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SmartSuite Solutions

SmartSuite includes purpose-built solution suites for GRC, IT & Service Operations, Projects & Portfolios, and Business Operations — plus a no-code foundation to build and manage any workflow your business needs.

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PACKAGED SOLUTION SUITES

One Platform

GRC, IT, Projects, And Business Operations

Governance, Risk, Compliance & Resilience

Unify risk, compliance, audit, third-party risk, operational resilience, business continuity, regulatory readiness, privacy, AI governance and ESG.

IT Service Delivery

Manage incidents, changes, requests, assets, and service operations – with connections to workflows, automation, and real-time visibility.

Project & Portfolio Management

Unify portfolio reporting across projects and initiatives - so teams stay aligned on priorities and leaders can track progress against ORKs in real time

Business Operations

Manage sales, marketing, product, operations, human resources, procurement, and more - across teams and departments.

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GRC & Operational Resilience

Organizations manage risk, compliance, audit, cybersecurity, and resilience across dozens of disconnected tools—creating blind spots, duplicated effort, and slow response when it matters most. SmartSuite replaces this fragmented approach with one connected platform that unifies governance, risk, and resilience workflows across the enterprise.

SmartSuite connects risks, controls, policies, audits, incidents, third parties, and continuity plans into a single system of record. Teams gain real-time visibility into exposure, control effectiveness, and readiness—while maintaining full traceability for regulators, auditors, and executives.



SmartSuite helps organizations:

  • Integrate risk, compliance, audit, cyber, and resilience workflows
  • Eliminate silos created by point GRC and legacy systems
  • Standardize assessments, testing, evidence, and remediation
  • Improve cross-team coordination during incidents and audits
  • Maintain continuous oversight of risk, controls, and obligations
Explore GRC Solutions:
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AI Governance
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Audit Management
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Compliance Management
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 Cyber & IT Risk
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Enterprise Risk Management
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ESG Management
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Operational Resilience
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Privacy Management
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SOX Management
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Third Party Risk Management
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IT Service Delivery

IT and internal service teams are under constant pressure to deliver reliable services while managing growing demand, complexity, and risk. SmartSuite provides a modern foundation for IT and service operations—bringing structure, automation, and visibility to the workflows that keep the business running.



From IT service management and asset tracking to internal service delivery across HR, Facilities, Finance, and Legal, SmartSuite centralizes requests, incidents, changes, and operational data into one connected platform. Teams gain consistent processes, SLA visibility, and real-time reporting—without sacrificing flexibility.



SmartSuite helps IT & service teams:

  • Centralize service requests, incidents, assets, and operations
  • Automate routing, approvals, SLAs, and escalations
  • Improve visibility into service performance and operational health
  • Coordinate work across IT, shared services, and business teams
  • Scale service delivery without adding complexity or tools
Explore IT & Service Operations Solutions:
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Enterprise Service Desk (ESM)
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IT Asset Management (ITAM)
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IT Operations Management (ITOM)
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IT Service Management (ITSM)
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Projects & Portfolios

Projects, programs, and strategic initiatives are how organizations execute change—but too often they’re managed across disconnected tools that obscure priorities, dependencies, and outcomes. SmartSuite connects project delivery to portfolio governance and strategy execution in one unified system.



Teams plan and execute work with shared workspaces, real-time dashboards, and automated workflows, while leaders gain portfolio-level insight into progress, risk, capacity, and value. From project intake through delivery and benefits realization, SmartSuite ensures work stays aligned to what matters most.



SmartSuite helps organizations:

  • Plan and execute projects with consistent governance
  • Prioritize demand and manage portfolios with confidence
  • Track risks, dependencies, and financial performance
  • Align projects and programs to strategy and OKRs
  • Provide executives with real-time delivery and outcome visibility
Explore Project & Portfolios Solutions:
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Financial Management
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Portfolio Management
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Program Management
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Project Intake & Approvals
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Project Management
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Strategy & OKR Management
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Business Operations

Every organization runs on hundreds of core business processes that cut across teams—customer operations, finance, HR, legal, procurement, marketing, and industry-specific workflows. SmartSuite provides a single platform to design, run, and scale these operational processes with clarity and control.



Instead of relying on spreadsheets, email, and disconnected point tools, teams use SmartSuite to standardize intake, approvals, execution, and reporting. Work moves faster, coordination improves, and leaders gain visibility into how the business actually operates day to day.



