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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.

Currently, as a Team, our IT dept needs to know very little of the actual Smartsheet program. They are just the appovers for areas that are wanting to come on board.

Blessings,

Loann

Comments

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

  • 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

  • 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

  • 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.

    其中一个原因,我没有完全依赖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

  • 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

This discussion has been closed.
Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108318,"type":"question","name":"Count to show the High Priority Items","excerpt":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","snippet":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","categoryID":322,"dateInserted":"2023-07-31T18:51:49+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":121230,"lastUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":22,"score":null,"hot":3381664822,"url":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","format":"Rich","lastPost":{"discussionID":108318,"commentID":388103,"name":"Re: Count to show the High Priority Items","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388103#Comment_388103","dateInserted":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+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\/382QSC10NTUW\/count-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"count.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T19:48:14+00:00","dateAnswered":"2023-07-31T19:18:51+00:00","acceptedAnswers":[{"commentID":388092,"body":"

@Kris Peeters<\/a> <\/p>

you should be able to use =Countifs([Al Javor]@row:[Lisa Young]@row,\"1 - High\")<\/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":[]},{"discussionID":108307,"type":"question","name":"Formula to Average Performance Score for Various Service Categories","excerpt":"I am trying to create a formula that averages the performance score of various service categories. For example, whenever the service category (drop down box) has \"civil engineer\" selected, I want a running formula that averages all the civil engineer ratings. I have tried using the =averageif() formula, but I continue to…","snippet":"I am trying to create a formula that averages the performance score of various service categories. For example, whenever the service category (drop down box) has \"civil engineer\"…","categoryID":322,"dateInserted":"2023-07-31T15:35:13+00:00","dateUpdated":"2023-07-31T15:48:17+00:00","dateLastComment":"2023-07-31T18:57:50+00:00","insertUserID":164346,"insertUser":{"userID":164346,"name":"ullkay95","url":"https:\/\/community.smartsheet.com\/profile\/ullkay95","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bmtAmxLQVL0!e6DCx07vJ9c!25n9oP55COS","dateLastActive":"2023-07-31T18:59:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":164346,"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":"2023-07-31T19:57:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":11,"countViews":29,"score":null,"hot":3381654183,"url":"https:\/\/community.smartsheet.com\/discussion\/108307\/formula-to-average-performance-score-for-various-service-categories","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108307\/formula-to-average-performance-score-for-various-service-categories","format":"Rich","lastPost":{"discussionID":108307,"commentID":388084,"name":"Re: Formula to Average Performance Score for Various Service Categories","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388084#Comment_388084","dateInserted":"2023-07-31T18:57:50+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":"2023-07-31T19:57:04+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\/2HQ91LNQF3GG\/screenshot-2023-07-31-114610.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-07-31 114610.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T18:52:12+00:00","dateAnswered":"2023-07-31T18:48:05+00:00","acceptedAnswers":[{"commentID":388078,"body":"

In that case you would use the same syntax but you would reference the column in the sheet using the appropriate column name. <\/p>

[Column name]:[Column name]<\/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":[]}],"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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