Modernizing Projects & Portfolio Execution
SmartSuite helps teams run projects, programs, and portfolios on a unified platform — connecting strategy, resources, risks, and delivery. PMOs, project managers, and executives get real-time visibility into priorities, workloads, execution status, and business outcomes, ensuring work stays aligned to strategic goals.
One Platform for Connected Projects, Programs & Portfolios
SmartSuite aligns strategy, initiatives, portfolios, resources, and project execution into one integrated platform. From intake and prioritization to delivery and value realization, every team works from the same real-time data — ensuring transparency, accountability, and measurable outcomes across the enterprise.
Standardized Project Delivery
Manage tasks, milestones, RAID logs, and status updates in shared workspaces.
Portfolio Governance
Prioritize initiatives, track dependencies, and run governance routines using live data.
Integrated Resource Planning
Allocate people, track utilization, and forecast capacity across the entire portfolio.
Strategy Alignment
Link OKRs, KPIs, and strategic initiatives directly to the projects and programs delivering results.
Solution Suites in the Projects & Portfolios Pillar
SmartSuite brings together four interconnected suites that support planning, delivery, oversight, and strategic alignment across all levels of work.
Identify, assess, and mitigate risks across your organization.
Connect risk data across business units, IT systems, and vendors. Link risks to controls, tests, and corrective actions for real-time visibility into your risk posture.
Standardize Project Delivery Across Teams
SmartSuite gives teams structured workspaces, task boards, milestones, and RAID logs — enabling predictable execution and consistent reporting.
Highlights:
- Тask boards with Kanban, list, calendar & timeline views
- Project templates for scope, risks, assumptions & documents
- RAG-based status reporting with automated progress updates
Govern Portfolios With Real-Time Insights
Gain full visibility across initiatives, risks, dependencies, and business impact. PMOs get reliable dashboards for prioritization and governance.
Highlights:
- Portfolio registry with alignment, scoring & prioritization
- Steering dashboards with risks, milestones, benefits & trends
- Structured governance workflows for reviews & approvals
See Project Management in Action
Watch how SmartSuite transforms project management — from planning and execution to reporting — in one powerful, connected platform.
Manage Programs With Shared Outcomes & Dependencies
Coordinate multi-project programs, align cross-functional workstreams, and track program-level risks, dependencies, and deliverables.
Highlights:
- Program dashboards showing initiative health and blockers
- RAID logs aggregated at the program level
- Timeline and dependency mapping across related projects
Plan & Balance Resources Across the Portfolio
Optimize work distribution with real-time visibility into skills, availability, demand, and utilization across all teams.
Highlights:
- Resource pool & skills matrix for staffing clarity
- Forecasting models showing gaps & future demand
- Utilization heatmaps across individuals, roles & teams
Align Strategy, OKRs & Execution
Connect strategic goals and KPIs directly to the programs and projects delivering them — ensuring alignment and accelerating outcomes.
Highlights:
- OKRs linked to initiatives, projects, tasks & KPIs
- KPI dashboards showing organizational performance in real time
- Strategy-to-execution alignment maps visualizing contribution paths
Built for Modern Risk Teams
SmartSuite brings enterprise-grade GRC capability with consumer-grade usability. Choose the path that fits your program today and expand seamlessly over time.
Adopt a Single Solution
Begin with ERM, Policy Management, or SOC 2 — prove value fast and grow from there.
Roll Out a Full Category
Enable Risk Management, Compliance Management, or Operational Resilience end‑to‑end.
Deploy the Entire GRC Suite
Standardize governance with shared controls, common evidence, and real‑time insights across the enterprise.
See How SmartSuite Connects Strategy, Projects, and Teams
Experience how SmartSuite unifies program planning, project execution, and reporting in one platform. Gain complete visibility, strengthen collaboration, and deliver results that align with your organization’s strategic goals.
The Connected Value of SmartSuite Projects & Portfolios
Quantifiable improvements achieved when strategy, projects, resources, and portfolios run on one unified platform.
Source: Forrester TEI Study on GRC Automation, 2023 — organizations achieved 25–35% faster cross-department processes when data was centralized.
Faster Delivery of Strategic Initiatives
Connected goals, project workflows, and resource visibility accelerate execution.
Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.
Reduction in Manual Reporting Across PMOs and Teams
Dashboards eliminate slide-building and manual data compilation.
Source: Deloitte Internal Audit Trends, 2023 — automation tools decreased audit prep hours by 25–35%.
More Predictable Resource & Capacity Planning
Unified resource allocation and forecasting minimize overbooking and bottlenecks.
Source: Forrester Workflow Efficiency Study, 2023 — integrated analytics tools reduced reporting effort by 25–30%
Higher Organizational Alignment and Focus
Linking OKRs → initiatives → projects → tasks ensures teams stay aligned to what matters most.
Key Benefits of the Projects & Portfolios Pillar
SmartSuite provides an integrated system for planning, delivering, governing, and measuring work — from strategic goals to project tasks.
