Smartsheet

smartsheet.com · Scale stage

90of 100

AI-Native

Smartsheet aims to be the leading work management platform, empowering teams to work smarter and achieve more.

ARR

$943.0M

Customers

1,665

Team

3,362

Founded

2005

The stage check

What it takes to leave the expand stage.

Can Smartsheet expand its customer base beyond enterprises and teams

Yes, with further development of mobile apps and simplified onboarding

Revenue growthmet

Smartsheet has shown significant revenue growth in recent years

Market penetrationmet

Smartsheet has a strong presence in the work management market

Product developmentpartial

Smartsheet has a range of products but needs to improve mobile accessibility and onboarding experience

The scorecard

Every dimension scored out of 100.

Intelligence & Discoverability85

Smartsheet has AI-powered work management capabilities but can improve discoverability

Build Velocity80

Smartsheet has a range of products but needs to accelerate development of mobile apps

Ops Leverage95

Smartsheet has a strong operational foundation

Product Intelligence90

Smartsheet has a strong product portfolio but needs to simplify onboarding

The Moat85

Smartsheet has a strong brand and customer base but needs to expand its moat through further innovation

Proof & Narrative90

Smartsheet has a strong value proposition and customer success stories

The moat, decomposed

Brand recognitionstrong

Smartsheet has a well-established brand in the work management market

Customer basestrong

Smartsheet has a large and loyal customer base

Innovationpartial

Smartsheet needs to continue innovating to expand its moat

Partnershipspartial

Smartsheet can benefit from further partnerships to expand its reach

What is already working

Strong operational foundation

AI-powered work management capabilities

Large and loyal customer base

The gaps

Limited mobile accessibility

Build Velocity

The problemDifficulty in accessing Smartsheet on mobile devices

What it costsReduced user adoption and engagement

The fixDevelop mobile apps

Ultron wouldUltron would develop a mobile app with a user-friendly interface and key features

Insufficient customer support

Product Intelligence

The problemDifficulty in getting support from Smartsheet

What it costsReduced customer satisfaction and retention

The fixExpand support channels

Ultron wouldUltron would implement a multichannel support system with AI-powered chatbots

Complex onboarding process

Product Intelligence

The problemDifficulty in getting started with Smartsheet

What it costsReduced trial conversions and customer adoption

The fixSimplify trial experience

Ultron wouldUltron would develop a guided onboarding process with interactive tutorials and AI-powered recommendations

The road to AI-Native

Phase 1, Quick wins

30 days

Develop mobile apps for key workflows

Expand support channels to 24/7 chat and phone

Simplify trial experience with interactive tutorials

Phase 2, Build the engine

90 days

Integrate AI-powered project forecasting

Implement automated workflow recommendations

Enhance reporting and analytics capabilities

Phase 3, The moat

6-12 months

Develop industry-specific workflow templates

Integrate with major CRM and ERP systems

Launch a community-driven workflow marketplace

The 10x move

AI-Driven Automation

Automate 80% of routine project tasks

Companies that ran this play

Asana's workflow automationlike Airtable, Notion

Smartsheet can learn from Asana's automation features and Airtable's and Notion's flexible workflow design

Monday.com's customizable dashboardslike Wrike, Basecamp

Smartsheet can take inspiration from Monday.com's dashboards and Wrike's and Basecamp's project visualization capabilities

Where AI hits first

Project Management

AI can optimize resource allocation and task assignment

Workflow Automation

AI can streamline routine tasks and reduce manual errors

Reporting and Analytics

AI can provide predictive insights and data-driven recommendations

Automate or augment

What the agents take whole, and where people stay in the loop.

Automate

report generation

task reminders

data entry

Augment

project planning

resource allocation

workflow design

Operate with AI fluency

Delegate tasks to AI-powered automation tools to free up human resources

Describe key performance indicators and metrics to measure project success

Discern the most critical project tasks and prioritize them accordingly

Diligence in monitoring project progress and making data-driven decisions

The operating model, upgraded

Planningannual planningquarterly planning

Contextstatic project plansdynamic project plans

Reviewmonthly review meetingsweekly project standups

Rolesproject managersproduct owners

The vision

Smartsheet aims to be the leading work management platform, empowering teams to work smarter and achieve more.

Want this for your own company?

Ultron runs the teardown, then does the work in the gaps.

Get your Road to AI-Native