SmartSuite helps operations teams:

  • Standardize and automate cross-functional workflows
  • Replace manual coordination with structured execution
  • Improve transparency across departments and stakeholders
  • Track work, approvals, and outcomes in real time
  • Adapt processes as the business evolves—without code
Explore Business Operations Solutions:
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Finance Ops
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Higher Education Ops
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HR / People Ops
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Legal Ops
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Marketing Ops
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Procurement Management
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Product Management
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Real Estate Ops
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Unified Work Platform

A single foundation powers every solution suite—shared data model, permissions, automation, and reporting.

Connected Workflows

Work doesn’t break at team boundaries—handoffs, dependencies, and outcomes stay linked across functions.

Enterprise Governance

Enterprise-grade permissions and auditability are built in, so you can scale workflows with confidence.

No-Code Configuration

Teams can configure and evolve workflows quickly—without custom code or long implementation cycles.

AI Powered Workflows

AI accelerates building, documentation, analysis, and decision support inside your workflows—not in a separate silo.

Replace Point Tools

Standardize processes, reduce tool sprawl, and gain real visibility because everything runs on one system.

WHY SMARTSUITE

Why SmartSuite?

SmartSuite is built for organizations that want work to stay connected across teams—not fragmented across disconnected processes.

Our AI-native platform is designed with security and governance at the core, supports reliable performance at scale, and integrates with the systems teams already depend on—so workflows stay connected across the business.



SmartSuite includes purpose-built solution suites for GRC, ITSM, Project Management, and Business Operations, plus a no-code foundation to build and manage any type of workflow.



Leaders choose SmartSuite because it improves execution with clearer ownership and real-time visibility—while delivering a defensible ROI through standardization, efficiency gains, and the ability to consolidate workflows onto one unified platform.

Frequently Asked Questions

Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.

What are SmartSuite Solutions?

SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM.
Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows

Can SmartSuite Solutions be customized for our unique processes?

Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.

How do SmartSuite Solutions integrate with our existing systems?

SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.

Are SmartSuite Solutions secure and compliant for enterprise use?

Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
‍
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.

How long does it take to implement a SmartSuite Solution?

Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.

Can we build our own Solutions from scratch?

Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.

Let’s Talk About Transforming Your Workflows

Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.

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SmartSuite  
Product Catalog

Explore SmartSuite’s complete catalog of productized solutions and platform features.
Each item represents a ready-to-deploy workflow or capability built on the SmartSuite Platform.
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Solution Suite
Product Groups
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Academic Curriculum & Scheduling Hub

Manage curriculum, course planning, and scheduling with real-time visibility across departments and academic programs.

autorenew
Agile Product Management

Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.

psychology
AI Governance

SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.

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Assessments & Accreditation

Manage outcomes, accreditation, and continuous improvement with a centralized, audit-ready platform for higher education.

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Budget Planning & Management

Plan, allocate, and track budgets with real-time visibility into financial performance and spending.

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Business Impact Analysis (BIA)

Quantify the impact of disruptions, determine recovery objectives, and inform continuity strategies to strengthen organizational resilience.

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Campaign Performance & Marketing Analytics

Track campaign performance, measure ROI, and gain real-time marketing insights across channels.

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Campaign Planning & Management

Plan, execute, and track marketing campaigns with structured workflows and real-time visibility.

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Change Management

Plan, approve, and implement changes with structured workflows, risk controls, and real-time visibility across systems and services.

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Compliance Assessments & Testing

Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to streamline assurance.

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Configuration Management (CMDB)

Track systems, applications, and dependencies with a centralized CMDB that powers incident, change, and service workflows.

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Content & Asset Management

Create, manage, and organize marketing content with structured workflows and real-time visibility.

assignment
Contract Lifecycle Management (CLM)

Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.

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Control Framework & Regulatory Libraries

Centralize controls and map them across frameworks to reduce duplication, improve alignment, and enable a test-once, comply-many approach.

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CRI AI RMF

Manage AI risk with CRI and NIST AI RMF using structured assessments, governance workflows, and real-time visibility into AI systems.

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CRI Compliance (Community)

Run CRI Profile assessments with structured workflows, evidence tracking, and real-time visibility into cyber compliance and supervisory readiness.

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CRI Profile Compliance (Enterprise)

Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and real-time visibility into cyber compliance readiness.