Portfolio Visibility, Strategic Alignment & Execution Governance
Eliminate silos between risk, compliance, and audit. Gain real-time visibility into program health and control effectiveness across all business units and frameworks.
Map controls once and reuse them across multiple frameworks like CRI, NIST, ISO, SOC 2, and SOX — maintaining a single source of truth for regulatory alignment.
Automate data collection and generate live dashboards that visualize risk posture, audit findings, and compliance readiness in real time.
Connect teams across governance, risk, audit, and resilience in a shared workspace that drives accountability and eliminates manual handoffs.
Every policy, risk, and control is linked through SmartSuite’s data model, ensuring consistent evidence, full audit trails, and verifiable accuracy across frameworks.
Power your entire program from one platform that unites solutions, data, and users — simplifying oversight and accelerating enterprise-wide governance.
Project Delivery, Clarity & Efficiency
Reduce manual compliance workloads with no-code automations that route tasks, send reminders, and track evidence automatically.
Accelerate analysis and reporting with SmartSuite’s AI Assist — summarizing findings, drafting risk narratives, and suggesting mitigations.
Deploy pre-configured templates for CRI, SOC 2, and ISO 27001 to operationalize frameworks in days instead of months.
Simplify audits with linked evidence, centralized documentation, and automated issue tracking to ensure transparency and efficiency.
Schedule and execute recurring control assessments, gather results, and automatically alert owners to exceptions or overdue actions.
Coordinate complex, multi-team processes — such as risk reviews, incident responses, and policy attestations — through SmartSuite’s flexible automation engine.
Resource Optimization, Capacity Planning & Forecasting
Empower leadership with data-driven insights, key risk indicators (KRIs), and audit-ready reporting in seconds.
Role-based permissions, activity tracking, and compliance with SOC 2, GDPR, and SSO authentication keep data secure and auditable.
Start with one solution and expand to enterprise-wide governance without migrations or data loss.
Adapt SmartSuite GRC to your unique workflows and regulatory requirements with intuitive drag-and-drop configuration — no developers required.
Identify, assess, and mitigate risks early with automated notifications, visual risk heat maps, and trend analysis across business units.
Enable an ongoing feedback loop that aligns findings, corrective actions, and performance metrics to drive maturity across your GRC program.
Deliver Projects Faster and Collaborate Without Barriers
SmartSuite connects teams, tasks, and timelines across your entire portfolio.Automate updates, reduce manual reporting, and empower teams to execute with precision and transparency.
How the SmartSuite Platform Powers Projects & Portfolios
SmartSuite connects strategy, resources, execution, and governance — giving PMOs and delivery teams full visibility and control.
Customize workflows, templates, dashboards, intake forms, and governance routines.
Automate approvals, task routing, updates, escalations, and reporting cycles.
Generate summaries, risks, updates, steering materials, program briefs, and OKR narratives instantly.
Connect strategy → initiatives → projects → tasks → resources → KPIs → benefits → risks.
Monitor performance, capacity, execution progress, risks, and value realization across all portfolios.
Ensure structured access, compliance, and auditability across large PMOs and enterprise portfolios.
Connect Strategy, Resources & Execution
SmartSuite unifies OKRs, resource capacity, portfolio priorities, and project outcomes in one integrated system.
Streamline Intake, Prioritization & Governance
Use standardized intake, prioritization models, and governance workflows to ensure consistent portfolio decision-making.
Gain Real-Time Insight Into Execution & Portfolio Performance
Dashboards reveal risks, dependencies, capacity constraints, KPIs, and milestone progress.
AI Assist & Governance Strengthen Enterprise Delivery
AI-generated summaries, risk insights, and steering material production scale your PMO’s effectiveness.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Powers Enterprise Project Management
SmartSuite connects planning, execution, and resource management in one secure, scalable platform.Automate repetitive work, track KPIs in real time, and ensure every project stays on time, on budget, and aligned with business priorities.
Role-Based Capabilities for Projects & Portfolios
SmartSuite empowers PMOs, program managers, project managers, strategy teams, resource planners, and executives with the tools to deliver outcomes predictably and consistently.
Executive Leadership
Risk & Compliance Leadership
Built for Every Role in Program and Project Delivery
Whether you’re a PMO Leader, Project Manager, or Team Contributor, SmartSuite provides the tools, automation, and visibility needed to plan, execute, and deliver projects successfully.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected
workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility
to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Teams Managing Complex Projects
SmartSuite offers both per-user and per-solution pricing models that scale with your portfolio.From small project teams to enterprise PMOs, choose the plan that supports your delivery framework and collaboration needs.
Featured Resources
Explore through leadership, case studies, and insights from financial services leaders.
See Project Management in Action
Watch how SmartSuite transforms project management — from planning and execution to reporting — in one powerful, connected platform.
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SmartSuite Resources
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
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Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Resources to Help You Plan Smarter and Deliver Better
Access guides, webinars, and customer stories that show how organizations use SmartSuite to connect projects, automate updates, and improve delivery performance.