smartsheet is an ideal way to provide a streamlined process for your organization to track and approve new projects while seeing key metrics across all projects in real-time. Echo’s experts are here to work closely with the members of your organization to review and optimize existing workflows and create a recommendation for a data architecture in Smartsheet to support: Project Intake & Prioritization Program Roll-up Reporting & Metrics Budget Tracking Resourcing (We offer PMO Implementations with Core Smartsheet and/or with Control Center. - If you are not sure if your organization needs Control Center, we are happy to review your requirements and discuss options)

Smartsheet Solution Architect Services

Echo Consulting is proud to be a Smartsheet Aligned Partner with multiple product-certified consultants. With our vast experience in Smartsheet Implementation as well as optimization/extension of existing Smartsheet environments – we are here to help you get maximum value from this powerful tool. We are specialists in building and implementing solutions for project portfolio management including project management offices, resource management, and process improvement. We offer hourly consulting contracts, flat fee implementations, and retainer options tailored to meet your teams' needs.

Resources

 

Thank you for reaching out! We love to learn about new teams, their challenges, and opportunities.

The purpose of a PMO or “Project Management Office” is to assist the organization to deliver projects in a strategic and efficient way by standardizing policies and following project management methodologies. Setting up a PMO for your organization can have many benefits including: • The ability to submit projects for approval, and plan, track, and report on multiple projects in one place • Gain a portfolio-level view of all projects and metrics in real-time • Automatically be notified when new projects are submitted for approval A proper PMO in Smartsheet is a great way to provide a streamlined way for your organization to track and approve new projects while seeing key metrics across all projects in real-time. Smartsheet offers template sets to build the foundation of your PMO but you still need to follow best practices and customize the templates to follow the structure of your organization. In this webinar, we will cover the core functionalities of a successful PMO and how to set up a PMO in Smartsheet

Smartsheet empowers teams to collaborate, plan, capture, track, and report on projects allowing for maximum efficiency and communication throughout! With our extensive experience in Smartsheets, we are here to help you get the full value from this tool. In this value-packed webinar, we will cover Smartsheet best practices along with tips and tricks to increase your team’s efficiency.

A quick "how to" tutorial on how to set up formulas in Smartsheet so that they can be pulled into metrics on dashboards. 1. How to reference multiple sheets in SumIF and CountIF formulas. 2. How to set up formulas so they don't break. 3. How to find formula error messages. 4. Types of formulas 5. Using multiple formulas

Smartsheet Tutorial: Resourcing Basics for Current Projects | Setting Up Future Projects Watch our tutorial on Resourcing Basics with Smartsheet for a comprehensive overview and best practices. A "How To" focused video on setting up resourcing views in Smartsheet. Discusses managing active project resourcing as well as forecasting resources for upcoming projects. Starts off with how to enable and configure a project / sheet for resource management, as well as setting up resourcing views to look at resource utilization / allocation across multiple projects. Briefly touches on Admin Center Configuration to make licensed users Resource "viewers". A helpful overview of resourcing capabilities in the core Smartsheet platform. FYI - Smartsheet recently rebranded "10,000 Ft" to "Resource Management" - but it requires additional licensing/cost. This video focuses on what is available within the current Smartsheet platform/price.

Echo Consulting is a project management solutions firm focused on maximizing the return on investment (ROI) for businesses undergoing technical and business transformation projects. We implement project management, task management, and work management software We design Data Architectures + Solution Designs to tailor the tool + process to the team’s needs We help teams build resilient solutions that can scale as they grow We configure systems that “fit” – i.e. not too heavy/overwhelming or too light We build out Project Management Organizations (PMO) best practices We help teams choose the “right” work management software – to fit their requirements and culture of their organization We help teams improve work management business processes How does work come in? (Optimize intake) How does it get reviewed and assigned? (Optimize prioritization) How does it get tracked and reported on to team and leadership? (Improve visibility) How does it get completed? (Improve delivery) We offer part time / temporary project management staff augmentation (contract PMs) Echo Consulting, located in Vermont, is a women-owned small business serving all-sized companies all over the U.S. Contact us today to learn how we can help your business move forward.