Implementation Services

Achieve more with Smartsheet
with Prodactive

Structured onboarding packages designed to help your teams adopt Smartsheet quickly, confidently, and with best practices built in.

From custom builds to ongoing support.

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Smartsheet Knowledge Quiz

Core Packages

Basic

Gain portfolio visibility, standardise governance, and drive predictable delivery across the organisation.

Just Started

Simplify project tracking, manage dependencies, and streamline delivery with automations.

Intermediate

Optimise resources, balance capacity, and improve cross-team coordination within your organisation.                          

Advanced

Plan roadmaps, track launches, and align stakeholders from idea to delivery.                                               

Smartsheet Training, Health Checks & Governance

Expert-led services to help you implement, optimise and
scale Smartsheet with confidence.

Training & Enablement

Smartsheet Control Center Training
Get your Control Center set up right - and keep it that way

What you get:

Expert overview & best practices
Post-configuration guidance
Custom training modules
Dashboard setup for self-service
Live Q&A with your team

Best for:

New Control Center implementations

4 hours
Book Session
Advanced Apps Training
Data Shuttle, Bridge, Data Mesh & more.

What you get:

Training for advanced Smartsheet apps
Pre-built, ready-to-use templates
Live or on-demand sessions
Optional health checks

Best for:

Scaling automation & advanced features

2 hours per module
Request Demo

Health Checks & Optimisation

Governance & Admin Center

Solution Health Check / Stage Gate Review
Ensure your Smartsheet solution continues to deliver value

What you get:

Expert overview & best practices
Post-configuration guidance
Custom training modules
Dashboard setup for self-service
Live Q&A with your team

Best for:

New Control Center implementations

4 hours
Book Session
System Admin Security Assessment
Free self-assessment template

What you get:

Security Questionnaire
Scoring dashboard
Instant gap insights
Try for Free
Start Assessment
Admin Center Health Check
Expert review of your governance & security settings

What you get:

Full Admin Center review
Security & Governance assessment
Scored evaluation
Prioritised recommendations
POA
Request Review

WHY PRODACTIVE?

More than a Smartsheet Expert - A True PMO Partner.

We are committed to serving as a partner throughout your Smartsheet or PMO journey, from implementation to finish.

PMO Expertise
Industry-best practices for governance, portfolio management, and delivery.
Tailored Solutions
Custom workflows, dashboards, and integrations for your organisation.
Faster Time to Value
Proven implementation process gets you live in weeks, not months.
Ongoing Support
Training, optimisation and a dedicated partner for continuous improvement.

Why work with a Smartsheet Partner?

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Want to find out more?

Get in touch by completing our contact form, or schedule a call with our experts using the links below.

Rich Coles

Founder &
Managing Director

Schedule a Call

Suzie Alloway

Head of Project & Portfolio Management

Schedule a Call

Interested to learn more?

Book a free call to see how we can help

New Client Onboarding Package - Enterprise Plan

Advanced, structured onboarding to accelerate Smartsheet adoption across your organisation

10 hours of live training and check-ins designed to ensure your system administrators, power users, and teams are prepared for successful, long-term Smartsheet adoption.

Ideal for new Enterprise Plan customers, seeking rapid, confident onboarding, it provides a clear, comprehensive path to maximise value from day one.

Comprehensive Onboarding Over 4+ Weeks

Our mid-tier package delivers 10 hours of hands-on onboarding structured 4+ weeks of training and check-ins: combining system admin setup, user training, and ongoing support to help drive adoption across your organisation.

Instructional tutorials and videos will be recorded and available for your use.

Admin Setup & Governance

System admin training session with supporting materials
Setup guidance for SSO / SAML and integrations (Teams, Microsoft)
User setup, profiles, branding, and governance best practices

User Training & Enablement

Three live training sessions for system admins and power users
Core and advanced Smartsheet capabilities
Practical guidance to build confidence and adoption

Materials & Documentation

Comprehensive training manual and onboarding materials
Supporting resources for continued learning
Recordings available for reference

Roadmap

Structured check-ins at key stages (weeks 1, 2, 4, and 8)
Competency mapping for key users
Roadmap for further adoption and upskilling

What's included

SSO and personal setup combining secure authentication and tailored user options
Structured live training sessions for both admin and advanced usage
Progressive check-ins that support ongoing adoption and upskilling
Contact Prodactive to schedule

New Client Onboarding Package - Business Plan

A fast, structured onboarding program to help teams roll out Smartsheet effectively

5 hours of hands-on training and support designed to ensure your system administrators, power userrs and teams get up and running quickly with Smartsheet.

