Modernizing Program Management
SmartSuite helps teams coordinate multi-project programs with shared outcomes, timelines, risks, and dependencies. Standardize program governance, align workstreams, and provide executives a real-time view of progress—so complex initiatives stay on track and deliver measurable results.
One Platform for Connected Program Management
SmartSuite centralizes program workstreams, dependencies, risks, and reporting into one connected workspace. Program leaders get real-time visibility into progress and bottlenecks while executives receive consistent, audit-ready reporting—ensuring complex initiatives stay aligned and deliver outcomes.
Program Workstreams
Connect multiple projects and workstreams within a single program structure.
Dependency Management
Track cross-team dependencies to prevent delays and coordination gaps.
Risk Oversight
Manage program-level risks, issues, and mitigations with clear ownership.
Executive Reporting
Provide real-time program status with milestones, RAG health, and dashboards.
Core Capabilities of the Program Management Suite
SmartSuite provides a connected set of program management capabilities to coordinate multi-project delivery, manage risk and dependencies, and report progress to leadership with confidence.
Coordinate complex programs with shared outcomes, risks, and dependencies.
Centralize workstreams, governance, RAID, and steering reporting in one connected workspace. SmartSuite links program progress to milestones and outcomes—providing real-time visibility, consistent execution, and confident leadership oversight.
Coordinate Workstreams in a Unified Program Hub
Bring all workstreams, deliverables, owners, and status into one connected program workspace.
Highlights:
- Shared program workspace linking all projects and workstreams
- Clear ownership models for deliverables and milestones
- Consistent workflows for updates, reviews, and escalations
Visualize Program Roadmaps and Critical Milestones
Track key milestones across timelines and ensure teams stay aligned on what happens when.
Highlights:
- Program roadmaps with Gantt and milestone views
- Critical path visibility across workstreams
- Portfolio-level timeline rollups for leadership
Manage RAID and Dependencies Proactively
Identify and mitigate risks early with program-level RAID and dependency governance.
Highlights:
- Program RAID logs with mitigation owners and due dates
- Dependency mapping to prevent cross-workstream collisions
- Automated escalations for critical risks and blockers
Standardize Governance and Stage-Gate Reviews
Ensure consistent program governance with approvals, cadence workflows, and decision traceability.
Highlights:
- Stage gates and governance checkpoints with approval routing
- Documented decisions with audit-ready history
- Review templates for recurring governance meetings
Deliver Steering Reporting from Live Data
Replace manual steering decks with real-time dashboards and consistent reporting templates.
Highlights:
- Executive dashboards with RAG status, risks, and milestones
- Automated reporting rollups across workstreams
- AI-generated steering summaries and briefings
Built For Modern Program Management Teams
SmartSuite brings enterprise-grade program management with consumer-grade usability. Choose the rollout path that fits your program structure today—and expand as initiatives, workstreams, and governance needs grow.
Adopt a Single Capability
Begin with a Program Workspace, RAID Tracking, or Program Milestone Management—prove value quickly and expand from there.
Roll Out a Full Category
Enable program management end-to-end—connecting workstreams, milestones, risks, dependencies, and governance workflows in one coordinated system.
Deploy the Entire Program Management Suite
Standardize program oversight with linked projects, shared outcomes, and executive dashboards—delivering predictable delivery and confident leadership visibility across complex initiatives.
See How SmartSuite Modernizes Program Delivery
Experience how SmartSuite connects workstreams, milestones, RAID logs, and executive reporting—so programs deliver outcomes predictably.
The Connected Value of SmartSuite Program Management
Quantifiable improvements achieved when organizations centralize program workstreams, dependencies, risks, and reporting in SmartSuite.
Source: Gartner Demand Management Benchmark, 2023 — structured intake systems reduced approval cycle times by 30–35%.
Faster Coordination Across Workstreams
Unified workspaces reduce delays caused by siloed plans, status reports, and disconnected teams.
Source: Forrester Workflow Efficiency Study, 2023 — centralized request workflows reduced manual coordination by 28–32%.
Reduction in Manual Governance Reporting
Automated rollups replace slide decks and spreadsheet consolidation for steering updates.
Source: McKinsey Portfolio Decision Quality Study, 2022 — standardized evaluation improved decision consistency by ~32%.
Earlier Risk Detection and Better Mitigation Follow-Through
Program-level RAID logs and linked remediation tasks surface risks earlier and drive accountability.
Source: BCG Strategic Intake Governance Study, 2023 — connected demand systems improved alignment by 30–36%.
Better Alignment Between PMO, Delivery Teams, and Sponsors
Shared views of milestones, dependencies, and outcomes reduce misalignment and improve decision quality.
Key Benefits of the Program Management Suite
Complex programs require consistent governance, shared visibility, and clear accountability across multiple projects and teams. SmartSuite provides a connected program system that improves delivery confidence and outcome execution.
Workstream Alignment, Visibility & Program Control
Centralize workstreams, timelines, milestones, risks, and outcomes in one program hub.
Track each workstream’s deliverables, owners, and progress without managing multiple disconnected plans.
Visualize key milestones, critical paths, and cross-project timing across the entire program.
Give leaders and contributors a shared view of blockers, dependencies, and progress in real time.
Monitor RAG status, milestone confidence, risk trends, and escalation needs through live dashboards.
Ensure every workstream, milestone, and risk has an accountable owner.
Governance, Risk & Dependency Management
Track program-wide risks, assumptions, issues, and dependencies with mitigation owners and due dates.
