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Agenda

Four days and more than 90 high-value sessions. Explore all ENGAGE has to offer.

Settembre 30, 2019

8:00 AM
to 5:00 PM

Pre-Conference Training: Intermediate Level Smartsheet

This course is designed for users who have foundational knowledge and skills, and wish to continue learning and impacting their team’s ability to collaborate effectively and efficiently. This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.


Ottobre 1, 2019

11:00 AM
to 12:00 PM

Achieving alignment, transparency and business results in a time of rapid change.

There is a looming talent gap - the pace of change is accelerating, and old business models are being disrupted. Teams are the building blocks for getting work done but still struggle with ways to break down silos, meet deadlines, show results, report on status and solve problems big and small. The workforce and the tools it uses to get work done can be an accelerator, an amplifier, or it can place limits on the ambition and the plans of an organization.

 Join Mike Gotta, Research Vice President from Gartner Research, and Smartsheet customers from Syngenta and McKesson as they discuss how successful teams combine the best capabilities of people with the best capabilities of machines to manage projects and processes in unique ways.  


11:00 AM
to 12:00 PM

Compliance in 2019: GDPR and Beyond

Discover how the Accelerator for GDPR (the General Data Protection Regulation) helps on their journey towards GDPR compliance. Hear from our product team and the global managing director of legal from Robert Half about industry trends, best practices and how this solution can organizations attain and maintain compliance.


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11:00 AM
to 12:00 PM

Dynamic View: Manage Processes at Scale

Want to know how to enable conditional collaboration with Dynamic View? This session will cover how to create custom configurations to ensure users have the access to the fields they need, when they need it.


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11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.


11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.


11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.


12:45 PM
to 1:45 PM

User Group: Control Center

Join fellow Smartsheet users to deep dive on Control Center. This meetup will be led by the Smartsheet Product team. Participants are encouraged to share their best practices and provide feedback on future feature enhancements.


1:00 PM
to 2:00 PM

Preview the Smartsheet Product Roadmap

Join us and learn about the future of Smartsheet! Get a high-level overview of our product's roadmap, as well as an early look at new features and enhancements that are in development.


1:00 PM
to 2:00 PM

Save Time and Increase Efficiency With Formulas

In this session, you'll learn how to build formulas into your work to automate calculations and accelerate your work management. We'll cover formulas that will help you surface summary calculations when you use hierarchy in your sheets, automate symbol columns like RYG balls to reflect changes in status without manual work, and much more.


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1:00 PM
to 2:00 PM

Smartsheet in Healthcare: Customer Roundtable

Hear firsthand how our customers use Smartsheet to help keep their healthcare organizations running smoothly. You'll also learn how to remain HIPAA compliant when storing PHI in Smartsheet.


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2:15 PM
to 3:15 PM

Drive Consistency Across Projects and Processes with Control Center

Are you a new Control Center user, or just want to learn more about how Control Center works? This session will show you how Control Center automates projects and processes, from intake to portfolio-level reporting.


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2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.


2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of the Customer Engagements Accelerator

Learn how to solve sales cycle management challenges with this easy-to-use solution for handling complex processes.


2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of the IT PMO Accelerator

Learn the key elements of this Accelerator: how to navigate, implement, and optimize elements of this pre-configured solution for running your IT PMO.


2:15 PM
to 3:45 PM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.


2:15 PM
to 3:45 PM

Hands-On Lab: Smartsheet Reports

Take reporting to the next level with this deep-dive into all things Smartsheet reports. You'll learn how to get the most from both summary and row reports.


3:45 PM
to 4:45 PM

Best-in-Class Project Management

Come see and learn what a world-class project management solution architecture within Smartsheet looks and feels like. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. In this session, we'll share best practices and advance your organization's project management capabilities to increase effectiveness and drive business.


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3:45 PM
to 4:45 PM

Driving Transformation Through Innovation

Organizations are increasingly facing an onslaught of new demands to increase the speed and velocity of innovation. But even breakthrough ideas will fall short without effective execution. Join Chris Marsh, Research Director from 451 Research, and Gene Farrell, Chief Product Officer at Smartsheet, as they discuss top transformation trends and how enabling workforce productivity can be the key to successful execution of your business transformation strategy. They are joined by two customers who share the unique ways their organizations are relying on the Smartsheet platform to empower their teams to drive continuous innovation.


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3:45 PM
to 4:45 PM

Getting the Most out of Workflows

Take your use of Smartsheet automation features to the next level with this deeper dive into notifications, approvals, and more. You'll learn tips and tricks for getting the most out of these powerful yet simple to set up features.


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3:45 PM
to 4:45 PM

The IT PMO Accelerator: Optimize Your IT PMO Operations, Fast

The Smartsheet Accelerator for IT PMO is a pre-built solution that enables IT teams to centralize project prioritization, drive consistency in project execution, global updates, and project archiving, while providing real-time visibility into strategic initiatives. In this session, you'll learn how to use this solution to accelerate IT project delivery.


