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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: Advanced Work Management with Smartsheet

This course is designed for experienced Smartsheet users who want to implement best practices for managing and reporting on work at scale.This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.


8:00 AM
to 5:00 PM

Pre-Conference Training: Beginning with Smartsheet

This course is designed for newer users who wish to gain a foundational understanding of the Smartsheet work execution platform.This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.


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

7:00 AM
to 7:30 AM

Morning Mindfulness: Performance Breathing with Laird Hamilton and Gabrielle Reece

Join us for a Performance Breathing exercise led by Laird Hamilton and Gabrielle Reece. Business casual attire; yoga mats provided.

Breathing influences every system and function within the body. Breathing can act as the doorway to a calm, relaxed mental state and can be used to control fear, anxiety, anger and stress while promoting restful sleep.
Through correct breathing habits new levels of health, performance, fitness and wellness can be realized, for any application or activity you are doing.


9:00 AM
to 10:30 AM

Opening Keynote

Learn what's new and what's next — for Smartsheet with presentations from CEO Mark Mader, CPO Gene Farrell, and CMO Anna Griffin.


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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

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 12:00 PM

Getting Started With Formulas

Formulas in Smartsheet are a key component of successful work management. This session will walk you through the basic steps of creating formulas, discuss the top five functions, and get you started on your path to using formulas successfully.


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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

Getting Started With Smartsheet Automated Workflows

It's easy to get started with automation! Starting with row-level actions and finishing with automated sheet actions, this session provides ideas for putting these time-saving features into use immediately.


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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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2:15 PM
to 3:15 PM

Become a Workflow Design Expert

Even with the best software tools in the world, if you don't understand your process or how to define success, you won't get the best result. Set yourself up to succeed in Smartsheet with an outline of goals, roles, visibility, and processes —  and learn best practices for translating this roadmap into workflows that will bring it all to life.


2:15 PM
to 3:15 PM

Deep Insights into Users and Usage with Event Reporting

Learn how to get visibility and deep insights into Smartsheet usage for enhanced compliance, and governance. Learn how this data can be integrated into monitoring, Reporting and CASB systems for data loss prevention (DLP).


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2:15 PM
to 3:15 PM

Designing Scalable Solutions in Smartsheet Control Center

Control Center standardizes how you plan, track, and summarize projects. Let us help you optimize a new or existing solution, so you can ensure Control Center replicates your best work.


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 3:15 PM

Taking Formulas to the Next Level

In this session, you'll learn the most advanced use of Smartsheet formulas, including functions such as ATCELL, VLOOKUP, INDEX and more.


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

Mapping Data Across Sheets

Get insight into how you can map data across sheets with cross-sheet formulas, as well as with the Smartsheet premium app, DataMesh. This session will give you best practices for using both.


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 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

Smartsheet Reports: Increase Transparency and Accelerate Productivity

Learn how to use Smartsheet reports to build bi-directional views across your teams, projects, and tasks. Understand the functional basics and how to share real-time project progress with internal stakeholders or clients. You'll learn how to summarize your own responsibilities across multiple projects, surface a view of tasks yet to be completed, and elevate high-level portfolio milestone dates.


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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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9:45 AM
to 10:45 PM

Smartsheet User Management at Scale

This 1,000 ft session will make the audience familiar with the Azure Active directory integration feature, and will include a demo of setting up and using the feature.


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11:00 AM
to 12:00 PM

Deep Insights into Users and Usage with Event Reporting

Learn how to get visibility and deep insights into Smartsheet usage for enhanced compliance, and governance. Learn how this data can be integrated into monitoring, Reporting and CASB systems for data loss prevention (DLP).


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

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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12:45 PM
to 2:15 PM

Guest Keynote: Barbara Corcoran

The session will lead off with an open Q&A with our Senior Executive team, then author, investor, and television personality Barbara Corcoran will discuss her winning strategies for bringing fun into the workplace. This star of ABC's Shark Tank will also share her secrets to establishing an atmosphere that breeds innovation.


2:30 PM
to 3:30 PM

Advanced Dashboards: Taking It to the Next Level

Trigger insights to make better decisions faster. In this session we will take a deeper look at techniques to power and design dashboards for visibility at all levels.


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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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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

Deep Dive into Project Sheets

Are you a project manager new to Smartsheet? This session will discuss how to get the most out of your project plans in Smartsheet.


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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

8:00 AM
to 12:00 PM

Smartsheet Solution Certification Exam: Process Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.


8:00 AM
to 12:00 PM

Smartsheet Solution Certification Exam: Project Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.


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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8:30 AM
to 9:30 AM

Smartsheet Has an API? What is That and Why Would I Want to Use it?

Have you heard the term API and have no idea what it means? This session explains the basic concepts and how a company can leverage the Smartsheet API to build powerful solutions that take their work execution to a new level.


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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

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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9:45 AM
to 10:45 AM

Smartsheet API: Tips and Tricks

Comfortable with coding and working with the Smartsheet API? Attend this session to learn valuable tips and tricks to get the most out of your API integrations.


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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

Taking Formulas to the Next Level

In this session, you'll learn the most advanced use of Smartsheet formulas, including functions such as ATCELL, VLOOKUP, INDEX and more.


Visit Session Page

1:00 PM
to 5:00 PM

Smartsheet Solution Certification Exam: Process Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.


1:00 PM
to 5:00 PM

Smartsheet Solution Certification Exam: Project Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.