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Crisis Management

Coordinate executive-level crisis response with structured workflows, real-time visibility, and aligned actions across leadership and operational teams.

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Customer Feedback & Feature Requests

Capture customer feedback and manage feature requests with a centralized, connected system.

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Customer Lifecycle & Success Management

Manage the full customer lifecycle with real-time visibility into onboarding, engagement, and growth.

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Cyber Threat Management

Identify and respond to cyber threats with real-time visibility, structured workflows, and integrated risk and incident management.

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Employee Engagement & Surveys

Capture employee feedback, measure engagement, and drive improvement with surveys and real-time insights.

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Employee Lifecycle Management

Manage the full employee lifecycle with structured workflows and real-time visibility across hiring, onboarding, and transitions.

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Enterprise Assets & Structure

Manage assets, applications, systems, and organizational structure in one unified model with clear ownership, relationships, and real-time visibility across your enterprise.

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Enterprise Risk Management (ERM)

Centralize enterprise risk management with real-time visibility, standardized assessments, and connected workflows that align risk, controls, and mitigation across your organization.

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Entity & Corporate Governance Management

Manage legal entities, governance, and compliance with a centralized platform for corporate structure and oversight.

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ESG & Sustainability Management

Track and report ESG performance with structured workflows, regulatory alignment, and real-time visibility into sustainability metrics and initiatives.

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Event & Alert Management

Ingest and act on actionable alerts with automated routing, incident triggers, and real-time visibility across systems and services.

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Expense & Reimbursement Management

Capture, approve, and reimburse expenses with automated workflows and real-time visibility.

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Facilities & Maintenance Management

Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.

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Faculty & Staff Management

Manage faculty assignments, workloads, and staff responsibilities with real-time visibility across departments and academic operations.

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Finance & Administration

Manage financial requests, budgets, procurement, and vendors with a centralized platform for higher education institutions.

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HR Requests & Case Management

Capture and manage HR requests with structured workflows and real-time visibility across employee services.

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Incident Management

Capture and resolve incidents with structured workflows, real-time visibility, and integrated response across risk, compliance, and operations.

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Internal Audit Management

Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.

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Issues Management

Track and remediate issues across audits, risk, and compliance with structured workflows, clear ownership, and real-time visibility into resolution status.

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IT Asset Management

Track and manage IT assets across their lifecycle with full visibility into inventory, ownership, usage, and performance.

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IT Incident Management

Detect and resolve IT incidents quickly with structured workflows, SLA tracking, and real-time visibility across systems and service operations.

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IT Operations Planning & Analytics

Monitor, analyze, and optimize IT operations with real-time dashboards, performance metrics, and data-driven planning across services.

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Knowledge Management

Centralize and deliver knowledge across service workflows with structured content, real-time access, and integration into support and operations processes.

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Lease Management

Track lease agreements, timelines, and financial obligations with real-time visibility and automated workflows.

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Legal Matter Management

Track and manage legal matters, cases, and workflows with real-time visibility across legal operations.

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Legal Requests & Intake

Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.

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Legal Spend & Outside Counsel Management

Track legal spend, manage outside counsel, and optimize costs with real-time visibility and financial control.

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Marketing Requests

Capture and manage marketing requests with structured workflows and real-time visibility across teams.

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Onboarding & Offboarding Management

Automate onboarding and offboarding with structured workflows and real-time visibility across teams.

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On-Call Management

Manage on-call schedules, alerts, and escalation workflows to ensure rapid response to incidents and maintain service availability.

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Operational Resilience

Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.

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People Operations Hub

Manage people, roles, and relationships with a centralized system of record for higher education institutions.

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Performance & Goal Management

Manage employee goals and performance with structured reviews and real-time visibility.

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Physical Security

Manage physical security across facilities, assets, and personnel with structured workflows, access control oversight, and real-time visibility into risks and incidents.

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Policy Management

Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.

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Portfolio Management

Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.

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Post Quantum Security (PQS)

Prepare for quantum threats with cryptographic inventory, risk assessment, and structured migration planning across systems and vendors.

emergency_home
Privacy Risk Management

Manage privacy risks with structured assessments, data visibility, and real-time alignment to global regulations and governance requirements.

warning
Problem Management

Identify root causes and prevent recurring issues with structured workflows, trend analysis, and real-time visibility across systems and incidents.

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Procurement Requests & Intake

Capture and manage procurement requests with structured intake, automated approvals, and real-time visibility.

analytics
Product Analytics & Insights

Measure product performance, track feature adoption, and gain actionable insights with real-time analytics.

