Smartsheet Erfahrungen

Vorteile

Projektmanagement, Möglichkeit der Organisation im Team

Nachteile

Kundenservice reagiert nicht mehr. Wir haben bezahlt und Smartsheet hat einen falschen Account freigeschaltet. Wir haben darum gebeten, unseren alten Teamaccount wieder freizuschalten. Dafür haben wir auch die Account ID an Smartsheet übermittelt. Leider reagiert Smartsheet darauf nicht. Also bezahlen wir derzeit für einen Account, den wir weder benötigen noch nutzen.

In Betracht gezogene Alternativen

Google Workspace

Gründe für den Wechsel zu Smartsheet

Smartsheet wurde uns von einem Kooperationspartner empfohlen.

Vorteile

mir hat alles gefallen, besonders die Nutzung davon war richtig easy und flexibel

Nachteile

Es benötigt etwa Zeit für die Einarbeitung, damit man damit tief arbeiten kann

Vorteile

Ja war sie mir hat die Software gar nicht gefallen...

Nachteile

Bedienung gefällt mir gar nicht für ältere Menschen nicht geeignet...

Vorteile

We used it for a long time, scheduling tasks and to-do lists, creating sheets for project management such as job application management.

Nachteile

Overall nothing is missing, maybe integration with third-party apps was taking a bit time.

Vorteile

Our company uses SmartSheet to keep track of deliverables, monitor progress, delegate responsibilities, and hit deadlines. We've improved our efficiency and our ability to work together as a group.

Nachteile

Every month, we need to examine the results of the project, and for that, we need analytical reports that are more detailed and comprehensive. Ideally, report generation would be automated.

Vorteile

It's an online platform for teams to use as a management/planning tool. It provides a way to connect tasks to schedule to people allowing for potential automation in some of the process.

Nachteile

It needs to integrate more workflow / automation with email / Microsoft Outlook. A way to tie email to tasks, etc. As a firm we have been using Smartsheet as a project planning tool, although, it seems to be cumbersome and something that doesn't flow well as the project continues. Would like the ability to customize visually appealing output / reports that can be filed as pdfs.

Vorteile

The software provides an intuitive user interface and a wide variety of tools for data visualization and management, including dashboards, grantt charts, and data suttles. What I like best about Smartsheet is how it helps us streamline our project operations, especially while working on a particularly difficult or complex endeavor.

Nachteile

Microsoft Excel's formula functions differ from those in other spreadsheet programs, which might be confusing to beginners. When several, sophisticated formulas are included in the data sheet, its storage capacity is quickly exhausted. The sheet needs to be refreshed regularly to ensure that the data is displayed accurately.

Vorteile

The capability to see, filter, and modify tasks in real time within the same view, as well as assign new projects to individual team members, is a key feature of scheduling software.

Nachteile

There has to be refinement to the reporting aspect so that you can have a deeper understanding of resource allocation and project progress.

Vorteile

Smartsheet allows me to do what I want to do in the way I want to do it. I rarely come across limitations that can't be figured out. When anyone asks me for a new request, I don't have to find crazy work arounds or engage in wild goose chases only to find I can't accomplish the ask. I can quickly and easily give them the views they want, the functionality they want to track their projects specific to their organizations or easily organize their specific chaos. The real-time dynamically updated information makes this tool incredibly powerful for all stakeholders needing to stay up to date without requiring some sort of status update meetings. I also love that their product roadmap comes from community suggestions! I have seen functionality go from a great community suggestion to implemented out of the box functionality. I love that they are improving and adapting just like the people that use their software are!

Nachteile

There are very few downsides to Smartsheet. The biggest thing I could tell, and I am reaching, is that other companies used for Project Management such as Monday, Asana, Wrike, Rocketlane, etc. all look really modern and sexy. They all pale in comparison to Smartsheet but they have great color schemes and they look pretty and modern which some companies like more than a truly powerful system like Smartsheet.

Vorteile

The Schedule feature offers a comprehensive timeline overview of the plan and your team's allocation, complete with handy filters. What sets it apart is the seamless on-the-fly editing within the same view, making it easy to manage allocations and add projects to your team members.

Nachteile

The reports section could benefit from enhancements to provide more in-depth and comprehensive insights into project allocations and time investments

Vorteile

I like its ability to create and manage spreadsheets online has significantly improved my efficiency. Advanced features, such as formulas and pivot tables, allow me to analyze data faster and more accurately. In addition, the ability to collaborate in real time with my team has facilitated communication and coordination.

Nachteile

While Smartsheet is an excellent tool, it requires some learning time to take full advantage of all its functions and features.

Vorteile

Easy to set up, highly customizable, plenty of templates to help get started, collaborative, drives knowledge and actions.

Nachteile

Some of the pages load slowly, workflows were not always intuitive and difficult to repeat actions within a workflow.

Vorteile

The powerful collaboration feature offered by Smartsheet allows our teams to work together with real time data collaborative editing, commenting, etc.

Nachteile

Smartsheet's mobile app version having some limitations over the web version. Rest everything is good.

