Modernizing Supply Chain Operations
SmartSuite centralizes procurement, inventory, logistics, supplier management, fulfillment, and compliance into one connected platform — giving supply chain teams real-time visibility, automation, and control across every stage of the value chain.

One Platform for Connected Supply Chain Operations
SmartSuite centralizes procurement, inventory, supplier management, logistics, fulfilment, and compliance workflows — providing real-time visibility, reduced manual work, and seamless coordination across teams.
Procurement Workflows
Standardize sourcing, purchase orders, and supplier communication.
Inventory Tracking
Monitor stock levels, movements, and reorder thresholds.
Logistics Coordination
Track shipments, delivery status, and exceptions.
Supplier Performance
Assess quality, timeliness, risks, and compliance.
Core Capabilities of the Supply Chain Operations Suite
SmartSuite provides end-to-end solutions to manage procurement, inventory, logistics, and fulfillment workflows.
Coordinate supply chain operations with end-to-end visibility and execution control.
Centralize supplier coordination, inventory tracking, logistics workflows, and exception management in one connected workspace. SmartSuite links supply chain activities to vendors, assets, and fulfillment milestones—providing real-time insight, faster issue resolution, and consistent execution across the supply chain lifecycle.
Gain Real-Time Visibility Across the Supply Chain
Monitor inventory, orders, suppliers, and shipments in one unified system.
Highlights:
- Live dashboard insights
- Multi-site visibility
- Trend analysis


Streamline Procurement With Automated Workflows
Accelerate sourcing, approvals, and vendor coordination.
Highlights:
- Purchase order workflows
- Automated approvals
- Vendor communication
Optimize Inventory Management & Forecasting
Reduce stockouts, overstock, and manual updates with automated thresholds and alerts.
Highlights:
- Threshold triggers
- Inventory dashboards
- Automated restock workflows


Improve Logistics & Fulfillment Accuracy
Track shipments, delivery times, exceptions, and last-mile coordination.
Highlights:
- Shipment tracking
- Issue escalation
- Delivery verification
Strengthen Supplier Collaboration & Quality
Use FERPA-aligned permissions, HECVAT Improve vendor relationships and track performance against KPIs.
Highlights:
- Supplier scoring
- Risk indicators
- Performance dashboards

