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Articles

Our articles share insights from the field—covering solution design, industry expertise, tips and tricks across the tools we support, and thought-provoking perspectives to inspire smarter, more effective ways of working.

Learning to do Project Learnings Better

Doing the Right Projects / Doing Projects Right

Ensuring a Successful PPM Tool Implementation

People, Process, Technology

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Demo Assets

Curious to see our solutions in action? Check out our demo assets — showcasing clever, practical, and innovative ways we’ve used technology to solve real problems and bring ideas to life.

Multi-Project Reminders

Add Virtual Hierarchy to Reports

Project Health Check

Project Learnings

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Resources

Our resources page is your go-to spot for practical, ready-to-use content — designed to help you implement solutions, boost productivity, and add value to your team straight away. If you need help or want more information on any of our content, solutions, or services, please don’t hesitate to get in touch—we’re always happy to chat.

Smartsheet Simple Solution Tutorial

Add Custom Symbols to your Dropdowns

Create a Project S-Curve or Glidepath

Automate P&L Financial Reporting from Excel to Smartsheet

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Podcasts

Designed to help people get the most out of Smartsheet, whether just getting started or already power users, where we bring you insights and real life examples from Smartsheet everyday users.

Episode 10: Accelerating Users to Achieve More – Torey Tirpack

Episode 9: Always Keep Learning – Cicero

Episode 8: Connecting Solutions – Tim Clendaniel

Episode 7: The Power of Community – Alison Clancy

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Videos

Dive into our video library — packed with tutorials, walkthroughs, and insights, all categorised by solution or product to help you learn, explore, and get inspired at your own pace.