Vorteile

Very good with basic project management features. Kanban is great, and you can view data multiple ways (kanban, gantt, table). The workspaces tool is cool, it's a good way to organize reports and data. Reports are great for showing users only the data they need, and keeps them out of source data tables. There is also good cross sheet functions like you would see in excel.

Smartsheet is also one of the most widely available tools to be integrated with. Tools like Zapier make it easy to integrate with, and you can also upgrade to a live data connector to visualize your data in a tool like tableau.

Nachteile

Features can be way behind. They just introduced features like pivot, and group to analyze data. Their internal workflow tools are behind what's commonly available in the marketplace. And if you want to use a separate workflow tool like Zapier, you will pay to use it. Their row limit just went up from 5,000 to 20,000 in a sheet in 2020, which was always a limit of how much we could scale the tool.

In Betracht gezogene Alternativen

Quickbase

Zuvor genutzte Software

Zoho Projects

Gründe für den Wechsel zu Smartsheet

Smartsheet is cost effective, and has better control rules and UI than spreadsheets.

Vorteile

SmartSheet is a tool setup in such a way the it can be tailored to your organisation and used for multiple functions, by multiple divisions. The speed at which they are improving the platform with new functions and features is beyond amazing. Any small to medium size business trying to improve in project management, ICT management, customer service, task management, resource management, team management (the list goes on) would largely benefit from investing in SmartSheet. The ROI is incredible and the ease of rolling it out through an organisation is simple due to the intuitive UI.

Nachteile

The only downside I see with SmartSheet is the permission levels. These could be improved with the ability to share sheets in bulk rather than just at a workspace or individual sheet level.

In Betracht gezogene Alternativen

monday.com und Asana

Gründe für den Wechsel zu Smartsheet

SmartSheet is so much more cost effective based on the number of features and how well it can be tailored to any company.

Vorteile

I absolutely love how quick and easy it is to use Smartsheet. The formulas have great documentation and it helps tremendously when trying to learn and accomplish new tasks. You can pull off amazing things if you sit down and build it. I was able to build a completely automated revenue and labor estimator that shows me how profitable each member of my team is.

Many of the applications we built, the community was clueless how to build it. We were able to accomplish some very unique dashboards & spreadsheets that make our lives easier. I can now make business decisions on a whim, without having to spend hours of research about the effect of one decision on our numbers.

Nachteile

I dislike how many features such as the dynamic view or the workspace deployment feature is locked behind an expensive addon. And when inquiring about customer service we were told it "isn't" a fit for us. But yet, Smartsheet cannot give us a demo to experiment or test them out?

Smartsheet is nickle and diming things a lot. Smartsheet is >not< small business friendly. It is really a shame because these tools are absolutely 100% amazing.

It also surprises me how little the community interactions are. There are many great suggestions for features that are standard in Excel and Google Sheets, that Smartsheet blandly ignored for years, and sometimes says "coming soon" and years later we still don't have it.

In Betracht gezogene Alternativen

Airtable

Warum Smartsheet gewählt wurde

We also used AirTable, Google Sheets, and Excel. We made the switch because the sales team convinced our CEO it was a good move.

Gründe für den Wechsel zu Smartsheet

Our CEO made the choice, and it felt like smartsheet was going places.

Vorteile

Easy to get in, set up, and maintain small-medium size projects. Quick to learn, easy to use.

Nachteile

I would like more intelligence around the columns: 1) more specific formatting choices, like setting the duration to hours, separating effort and duration; 2) Predecessor columns that intelligently follow the task, not only the row number.

In Betracht gezogene Alternativen

Microsoft Project und Salesforce Sales Cloud

Warum Smartsheet gewählt wurde

Salesforce functionality relies on two (negative) criteria: 1) you track everything related to the project within Salesforce; 2) to track everything, you have to purchase access to modules that would otherwise be unnecessary.

Zuvor genutzte Software

Salesforce Platform

Gründe für den Wechsel zu Smartsheet

The ROI was greater with Smartsheet.

Vorteile

The thing I like the most is the transparency or the collaboration. To be able to easily see what others are doing and manage them together, set reminders and send update requests is what makes our company run well.

Nachteile

I think there have been a few times that we have maxed out on number of lines. I don't know why that there is a throttle there, but that's probably my only complaint is that some of our sheets get large and max out!

Vorteile

I use Smartsheet daily to track personnel processes, such as recruitment efforts, termination procedures, and the completion of development reviews. I have used other software before, but Smartsheet affords me with the opportunity to freely share the data with other coworkers and management easily and immediately. I also really appreciate the automatic save feature, and the prompt to update with other's changes. I tend to stay in my Smartsheets all day long so this is particularly helpful for updates. I like the ability to attach documents.

Nachteile

I found the Filter feature to be a bit clunky; That design needs some work. I'd like to be able to change fonts within fields, such as making individual words bold. Manipulating rows within the sheets could be streamlined. It's challenging when you want to move a series of rows to another location on the same sheet. It becomes a two-step process: Creating the space for the rows in the new location, and then cutting or copying and inserting them in the new space.

