Supply Chain Operations

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:

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    Live dashboard insights
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    Multi-site visibility
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    Trend analysis

Streamline Procurement With Automated Workflows

Accelerate sourcing, approvals, and vendor coordination.

Highlights:

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    Purchase order workflows
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    Automated approvals
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    Vendor communication

Optimize Inventory Management & Forecasting

Reduce stockouts, overstock, and manual updates with automated thresholds and alerts.

Highlights:

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    Threshold triggers
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    Inventory dashboards
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    Automated restock workflows

Improve Logistics & Fulfillment Accuracy

Track shipments, delivery times, exceptions, and last-mile coordination.

Highlights:

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    Shipment tracking
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    Issue escalation
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    Delivery verification

Strengthen Supplier Collaboration & Quality

Use FERPA-aligned permissions, HECVAT Improve vendor relationships and track performance against KPIs.

Highlights:

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    Supplier scoring
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    Risk indicators
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    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.

Start Small

Adopt a Single Capability

Begin with Inventory Tracking, Supplier Coordination, or Shipment Exceptions—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable supply chain operations end-to-end—connecting procurement, inventory, logistics, fulfillment, and issue management in one coordinated system.

Unify Everything

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.

Frequently Asked Questions

Answers to common questions about how SmartSuite enhances visibility, collaboration, and efficiency across supply chain operations.

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.

32%
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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.

30%
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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.

35%
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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.

28%
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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

Unified Supply Chain Workspace

Centralize suppliers, POs, inventory, shipments, logistics events, and KPIs.

Real-Time Inventory Tracking

Monitor stock levels, movements, fulfillment status, and reorder points live.

Suplier Performance Insight

Track delivery performance, quality, compliance status, and incident history.

Order & Fulfillment Visibility

Gain real-time clarity into order progress, delays, exceptions, and commitments.

Cross-Functional Coordination

Connect Procurement, Logistics, Finance, and Operations with shared workflows.

Demand & Supply Insight

Balance supply and demand using unified trend and forecast data.

Workflow Efficiency & Supply Chain Automation

Automated PO Workflows

Trigger approvals, notifications, and updates automatically.

Inventory Replenishment Automation

Generate replenishment tasks or POs when thresholds are reached.

Exception & Delay Alerts

Route shipment, delivery, or supplier issues instantly to owners.

Supplier Collaboration Automation

Automate vendor updates, compliance submissions, and communications.

Digitized Inspections & Quality Checks

Run inspections digitally with automated non-conformance workflows.

AI-Assisted Reporting & Forecasting

Use AI Assist to generate summaries, projections, and root-cause analysis.

Governance, Compliance & Operational Confidence

Audit-Ready Compliance Records

Maintain inspection logs, approvals, and documentation with traceability.

Secure Operations Data

Protect supply chain data with role-based permissions and encryption.

Standardized Operating Procedures

Apply consistent workflows across teams, regions, and suppliers

Risk Monitoring & Early Warnings

Identify disruptions early using performance and exception indicators.

Scalable Global Operations

Support multi-site and multi-region supply chains in one platform.

No-Code Adaptability

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.

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How the SmartSuite Platform Powers Supply Chain Operations

SmartSuite connects procurement, warehousing, logistics, fulfillment, and vendors in a single integrated platform.

No-Code Configuration

Customize procurement, warehouse, logistics, and supplier workflows without IT involvement.

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Example:

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.

Automation Engine

Automate PO approvals, shipment alerts, vendor updates, replenishment tasks, and escalations.

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Example:

When a faculty assessment report is submitted, SmartSuite automatically routes it for rubric scoring, notifies reviewers, and tracks revisions until final approval.

AI Assist for Operations

Generate performance summaries, supplier briefs, inventory reports, and forecast insights instantly.

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Example:

Before an accreditation review, AI Assist generates a summary of program outcomes, improvement actions, and supporting evidence across multiple departments.

Linked Record Architecture

Connect suppliers → POs → inventory → shipments → issues → financials → KPIs.

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Example:

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.

Dashboards & Analytics

Track inventory levels, order trends, supplier KPIs, logistics issues, and forecast accuracy.

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Example:

Provosts and Deans view dashboards showing assessment completion rates, accreditation readiness, open hiring requests, and research funding progress.

Governance & Permissions

Protect operational and supplier data with role-based access and audit trails.

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Example:

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.

