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Business Operations

Business Operations

Use an array of solution templates to make your business run smoother and smarter. Standardize where work gets done to remove friction and stop switching between systems to complete tasks.

SmartSuite streamlines your operational workflows
SmartSuite brand elements

Ignite
Delivery Processes

From delivering strategic initiatives to the keeping clean records, we have solutions to keep work flowing.

Manage
External Resources

Take care of your external relationships, from vendors to suppliers to contractors. Manage nuances in processes, risks and data.

Organize
Company Records

Digitize paper-based files or start fresh with dedicated solutions for asset management, contracts, company operating & financial documents, insurance policies, licenses & certifications and more. If you need it, we can help you track it.

Start Simple &
Evolve Rapidly

Business Operations vary wildly. Don't change the way you work; work more efficiently  with the work management platform that adapts to your flow and grows with your organization.

How SmartSuite Works for Your Team

SmartSuite unites your information, processes and collaboration tools. See how our key features can be used to help your team reach its goals.

1

Get robust Metrics & KPIs

Track operational KPIs in dynamic reports and dashboards. Keep tabs on your workflow and make consistent progress against goals. Drill into the details to identify process bottlenecks and continuously improve.

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2

Collaborate with teams

Bring your teams together, collaborate, tap expertise, ask critical questions and tackle issues as they appear. Comments in SmartSuite drive discussion directly in the context of the work at-hand.

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3

Automatically prioritize key tasks

Eliminate noise. Use integrated task management to be efficient in response and outreach with triggers to manage day-to-day work within a personalized My Work dashboard.

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Easily integrate with adjacent systems

Automatically pull in your data from multiple apps and finally have all your team’s work in one place.

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5

Work smarter with real-time notifications

Meet your team's needs in real time. Support team members on the frontlines of delivery and give them the resources they need when they need them.

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5

Automate tasks & workflow

Automate any process to keep your teams running smoothly. Set simple rules to trigger action and put shape to a new way of operating.

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Protect your data

Orchestrate how your work is delivered. Create teams and map resources to initiatives, automating workflow and escalation paths to raise your operational bar and deliver results.

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Trust our security

Get peace of mind knowing your organization’s mission-critical information lives on technology using leading security standards and privacy protocols. Every action is tracked in SmartSuite's activity logs and accessible in a click.

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Explore All Features

Business Operations

Use the Board Management solution to run better, more productive board meetings

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
Manage contracts large and small through review and approval

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
Manage all of your project change requests

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
Track the highest-level corporate documents and financial information

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
Manage any type of legal issue with built-in security controls

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
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

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
Define your top initiatives by team or department, then track from start to finish

Initiative Tracker

Define your top initiatives 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
Track business insurance policies, manage renewals, and reference policy docs with the click of a button

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
Track meeting meta data such as time, location, attendees and topics

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

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
Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers

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

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

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

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
Manage vendor risk by consolidating your third-party information

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

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
Use streamlined project templates for simple tasks

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

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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022