Built For Modern Supply Chain Teams
SmartSuite brings enterprise-grade higher education operations with consumer-grade usability. Choose the rolloSmartSuite brings enterprise-grade supply chain operations with consumer-grade usability. Choose the rollout path that fits your operations today—and expand as suppliers, inventory, and logistics complexity grows.
Adopt a Single Capability
Begin with Inventory Tracking, Supplier Coordination, or Shipment Exceptions—prove value fast and expand from there.
Roll Out a Full Category
Enable supply chain operations end-to-end—connecting procurement, inventory, logistics, fulfillment, and issue management in one coordinated system.
Deploy the Entire Higher Education Operations Suite
Standardize supply chain execution with linked suppliers, orders, milestones, and dashboards—delivering real-time visibility, faster issue resolution, and consistent performance across your entire supply chain.
See How SmartSuite Transforms Supply Chain Operations
Experience how SmartSuite centralizes inventory, suppliers, logistics, and fulfillment workflows — providing real-time visibility, automation, and accountability across the entire supply chain.
The Connected Value of SmartSuite Supply Chain Operations
Quantifiable improvements achieved when organizations centralize inventory, logistics, procurement, supplier coordination, and fulfillment workflows in SmartSuite.
Source: Gartner Supply Chain Coordination Benchmark, 2023 — connected platforms reduced cycle-time delays by 28–35%
Faster Supply Chain Coordination & Issue Resolution
Centralized workflows, real-time communication, and automated escalations accelerate cross-team alignment and response.
Source: Deloitte Supply Chain Digitization Report, 2023 — automation reduced manual tasks by 25–30%.
Reduction in Manual Tracking & Reconciliation Work
Automation of inventory updates, fulfillment confirmations, and logistics tracking reduces spreadsheet work and manual consolidation.
Source: McKinsey Supply Chain Visibility Study, 2022 — organizations with integrated visibility improved performance by ~30–35%.
Improved Visibility Across Inventory, Logistics & Suppliers
Unified dashboards deliver real-time visibility into inventory levels, delivery exceptions, supplier performance, and order status.
Source: PwC Global Supply Chain Compliance Study, 2023 — centralized digital workflows reduced compliance failures by 25–30%.
Lower Risk of Compliance & Delivery Failures
Digitized inspections, compliance tracking, and supplier governance workflows reduce errors and missed requirements.
Key Benefits of the Supply Chain Operations Solution Suite
Modern supply chains require real-time visibility, connected teams, and automated workflows to reduce delays, manage risk, and optimize fulfillment. SmartSuite unifies supply chain data, processes, and collaboration in one platform.
End-to-End Visibility, Tracking & Insights
Centralize suppliers, POs, inventory, shipments, logistics events, and KPIs.
Monitor stock levels, movements, fulfillment status, and reorder points live.
Track delivery performance, quality, compliance status, and incident history.
Gain real-time clarity into order progress, delays, exceptions, and commitments.
Connect Procurement, Logistics, Finance, and Operations with shared workflows.
Balance supply and demand using unified trend and forecast data.
Workflow Efficiency & Supply Chain Automation
Trigger approvals, notifications, and updates automatically.
Generate replenishment tasks or POs when thresholds are reached.
Route shipment, delivery, or supplier issues instantly to owners.
Automate vendor updates, compliance submissions, and communications.
Run inspections digitally with automated non-conformance workflows.
Use AI Assist to generate summaries, projections, and root-cause analysis.
Governance, Compliance & Operational Confidence
Maintain inspection logs, approvals, and documentation with traceability.
Protect supply chain data with role-based permissions and encryption.
Apply consistent workflows across teams, regions, and suppliers
Identify disruptions early using performance and exception indicators.
Support multi-site and multi-region supply chains in one platform.
Customize procurement, inventory, and logistics workflows without IT.
Build a Connected, Resilient, and Efficient Supply Chain
SmartSuite replaces spreadsheets, siloed tools, and manual coordination with automated workflows, unified dashboards, and real-time collaboration across procurement, logistics, and operations.
How the SmartSuite Platform Powers Supply Chain Operations
SmartSuite connects procurement, warehousing, logistics, fulfillment, and vendors in a single integrated platform.
Customize procurement, warehouse, logistics, and supplier workflows without IT involvement.
An Institutional Effectiveness team configures an Outcomes → Methods → Results assessment workflow, while Student Affairs builds hiring and onboarding workflows—both on the same platform, without IT development.
Automate PO approvals, shipment alerts, vendor updates, replenishment tasks, and escalations.
When a faculty assessment report is submitted, SmartSuite automatically routes it for rubric scoring, notifies reviewers, and tracks revisions until final approval.
Generate performance summaries, supplier briefs, inventory reports, and forecast insights instantly.
Before an accreditation review, AI Assist generates a summary of program outcomes, improvement actions, and supporting evidence across multiple departments.
Connect suppliers → POs → inventory → shipments → issues → financials → KPIs.
A department assessment record links directly to faculty submissions, supporting evidence, improvement plans, and accreditation standards—or a HECVAT assessment links vendors, documents, and risk decisions.
Track inventory levels, order trends, supplier KPIs, logistics issues, and forecast accuracy.
Provosts and Deans view dashboards showing assessment completion rates, accreditation readiness, open hiring requests, and research funding progress.
Protect operational and supplier data with role-based access and audit trails.
Faculty can only view their own program data, reviewers see assigned assessments, and leadership accesses rollups—every change is logged automatically for audits.
Connect Procurement, Inventory & Logistics
SmartSuite brings together procurement, warehousing, logistics, and fulfillment data — giving teams unified visibility and eliminating fragmented processes.