Vorteile

Smartsheet is an excellent program for managing both individual projects and entire portfolios. I appreciate how simple it is to deploy and organize. It's convenient because we can oversee all of our work whenever we choose. New assignments can be made and distributed to coworkers with minimal effort.

Nachteile

The learning curve for this program is steep, so it's best to have some background knowledge before diving in. We need the license to include training materials so that we may save money by not hiring an outside company to teach our new hires the ropes.

Vorteile

-easy to use and costumize
-more than one user can modify simultaneously
-you can add your company's logo
-you can set group and individual reminders
- Cell history, which can tell who and when it was modified.
-different views: calendar, grid, card, and Gantt

Nachteile

- not all reminders can be set with time to remind
- can't add a conditional formatting based on time
- if your Smartsheet is big, formulas added can take forever to update the information, so you need to refresh it all times, even if you change settings to save automatically.

In Betracht gezogene Alternativen

Asana

Warum Smartsheet gewählt wurde

Because I needed a tool that would have also a calendar view, and that could be exported to Excel format for future references.

Gründe für den Wechsel zu Smartsheet

More options and could be tailored to our needs

Vorteile

I like Smartsheet for its ability to streamline and manage projects. The product is easy to use and has a lot of features that make it impactful. I particularly like the powerful automation and collaboration features that enable me to easily manage, assign, and track tasks. The project timelines are also great, as they help me to visualize progress and ensure deadlines are met. Integration with existing business processes was also easy, and I was able to set up and get started quickly. Overall I'm very pleased with Smartsheet and would highly recommend it.

Nachteile

One con of Smartsheet is that it can be difficult to use for complex projects or tasks, as the user interface is not as intuitive as other project management tools. Additionally, its integration with other tools and systems can be difficult and time-consuming. Some features could be improved, such as customizing views and adding more automation.

Vorteile

This is the tool we use every day, every hour, to track all of our enrollments and clients. Our team monitors enrollments and other CRM tools don't give us the flexibility to track multiple events and data points. It's Excel but on steroids with multiple functions and features. We're using it more and more every day for reporting up to our management team on progress for our client events.

Nachteile

I'm not so good at the formulaic side of things and making sheets talk to each other, or building a dashboard, is not an intuitive process. There are not step by step instructions or visuals which is something I need personally. It's a lot of trial and error in getting things set up. When I first started, it was very expensive to work with someone who helped build the infrastructure base and looking back there are many things I'd have done differently if I'd understood it a little better. A lot of the consultation time was wasted in trying to get the person to understand what we were trying to achieve.

Vorteile

1. Project and task management: Smartsheet provides robust project and task management capabilities. I can create and assign tasks, set due dates, track progress, and manage dependencies. The platform offers various views, such as Gantt charts and Kanban boards, to help visualize and manage projects effectively.2. Collaboration and communication: Smartsheet enables seamless collaboration among team members. I can share sheets, collaborate in real-time, and provide comments or feedback directly on tasks. The platform also supports file attachments and discussion threads, facilitating effective communication and reducing the need for multiple tools.3. Customizable workflows and automation: Smartsheet offers customizable workflows and automation features that allow users to streamline their processes. I can set up automated notifications, reminders, and approval workflows, saving time and ensuring tasks progress smoothly.

Nachteile

1. Limited customization options: While Smartsheet provides customization options, I have expressed a desire for more flexibility in tailoring the platform to my specific needs. For example, I have requested additional customization options for visual elements, user interface, and form designs.2. Formatting limitations: I have occasionally faced challenges with formatting and layout options in Smartsheet. For complex or detailed formatting requirements, I have found the platform's capabilities to be somewhat limited compared to dedicated spreadsheet software.3. Performance with large datasets: Smartsheet's performance may be affected when working with extensive datasets, particularly in terms of loading times and responsiveness. I work with sizable projects or large amounts of data and have occasional delays or sluggishness.

Vorteile

There's a lot to like about Smartsheet. You can get simple business processes converted quickly. The automation 'designer' is so easy to use and it's quite intuitive. Permissions are easy to manage without feeling overwhelming. Their training center is one of the best I've seen. Our Account Team is also phenomenal. I can't say enough about them. They never make me feel like they don't have time to talk use cases, strategies, or even one off questions. They roll out new functionality often enough to add value but not so often that you can't keep up. Smartsheet also really values their customer's feedback - highly recommend their EAP.

Nachteile

Smartsheet is great in so many ways but there are some functionality missing that would make a massive difference in the amount of processes I could move to Smartsheet - cascading dropdowns, setting a field's value with automation, setting a form field's value based on another field or formula, editing an existing item via a form (not an update request), extract time stamping from cell history to be able to report on it. I would also like to see more consistency in the functionality across different apps within the platform. Overall, I'm able to find workarounds to most of the functionality wish list and with their ability to turn out new features often throughout the year, I don't consider these as deal breakers.

My other pain point (though it's also helpful in some ways, especially for small businesses) is how tiered the features are - meaning that you do have to purchase premium apps/add ons to leverage the full power of Smartsheet. That gives a lot of flexibility in how you want to scale but is also a bit of a pain as an end user, making the case for purchasing the add ons that will help my processes even more.