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4:00 PM
to 5:00 PM

User Group: Dynamic View

Join fellow Smartsheet users to deep dive on Dynamic View. This meetup will be led by the Smartsheet Product team. Participants are encouraged to share their best practices and provide feedback on future feature enhancements.


Ottobre 2, 2019

7:00 AM
to 8:15 AM

Smartsheet Empowerment Breakfast with Shelley Zalis: The Business Case For Equality

When you add more women to any equation, there is a return on equality. Shelley Zalis, CEO of The Female Quotient, examines the business case for equality, outlines action-oriented solutions for men and women to work together in progress towards parity, and provides tactics to become conscious of your unconscious. Discover why equality isn't just the right thing to do; it's also good for the bottom line.

Shelley’s presentation will be followed by a moderated discussion including members of the Smartsheet Executive Team.


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8:30 AM
to 9:30 PM

A Complete Solution: Intake to Archive

Looking at a common project intake solution we will walk through all of the steps to create a complete workflow in Smartsheet. From diagramming your solution to creating forms, automated workflows, reports, and dashboards.


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8:30 AM
to 10:00 AM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.


8:30 AM
to 10:00 AM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.


8:30 AM
to 10:00 AM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.


8:30 AM
to 9:30 AM

Project Sheets for the Non-Project Manager

Comfortable with Smartsheet but hesitant to use a project sheet? Fear not, this session will look at the project sheet through the eyes of a non-project manager to help you take your planning and organization to the next level.


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8:30 AM
to 9:30 AM

Solution Center Tour de Force

Power up your work with free pre-built templates! In this session, we'll dive into the ins and outs of Solution Center, and show you how to find, download, and customize Smartsheet templates.


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9:45 AM
to 10:45 AM

Customer Spotlight: Smartsheet in Construction

Construction professionals collaborate on a daily basis with stakeholders that require different levels of visibility. Learn how to confidently and securely share information between owners, architects, contractors, subcontractors, and hear how Smartsheet empowers one customer to operate more effectively through real-time collaboration from pre-con thru completion.


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9:45 AM
to 10:45 AM

Data Uploader: Transform your Smartsheet Solution

Want to automatically upload data from an external system into your Smartsheet solution? This session will show you how Data Uploader can automatically merge or replace data from a third-party application, like Excel, into Smartsheet.


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10:30 AM
to 12:00 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.


10:30 AM
to 12:00 PM

Hands-On Lab: Smartsheet Reports

Take reporting to the next level with this deep-dive into all things Smartsheet reports. You'll learn how to get the most from both summary and row reports.


11:00 AM
to 12:00 PM

Digital Transformation: Tools Alone Are Not Enough to Reach Operational Effectiveness

The nature of work is changing - we are in an age of rapid change transformation where established business models are under constant attack and speed of execution is more critical than ever. Despite tremendous investment in the tools that support the “future of work” agenda, we have hit a wall.

This presentation by guest speaker Rob Koplowitz, VP and Principal Analyst at Forrester Research, will examine the increasingly important role that collaborative work management tools play in helping organizations consistently achieve better results while allowing business leaders to achieve greater transparency that empowers employees and teams to be more productive and effective. Mr. Koplowitz is a leading expert in software delivery, focusing on the areas of collaborative work management, project management, project portfolio management, and project management organizations (PMOs), covering both Agile and traditional methodologies.


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11:00 AM
to 12:00 PM

Manage Ticketing, Reviews, and Vendors With Smartsheet Dynamic View

Smartsheet Dynamic View helps you build multi-step business processes that manage access to information based on identity and previous actions. Common use cases include IT or creative ticketing, HR reviews, and vendor management, but Dynamic View can be applied to any situation where you want to manage who sees a certain subset of data and when. In this session, we cover the basics of Dynamic View, hear from a real-world user, see a live demo, and look at new features coming to help you manage multi-step processes.


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11:00 AM
to 12:00 PM

Smartsheet + Adobe: Aligning Creativity & Achievement

Adobe is the world leader in design and delivery of digital experiences. Smartsheet is the world leader in work execution platforms. Join us for a session as we highlight some of the exciting ways we are partnering with Adobe, helping to improve the way you work, specifically in creative and marketing. Adobe and Smartsheet provide the opportunity to integrate in many ways - from Creative to Document execution and beyond. The digital workplace transformation is an experience much improved when leveraging these two platforms in cooperation.


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11:00 AM
to 12:00 PM

The Smartsheet Customer Engagements Accelerator: Solve Sales Management Challenges Fast!

Learn how to use this pre-built solution to quickly and effectively tackle your sales organization's most complex deals. You'll learn how to achieve better pipeline transparency, reduce sales management, and increase deal closure success with this Accelerator.


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2:30 PM
to 3:30 PM

Best Practices to Optimize Your Sheets and Solutions

Take your skills to the next level in this session, as we focus on optimizing sheets for complex solutions. You'll learn how to use Smartsheet to build larger-scale workflows within and across projects, plus best practices, tips & tricks, and insights from real-life customer examples.