This is the highlights trailer for Episode 10 where we get to chat with Torey Tirpack, Senior Customer Engagement Manager at Smartsheet and facilitator supreme of the EMEA User Groups. From user to solution implementation manager to user group lead, Torey has a wealth of experience to share from her time at Smartsheet. •Full episode: https://youtu.be/W9yaV2fooIs •For all episodes, head to https://www.prodactive.co.uk/smartsheet-unlocked-podcast
YouTube Video VVVkQmZ1TzcwcFR4LU9OQlVFZWNDV2FnLkxGNGVHUjNPdWQw
In this episode of Smartsheet Unlocked, we dig into User Groups with Torey Tirpak, Senior Customer Engagement Manager at Smartsheet and leader of the EMEA User Groups. Torey shares her journey from being a user of Smartsheet to becoming an advocate and facilitator for user groups across Europe. She discusses the importance of user engagement through Smartsheet's user groups, both virtual and in-person, and highlights the value of sharing stories and solutions among Smartsheet users. Torey also reveals her favourite features within Smartsheet, such as Data Mesh and AI tools, and provides advice for both new and advanced users. The conversation underscores the global impact of Smartsheet and the continuous demand for user groups to foster community and learning. Chapters: 00:00 Introduction to Smartsheet Unlocked 00:55 Meet Torey Tirpak: Facilitator Supreme 01:22 Torey's Journey to Smartsheet 03:22 From Implementation to Product Marketing 07:55 The Impact of COVID-19 on Smartsheet Usage 09:18 Transition to User Groups 10:47 The Power of User Groups 13:32 Global Reach and Cultural Insights 18:23 How to Get Involved in User Groups 27:37 Advice for New and Growing Smartsheet Users 30:20 Favourite Features and Magic Wand 33:27 Conclusion and Final Thoughts Quick links: •Torey Tirpack LinkedIn: https://www.linkedin.com/in/victoriatirpack/ •User Groups https://www.smartsheet.com/user-groups •Mobilizer Program https://www.smartsheet.com/mobilizer •For more podcast episodes, head to our Podcast page: ⁠https://www.prodactive.co.uk/smartsheet-unlocked-podcast ⁠ •Podcast feedback: ⁠https://app.smartsheet.com/b/form/8e7ee530029e4194a736bda4ee19f285 ⁠ About Prodactive: We're an award-winning Smartsheet partner helping clients all over the world, from North America, Europe to Australia, achieve great things with Smartsheet. Rich Coles has over 20 years experience working within multi-national organisations helping deliver projects and programmes at a local and global level, from new product launches in FMCG, to people and process transformation in pharma, refurbishments in retail and real estate. Leveraging this experience, a core expertise in cross-functional working, project and programme management and a deep knowledge of how to get the best out of Smartsheet, we help organisations maximise productive working and unlock unrealised business opportunities by harnessing the power of data and business insights. Any questions, or for help with your PMO Smartsheet solution, including using any of Prodactive's extensive range of solutions, please get in touch. •Prodactive website: ⁠https://www.prodactive.co.uk ⁠ •Rich Coles on LinkedIn: ⁠https://www.linkedin.com/in/richard-coles/⁠
YouTube Video VVVkQmZ1TzcwcFR4LU9OQlVFZWNDV2FnLlc5eWFWMmZvb0lz
This is the highlights trailer for Episode 9 where we get to chat with Cicero, Product Marketing Director at Smartsheet. Hold on to your seat and expect a wave of energy from the man in the trademark neon t-shirts, booming voice and the stage presence of a performer with one name, •Full episode: https://youtu.be/SFxLuovjG_s •For all episodes, head to https://www.prodactive.co.uk/smartsheet-unlocked-podcast
YouTube Video VVVkQmZ1TzcwcFR4LU9OQlVFZWNDV2FnLnJwNXlzd3VFbjdj
In this episode of Smartsheet Unlocked, hold on to your seat and expect a wave of energy from the man in the trademark neon t-shirts, booming voice and the stage presence of a performer with one name, Cicero, Product Marketing Director at Smartsheet. He shares his journey into Smartsheet, why he finds it so powerful and compelling, We delve into various Smartsheet features and innovations that have revolutionised project management and collaboration and Cicero shares his journey from being a high school science teacher to product evangelist at Smartsheet. He also highlights the importance of community, the transformative power of Smartsheet, and the significance of events like Smartsheet ENGAGE and regional summits. Chapters: 00:00 Introduction to Smartsheet Unlocked 00:55 Meet Cicero: The One-Name Wonder 01:56 Cicero's Journey: From Teaching to Smartsheet 02:50 The Power of Smartsheet: Cicero's Insights 03:51 Innovations and Changes in Smartsheet 06:08 The Impact of Smartsheet on Users 17:06 Engage: The Smartsheet World Customer Conference 18:26 Key Takeaways from Presenters 18:48 The Energy of Engage 19:28 Returning to Engage: What's New? 19:44 The Value of Community and Collaboration 22:46 Summits and Their Importance 25:13 Advice for Smartsheet Beginners 27:07 Building Growth Within Organisations 29:58 Favourite Features and Future Innovations 32:47 Upcoming Events and Final Thoughts Quick links: •Cicero LinkedIn: https://www.linkedin.com/in/cicero-139860/ •Smartsheet ENGAGE: https://www.smartsheet.com/engage •For more podcast episodes, head to our Podcast