Streamline Orders, Inventory & Supplier Tasks
Automate PO workflows, inventory thresholds, shipment updates, and vendor follow-ups — reducing errors and manual work.

Gain Real-Time Supply Chain Insight
Dashboards surface bottlenecks, risks, supplier performance issues, and forecast indicators — enabling proactive decision-making.

AI Assist & Governance Strengthen Supply Chain Control
AI Assist accelerates reporting and insight generation, while governance tools ensure accuracy, consistency, and traceability across your operations.

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 Unites Procurement, Logistics, and Operations
SmartSuite connects sourcing, vendors, orders, shipments, exceptions, and performance metrics — helping teams optimize operations and reduce risk.
Role-Based Capabilities for Higher Education Teams
SmartSuite is built for academic leaders, operations teams, finance offices, research administrators, and campus-wide staff.
Executive & Supply Chain Leadership

Chief Operating Officer (COO)
Oversees end-to-end operational performance across procurement, manufacturing, logistics, and fulfillment.
- Benefit Statement:
SmartSuite gives COOs real-time visibility into supply chain performance, risks, and bottlenecks — enabling faster, more confident operational decisions.
- Benefit Source:
Executive dashboards, cross-functional KPIs, linked workflows, and real-time analytics.
Operational Oversight
Reviews supply chain health, fulfillment rates, and risk exposure.
Performance Monitoring
Tracks service levels, delays, and exception trends.
Executive Reporting
Delivers leadership-ready summaries on operational readiness and resilience.
Executive & Supply Chain Leadership

VP / Director of Supply Chain
Owns supply chain strategy, execution, and optimization across sourcing, inventory, and logistics.
- Benefit Statement:
SmartSuite unifies supply chain data and workflows into one operational command center.
- Benefit Source:
Portfolio dashboards, workflow automation, supplier and logistics visibility.
End-to-End Visibility
Monitors suppliers, inventory, and logistics in one system.
Risk Management
Identifies disruptions and coordinates mitigation actions.
Strategic Planning
Aligns supply chain capacity with demand and growth plans.
Procurement & Supplier Management

Procurement Manager
Manages sourcing, supplier relationships, purchasing, and contract coordination.
- Benefit Statement:
SmartSuite streamlines procurement workflows and improves supplier alignment.
- Benefit Source:
Automated sourcing workflows, approval routing, vendor records.
Supplier Management
Tracks vendors, certifications, and performance metrics.
Purchase Coordination
Routes POs and approvals through structured workflows.
Contract Visibility
Monitors contract terms, renewals, and obligations.
Procurement & Supplier Management

Supplier Quality Manager
Ensures supplier quality, compliance, and corrective action execution.
- Benefit Statement:
SmartSuite centralizes quality incidents, audits, and remediation workflows for suppliers.
- Benefit Source:
Issue tracking, audit workflows, corrective action records.
Quality Monitoring
Tracks supplier defects, audits, and non-conformances.
Corrective Actions
Assigns and monitors remediation tasks.
Compliance Oversight
Maintains audit-ready supplier quality records.
Inventory, Warehouse & Operations Roles

Warehouse Manager
Oversees warehouse operations, stocking, picking, and fulfillment workflows.
- Benefit Statement:
SmartSuite provides real-time inventory visibility and task coordination.
- Benefit Source:
Inventory dashboards, work orders, task workflows.
Inventory management
Monitors stock levels and replenishment needs.
Task coordination
Assigns and tracks warehouse activities.
Operational Reporting
Reviews throughput and fulfillment performance.
Inventory, Warehouse & Operations Roles

Facilities Maintenance Manager
Manages warehouse and facility maintenance, inspections, and vendor coordination.
- Benefit Statement:
SmartSuite centralizes maintenance requests, schedules, and compliance tracking.
- Benefit Source:
Work order workflows, checklists, dashboards.
Maintenance Planning
Schedules preventative and corrective maintenance.
Vendor Coordination
Tracks service providers and work completion.
Compliance Tracking
Maintains inspection and safety records.
Planning, Forecasting & Analytics

