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SmartsheetScale stage

smartsheet.com
90/ 100
AI-Native

Smartsheet aims to be the leading work management platform, empowering teams to work smarter and achieve more.

ARR
$943.0M
Customers
1,665
Team
3,362
Founded
2005

Stage check, Expand exit criteria

Can Smartsheet expand its customer base beyond enterprises and teams
Yes, with further development of mobile apps and simplified onboarding
met
Revenue growth

Smartsheet has shown significant revenue growth in recent years

met
Market penetration

Smartsheet has a strong presence in the work management market

partial
Product development

Smartsheet has a range of products but needs to improve mobile accessibility and onboarding experience

AI-Native Scorecard

Intelligence & Discoverability85

Smartsheet has AI-powered work management capabilities but can improve discoverability

Build Velocity80

Smartsheet has a range of products but needs to accelerate development of mobile apps

Ops Leverage95

Smartsheet has a strong operational foundation

Product Intelligence90

Smartsheet has a strong product portfolio but needs to simplify onboarding

The Moat85

Smartsheet has a strong brand and customer base but needs to expand its moat through further innovation

Proof & Narrative90

Smartsheet has a strong value proposition and customer success stories

The moat, decomposed

Brand recognitionstrong

Smartsheet has a well-established brand in the work management market

Customer basestrong

Smartsheet has a large and loyal customer base

Innovationpartial

Smartsheet needs to continue innovating to expand its moat

Partnershipspartial

Smartsheet can benefit from further partnerships to expand its reach

What is already working

Strong operational foundation
AI-powered work management capabilities
Large and loyal customer base

The gaps

1

Limited mobile accessibility

ProblemDifficulty in accessing Smartsheet on mobile devices
What it costsReduced user adoption and engagement
The fixDevelop mobile apps
Ultron wouldUltron would develop a mobile app with a user-friendly interface and key features
2

Insufficient customer support

ProblemDifficulty in getting support from Smartsheet
What it costsReduced customer satisfaction and retention
The fixExpand support channels
Ultron wouldUltron would implement a multichannel support system with AI-powered chatbots
3

Complex onboarding process

ProblemDifficulty in getting started with Smartsheet
What it costsReduced trial conversions and customer adoption
The fixSimplify trial experience
Ultron wouldUltron would develop a guided onboarding process with interactive tutorials and AI-powered recommendations

The Road to AI-Native

Phase 1, Quick wins 30 days
Develop mobile apps for key workflows
Expand support channels to 24/7 chat and phone
Simplify trial experience with interactive tutorials
Phase 2, Build the engine 90 days
Integrate AI-powered project forecasting
Implement automated workflow recommendations
Enhance reporting and analytics capabilities
Phase 3, The moat 6-12 months
Develop industry-specific workflow templates
Integrate with major CRM and ERP systems
Launch a community-driven workflow marketplace

The 10x move

AI-Driven Automation

Automate 80% of routine project tasks

AI-native companies that ran this play

Asana's workflow automationlike Airtable, Notion

Smartsheet can learn from Asana's automation features and Airtable's and Notion's flexible workflow design

Monday.com's customizable dashboardslike Wrike, Basecamp

Smartsheet can take inspiration from Monday.com's dashboards and Wrike's and Basecamp's project visualization capabilities

Where AI hits your business first

Project Management

AI can optimize resource allocation and task assignment

Workflow Automation

AI can streamline routine tasks and reduce manual errors

Reporting and Analytics

AI can provide predictive insights and data-driven recommendations

Augment vs automate

Automate
report generation
task reminders
data entry
Augment
project planning
resource allocation
workflow design

Operate with AI fluency

Delegate tasks to AI-powered automation tools to free up human resources
Describe key performance indicators and metrics to measure project success
Discern the most critical project tasks and prioritize them accordingly
Diligence in monitoring project progress and making data-driven decisions

Operating-model upgrade

Planning
annual planning to quarterly planning
Context
static project plans to dynamic project plans
Review
monthly review meetings to weekly project standups
Roles
project managers to product owners

Vision

Smartsheet aims to be the leading work management platform, empowering teams to work smarter and achieve more.

Want this for your own company?

Ultron runs the teardown, then does the work in the gaps.

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