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Enterprise video?

Loann McGee
Loann McGee ✭✭✭✭✭✭
edited 12/09/19 inArchived 2015 Posts

Good morning,

I did a search in the online videos on demand, but didn't find one. I'm looking for a video that gives a fairly in-depth look at what the Enterprise features are and how this is of greater benefit.

Our IT dept is concerned that they would need to be our go-to for help regarding Smartsheet, and I'd like to equip them with a very detailed view of what they would/would not have to take on in the Enterprise aspect.

目前,作为一个团队,我们的IT部门需要知道very little of the actual Smartsheet program. They are just the appovers for areas that are wanting to come on board.

Blessings,

Loann

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  • Terri Pavlovic
    Terri Pavlovic ✭✭✭

    我感兴趣的底牌g more about the differences between Team and Enterprise as well.

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  • Travis
    Travis Employee

    Hi Loann! The sales team would be the best resource for information on Enterprise accounts and the difference between Team and Enterprise. You can email them at[email protected]

    As far as your specific question about getting your IT department involved... it would depend on what you want to do with your account. For example, if you wanted to set up SAML SSO (single sign on) then that would require some effort from your IT group. One of the benefits of an Enterprise plan is that they all have a dedicated Customer Success Manager from Smartsheet to help wherever needed. If there is work that needs to be done by your IT department, your CSM can help with that process.

    Here is some information on the Enterprise plan://www.santa-greenland.com/enterprise

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  • Loann McGee
    Loann McGee ✭✭✭✭✭✭
    edited 09/14/15

    Thank you, Travis. I know one of their concerns is that the IT Help Desk would be fielding questions on how to create reports, sheets, formulas, Gantt, etc. in Smartsheet.

    We're still a ways out from getting to the Enterprise level, but like to be well informed. I was hoping for a video to help contrast/compare. I'll connect with the sales team!

    Blessings,

    Loann

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  • Tim Meeks
    Tim Meeks ✭✭✭✭✭✭
    edited 09/15/15

    Loann,

    I serve as the SS system admin for our agency, and I am not in the IT Help Desk area, and our IT Help desk does NOT field questions from our SS users.

    I am in the IT area as a project manager and part of my role as an embedded contractor is to field SS questions from users. So one idea would be to get someone that is a technical person to serve in this role that is not in the IT Help Desk area.

    One reason that I've not been solely dependent on IT is that we do not use the SAML SSO (single sign on) feature. But, I have had to engage our network team to see about utilizing the User Auto Provisioning function (which they have yet to get back with me onFrown.)

    Here's how we handle the user questions/support issues:

    1) As Travis said, one huge advantage of the enterprise account is havinga dedicated CSM. Our CSM (ShaneCool) is agreat resourceand takes both my email and phone calls and has done team training for us. I will have users contact me and then I will contact support or our CSM.

    2) TheSS Online Helpis great tool, as you know, and I point users to that as their first option.

    3) We have 3-4employeeshere that have becomeexpertsin their use of SS and we go to them for solutions.

    4) TheSS Community(you being one!) is a HUGE help for me as a sys admin to find/post answers.

    5) For the first 6 months of SS being rolled out, we had amonthly Lunch and Learn sessionwhere either an expert user showed how they had integrated SS or our SS CSM did training and answered questions.

    Hope that helps alleviate some concern of needing your IT Help Desk to field SS questions.

    Tim

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  • Loann McGee
    Loann McGee ✭✭✭✭✭✭
    edited 09/15/15

    Great input, Tim!! I'm the unofficial Smartsheet "Queen" here at work - and I love helping others learn about SS for the first time, or to help troubleshoot.

    Thanks for the input on how it works on your end, and that I can alleviate the concerns for our IT Help Desk. ;-)

    Blessings,

    Loann

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Hi @smbailey<\/a> <\/p>

I hope you're well and safe!<\/p>

I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>

Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"},{"tagID":439,"urlcode":"gantt-view","name":"Gantt View"}]},{"discussionID":108278,"type":"question","name":"How do you calculate the average number of days between a submitted date and a start date?","excerpt":"Additional context: We use Smartsheet to track support requests from the organization. We have an automated column that records the day the form is filled out. The form also has a date range of when they need their request completed by. I would like to calculate the average amount of days people provide from the day they…","snippet":"Additional context: We use Smartsheet to track support requests from the organization. We have an automated column that records the day the form is filled out. The form also has a…","categoryID":322,"dateInserted":"2023-07-28T20:36:42+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T21:00:45+00:00","insertUserID":128090,"insertUser":{"userID":128090,"name":"Carlos Fernandez-Torres","url":"https:\/\/community.smartsheet.com\/profile\/Carlos%20Fernandez-Torres","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T21:30:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-29T11:58:40+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3381156447,"url":"https:\/\/community.smartsheet.com\/discussion\/108278\/how-do-you-calculate-the-average-number-of-days-between-a-submitted-date-and-a-start-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108278\/how-do-you-calculate-the-average-number-of-days-between-a-submitted-date-and-a-start-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108278,"commentID":387924,"name":"Re: How do you calculate the average number of days between a submitted date and a start date?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387924#Comment_387924","dateInserted":"2023-07-28T21:00:45+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-29T11:58:40+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/QO67SBLMOJQA\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T21:01:27+00:00","dateAnswered":"2023-07-28T21:00:45+00:00","acceptedAnswers":[{"commentID":387924,"body":"

=[End Date]@row - [Start Date]@row<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108269,"type":"question","name":"Dashboard Metric Breaks on Update of DataShuttle","excerpt":"I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. But when the Grid refreshes it breaks the Metric and says Data missing even though there is data in the field. Is there anyway around this or does Data Shuttle always break a Metric Cell?","snippet":"I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. But when the Grid refreshes it breaks the Metric and…","categoryID":321,"dateInserted":"2023-07-28T17:52:38+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T22:21:10+00:00","insertUserID":164293,"insertUser":{"userID":164293,"name":"Joshua Jones","title":"IT Specialist","url":"https:\/\/community.smartsheet.com\/profile\/Joshua%20Jones","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T22:18:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164293,"lastUser":{"userID":164293,"name":"Joshua Jones","title":"IT Specialist","url":"https:\/\/community.smartsheet.com\/profile\/Joshua%20Jones","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T22:18:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":31,"score":null,"hot":3381150828,"url":"https:\/\/community.smartsheet.com\/discussion\/108269\/dashboard-metric-breaks-on-update-of-datashuttle","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108269\/dashboard-metric-breaks-on-update-of-datashuttle","format":"Rich","tagIDs":[292,474],"lastPost":{"discussionID":108269,"commentID":387933,"name":"Re: Dashboard Metric Breaks on Update of DataShuttle","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387933#Comment_387933","dateInserted":"2023-07-28T22:21:10+00:00","insertUserID":164293,"insertUser":{"userID":164293,"name":"Joshua Jones","title":"IT Specialist","url":"https:\/\/community.smartsheet.com\/profile\/Joshua%20Jones","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T22:18:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T22:21:14+00:00","dateAnswered":"2023-07-28T20:45:34+00:00","acceptedAnswers":[{"commentID":387914,"body":"

How exactly is your Data Shuttle set up? If it is set to replace everything in the sheet when it runs, it is deleting the cell being referenced by the widget and then putting new data in new cells.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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