Connect upstream and downstream dependencies to identify collisions early.
Standardize approvals, reviews, checkpoints, and governance workflows across programs.
Route high-impact risks and blockers to the right leaders with full decision traceability.
Maintain complete history of updates, approvals, and changes across the program lifecycle.
Apply governance standards uniformly across all projects and workstreams.
Outcome Delivery, Reporting & Value Confidence
Track program outcomes and ensure workstreams deliver the value promised in business cases.
Link programs to portfolio initiatives, OKRs, and KPIs for clear strategic contribution.
Generate leadership-ready updates directly from live program data.
Standardize reporting with templates, summaries, and RAG indicators.
Use AI Assist to create steering summaries, risk briefings, and workstream narratives quickly.
Reduce delivery surprises through real-time visibility and disciplined execution.
Improve Program Predictability, Alignment, and Governance
SmartSuite replaces fragmented tools with a connected program workspace—reducing risk, improving visibility, and strengthening delivery accountability.
How the SmartSuite Platform Powers Program Management
SmartSuite connects workstreams, risks, dependencies, milestones, and reporting—turning program governance into a real-time system instead of a manual reporting cycle.
Customize program hubs, governance templates, RAID logs, dashboards, and workflows without engineering.
Automate check-ins, status updates, escalations, approvals, and stage-gate workflows.
Generate steering summaries, risk briefings, and milestone updates instantly from live data.
Connect programs, projects, workstreams, risks, dependencies, KPIs, and outcomes for full traceability.
Monitor program health, risks, milestone confidence, and workstream progress in real time.
Ensure role-based access, audit trails, and change history across all program activities.
Connect Workstreams to Outcomes
Link workstreams and projects to program outcomes so leadership can see impact, not just activity.
Standardize Governance and Stage Gates
Automate approvals and governance cadences to ensure consistent execution and decision traceability.
Gain Real-Time Visibility into Program Health
Dashboards reveal risks, dependencies, milestones, and bottlenecks across the program.
AI Assist & Governance Strengthen Steering Reporting
AI-generated summaries plus audit trails ensure leadership reporting is timely, accurate, and consistent.
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 Connects Delivery, Spend, and Outcomes
SmartSuite links project plans to financial data, approvals, and reporting—providing end-to-end traceability from funding to outcomes.
Role-Based Capabilities for Program Management
SmartSuite helps program leaders, PMOs, sponsors, and delivery teams coordinate complex workstreams and deliver outcomes with confidence through connected dashboards, governance, and real-time visibility.
Program & Business Ownership
Executive Sponsor / Business Owner
Owns business outcomes and ensures initiatives deliver intended value.
- Benefit Statement:
SmartSuite keeps sponsors aligned on progress, risk, and benefit realization.
- Benefit Source:
Outcome tracking, milestone dashboards, and decision audit trails.
Outcome oversight
Monitors benefits and KPI progress.
Risk management
Reviews dependencies and escalation items.
Governance participation
Supports steering decisions with real-time data.
Executive Leadership
Chief Operating Officer (COO)
Ensures operational activities align with organizational risk tolerances and resilience goals.
- Benefit Statement:
SmartSuite enables COOs to monitor operational risks and verify that remediation actions are effective.
- Benefit Source:
Real-time dashboards, KRIs, linked issues, and operational risk views.
Operational Risk Monitoring
Tracks risks affecting business operations, services, and processes.
Trend Analysis
Reviews risk patterns and emerging operational exposures over time.
Issue Oversight
Monitors remediation progress for risks impacting delivery and performance.
Executive Leadership
Head of PMO / PMO Director
Governs program standards, reporting, and executive cadence across portfolios.
- Benefit Statement:
SmartSuite standardizes governance, stage gates, and steering reporting from live data.
- Benefit Source:
Governance workflows, reporting templates, and automated rollups.
Governance cadence
Runs reviews and stage gates consistently.
Reporting consistency
Generates steering materials from dashboards.
Program oversight
Monitors cross-program risks and dependencies.
Executive Leadership
Program Manager
Coordinates multiple workstreams, timelines, and cross-team execution.
- Benefit Statement:
SmartSuite unifies workstreams, risks, dependencies, and reporting to improve predictability.
- Benefit Source:
Program hub, RAID logs, milestones, and dashboards.
Workstream alignment
Coordinates deliverables and dependencies.
RAID management
Tracks and escalates risks and issues.
Status reporting
Delivers consistent updates to leadership.
Project & Delivery Leadership
Workstream Lead / Team Lead
Owns delivery for a workstream or functional track within a project.
- Benefit Statement:
SmartSuite provides clarity into ownership, dependencies, and deliverables.
- Benefit Source:
Workstream views, dashboards, and dependency tracking.
Workstream planning
Manages tasks and milestones.
Coordination
Aligns dependencies with other teams.
Reporting
Shares progress and risks with PMs.
Built for Program Leaders, PMOs, and Executive Sponsors
Whether you lead a major transformation or manage cross-functional programs, SmartSuite provides governance and visibility at every level.
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 Program Teams of Every Size
Choose per-user or per-solution pricing that scales across workstreams, departments, and enterprise programs.
.png)
.jpeg)
-min.png)
-min.jpeg)
-min.png)
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.
SmartSuite Academy
Demo Library
Support
Customer Stories
Feature Requests
Community
Developer Resources
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 Strengthen Program Governance and Execution
Explore playbooks, templates, and best practices for workstream coordination, RAID management, and steering reporting.