Remote
Only on W2
NO C2C
USC/ GC/ TN-Visa Only
We are seeking an experienced Smartsheet Project Tracking & Automation Consultant to help design and rapidly stand up project tracking capabilities for a US-based team. The consultant will translate business and project management needs into practical Smartsheet solutions, including dashboards, workflows, automated workplan integration, and Microsoft Teams notifications using Power Automate.
The ideal candidate is a hands-on builder who can work independently, rapidly iterate based on stakeholder feedback, and bring structure to disparate project plans and reporting needs.
Key Responsibilities
• Translate the team’s project tracking vision into a practical Smartsheet solution.
• Design and build Smartsheet sheets, reports, dashboards, and portfolio-level views.
• Integrate disparate workplans into a cohesive project tracking structure.
• Develop Smartsheet workflows for:
o Task assignments
o Status updates
o Approvals
o Escalations
o Reminders
o Milestone tracking
o RAID tracking
• Configure automated notifications in Microsoft Teams using Power Automate based on Smartsheet data & project events.
• Establish consistent project tracking fields, statuses, ownership, milestones, and reporting logic.
• Partner with US-based project and delivery resources to understand requirements and validate the solution.
• Rapidly prototype, demonstrate, and refine capabilities based on user feedback.
• Document the solution architecture, key workflows, operating procedures, and maintenance considerations.
• Provide knowledge transfer to designated team members before the end of the engagement.
• Identify practical opportunities to simplify reporting, reduce manual status collection, and improve project visibility.
Required Qualifications
• Demonstrated hands-on experience designing and implementing Smartsheet solutions.
• Strong experience creating:
o Smartsheet dashboards
o Reports and cross-sheet references
o Automated workflows
o Project and portfolio tracking structures
o Executive and operational reporting views
• Experience integrating multiple workplans or project tracking sources into a consolidated Smartsheet environment.
• Practical experience with Power Automate and Microsoft Teams notifications.
• Ability to connect Smartsheet events or data changes to automated Teams communications.
• Strong understanding of project management concepts, including milestones, dependencies, risks, issues, owners, and status reporting.
• Ability to work independently with limited day-to-day direction.
• Strong analytical, organizational, and communication skills.
• Ability to rapidly iterate from an initial concept to a usable solution within a short timeframe.
• Availability to work with US-based resources during overlapping US business hours.
Preferred Qualifications
• Smartsheet certification or equivalent demonstrated experience.
• Experience supporting enterprise transformation, technology, consulting, or PMO initiatives.
• Experience designing lightweight governance and adoption processes for project tracking tools.
• Familiarity with Microsoft 365 tools, incl Teams, SharePoint, and Power Automate.
• Experience working with senior stakeholders and translating ambiguous requirements into executable solutions.
Expected Engagement Outcomes
By the end of the six-week engagement, the consultant is expected to deliver:
• A functioning Smartsheet project tracking solution aligned to the team’s priorities.
• Consolidated workplan tracking across relevant projects or workstreams.
• Dashboards tailored to delivery teams, project leadership, and executives.
• Automated workflows for project management activities.
• Microsoft Teams notifications powered by Smartsheet and Power Automate.
• Basic documentation covering configuration, workflows, usage, and maintenance.
• Knowledge transfer to the team or designated solution owner.
• Prioritized list of recommended enhancements beyond initial implementation