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Agenda

Four days and more than 90 high-value sessions. Explore all ENGAGE has to offer.

September 30, 2019

8:00 AM
to 5:00 PM

Pre-Conference Training: Intermediate Level Smartsheet

This course is designed for users who have foundational knowledge and skills, and wish to continue learning and impacting their team’s ability to collaborate effectively and efficiently. This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.

October 1, 2019

11:00 AM
to 12:00 PM

Compliance in 2019: GDPR and Beyond

Discover how our suite of Compliance Accelerators including enable solutions for GDPR, SOX, and Internal Audits. These premium solutions help organizations to develop, manage, and maintain their compliance with these various regulations. Hear from our Product Team, the Global Managing Director of Legal from Robert Half, and a customer about industry trends, best practices, and how these solutions have empowered teams to drive efficiency and productivity.

11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.

11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.

11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.

11:00 AM
to 12:00 PM

Dynamic View: Manage Processes at Scale

Want to know how to enable conditional collaboration with Dynamic View? This session will cover how to create custom configurations to ensure users have the access to the fields they need, when they need it.

1:00 PM
to 2:00 PM

Preview the Smartsheet Product Roadmap

Join us and learn about the future of Smartsheet! Get a high-level overview of our product's roadmap, as well as an early look at new features and enhancements that are in development.

1:00 PM
to 2:00 PM

Save Time and Increase Efficiency With Formulas

In this session, you'll learn how to build formulas into your work to automate calculations and accelerate your work management. We'll cover formulas that will help you surface summary calculations when you use hierarchy in your sheets, automate symbol columns like RYG balls to reflect changes in status without manual work, and much more.

1:00 PM
to 2:00 PM

Smartsheet in Healthcare: Customer Roundtable

Hear firsthand how our customers use Smartsheet to help keep their healthcare organizations running smoothly. You'll also learn how to remain HIPAA compliant when storing PHI in Smartsheet.

2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of the Customer Engagements Accelerator

Learn how to solve sales cycle management challenges with this easy-to-use solution for handling complex processes.

2:15 PM
to 3:45 PM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.

2:15 PM
to 3:45 PM

Hands-On Lab: Smartsheet Reports

Take reporting to the next level with this deep-dive into all things Smartsheet reports. You'll learn how to get the most from both summary and row reports.

2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of the IT PMO Accelerator

Learn the key elements of this Accelerator: how to navigate, implement, and optimize elements of this pre-configured solution for running your IT PMO.

2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.

2:15 PM
to 3:15 PM

Drive Consistency Across Projects and Processes with Control Center

Are you a new Control Center user, or just want to learn more about how Control Center works? This session will show you how Control Center automates projects and processes, from intake to portfolio-level reporting.

3:45 PM
to 4:45 PM

The IT PMO Accelerator: Optimize Your IT PMO Operations, Fast

The Smartsheet Accelerator for IT PMO is a pre-built solution that enables IT teams to centralize project prioritization, drive consistency in project execution, global updates, and project archiving, while providing real-time visibility into strategic initiatives. In this session, you'll learn how to use this solution to accelerate IT project delivery.

3:45 PM
to 4:45 PM

Best-in-Class Project Management

Come see and learn what a world-class project management solution architecture within Smartsheet looks and feels like. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. In this session, we'll share best practices and advance your organization's project management capabilities to increase effectiveness and drive business.

3:45 PM
to 4:45 PM

Getting the Most out of Workflows

Take your use of Smartsheet automation features to the next level with this deeper dive into notifications, approvals, and more. You'll learn tips and tricks for getting the most out of these powerful yet simple to set up features.

October 2, 2019

8:30 AM
to 10:00 AM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.

8:30 AM
to 9:30 AM

Solution Center Tour de Force

Power up your work with free pre-built templates! In this session, we'll dive into the ins and outs of Solution Center, and show you how to find, download, and customize Smartsheet templates.

8:30 AM
to 9:30 AM

Project Sheets for the Non-Project Manager

Comfortable with Smartsheet but hesitant to use a project sheet? Fear not, this session will look at the project sheet through the eyes of a non-project manager to help you take your planning and organization to the next level.

8:30 AM
to 9:30 PM

A Complete Solution: Intake to Archive

Looking at a common project intake solution we will walk through all of the steps to create a complete workflow in Smartsheet. From diagramming your solution to creating forms, automated workflows, reports, and dashboards.

8:30 AM
to 10:00 AM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.

8:30 AM
to 10:00 AM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.

9:45 AM
to 10:45 AM

Data Uploader: Transform your Smartsheet Solution

Want to automatically upload data from an external system into your Smartsheet solution? This session will show you how Data Uploader can automatically merge or replace data from a third-party application, like Excel, into Smartsheet.

9:45 AM
to 10:45 AM

Customer Spotlight: Smartsheet in Construction

Construction professionals collaborate on a daily basis with stakeholders that require different levels of visibility. Learn how to confidently and securely share information between owners, architects, contractors, subcontractors, and hear how Smartsheet empowers one customer to operate more effectively through real-time collaboration from pre-con thru completion.

10:30 AM
to 12:00 PM

Hands-On Lab: Smartsheet Reports

Take reporting to the next level with this deep-dive into all things Smartsheet reports. You'll learn how to get the most from both summary and row reports.

10:30 AM
to 12:00 PM

Hands-On Lab: Getting the Most out of the IT PMO Accelerator

Learn the key elements of this Accelerator: how to navigate, implement, and optimize elements of this pre-configured solution for running your IT PMO.

