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Why Smartsheet is a Great Alternative to Excel for Project Tracking

— Discover why Smartsheet outperforms Excel for project management and how consultants help unlock its full potential across industries.
By Emily WilsonPUBLISHED: July 15, 10:52UPDATED: July 15, 10:57 7840
project manager using Smartsheet dashboard on laptop with team in background

When managing complex projects, organizations usually shift to spreadsheets such as Excel to keep track of tasks, timelines, and resources. Excel is a useful tool, but it is limited when managing larger projects or coordinating teams. For project management, Smartsheet is an effective platform, offering more intuitive, collaborative, and scalable solutions. For companies looking to simplify their workflows, track progress in real-time, and deliver better results, Smartsheet functions as a more effective and dynamic alternative to Excel sheets. 

Read this article to explore why Smartsheet is the best choice for project management and how Smartsheet consultants can help organizations use the platform’s complete potential.

1. Intuitive Interface & User-Friendly Design

One of the key reasons Smartsheet has become a go-to tool for project tracking is its intuitive and user-friendly interface. Unlike Excel, which can become burdensome with large datasets, Smartsheet imitates a spreadsheet layout but improves it with potential project management features such as Gantt charts, task dependencies, and automated workflows. This design enables teams to begin quickly, while ensuring everyone involved can stay up to date, irrespective of their technical experience.

Smartsheet’s grid view is just like a spreadsheet but much more dynamic, providing a collaborative workspace where project timelines, tasks, and deliverables are easily transparent. This makes the progress tracking, task prioritizing, and responsibilities assigning easier, all in one place. The ability to tailor views further improves its adaptability, making it right for different project types.

2. Real-Time Collaboration and Communication

Collaboration is key to effective project management. In an outdated Excel sheet, collaboration frequently results in version control issues and confusion regarding which file is the most up-to-date. Smartsheet, on the other hand, enables several users to work on the same sheet in real time, diminishing the possibility of misunderstanding or errors.

The built-in communication tools, such as comments, notifications, and alerts, offered by the platforms ensure everyone involved stays on the same page. Users can effortlessly tag teammates, share feedback, or update progress, all without exiting the platform. This level of collaboration is mainly beneficial for remote teams or those working throughout multiple locations.

3. Automated Workflows and Task Management

Smartsheet’s built-in automation tools significantly decrease the manual effort needed to keep projects on track. By automating task reminders, status updates, and dependency alerts to help project managers focusing on strategic decision-making rather than organizational tasks.

In contrast, Excel lacks automation features, and users are usually forced to depend on complex formulas, manual updates, or third-party integrations to repeat automation functionality. Smartsheet streamlines this by enabling users to set up workflows that generate alerts, upgrade statuses, and even move tasks between stages automatically. This automation not only saves time but ensures reliability and lessens the risk of human error.

4. Advanced Reporting and Analytics

Managing large projects needs the capability to obtain and analyze detailed reports. Smartsheet succeeds in this area by offering robust analytics and reporting capabilities that enable teams to monitor significant project KPIs in real time.

With Smartsheet’s reporting features, project managers can rapidly evaluate task completion rates, recognize potential blockages, and envision project progress through customizable dashboards. Due to this data-driven approach, teams can efficiently make informed decisions, ensuring projects are within budgets and on schedule.

In comparison, Excel demands users to manually generate complex pivot tables, charts, and graphs to analyze data. While Excel is potent for basic analysis, Smartsheet’s pre-built reports and dashboards simplify this process, enabling project managers to gain insights at a glance.

5. Scalability for Complex Projects

While Excel can be adequate for small-scale projects, it can rapidly become unmanageable when managing larger, more complex datasets. Smartsheet, however, is built to scale with your requirements. Smartsheet has the ability to adjust, whether you’re managing a few tasks or several of them.

Smartsheet streamlines the tracking of large-scale projects with several stakeholders through effective management of multiple sheets, teams, and workspace. This scalability ensures the platform remains a valuable tool as projects grow and scale.

Furthermore, Smartsheet smoothly integrates with other platforms such as Google Workspace, Microsoft Office 365, and several CRM and ERP systems, enabling teams to combine data from multiple sources into one centralized platform. This integrated approach offers a holistic view of the project, decreasing the need for different tools and manual data entry.

6. Customizable Templates

One of the highlighting features of Smartsheet is its broad library of customizable templates. These templates allow teams to get started quickly and efficiently, covering a wide range of industries and use cases, from marketing campaigns to building projects. 

Smartsheet enables the customization of project plans, workflows, and templates to align with organization's specific goals, ensuring the platform can efficiently support projects of any size.

Excel offers templates, but they usually need more manual input and fine-tuning. Smartsheet’s templates, however, are pre-configured to align with best practices, enabling teams to hit the ground running and avoid redundant setup time.

7. Smartsheet Implementation Services and Consulting Support

While Smartsheet offers an intuitive interface, some organizations might need additional support to completely realize its power. This is where Smartsheet consultants and Smartsheet consulting services play a significant role. Along with smooth implementation, Smartsheet consultants offer personalized training, guidance, and continuous support, to improve the platform's productivity within your organization's workflow.

From configuring custom workflows to integrating Smartsheet with other tools, Smartsheet implementation services ensure your team uses the platform effectively from day one. Whether you need help with basic setup or a full-scale enterprise solution, Smartsheet consultants can lead you every step of the way.

However, Smartsheet integration services allow businesses to seamlessly connect Smartsheet with other software systems, making Smartsheet a central hub for all project-related data, ensuring improved transparency and simplified decision-making. This integration includes efficient management of projects, tasks, and resources over a single platform.

Veridian Solutions: Your Smartsheet Partner

Connecting with a Smartsheet Gold Partner like Veridian Solutions can significantly optimize workflows and enhance efficiency. A company that excels in custom software solutions, simplifies work, improves teamwork, and promotes success.

Veridian Solutions, as Smartsheet experts, offers Smartsheet integration, Smartsheet consultancy, and Smartsheet implementation services. Our experienced consultants follows a tailored approach to ensure Smartsheet aligns with your business goals and improves operational efficiency.

With a proven track record across multiple industries and thorough consulting experience, Veridian Solutions is fully equipped to help businesses leverage the full potential of Smartsheet. As trusted Smartsheet consultants, they drive innovation, flexibility, and collaboration, providing teams with the solutions and confidence required to use Smartsheet effectively.

The Bottom Line: Why Smartsheet is the Right Choice

Smartsheet, an all-inclusive solution, is more than just a substitute to Excel. Its a robust, scalable, and cooperative platform that helps businesses manage tasks more precisely and effectively, from managing deadlines to keeping track of tasks and leading team activities.

By connecting with Veridian Solutions as a Smartsheet consultants, you can get the most out of Smartsheet with an assurance that your team has the right tools, training, and support to accomplish their goals. Whether you need help with Smartsheet integration services, implementation, or continuous consulting, Veridian Solutions can guide you through the process, helping you with workflow optimization, reduced inefficiencies, and outperforming the competition.

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Emily Wilson

Emily Wilson is a content strategist and writer with a passion for digital storytelling. She has a background in journalism and has worked with various media outlets, covering topics ranging from lifestyle to technology. When she’s not writing, Emily enjoys hiking, photography, and exploring new coffee shops.

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