Standardize operations and work smarter

Standardize Operations
And Work Smarter

From delivering strategic initiatives to ensuring the integrity of your data, everything you need for smooth operations is combined in one place. Organize and manage records and resources, track incidents, keep tabs on your vendors and make sure that important company metrics are tracked, measured and reported.



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Monitor project health with reports and dashboards

Convert Strategy
Into Action

Avoid the typical system gap between where strategy is defined and documented, and where it's delivered. Instantly link goals to operational initiatives. Track status, manage workstreams and remove roadblocks on the path to delivery.

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SmartSuite has solutions to keep work flowing

Ignite
Delivery Processes

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

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Manage nuances in processes, risks and data

Manage
External Resources

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

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Organize company records with SmartSuite

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.

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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.

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How SmartSuite Works For Your Teams

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 Instant 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

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

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/public/pb7v5n6n/solution/611fcd1440f7cffcb1ba148f
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
https://app.smartsuite.com/public/pb7v5n6n/solution/611f4b44693412a0468344e9
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
https://app.smartsuite.com/public/pb7v5n6n/solution/5fb44961ea92b21810d6829a
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
https://app.smartsuite.com/public/pb7v5n6n/solution/611e68a75b0c92111c529259
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6122b8352c3ec0a3ca271e59
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
https://app.smartsuite.com/public/pb7v5n6n/solution/611f4914d02dc4fa44598416
Define your top initiatives by team or department, then track from start to finish

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/public/pb7v5n6n/solution/617c4f22d6d1057e28f39e07
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
https://app.smartsuite.com/public/pb7v5n6n/solution/611f4c78d130db07ede53e6f
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
https://app.smartsuite.com/public/pb7v5n6n/solution/611f4dae5d8c10e61e9ffd40
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
https://app.smartsuite.com/public/pb7v5n6n/solution/5fb81e7e6b22670f80ecd6c3
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
https://app.smartsuite.com/pb7v5n6n/solution/5f5a9df36549b05b789db3ee/611eb12a963ae282ad30c31e/611eb12c1f3676948d063a3b/grid
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.
https://app.smartsuite.com/pb7v5n6n/solution/60ad55725367c145e08d6e74/60ad55725367c145e08d6e75/60ad55725367c145e08d6e7b/grid
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.
https://app.smartsuite.com/public/pb7v5n6n/solution/60ad55725367c145e08d6e74
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
https://app.smartsuite.com/public/pb7v5n6n/solution/611ea4a3963ae282ad30c2f8
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
https://app.smartsuite.com/public/pb7v5n6n/solution/5f6cf3fdb8dd4fe3076d88c2
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
https://app.smartsuite.com/pb7v5n6n/solution/611f4ad995f2e46a6684656e/611f4ad995f2e46a66846571/611f4ada8412cd044d59e1df/grid
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
https://app.smartsuite.com/public/pb7v5n6n/solution/60a3f8b7a53bb8f32c5009b3

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