and processes with across projects drive consistency...portfolio dashboards- display and act on...

Drive Consistency Across Projects and Processes with Control Center

Certain information set forth in this presentation may be “forward-looking information.” Except for statements of historical fact, information contained herein may constitute forward-looking statements. Forward-looking statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, many of which are and will be described in Smartsheet’s filings with the US Securities and Exchange Commission, and these risks and uncertainties may cause actual performance and financial results in future periods to differ materially from any projections of future performance or results expressed or implied by such forward-looking statements. Although forward-looking statements contained herein are based upon what Smartsheet management believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Smartsheet undertakes no obligation to update forward-looking statements except as required by law.

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Introductions and overview(10 min)

Customer perspective- PATH’s Center for Vaccine Innovation and Access (CVIA)(10 min)

Demos- project request, project approval, reporting, and process improvement(20 min)

Multi-tier program architecture(10 min)

Q&A

Ajay JindalSenior Product ManagerSmartsheet

Brian BesandSenior Product Marketing ManagerSmartsheet

Jennifer GreenoughDirector, Project and Portfolio ManagementPATH

The Smartsheet platform for work execution

Control Center is a project and portfolio management solution that builds on the core value of Smartsheet to deliver consistent, visible projects and processes at scale with best practices for work execution, reporting, and risk management built in.

Smartsheet Control CenterConsistency and Visibility at Scale

Project 1 Project 3Project 2

Portfolio reporting

Demand management

Process improvement

Archiving

Smartsheet Control Center

ConsistencyCore Smartsheet functionality- Work in multiple views, create powerful automation and notifications, and share results in dashboards

Blueprints- Build a repeatable set of sheets, reports, and dashboards that make up a project

Automated provisioning- Easily provision and configure an entire project from a central console

VisibilityPortfolio reports- Create editable summary reports across projects. Export to PDF or Excel.

Portfolio dashboards- Display and act on critical portfolio data in real time with easy-to-configure, widget-based views.

ScaleDemand management- Collect and respond to requests for new projects

Global Updates- Deploy change to all sheets, reports, and dashboards created from a blueprint

Multi Tier- Build hierarchical relationships within your portfolio to scale visibility, reporting, and control across divisions, customers, regions, etc.

Archiving- Freeze, store, and report on historical projects for trend analysis and compliance.

3.71” h

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October 1, 2019

Jennifer GreenoughDirector, Project and Portfolio Management, CVIA

PATH’s Center for Vaccine Innovation and Access (CVIA)Smartsheet ENGAGE ’19 Conference

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Highlights from PATH’s vaccine work

PATH works to ensure the equitable reach of lifesaving vaccines and immunization technologies.

• Supported the development and introduction of MenAfriVac®; 305 million Africans immunized since 2010.

• Delivered a high-quality, affordable Japanese encephalitis vaccine to nearly 300 million children in eight countries.

• Partnered on the development of the vaccine vial monitor, with nearly 7 billion used to date.

• Designed and developed the first auto disable syringe for immunization and drug delivery.

CVIA’s work spans the entire vaccine development and delivery spectrum

• Identify potential vaccine leads and approaches

• Conduct initial candidate evaluations

• Address country needs and priorities in product development

• Generate evidence for regulatory review and approval

• Facilitate World Heath Organization prequalification and regulatory approval at national level

• Enable evidence-based decision making for public financing and global and national policies

• Support countries on planning, preparation, and introduction

• Capture learnings from early adopters

• Ensure sustainable supply

• Facilitate wide-scale use

• Measure impact

• Assess proof of concept/efficacy in low-resource settings

• Support quality manufacturing and adequate supply

Scale-Up Pilot/LaunchPhase 3

and Reg/PQ Phase 2 Phase 1

Preclinical

Discovery

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• Combination of human workflow and software to track project data and generate reports.

• Inconsistent definitions of projects, levels of planning, tracking, and control.

• Inability to roll-up data across projects.

• Lack of transparency into project status.

• Specific software and skillsets required to access project schedule information.

Challenges before Project & Portfolio Management System deployed via Smartsheet Control Center

• CVIA Leadership

• Cross-project information

• Portfolio health

• Drill-down and slice data

• Project Management Staff

• Accountable for project data

• Responsible for cross-functional project content

• Project Team members

• Project-level information

• Owned/accountable items

Users view data in different ways

CVIA Leaders

Project and Portfolio Management

Project Team

• CVIA Leadership

• CVIA Dashboards

• Disease-Area Landing Pages

• Tableau Dashboards

• Project Management Staff

• Smartsheet Workspace

• Project Schedule

• Rosters/Action Item Logs

• Risk Register/Issue Logs

• Project Team members

• Team Landing Pages

• Project Reports

Users interact with the Project & Portfolio Management System differently

CVIA Leaders

Project and Portfolio Management

Project Team

Team Landing Page

Finance Manager

More information on PATH at https://www.path.org/

https://www.path.org/

Demo: blueprints drive consistency

Demo: portfolio insights

Change managementWith global updates

SheetsAdd a new sheetAdd or change a columnAdd new metadataFind and replace entries

NEW- ReportsAdd a new reportAdd, delete, hide, or change columnsChange the report criteria (the who, what, and when) Add or remove sheets from the report scope Change the sort order of a filter

NEW- DashboardsAdd a new dashboardAdd, remove, or change a widgetRearrange the layout of the widgetsUpdate formatting, colors, and branding

Demo: Global Updates for process improvement

NEW: multi-tier

Multi-tierGenerally Available Oct 1, 2019

Granular reporting at the parent and child program levels

Controlled data access between organizations

Large-scale performance for portfolio reports and dashboards

Example multi-tier architectureConsulting and professional services

Mega Consulting

MBFCorp

FlyrightInc.

Audit Compliance Risk Audit Compliance Risk

Mega Consulting offers service projects for audit, compliance, and risk

MBF can see their own program, but they can’t see Flyright’s

Mega can see both programsand aggregate data

Demo: multi-tier

Smartsheet Services and Support

Discovery workshopControl Center DeploymentCustom DevelopmentManaged ServicesRetainer

StandardProfessionalTechnical Account Manager

Launch PackagesLearning CenterTraining -On demand -Instructor-led -CustomCertification

Guidance and for driving transformation

Learn more

Smartsheet Learning Centerhelp.smartsheet.com

Smartsheet Center of ExcellenceExcellence.smartsheet.com

We’re in the Innovation Center!

https://help.smartsheet.com/

https://excellence.smartsheet.com/

and processes with across projects drive consistency...portfolio dashboards- display and act on...

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