10:30 AM
to 12:00 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.

11:00 AM
to 12:00 PM

The Smartsheet Customer Engagements Accelerator: Solve Sales Management Challenges Fast!

Learn how to use this pre-built solution to quickly and effectively tackle your sales organization's most complex deals. You'll learn how to achieve better pipeline transparency, reduce sales management, and increase deal closure success with this Accelerator.

2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.

2:30 PM
to 4:00 PM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.

2:30 PM
to 3:30 PM

Best Practices to Optimize Your Sheets and Solutions

Take your skills to the next level in this session, as we focus on optimizing sheets for complex solutions. You'll learn how to use Smartsheet to build larger-scale workflows within and across projects, plus best practices, tips & tricks, and insights from real-life customer examples.

2:30 PM
to 3:30 PM

Featured Speaker: Dion Hinchcliffe, VP and Principal Analyst at Constellation Research

Dion Hinchcliffe is an internationally recognized digital thought leader, business strategist, enterprise architect, book author, analyst and keynote speaker. He is widely regarded as one of the most influential figures in digital transformation, the future of work, and enterprise IT. Currently VP and Principal Analyst of Constellation Research, he wrote the bestselling Social Business by Design (John Wiley & Sons). Dion is an Executive Fellow at the Tuck Center for Digital Strategies and was recently identified as one of the top 3 people most mentioned by CIOs. He is also a practicing enterprise architect with over a dozen in-production cloud/SaaS services. Dion has keynoted or spoken at hundreds of leading industry conferences including CeBIT, KMWorld, IT Roadmap, Dreamforce, CIO Perspectives, AIIM Conference, Digital Workplace Experience, and other industry events. You can find Dion on Twitter at @dhinchcliffe.

2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.

2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of the Customer Engagements Accelerator

Learn how to solve sales cycle management challenges with this easy-to-use solution for handling complex processes.

2:30 PM
to 3:30 PM

Bringing Data Together with DataMesh

Learn how DataMesh allows you to do quick and real-time lookups between sheets and reports to keep your data consistent across multiple sources.

3:45 PM
to 4:45 PM

Dashboard Best Practices: Creating Transparency

What's the difference between a good dashboard from a great dashboard? In this session, you will learn to build best-in-class Smartsheet dashboards that give your teams all the real-time information they need.

3:45 PM
to 4:45 PM

Reports: Tips, Tricks and Troubleshooting

This session will help you become a reporting expert! Learn how to consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. Know when and where to use reports, and how to troubleshoot when needed to get the best possible results.

3:45 PM
to 4:45 PM

New Features: Get the Most From Our Newest Functionality

Go deep into the newest Smartsheet functionality, from Gantt enhancements to new column types,  grid improvements, and more. You'll see how to make the most of features released in the past six months - and get a peek at what's coming next.

October 3, 2019

8:30 AM
to 9:30 AM

Connectors: Extending Smartsheet into your Enterprise Systems of Record

In the world of Collaborative Work Management, connecting work from purpose-built, best-in-breed applications to a management layer is essential. Attend this session to find out how Smartsheet connects to structured data sources - and share how you'd like to connect to others at your organization!

8:30 AM
to 9:30 AM

Portal Best Practices: Driving Team Alignment

Keep your teams on the same page with easy-to-create and maintain centralized information portals. This session will give you examples and tips to get the most out of your Smartsheet portals.

9:45 AM
to 10:45 AM

Forms: Gather Information at Scale

Smartsheet forms are the fast, easy way to collect and act on information in Smartsheet. Join us to learn how to use forms to streamline intake, structure your sheet to stay current on new requests, and assign next steps to your team. You'll learn how to transform customer surveys, collateral requests, ticketing systems, and more.

9:45 AM
to 10:45 AM

Frictionless Digital Transformation with Smartsheet

With pressure to become more agile, more innovative, and better serve their customers, many companies are driving digital transformation initiatives across all lines of their business. Come see how the Smartsheet platform is helping companies transform their processes, saving time, improving collaboration, and delivering a better customer experience - while destroying silos and managing change on an individual, team, and organizational level.

9:45 AM
to 10:45 AM

Building Services for Availability, Scale and Performance

Q&A session with Gene Farrell, Smartsheet CPO and Praerit Garg, Smartsheet CEO.

11:00 AM
to 12:00 PM

A Complete Solution: Intake to Archive

Looking at a common project intake solution we will walk through all of the steps to create a complete workflow in Smartsheet. From diagramming your solution to creating forms, automated workflows, reports, and dashboards.

11:00 AM
to 12:00 PM

Become a Smartsheet Champion (repeat)

Need help spreading the word in your organization? This session will equip you to become a Smartsheet Champion! Learn about the resources, assets, and events we've created to help you succeed, and gain access to the Smartsheet Mobilizer Toolkit.

11:00 AM
to 12:00 PM

Best-in-Class Project Management (repeat)

Come see and learn what a world-class project management solution architecture within Smartsheet looks and feels like. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. In this session, we'll share best practices and advance your organization's project management capabilities to increase effectiveness and drive business.

11:00 AM
to 12:00 PM

Preview the Smartsheet Product Roadmap (repeat)

Join us and learn about the future of Smartsheet! Get a high-level overview of our product's roadmap, as well as an early look at new features and enhancements that are in development.