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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

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Explore All Features

Business Operations

Click on the cards below to view a live, read only version of the solution template.
Use the Board Management solution to run better, more productive board meetings

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Board Management

Use the Board Management solution to run better, more productive board meetings, whether you're leading for profit business entities, nonprofits, or public benefit corps. Directors can track attendance, organize meeting minutes, vote, share docs, share files and more with other members.

Use the Board Management solution to run better, more productive board meetings
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rgSn6LiDM4/
Manage contracts large and small through review and approval

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Contract Management

This flexible solution can be used narrowly for sales contracts or broadly for any contract with external vendors, clients, or stakeholders. Manage contracts large and small through review and approval. Track renewals and contractual obligations.

Manage contracts large and small through review and approval
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/bEr6KNLUwC/
Manage all of your project change requests

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Change Requests

Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Link it with the project management solution to up your delivery game!

Manage all of your project change requests
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/GYLE5cs10N/
Track the highest-level corporate documents and financial information

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Company Documents

Track the highest-level corporate documents and financial information. Organize formation documents, company operating agreements and periodic financials. Ideal for startups.

Track the highest-level corporate documents and financial information
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/n96L9J9h9Z/
Manage any type of legal issue with built-in security controls

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Corporate Legal Ops

Manage any type of legal issue with built-in security controls. Geared for corporate legal matters, including both in-house and out-of-house counsel.

Manage any type of legal issue with built-in security controls
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/eAICUusUIL/
Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution

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Enterprise Incidents

Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution.

Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/CogSHB0X5z/
Define your top initiatives by team or department, then track from start to finish

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Goals & Objectives

Define your top goals and objectives by team or department, then track from start to finish. Align goals and status to keep updated on your most important work.

Define your top initiatives by team or department, then track from start to finish
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/t5mmmtoaAU/
Track business insurance policies, manage renewals, and reference policy docs with the click of a button

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Insurance Policy Tracker

Ensure you're covered! Track business insurance policies, manage renewals, and reference policy docs with the click of a button.

Track business insurance policies, manage renewals, and reference policy docs with the click of a button
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/IPhVpmlRXy/
Track meeting meta data such as time, location, attendees and topics

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Meeting Notes

Capture notes from all your meetings in one highly accessible spot. Track meeting meta data such as time, location, attendees and topics.

Track meeting meta data such as time, location, attendees and topics
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/PJqAanYYAK/
Define organizational, departmental and team goals along with the key performance indicators to measure results

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Objectives & Key Results

Define organizational, departmental and team goals along with the key performance indicators to measure results.

Define organizational, departmental and team goals along with the key performance indicators to measure results
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/S0c55zcqFU/
Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers

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Product Catalog

Your point-of-sale system is no way to maintain your products! Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers.

Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/sLoVMgnpcf/
Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.

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Vendor Assessment

Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.

Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/h5i7EdLDU5/
From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

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Vendor Management

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/QcL66X5bjc/
Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance

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Weekly Plan

Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.

Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Ph8UtRzc92/
Manage vendor risk by consolidating your third-party information

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Third Party Risk

Manage vendor risk by consolidating your third-party information. Enjoy easy-to-configure process automation to support periodic assessments, contract reviews, performance, due diligence and more.

Manage vendor risk by consolidating your third-party information
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/MmB1EBfhV5/
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring

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Corporate Social Responsibility

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WrsxtA2KYS/
Use streamlined project templates for simple tasks

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Simple Process

Add more structure without slowing your flow with too much structure. Track associated tasks through multiple phases that are easily adjusted to meet your needs.

Use streamlined project templates for simple tasks
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/9z4QmDWAK7/

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