Powered by :
Linked Records
Permissions & Access Controls
Real-Time Updates
Dashboards & Reporting

Streamline Orders, Inventory & Supplier Tasks

Automate PO workflows, inventory thresholds, shipment updates, and vendor follow-ups — reducing errors and manual work.

Powered by :
Task Management
Automations
Forms
Notifications

Gain Real-Time Supply Chain Insight

Dashboards surface bottlenecks, risks, supplier performance issues, and forecast indicators — enabling proactive decision-making.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Real-Time Updates

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.

Powered by :
AI Assist
Permissions & Access Controls
Activity History (Audit Trail)
Version History

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.

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.

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Role-Based Access

Control visibility by user, role, or team.

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Authentication

SSO, 2FA, and IP restrictions built-in.

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Audit History

Track every change for 3+ years.

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Compliance

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.

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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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

How They Use It:

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.

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User-Based Pricing

provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.

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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.

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    One per-user license for all SmartSuite solutions.
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    Ideal for organizations connecting workflows across departments.
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    Seamlessly scalable across teams and business functions.
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    Available in Team, Pro, and Enterprise plan tiers.
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Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$12
seat / month
Total $36 / month billed annually
For teams that need a better way to manage workflows
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    SmartSuite AI
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    Min 3 Billable Users
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    Unlimited Solutions
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    5,000 Records per Solution
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    50GB of File Storage
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    30 Days Recycle Bin
Professional
$24
seat / month
Total $90 / month billed annually
For teams and departments who need more advanced features to manage their workflows.
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    SmartSuite AI
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    Min 5 Billable Users
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    Unlimited Solutions
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    100,000 Records per Solution
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    100GB of File Storage
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    45 Days Recycle Bin
Included Team Plan plus:
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    Folders
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    Gmail and Outlook Integrations
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    Advanced Permissions
Enterprise
$45
seat / month
Total $135 / month billed annually
For organizations that need scalable workflows with advanced features, security, and support.
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    SmartSuite AI
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    Min 10 Billable Users
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    Unlimited Solutions
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    400,000 Records per Solution
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    500GB of File Storage
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    60 Days Recycle Bin
Included Professional Plan plus:
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    SSO
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    SCIM User Provisioning
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    SCIM-Synced User Groups
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    Audit Logs
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    IP Address Restrictions
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    Data Loss Prevention (DPL)
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    European Data Residency
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    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.

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    Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
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    Purpose-Built for Scale — Designed for enterprises managing thousands of users.
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    Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
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    Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
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Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
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    Audit Management
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    Issues Management
Operational Resilience
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    Operational Resilience
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    Business Impact Analysis (BIA)
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    Incident Management
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    Crisis Management
Risk Management
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    Enterprise Risk Management:
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    Third-Party Risk
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    Vendor Portal
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    Cyber Threat Management
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    RCSA (Risk & Control Self-Assessment):
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    Issues Management
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    Business Structure
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    Contract Management
Compliance Management
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    Policy Management
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    Regulatory Change Management
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    SOC 2 Compliance
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    CRI Profile Compliance
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    Control Framework & Regulatory Libraries
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    Compliance Assessments & Testing
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    ESG & Sustainability Management

Compare Our Pricing Models

Access
Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What are the different SmartSuite plan types?

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.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

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.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

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.

Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

Trusted by Over

2,000 Organizations Worldwide

Flom Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strenghten governance, and deliver measurable results.

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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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Explore real-world examples of how organizations use SmartSuite to connect teams, improve efficiency, and achieve measurable results.
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Help Shape the Future of SmartSuite.
Submit new ideas, vote on upcoming features, and see what’s on our product roadmap — your feedback drives innovation.
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Collaborate with Builders and Innovators.
Join thousands of SmartSuite users to share ideas, learn best practices, and collaborate on creative solutions for real-world challenges.
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Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
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Connect with trusted implementation, consulting, and technology partners who bring deep expertise to help you scale faster.
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Enterprise Security You Can Trust.
Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
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Getting Started with SmartSuite

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Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Part 2: Homepage

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.

Part 3: Views

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.

Part 4: Field Types

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.

Part 5: Dashboards

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.

Part 6: Automations

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.

Part 7: Permissions

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.

Part 8: SmartSuite AI

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.

Part 9: Formula Field

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.

Part 10: Power Search

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

Part 11: Notifications

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

Part 12: Starred Items

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Resources to Help You Improve Campus Operations

Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.