page: ⁠https://www.prodactive.co.uk/smartsheet-unlocked-podcast ⁠ •Podcast feedback: ⁠https://app.smartsheet.com/b/form/8e7ee530029e4194a736bda4ee19f285 ⁠ About Prodactive: We're an award-winning Smartsheet partner based in the UK, helping clients all over the world, from North America to Australia, achieve great things with Smartsheet. Rich Coles has over 20 years experience working within multi-national organisations helping deliver projects and programmes at a local and global level, from new product launches in FMCG, to people and process transformation in pharma, refurbishments in retail and real estate. Leveraging this experience, a core expertise in cross-functional working, project and programme management and a deep knowledge of how to get the best out of Smartsheet, we help organisations maximise productive working and unlock unrealised business opportunities by harnessing the power of data and business insights. Any questions, or for help with your PMO Smartsheet solution, including using any of Prodactive's extensive range of solutions, please get in touch. •Prodactive website: ⁠https://www.prodactive.co.uk ⁠ •Rich Coles on LinkedIn: ⁠https://www.linkedin.com/in/richard-coles/⁠
YouTube Video VVVkQmZ1TzcwcFR4LU9OQlVFZWNDV2FnLlNGeEx1b3ZqR19z
This is the highlights trailer for Episode 8 where we get to chat with Tim Clendaniel, Senior Enterprise Solutions Engineer at Smartsheet and find out more about the kind of challenges and solutions he gets involved in at Smartsheet, as well as his personal favourite features and tips for users. •Full episode: https://www.youtube.com/watch?v=vWD-PumkNlk •For all episodes, head to https://www.prodactive.co.uk/smartsheet-unlocked-podcast
YouTube Video VVVkQmZ1TzcwcFR4LU9OQlVFZWNDV2FnLmJIVjFJa2xQYnZB
In this episode, Rich speaks with Tim Clendaniel, Senior Enterprise Solutions Engineer at Smartsheet. Tim shares his unique journey from being a physical therapist to a Solutions Engineer, explaining how his healthcare experience enhances his ability to provide impactful solutions. The conversation covers success stories, including innovative uses of Smartsheet in healthcare, tips for new and experienced users, and the importance of community and collaboration, as well as what Tim is most looking forward to being unveiled at ENGAGE in Seattle in November 2025 and why he gets so excited about ENGAGE. Chapters: 00:00 Introduction to Smartsheet Unlocked 01:39 Meet Tim Clendaniel: From Physical Therapist to Solutions Engineer 04:02 The Role of a Solutions Engineer 05:31 Specializing in Healthcare and Life Sciences 09:57 Innovative Solutions and Real-World Examples 18:08 The Power of Smartsheet Community and Collaboration 28:14 Smartsheet ENGAGE: Sharing Success Stories 32:17 Advice for Smartsheet Users 36:43 Closing Remarks and Future Prospects Quick links: •Tim Clendaniel LinkedIn https://www.linkedin.com/in/tim-clendaniel/ •Healthcare and Life Science Solution Catalog - https://app.smartsheet.com/b/publish?EQBCT=e7dbc1e87e5b4ca9b6ce9f91ae5f99ac •ENGAGE 2024 session with Maureen Williams, DNP, RN, CPN, NE-BC, CPHQ Manager of Professional Practice, Baptist Health Jacksonville:Empowering your team: How one project impacts an entire organization https://www.youtube.com/watch?v=bqrDKYcmjHI •Tim's Clinical Trial Portfolio Template- in the Smartsheet Template Center- https://app.smartsheet.com/r/template-gallery/templates/4164fd8b-9225-4530-96a1-3c85bc861ccc/Clinical-Trials-Portfolio?tg-locale=en_US •Solution Spotlight Webinars: https://www.youtube.com/@SmartsheetSpotlightSolution  - Using Smartsheet for Medication Formulary Management Learn how to run the medication formulary management process inside a pharmacy work group •Regulatory Compliance for HIPAA and Clinical Data Management: Understand how Smartsheet can help our customers comply with their obligations under HIPAA and Clinical Data Management https://www.youtube.com/watch?v=F3dnQf4PzOk&t=2508s •For more podcast episodes, head to our Podcast page: ⁠https://www.prodactive.co.uk/smartsheet-unlocked-podcast ⁠ •Podcast feedback: ⁠https://app.smartsheet.com/b/form/8e7ee530029e4194a736bda4ee19f285 ⁠ About Prodactive: We're an award-winning Smartsheet partner based in the UK, helping clients all over the world, from North America to Australia, achieve great things with Smartsheet. Rich Coles has over 20 years experience working within multi-national organisations helping deliver projects and programmes at a local and global level, from new product launches in FMCG, to people and process transformation in pharma, refurbishments in retail and real estate. Leveraging this experience, a core expertise in cross-functional working, project and programme management and a deep knowledge of how to get the best out of Smartsheet, we help organisations maximise productive working and unlock unrealised business opportunities by harnessing the power of data and business insights. Any questions, or for help with your PMO Smartsheet solution, including using any of Prodactive's extensive range of solutions, please get in touch. •Prodactive website: ⁠https://www.prodactive.co.uk ⁠ •Rich Coles on LinkedIn: ⁠https://www.linkedin.com/in/richard-coles/⁠
YouTube Video VVVkQmZ1TzcwcFR4LU9OQlVFZWNDV2FnLnZXRC1QdW1rTmxr
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Case Studies

