Smartsheet PMO
Price: $15,000+
Est. Duration: 6–8 Weeks
Managing dozens of projects across teams? You need more than a few dashboards—you need structure, governance, and true visibility. The Portfolio Launch package is built for PMO leaders ready to scale.
We’ll deliver a dynamic intake system, project templates, executive dashboards, approval logic, and full governance design. Control Center, Dynamic View, and DataMesh support included (if licensed), plus 2 hours of admin training to keep your team aligned post-launch.
This is enterprise-level project management—automated, centralized, and built for serious scale.
🚀 AgilizeIQ PMO
Your PMO, Powered by Smartsheet. Built by AgilizeIQ.
If you’re leading multiple projects, teams, or departments—and need true visibility, consistency, and control—this is the system you’ve been waiting for.
The Portfolio Launch Package is our most advanced Smartsheet implementation. It’s tailored for PMOs, operations leads, and enterprise teams who need to manage complex project portfolios with clarity, automation, and governance baked in from day one.
🧠 What’s Included:
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🔍 Discovery Call
We kick things off with a focused strategy session to understand your goals, gaps, and current setup.
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🛠️ Solution Design
Based on your needs, we design a tailored Smartsheet system using best practices, premium apps, or custom APIs—whatever gets you the most impact, fastest.
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✅ Hands-On Testing
We test everything. You’ll get a working solution, not a half-baked setup. QA and user testing are built in.
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🎓 Training + Support
Includes three one-hour live training sessions for your team, plus short-term support to ensure adoption sticks and your team knows how to actually use what we build.
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🔄 1 Dynamic Intake System
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Streamline how work enters your organization with a centralized intake that routes requests and provisions project workspaces automatically.
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🧱 2–3 Project Templates (up to 15 total sheets)
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Custom-built, reusable project frameworks that ensure consistency, accountability, and scale.
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📊 Executive Portfolio Dashboard
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Track live project metrics, statuses, health, and resource trends across your portfolio—designed for exec-level visibility and clarity.
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🧮 Metadata + Sheet Summary Architecture
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We implement portfolio-wide structure so your reporting is accurate, scalable, and automated.
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📈 Sheet-to-Dashboard Reporting
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Seamless pipeline reporting and visibility from task-level activity up to high-level strategy.
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🔐 Full Permissions + Governance Design
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We configure role-based access, workspace structure, and governance best practices to protect your data and simplify control.
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🎯 Client Success Tracking
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Monitor project milestones, lifecycle stages, and outcomes by type, department, or owner.
Premium App Support:
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✅ Control Center Setup (if licensed)
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✅ Dynamic View Role Configuration
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✅ DataMesh Setup & Optimization
🎯 Outcome:
A centralized, enterprise-grade project portfolio system with built-in scalability, automation, visibility, and governance—designed to help PMOs and operational leaders move from reactive to strategic execution.
🚫 Out of Scope:
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Multi-instance Control Center deployment
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API integrations (sold separately)
🔍 Ideal For:
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PMOs scaling beyond spreadsheets and static templates
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Operations teams managing 10+ concurrent projects
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Businesses with internal and external project delivery needs