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The School of Sheets Solutions Development Process

At School of Sheets, we're different. We take the time to get to you know you, understand not only your business processes, KPIs, and goals, but also who you are - from the c-suite to the contractors, we seek to understand how you work best and then provide what everyone needs to get execute their job as easily and efficiently as possible while keeping everyone informed each step of the way.

Your business is our business and your success is our success. This core value is instilled in everything we do. 



Let's get to know each other.

​We offer all interested partners a no-obligation 30-minute call to:

  1. Learn about your business and what you're hoping to accomplish with Smartsheet,

  2. Detail possible solutions Smartsheet can provide,

  3. Answer any questions you have about Smartsheet functionality,

  4. Determine if we're the right partner for your Smartsheet solutions development.


Touchscreen Computer

Starting off on the right foot.

If you indicate an interest in moving forward with us, we'll provide a high level proposal based on our conversations to date. Given our customized approach, every proposal will be different, but in general, we will detail as relevant components such as the functionality of the system, items to be built, integrations to develop etc.


Image by Loui Kiær

Turning your wildest Smartsheet dreams into reality.

Once we've agreed on a proposal, we'll get to work building your solution. Depending on the size of the project, our needs, and your preferences, we may request standing meetings to review items and obtain your feedback. In general, the development process involves:

  1. We build your Smartsheet items according to your specifications,

  2. We review your items with you to obtain feedback,

  3. We revise based on your feedback,

  4. We repeat steps 2 and 3 until you're completely satisfied.

It's common that the development process sparks additional ideas and solutions due to us learning more about your business and you learning more about what we can do for you with Smartsheet and other tools. We maintain a flexible approach and happily incorporate new requests into your system during or after the development period.


Business Handshake

Welcome to your new Smartsheet system.

Once your Smartsheet item(s) have been fully developed to your exact specifications, tested for proper functionality, and enthusiastically approved by you, it is time for you take ownership of adopt your solution. You'll have some options regarding licensing, user administration/ access provisioning, employee training, and ongoing management. No matter what you choose, we'll help make the transition as seamless as possible.

Once you've adopted your solutions, we can stick around to offer ongoing support, troubleshooting, user assistance, maintenance and more. If you want to take things in house, no problem, we can provide training materials, documentation, and even video walkthroughs so you can handle the front end and the back end. Oh, and we will respond when you email us in 3 months with a question.

Image by Javier Allegue Barros


Your business is our business.

Your success is our success.

Customized solutions for the way you work.

Uncompromising attention to every detail.

Lasting partnerships, not one-time products.

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