Explore real-world examples of how we've helped clients solve challenges, streamline processes, and drive meaningful results through tailored solutions.

Implementing a Common Execution Platform

Keeping Data In Sync

Pioneering UK Property Upgrade

Payroll Management Case Study

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What They Say

Phil and the Prodactive team optimised Smartsheet Control Centre for our joinery jobs, enhancing efficiency and visibility. Their dedication and responsiveness ensured a customised solution aligned with our business needs.
Chloe March BrownOperations Manager, Forest Joinery
Chloe March Brown
[Prodactive was] very flexible with our requirements and quick to respond with changes and user feedback. Smartsheet is a game changer for efficiency and work transparency.
Angela LekkouSenior Project Manager, Sani/Ikos
Angela Lekkou
Prodactive has been a valuable partner in helping us get more from our Smartsheet setup. Their expertise has saved us time and helped us find better ways to work, and they’ve been a great sounding board for ideas along the way. The fact that they’re local has made collaboration even easier when face-to-face time has been helpful. Overall, they’ve been flexible, knowledgeable, and easy to work with – we’d happily recommend them.
Liam NicholsonSystems & Projects Director, Huel
Liam Nicholson
I consider myself to be an advanced Smartsheet user but after only two hours with Rich, I already felt I had my money's worth for Prodactive’s 10 hour support package.
David WattsDivisional SHEQ Manager, Epwin Group
David Watts
Rich Coles supported us not just as an implementation partner but also as a consultant, an advisor in driving us through the capability of the tool offering solutions with best practices.
Anupreet MalhotraIT Program Director, Acuity
Anupreet Malhotra
Working with Rich and Prodactive was a pleasure and I would highly recommend his services to anyone interested in utilising the Smartsheet platform
Greg BaileyManagement Accountant, Logistica
Greg Bailey
Gong cha has Master Franchisees around the world and this has really helped me to streamline my processes, save so much time for everyone involved and provide instant updates 24/7
Ahmet BaristiranFormerly Global Transformation Director, Gong Cha
Ahmet Baristiran
I really enjoyed working with Prodactive on this solution. Their PPM expertise was evident from the start and they showed great flexibility in adapting their standard solution to support the unique aspects of what we do, without compromising on good project management practice
Shaf ChaturBusiness Process Manager, Elements Green
Shaf Chatur
The solution Prodactive has built for us is a total game-changer. We engaged with them for their PPM expertise and their template set has given us a consistent framework with which to manage our projects
Oliver HolmesOperations Director, Bernard Interiors
Oliver Holmes
Prodactive were happy to build the solution piece-by-piece and were able to adapt it on the fly as new ideas surfaced. They were also willing to subject it to the exacting level of scrutiny that our own clients put on us
Paul FitzgeraldManaging Director & Founder, Hawksmoor Construction
Paul Fitzgerald
Not only do you get a Smartsheet wizard that is able to turn ideas into sound solutions, but you get a strategic partner that challenges you with over 25 years of PPM and Pharma experiences
Abdullah AlmiqsabiSenior Manager, Corporate Planning, Genmab
Abdullah Almiqsabi
I highly recommend Prodactive to develop your Smartsheet workspace. Rich is incredibly knowledgeable with Smartsheet, Processes, Systems and Project Management
Steve GriesselGroup Chief Executive Officer, Paramount
Steve Griessel
Thanks to Prodactive and Smartsheet, projects have never been more organised. Our scientists can look at time plans and spot dependencies across departments, enabling them to plan and allocate resources more efficiently.
Gundeep Singh & Inês BarbosaHead of Project Management & Head of Portfolio Management, RxCelerate
Gundeep Singh & Inês Barbosa
Words cannot express how grateful I am for Smartsheet and the amazing talent of Rich Coles and Fiona Roncal of Prodactive Solutions...
Tenille CooleyGlobal Director, PMO, Alcohol-Ready-To-Drink, Emerging Category, The Coca Cola Company
Tenille Cooley
Smartsheet introduced us to Prodactive when we were looking for support with our implementation of Control Center. As a joinery business, each project we engage in requires the design, manufacture, delivery and installation of many items, and Prodactive were quick to understand that this would require a different approach to conventional project scheduling. They built a solution from the ground up that gives us a clear view of the stage each item is at, as well as a broader view of each project as a whole. We are grateful for the support they provided and are now looking for them to extend this solution to give us even greater visibility and control over the manufacturing process.
Paddy O’LoughlinOperations Director, GEM Joinery
Paddy O’Loughlin
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Smartsheet introduced us to Prodactive for our Control Center implementation. As a joinery business, each project requires a unique approach. Prodactive built a custom solution providing clear views of item stages and overall project status. We're grateful for their support and look forward to extending this solution for greater visibility and control.
Paddy O’Loughlin
Operations Director, GEM Joinery
Phil and the Prodactive team optimised Smartsheet Control Center for our joinery jobs, enhancing efficiency and visibility. Their dedication and responsiveness ensured a customised solution aligned with our business needs.
Chloe March Brown
Operations Manager, Forest Joinery
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