The Smart PM is a Woman Veteran-Owned Small Business with Certified Project Management Professionals and Smartsheet Product and Professional Services providers. We are a top 5% Smartsheet automation recognized user (aka "Automagician"). We develop and optimize custom programs in Smartsheet that actually work for PMOs, PMs and your processes. Our consultants are PMP, PMI-ACP, CCMP, SAFe, ITIL, and Smartsheet certified with more than 15 years of project portfolio management experience in the US. Army, IT, Healthcare, Education, and Construction. Services can expand outside a PMO and include: assessment, design, custom development or pre-built solutions, consulting, training, or optimizing your current program. We have expertise with Premium Apps, Control Center, work automation, reports, dashboards, forms, and integrations.



The Smart PM

  Melissa McDonald

  PO Box 44604
Phoenix, Arizona 85064 United States

  Have Partner Contact Me





PO Box 44604
Phoenix, Arizona 85064 United States
Phone: 928.361.5625




Solution Assessments

Provides analysis of current Smartsheet usage, workflows, and sheets to determine what improvements can or should be made to get the most value out of Smartsheet.

Solution Design and Implementation

Let The Smart PM understand your business information and collaboration needs and help you design, build, implement and train on effective Smartsheet business/PMO solutions. This includes: automation, workflows, approval processes, template sets, Control Center, reports, dashboards, Smartsheet Connectors (e.g., Jira), Smartsheet Applications (e.g., Calendar), or embedding into existing systems, such as SharePoint, Confluence, MS Teams, or Slack.

Smartsheet Training

Train your teams or departments on Smartsheet or your current work management platform for better organizational change management.

Pre-Built Solutions or Optimization

Pre-built solutions to kick start your Smartsheet experience or assessment of your current usage for recommended improvements,



Solution Design & Implementation Workflows, Automation, & Forms Real-time Reporting & Dashboards Connectors & Premium Apps Control Center