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Page 1: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores
Page 2: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

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.

Smartsheet is a registered trademark of Smartsheet Inc. The names, logos, and images of actual companies and products used in this presentation are the intellectual property of their respective owners and no endorsement or affiliation is implied by their use.

Page 3: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Product Development in Smartsheet

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Agenda

● Introductions

● Panelist product development processes○ Pain points○ Solutions○ Tips for implementation

● Q&A

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Erica DeMeerleerSr. Customer Success Manager, Retail & Consumer Goods

● Joined Smartsheet in February 2017

● Senior Customer Success Manager and program owner for consumer goods and retail customers at Smartsheet

● 12+ years product marketing/advertising, 7+ years eCommerce

● Seattle, WA

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Scott Plocher, PMP, LSSBBProject Manager, Jack Link’s Protein Snacks

● Leader in the Jack Link’s project management office (PMO)

● Manages high-value, strategic projects & programs

● 2.5 years at Jack Link’s with 10+ years of project management experience within manufacturing, printing, ecommerce & CPG

● Minneapolis, MN

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● #1 meat snack brand in the US● #4 snacking brand in the US● Facilities in 7 countries● Operating in 50+ countries● The bags of beef jerky produced last

year would wrap around the entire Earth once, over 25,000 miles!

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Sarah KeortgeProducer, Magic TCG Studio, Wizards of the Coast

● Manages card and packaging production for 11 languages

● 12+ years with Wizards, all in product development and project management

● 8 months using Smartsheet

● Renton, WA

Page 9: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores
Page 10: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Alisha AlnessSr. Manager, Product Execution, ILLUME

● Senior Manager of product execution team

● Overall manager of development and execution processes for all segments and projects

● 3 years at ILLUME, 9+ years of project management & product development experience

● Minneapolis, MN

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ILLUME is a Minnesota-based company of 200 employees and a leader in the world of home fragrance and personal care.

We are known first and foremost for our design and overall we are a top supplier of private label home fragrance and body care and can be found in retailers such

as West Elm, Madewell, J. Crew & Target.

Illume Brand is marketed worldwide - 4,500 specialty & department stores.We produce over 14 million units annually, and of these, over 3,000

are different skus & formats.

Page 12: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Scaling your Processes with SmartsheetScott PlocherJack Link’s Protein Snacks

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Company growth

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Project types

MaintenanceChanges to existing formulas,

graphics or packaging

RRTExpedited Product Secondary

Displays

Stage GateFull product formation and

packaging design

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PM infrastructure - previous

Project Portfolio

Project Timelines

Portfolio Reports

Portfolio Analysis

Project Trackers

Project Reports

Document Depository

Project Initiation

Form

Project Initiation Project Planning, Execution, & Reporting

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PM infrastructure - currentEverything done within Smartsheet!!!

Project Portfolio Project TimelinesProject Initiation Form

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The future Portfolio management

Dashboards will allow us to review real-time data and make quick decisions on:

● Resourcing● Financials● Complexity● Project mix● Strategy

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BenefitsDecreased non-value administrative workPrevious: 20 labor hours / weekCurrent: 3 labor hours / weekBenefit: 884 labor hours / year (~$43,342.52)

Elimination of 45 MS Project licensesPrevious: $29,700 / yearCurrent: $14,448 / yearBenefit: $15,252 / year

Increased project management capacityPrevious: 107 active projectsCurrent: 144 active projectsBenefit: 34.6% increase

Increased collaboration

Increased communication

Standardization of processes & forms

Single source of the truth

24/7 instant, real-time data

Reduction in clerical errors

Page 19: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Tips for implementingStart simple!

Focus primary effort on creating your project portfolio worksheet -Is the single source of the truth -Every report & dashboard is directly drawn from this worksheet

Use forms to enter information into worksheets -Reduces administrative work and clerical errors

Create templates to standardize documents

Start slow with automation -Users will resist or reject if not properly implemented

Hold training sessions with all users and be available for Q&A

Page 20: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Simultaneous Launch in 11 Languages is No Easy Task!Sarah KeortgeWizards of the Coast

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The end product

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Challenge: moving from a central PMO model to team producers

Game Design & Dev

Creative

Production - Distribution

Product Team

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How we did it

Evaluation & planning Define ownership Design

sheets/templatesInternal

process trainingContinuous improvement

& innovation

Smartsheet implementation

➤ ➤ ➤ ➤

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Page 25: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Standardization of key info

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Supporting multiple languages

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Comments for handoffs

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Save time using “Save As New”

Page 29: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Outcome

● We know where every piece of packaging and card is in the development process, in all eleven languages

● We can now work with rolling handoffs

● Faster (and automated) notifications for handoffs and scheduled changes

● Average 25 in-flight projects, and each project has multiple interlinked sheets to support, managed by 6 different producers

● We’re exploring replacement of other systems with Smartsheet

Page 30: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Scaling Org Insights with Control Center

Alisha AlnessILLUME

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The ProblemMultiple Tools & Owners & Methods:

no clear operating procedure for product development timing or

communication

no ability to track from kickoff through execution

Project Kickoff:

Done via Email or In-person Meeting

Project Calendar in Excel:

Inconsistencies in formula set up and task

ownership

Project Execution:

All communication & information handled

through multiple unlinked tools and formats

Page 32: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

The problem

Multiple tools & owners & methods:

No clear operating procedure for product development timing or

communication

No ability to track from kickoff through execution

Project kickoff:

Done via email or in-person meeting

Project calendar in Excel:

Inconsistencies in formula set up and task

ownership

Project execution:

All communication & information handled

through multiple unlinked tools and

formats

Page 33: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

Solution timelineImplementation

2018Implementation

2019Scoping

2017

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Project intake, approval & creation

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Proj

ect t

ools

Project Calendar - Holds all key dates, tasks, owners

RAID Log - Process notes and assigning of misc. tasks and actions throughout the process

Critical Path Report - Quick report that shows on track/off track for critical milestones

Project Dashboard - Program overview

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Dashboard examples Project level, customer level, category level

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Wins

Track KPIs - on track / off track

Manage to critical path milestones

Early Indicators of potential execution issues

Opportunities for improvement

Implement workflow and automation tools

Launch and onboarding of calendar app

Scheduled dashboards share outs

Page 38: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores

● Establish detailed requirements for end solution prior to development - understanding of the framework that needed to be built

● Gain cross-departmental input during the scoping process

● Understand that implementation and onboarding needs to be done group by group, and the time needed for each group will differ

● Be OK with launching before ‘perfection’ - there will always be changes and updates along the way. #globalupdates

Implementation tips

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Questions &Answers

Page 40: Certain information set forth in this presentation may be ... De… · as West Elm, Madewell, J. Crew & Target. Illume Brand is marketed worldwide - 4,500 specialty & department stores