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Our Services Overview

Smart Business

PMO/Project Portfolio Management

Business Analysis/ Process Optimization

  • Smartsheet Implementation

  • Discounted Licenses & Resale

  • Custom Solution Design & Implementation

  • Workflows, Automation, & Forms

  • Real-time Reporting & Dashboards

  • Control Center + Portfolio WorkApps

  • Administration & Managed Services

  • RAIDLOG as an add-on or standalone

  • Smartsheet Virtual Assistants

  • Project Leadership & Augmentation

  • PMO Set-up

  • PMO or Portfolio Assessment

  • PMO Implementation

  • PMO Framework

  • Traditional, Agile, & Hybrid Project Management Methodologies

  • PPM Software & Templates

  • PPM Governance

  • PMO Consulting

  • Project Portfolio Implementation

  • PMO Training

  • Project Scorecards

  • Business Analysis Consulting

  • Requirements Documentation

  • Business Analysis Documentation and Templates

  • Process Automation, Optimization & Redesign

  • Process Modeling,  Diagramming & Documentation 

  • Streamline Workflows

  • Eliminate Redundancies & Inefficiencies

  • Trainual

  • Organizational Agility

Our Approach

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We love our iterative approach to jump in and deliver quickly! We offer:

  • a free consultation to help identify gaps and opportunities,

  • a comprehensive proposal that includes implementation plan and pricing options with timelines and post-implementation support. 

We also provide Smart Starts that you can pick below to meet your more immediate business and technology needs.

At The Smart PM, we become a member of your team to produce great work every day and get s*** done.  

TSP Smart Starts


TSP Brain Dump

When YouTube isn't enough...We help you with your specific Smartsheet design, build, and formula questions. This 1.5 hr session goes by fast, but you get the exact help you need, when you need it and shortcuts and tips along the way from a Smartsheet Certified Solution Architect.

This TSP advisory session is $225 and recorded for reference later. Once you request an appointment, we will send you an invoice followed by a calendar invite.


TSP Block of Time

Need more than a brain dump session? How about 10 hrs to get dedicated help designing and building, coaching, or training your team in Smartsheet? You are learning quickly but need just a little more assistance to optimize your solution(s).

This TSP Block of Time is $2,000. Once you request an appointment, we will send you an invoice followed by a calendar link to schedule the first session.


Hours never expire and can be used  with up to 5 people .

Smartsheet PMO Accelerator - See it in Action

The Smart PM can help you create, customize, and implement with Smartsheet.


Our Happy Clients

"I was lucky to have Melissa assigned as my Smartsheet consultant. After assessing our complex needs she came up with solutions that would work for us. She is sharp, quick, and incredibly focused on success. Her project management skills and leadership skills allowed us to establish a successful end project that exceeded our needs. Working with her is a pleasure and I hope to continue to work with her as our organization needs grow and change."

Kelly J., AbbVie HR Communications Assoc. Director

Veteran-Owned Certified, VOSB
Women-Owned Certified, WOSB
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RAIDLOG Project Mangement Tool Partner
NaVOBA Certification
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