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Product Backlog & Feature Management

Capture, prioritize, and manage product features with a centralized backlog and real-time visibility.

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Product Strategy & Roadmapping

Define product strategy, prioritize initiatives, and manage roadmaps with real-time visibility and alignment across teams.

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Program Management

Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.

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Project Financial Management

Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.

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Project Intake and Approvals

Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.

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Project Management

Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.

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Property & Portfolio Management

Manage properties and portfolios with centralized visibility into assets, performance, and operations.

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Proposal Management

Create, manage, and deliver professional proposals with structured workflows and real-time visibility.

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Purchase Orders & Procurement

Create and manage purchase orders with real-time visibility into procurement execution, vendors, and financial impact.

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Quote Management

Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.

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Regulatory Change Management

Track and implement regulatory changes with structured workflows, impact analysis, and real-time visibility into compliance readiness.

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Regulatory Inquiries

Manage regulatory requests and exams with structured workflows, centralized documentation, and full visibility into response status and timelines.

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Release Management

Plan and deploy releases with structured workflows, scheduling, and real-time visibility across systems and environments.

rocket
Release Management & Planning

Plan and manage product releases with structured workflows and real-time visibility across teams.

experiment
Research & Grants Management

Manage research projects, grant lifecycles, and funding workflows with real-time visibility across teams and compliance requirements.

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Resource Management

Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.

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Revenue Operations & Forecasting

Forecast revenue, manage pipeline, and align teams with real-time visibility and analytics.

gpp_maybe
Risk and Control Self-Assessment (RCSA)

Run structured risk and control assessments with consistent scoring, evidence tracking, and real-time visibility into risk exposure and control effectiveness.

currency_exchange
Sales CRM

Manage leads, accounts, and opportunities with a connected CRM and real-time pipeline visibility.

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Sales Playbooks & Execution Management

Standardize sales execution with playbooks, workflows, and real-time visibility into deal progress.

library_books
Service Catalog

Define and deliver services with a centralized catalog, structured request forms, and automated workflows across your organization.

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Service Desk & Request Portal

Manage tickets, service requests, and fulfillment workflows with a centralized service desk, self-service portal, and automated operations.

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Service Level Management (SLAs)

Define and track SLAs with real-time monitoring, automated alerts, and performance dashboards to ensure consistent, high-quality service delivery.

order_approve
SOC 2 Compliance

Achieve SOC 2 compliance with structured workflows, automated evidence collection, and continuous visibility into control effectiveness and audit readiness.

person_search
Sourcing & Supplier Selection

Manage RFPs, evaluate suppliers, and select vendors with structured workflows and real-time visibility.

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SOX Compliance

Manage SOX compliance with structured control testing, evidence tracking, and real-time visibility into financial reporting controls and audit readiness.

payments
Spend & Procurement Analytics

Analyze spend, track vendor performance, and gain real-time insight into procurement activity across the organization.

route
Strategic Roadmapping

Plan and visualize strategic initiatives over time with connected roadmaps aligned to execution, resources, and priorities.

target
Strategy & OKR Management

Define strategy, align OKRs, and track outcomes with real-time visibility across teams and initiatives.

school
Student Services & Case Management

Manage student cases, requests, and services with real-time visibility across departments and student journeys.

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Tenant & Occupancy Management

Manage tenants and track occupancy with real-time visibility into space utilization and relationships.

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Territory & Account Assignment

Define territories and assign accounts with automated routing and real-time visibility across sales teams.

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Third Party Risk

Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.

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Time & Effort Tracking

Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.

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Vendor Management (Higher Ed)

Manage vendors, contracts, and procurement workflows with a centralized platform for higher education institutions.

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Vendor Portal

Enable secure vendor collaboration with structured workflows, controlled access, and real-time visibility into assessments and compliance activities.

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Vulnerability Management

Identify, prioritize, and remediate vulnerabilities across systems and applications with automated workflows, SLA tracking, and real-time operational visibility.

circles_ext
Vulnerability Management (GRC)

Manage vulnerabilities based on business risk with asset context, real-time visibility, and structured remediation workflows across systems and applications.

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Workforce Planning & Headcount Management

Plan and manage workforce growth with real-time visibility into headcount, hiring, and organizational structure.

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Frequently Asked Questions

Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.

What are SmartSuite Solutions?

SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM.
Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows

Can SmartSuite Solutions be customized for our unique processes?

Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.

How do SmartSuite Solutions integrate with our existing systems?

SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.

Are SmartSuite Solutions secure and compliant for enterprise use?

Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
‍
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.

How long does it take to implement a SmartSuite Solution?

Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.

Can we build our own Solutions from scratch?

Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.

Let’s Talk About Transforming Your Workflows

Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.

See Studio in Action
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Schedule a Demo
Explore the Platform

Industry Solutions, Powered by AI

SmartSuite brings together AI, data, and workflow automation to help organizations in every industry modernize operations and deliver measurable results.

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Aerospace & Defense

SmartSuite centralizes engineering, quality, compliance, and operations to reduce silos and improve program execution.

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Construction and Real Estate

SmartSuite centralizes projects, field operations, compliance, and property workflows to reduce silos and improve delivery speed.

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Education

SmartSuite unifies academic, administrative, compliance, IT, and operational workflows—replacing disconnected education systems with one modern, connected platform.

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Energy & Utilities

SmartSuite centralizes operations, compliance, maintenance, and field workflows to reduce silos and improve reliability.

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Financial Services

SmartSuite unifies risk, compliance, cyber, audit, and resilience workflows—replacing disconnected legacy GRC tools with one modern, connected platform.

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Healthcare / Life Sciences

SmartSuite unifies compliance, quality, risk, and operational workflows—replacing disconnected healthcare systems with one modern, connected platform.

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Insurance

SmartSuite unifies risk, compliance, claims, audit, and operational workflows—replacing disconnected legacy systems with one modern, connected platform.

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Manufacturing and Industrials

SmartSuite unifies production, quality, maintenance, safety, and operational workflows—replacing disconnected manufacturing systems with one modern, connected platform.

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Media and Marketing

SmartSuite centralizes campaign, content, creative, and client workflows to eliminate silos and improve delivery speed.

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Non-profit

SmartSuite unifies program management, fundraising, volunteer coordination, compliance, and operations—replacing disconnected nonprofit systems with one modern, connected platform.

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Pharmaceuticals

SmartSuite unifies quality, regulatory, clinical, manufacturing, and operational workflows—replacing disconnected pharma systems with one modern, connected platform.

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Professional Services

SmartSuite unifies project delivery, resource management, client collaboration, and operational workflows—replacing disconnected tools with one modern, connected platform.

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Public Sector

SmartSuite centralizes programs, operations, compliance, and service workflows to reduce silos and improve accountability.

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Retail and Consumer

SmartSuite unifies merchandising, store operations, supply chain, compliance, and customer experience workflows—replacing disconnected retail systems with one modern, connected platform.

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Technology / SaaS

SmartSuite unifies compliance, quality, risk, and operational workflows—replacing disconnected healthcare systems with one modern, connected platform.

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Telecommunications

SmartSuite centralizes network, compliance, field ops, and customer workflows into a single platform to reduce silos and accelerate operational response.

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Trusted by Over 2,000 Organizations Worldwide

From Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strengthen governance, and deliver measurable results.

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“The key business value for us is building service catalogs and project tracking inside SmartSuite—something no other platform could do this flexibly.”

Thomas Barnekow, Partner and CTO @ Metrics

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“SmartSuite became the visualization tool that changed how people think—about data, about improvement, and about their ability to make change happen.”

Kaitlin Pierce, Analyst for Economic and Workforce Development & Continuing Education @ AB Tech

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“If you can think it, YOU can build it! Kudos SmartSuite.”

Jonathan Ruf, First Vice President - Cyber Risk Executive @ Apple Bank

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'One of the main challenges we were facing was the sheer volume of requirements from our internal teams. We really needed a tool that could help us solve a lot of those automation and digitalization needs in a much faster and maintainable way. There was a moment where I had like 70 different project requirements.''

Federico G., Director of Digital Transformation @ Grupo AFAL

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Frequently Asked Questions

Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.

What are SmartSuite Solutions?

SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM.
Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows

Can SmartSuite Solutions be customized for our unique processes?

Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.

How do SmartSuite Solutions integrate with our existing systems?

SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.

Are SmartSuite Solutions secure and compliant for enterprise use?

Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
‍
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.

How long does it take to implement a SmartSuite Solution?

Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.

Can we build our own Solutions from scratch?

Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.

Let’s Talk About Transforming Your Workflows

Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.

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