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2:30 PM
to 3:30 PM

Build End-To-End Business Solutions with Smartsheet Pivot App, Calendar App, and DataMesh

Take your program to the next level with advanced Smartsheet capabilities for enterprise connectivity and data management. We'll discuss designing holistic solutions for your unique business needs and see live demos on how you can summarize and analyze large data sets using Pivot App, build shareable and interactive calendars with Calendar App, and map data between large sheets with DataMesh.


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2:30 PM
to 3:30 PM

Connecting the Workforce to the Priorities of the C-Suite

Today’s high performance organizations are gaining much of their results by becoming increasingly well-aligned on the ground at the individual contributor and team level, all the way up to senior executives and the C-Suite. Major influences and factors driving this trend includes the success of agile methods, new “leader influencers”, ever more open and collaborative corporate cultures, and digital support tools that take the effort and guesswork out of how to get better organized and aligned. Examining leading case examples and reviewing top C-suite priorities on both the IT and business side, this dynamic session with Dion Hinchcliffe of Constellation Research will explore how you can rapidly bring these results to your organization, regardless of what your state is today.


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2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.


2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of the Customer Engagements Accelerator

Learn how to solve sales cycle management challenges with this easy-to-use solution for handling complex processes.


2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.


2:30 PM
to 4:00 PM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.


2:30 PM
to 3:30 PM

The Future of Marketing with Smartsheet

Smartsheet is pleased to announce a new suite of solutions that enable marketing to solve their operational and organizational challenges. We are offering a number of accelerators focused on providing solutions for marketers: the Accelerator for Shared Services, the Accelerator for Event Management, and the Accelerator for Campaign Management. These three premium solutions enabled marketing and creative teams to work effectively and collaboratively to drive greater productivity and visibility into projects. Hear from our product team and subject matter experts about how these solutions empower teams to improve how they work and how to get these powerful tools into the hands of your marketing department, fast.


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3:45 PM
to 4:45 PM

Dashboard Best Practices: Creating Transparency

What's the difference between a good dashboard from a great dashboard? In this session, you will learn to build best-in-class Smartsheet dashboards that give your teams all the real-time information they need.


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3:45 PM
to 4:45 PM

New Features: Get the Most From Our Newest Functionality

Go deep into the newest Smartsheet functionality, from Gantt enhancements to new column types,  grid improvements, and more. You'll see how to make the most of features released in the past six months - and get a peek at what's coming next.


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3:45 PM
to 4:45 PM

Reports: Tips, Tricks and Troubleshooting

This session will help you become a reporting expert! Learn how to consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. Know when and where to use reports, and how to troubleshoot when needed to get the best possible results.


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Ottobre 3, 2019

8:30 AM
to 9:30 AM

Connectors: Extending Smartsheet Into Your Enterprise Systems of Record

In the world of Collaborative Work Management, connecting work from purpose-built, best-in-breed applications to a management layer is essential. Attend this session to find out how Smartsheet connects to structured data sources - and share how you'd like to connect to others at your organization!


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8:30 AM
to 9:30 AM

Portal Best Practices: Driving Team Alignment

Keep your teams on the same page with easy-to-create and maintain centralized information portals. This session will give you examples and tips to get the most out of your Smartsheet portals.


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9:45 AM
to 10:45 AM

Forms: Gather Information at Scale

Smartsheet forms are the fast, easy way to collect and act on information in Smartsheet. Join us to learn how to use forms to streamline intake, structure your sheet to stay current on new requests, and assign next steps to your team. You'll learn how to transform customer surveys, collateral requests, ticketing systems, and more.


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9:45 AM
to 10:45 AM

Frictionless Digital Transformation With Smartsheet

With pressure to become more agile, more innovative, and better serve their customers, many companies are driving digital transformation initiatives across all lines of their business. Come see how the Smartsheet platform is helping companies transform their processes, saving time, improving collaboration, and delivering a better customer experience - while destroying silos and managing change on an individual, team, and organizational level.


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9:45 AM
to 10:45 AM

Learn How Smartsheet Is Building for Scale to Support Your Business

Q&A session with Gene Farrell, Smartsheet CPO and Praerit Garg, Smartsheet CTO.


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11:00 AM
to 12:00 PM

A Complete Solution: Intake to Archive

Looking at a common project intake solution we will walk through all of the steps to create a complete workflow in Smartsheet. From diagramming your solution to creating forms, automated workflows, reports, and dashboards.


11:00 AM
to 12:00 PM

Become a Smartsheet Champion (repeat)

Need help spreading the word in your organization? This session will equip you to become a Smartsheet Champion! Learn about the resources, assets, and events we've created to help you succeed, and gain access to the Smartsheet Mobilizer Toolkit.


11:00 AM
to 12:00 PM

Best-in-Class Project Management (repeat)

Come see and learn what a world-class project management solution architecture within Smartsheet looks and feels like. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. In this session, we'll share best practices and advance your organization's project management capabilities to increase effectiveness and drive business.


11:00 AM
to 12:00 PM

Preview the Smartsheet Product Roadmap (repeat)

Join us and learn about the future of Smartsheet! Get a high-level overview of our product's roadmap, as well as an early look at new features and enhancements that are in development.