Demand Planner
Forecasts demand and aligns supply planning to business needs.
- Benefit Statement:
SmartSuite connects demand signals, inventory data, and procurement workflows.
- Benefit Source:
Forecast dashboards, linked inventory and procurement data.
Demand Forecasting
Analyzes trends and predicts future demand.
Supply Alignment
Flags gaps between demand and available inventory.
Planning Collaboration
Coordinates forecasts with procurement and logistics teams.
Planning, Forecasting & Analytics

Inventory Planner / Supply Chain Analyst
Analyzes inventory levels, turnover, and replenishment performance.
- Benefit Statement:
SmartSuite consolidates inventory data for accurate planning and insight.
- Benefit Source:
Analytics dashboards, KPIs, AI-assisted summaries.
Inventory Analysis
Tracks turnover, aging, and stock health.
Replenishment Planning
Supports reorder decisions and thresholds.
Trend Reporting
Identifies risks like overstock or shortages.
Logistics & Transportation

Transportation Manager
Oversees transportation strategy, carrier performance, and delivery execution.
- Benefit Statement:
SmartSuite provides visibility into shipments, delays, and carrier performance.
- Benefit Source:
Shipment tracking dashboards, alerts, carrier records.
Carrier Coordination
Monitors carrier performance and service levels.
Exception Management
Responds to delays and disruptions quickly.
Cost & Performance Tracking
Reviews transportation KPIs and trends.
Logistics & Transportation

Logistics Coordinator
Manages day-to-day shipment execution and exception handling.
- Benefit Statement:
SmartSuite centralizes shipment workflows and real-time updates.
- Benefit Source:
Automated alerts, task workflows, dashboards.
Shipment tracking
Monitors in-transit shipments and delivery status.
Issue escalation
Flags delays or exceptions for resolution.
Carrier Communication
Coordinates updates and documentation.
Logistics & Transportation

Fulfillment Manager
Oversees order fulfillment accuracy, speed, and customer commitments.
- Benefit Statement:
SmartSuite improves fulfillment reliability through structured workflows and visibility.
- Benefit Source:
Order workflows, SLA dashboards, task assignments.
Order processing
Tracks fulfillment progress and exceptions.
SLA Monitoring
Ensures delivery commitments are met.
Customer coordination
Aligns fulfillment updates with customer-facing teams.
Cross-Functional & Governance Roles

Risk & Compliance Manager (Supply Chain)
Oversees operational, vendor, and regulatory risks across the supply chain.
- Benefit Statement:
SmartSuite links supply chain activity to risk, compliance, and remediation workflows.
- Benefit Source:
Risk registers, control mapping, dashboards.
Risk Identification
Tracks supplier, logistics, and operational risks.
Compliance Oversight
Monitors regulatory and internal requirements.
Remediation Tracking
Ensures corrective actions are completed.
Cross-Functional & Governance Roles

IT / Systems Integration Manager
Supports supply chain systems, integrations, and data integrity.
- Benefit Statement:
SmartSuite provides a unified operational layer across supply chain tools.
- Benefit Source:
Linked records, automation, integration-ready workflows.
System Alignment
Ensures data flows across ERP, WMS, and logistics tools.
Process Enablement
Supports automation and workflow consistency.
Data Governance
Maintains accuracy across supply chain records.
Built for Every Role in Higher Education
Whether you’re an AVP, Institutional Effectiveness leader, Student Affairs director, department admin, or IT stakeholder — SmartSuite provides connected workflows for the work that keeps campuses running.
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 Institutions of All Sizes
SmartSuite offers EDU pricing options that scale from departments to divisions to institution-wide site licenses — with guest user ratios ideal for faculty and staff collaboration.
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.

Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Help You Improve Campus Operations
Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.
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