Ideal for new Business Plan customers, this package provides a clear practicla strat to maximising value from day one.

Structured Onboarding Over 5 Weeks

Our entry-level package breaks down onboarding into five structured weeks of training and support, designed to cover the essentials of Smartsheet for both administrators and end users.

Instructional tutorials and videos will be recorded and available for your use 

Week 1
  • Week 1

Admin Essentials

60-min live session for SysAdmins & Power Users
Intro to Admin Center
  • Week 2

Smartsheet Basics

60-min live session for all users
Basic features, automations, sharing branding and finding help
  • Week 3

Hands-on Training

60-min live session for all users
Hands-on project creation (with materials): sheets, forms, reports, dashboards + formulas, metric, etc.
  • Week 4

Interactive Support

30-min drop-in session with Q&A
  • Week 5

Interactive Support

30-min drop-in session with Q&A
1 hour live session walkthrough

What's included

Practical, hands-on training, supported by onboarding members
Admin essentials covered first, then core user training
Guided check-ins to strengthen adopting and learning
Contact Prodactive to schedule

New Client Onboarding Package - Gold Plan

Premium, structured onboarding to maximise Smartsheet adoption across your organisation.

15 hours of hands-on training and support designed to ensure your system administrators, power users, and teams are fully equipped to drive adoption and maximise value from day one.

Ideal for organisations looking for a comprehensive onboarding experience with deeper capability building, structured support, and a clear roadmap for long-term success.

Comprehensive Onboarding Over 4+ Weeks

Our premium onboarding package delivers a full, structured onboarding journey—combining admin setup, user training, and ongoing support to embed best practices and maximise adoption.

Overview

15 hours of live, hands-on training
Recordings available for reference
Template materials included
Structured onboarding journey with check-ins
Advanced capability development and roadmap

Admin Setup & Governance

System admin training session with supporting materials
Setup guidance for SSO / SAML and integrations (Teams, Microsoft)
User setup, profiles, branding, and governance best practices

User Training & Enablement

Three live training sessions for system admins and power users
Core and advanced Smartsheet capabilities
Practical guidance to build confidence and adoption

Advanced Capability Building

Advanced workflows, automations, formulas, and reporting
Deeper solution design and optimisation guidance
Support for scaling Smartsheet across teams

Adoption & Roadmap

Structured check-ins at key stages (weeks 1, 2, 4, and 8)
Competency mapping for key users
Roadmap for further adoption and upskilling

What's included

End-to-end onboarding covering admin setup, training, and adoption
Advanced capability building to scale Smartsheet across your organisation
Structured support and check-ins to reinforce learning and drive long-term success
Contact Prodactive to schedule

Resource Management Onboarding Module

Accelerate and optimise your Smartsheet Resource Management setup

A hands-on onboarding program designed to get your teams up and running with Smartsheet Resource Management efficiently.

Includes on-demand training, and combines guided setup with customised instruction and materials. ensuring your team is configured for success from the start.

Comprehensive Resource Management Onboarding

Our premium onboarding package delivers a full, structured onboarding journey –  combining admin setup, user training, and ongoing support to embed best practices and maximise adoption.

Guided RM Setup
3-hour hands-on setup, in-person recommended
Ongoing Training
Clear syllabus covering key functions and best practices
Tailored Materials
Custom resources and guides for ongoing reference

Includes

Up to 6 hours of live, hands-on training
Comprehensive Resource Management setup
Custom onboarding materials provided
On-demand Smartsheet RM instruction
Bundling options available

What's included

Efficient Resource Management configurators tailored to your organisastion's needs
Step-by-step instruction ensuring your team is upskilled and confident in Smartsheet RM
Option to bundle with other Prodactive Services for a comprehensive onboarding solution
Contact Prodactive to schedule

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