SMARTSHEET TRAINING, CUSTOMISATION AND CONSULTING - PROCESS EFFICIENCY IMPROVEMENT AND AUTOMATION Highly skilled in project management, process mapping, design and automation, business consulting to realise your organisation's needs. I am providing business tailored strategic consulting that ensures real added value, process improvement & implementation, automation and integration with your existing CRM system. Achievements: Smartsheet survey design, testing, implementation and reporting Gantt chart for inventory planning and forecasting Converting manual whiteboard to Smartsheet Setup budgets and financial forecasting Automated salary calculations Smartsheet development for project management and project accounting, creating automated reports, comparing actual and forecasted figures, tracking actual spendings and budget variances Smartsheet setup for real estate company to monitor development progress, workflow configuration, automation and notifications Setup advanced financial formulas (profit, ROI, margin, KPIs, COGS) related charts and dashboards Smartsheet Integrations with Quickbooks, Xero Creating various Smartsheet reports, charts and roll-ups for a project of 100 bespoke houses through given milestones, including roll-up reports, performance reporting, performance charts, graphs and templates Setting up various processes within the company in order improve the efficiency & communication using Smartsheet. Setting up individual timesheets with automated RYG balls and formatting, reports, consolidated and calendar and resource view Master sheet automatically driving the full workflow of a medical provider Client on-boarding process with enhanced triggers Automated calculations of a real estate project including rent income and related expense, VAT, automated invoicing from Smartsheet Xero and Smartsheet integration with automated invoicing