We’ve Partnered with SmartSuite
To Transform the Way Teams Work

Why We Chose SmartSuite

  • Tasks work well for projects, and SmartSuite does tasks. Yet it does more by facilitating true business processes, including everyday workflows for Sales CRM, Customer Support, and Product Management.

    More importantly, you can rapidly create custom workflows unique to your business - and your business is unique. They all are.

  • We like SmartSuite’s interface, and we believe that matters for team member using the product every day like we do. Its controls are consistent, its colors are bright, and we enjoy the flexibility to adapt reports, views and dashboards.

    It’s not just the aesthetics we love, the entire architecture makes complex features feel easy - from automations to integrations.

  • We have insights to where SmartSuite is heading. Their feature roadmap will continue to differentiate and add value for our shared customers. We understand the No Code players - from Airtable to ClickUp, Asana to Monday, Notion to Teamwork and on and on.

    We’re betting on SmartSuite because we believe in their vision.

Serious

Service Offerings

Smart Start Packages

  • Designed to help you convert from manual (spreadsheet / email, etc.) work, project management systems (Asana, Monday, etc.) or point solutions (Bamboo HR, Jira, etc.).

    We work rapidly, using a prescriptive method to convert you from current state to SmartSuite.

    All packages include training to enable your teams.

  • Smart Start

    • Account setup and permissioning

    • 3 Solutions (Process Workflows), customized to your organization

    • Data Import

    • 8 Reports

    • Live Admin Training

    • Serious self-guided training materials (general users)

    Smart Start +Plus

    • All of the above, plus:

    • +3 Solutions (Process Workflows)

    • Automations (10)

    • Zapier integrations (2)

    • Live general user training

    • Post implementation support

  • Smart Start is $5,500

    Smart Start +Plus is $9,750

Rapid Proof of Concept

  • Dip your toe in the water to quickly gauge if SmartSuite can solve whatever problem or pain that’s ailing you.

  • We time box our prototyping work to offer flat-rate proof of concepts.

    Our process is simple

    • Consultation (~1 hr)

    • We build a prototype, including a sample of your data

    • Review (~1 hr)

    We will help you assess fit prior to prototyping. Typically, the next steps after a Rapid PoC are one of the following:

    • Scope custom implementation based on PoC

    • Revert to a Smart Start Package

    • You take it and run with it

  • Rapid PoC costs $1,500

    The cost of your Rapid PoC is discounted from Smart Start Packages and Custom projects should you choose to move forward with additional services.

 

(it’s free)

SmartSuite Your Way

  • The true power of SmartSuite is its ability to support your unique business processes.

    It adapts and changes as your organization grows - without writing code - and we can train your team so you’re not dependent on professional services in perpetuity.

  • This is a choose your own adventure option.

    We recommend starting with a Rapid PoC to jump start an engagement, but typically we will:

    • Assess and scope a path from Current State to SmartSuite

    • Use our Serious methodology to define phases of work:

      • Analyze & Design

      • Agile Build & Test

      • Train & Enable

    We also offer ad-hoc consulting and post-implementation support packages (blocks of hours with volume-based discounts).

  • Varies by project

 Time to get Serious