Connect GRC, ITSM, Projects, and Business Operations on One Unified Platform
What is SmartSuite?
SmartSuite is an AI-native work platform that connects the workflows that run your business. You can think of SmartSuite as a Work Operating System (Work OS)—a unified foundation for data, automation, AI, permissions, and reporting that helps teams build, manage, and scale work across the organization.
SmartSuite includes purpose-built solution suites across four core solution areas. Teams typically start in one area—and expand as workflows connect:
- Governance, Risk, Compliance and Resilience
Unify risk, compliance, audit, third-party risk, operational resilience, business continuity, regulatory readiness, privacy, AI governance and ESG.
- IT Service Management (ITSM)
Manage incidents, changes, requests, assets, and service operations—with connections to evidence, issues, and remediation.
- Project & Portfolio Management
Unify portfolio reporting across projects and initiatives—so teams stay aligned on priorities and leaders can track progress against OKRs in real time.
- Business Operations
Manage sales, marketing, product, operations, human resources, procurement, and more—across teams and departments.
Built for regulated environments with SOC 2 Type II, ISO 27001, GDPR, and HIPAA alignment to support security, privacy, and compliance requirements.
Deploy on secure U.S. and EU data centers to support data residency, sovereignty, low latency access, and enterprise-grade uptime backed by modern cloud infrastructure.
Built for startups, mid-sized teams, and global enterprises, SmartSuite scales with consistent performance, governance controls, and centralized administration as your organization grows.
Localized in 15 languages so global teams collaborate in a familiar experience while keeping workflows, permissions, and reporting consistent across the organization.
Customers in 100+ countries use SmartSuite to run GRC, IT, project, and business workflows on our work platform.
What Does SmartSuite Do?
SmartSuite helps work flow across your organization.
When the systems teams rely on aren’t connected, work becomes harder than it should be—handoffs break down, ownership gets fuzzy, and visibility disappears.
SmartSuite connects workflows on a unified work platform that brings consistency to how work is designed, executed, and measured—so people can work smarter. Less time chasing updates, re-entering data, and coordinating across tools. More time executing with clear accountability and real-time visibility.
The result: fewer silos, clearer ownership, and a connected way to work that scales across GRC, ITSM, projects, and business operations.
What Is SmartSuite Used For?
SmartSuite supports more than one team or one department. From GRC to IT service delivery, projects, and business operations, SmartSuite connects workflows so teams can standardize execution, improve visibility, and deliver better outcomes across the organization.
- Manage risks, controls, policies, and audits in one system
- Capture evidence and testing in the flow of work
- Track issues and remediation with clear ownership
- Streamline incidents, requests, changes, and service operations
- Automate routing, approvals, and escalations
- Improve service visibility with dashboards and reporting
- Standardize intake, prioritization, and execution
- Manage programs, milestones, and dependencies across teams
- Report progress and outcomes in real time
- Run workflows for sales, marketing, product, HR, finance, and procurement
- Coordinate approvals, handoffs, and cross-functional execution
- Track work to outcomes with consistent reporting and visibility
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We Empower Organizations To Work Smarter
Our mission is to connect the workflows that run organizations—so work flows with clarity, accountability, and measurable outcomes.
AI powered solutions, purpose built for any industry, delivered on a single platform.
Unify data, automation, and collaboration to eliminate siloes and make work flow effortessly.
Accelerate building, documentation, and decisions with AI assist—so teams spend less time on busywork and more time on impact.
Deliver results on a platform designed for regulated environments—built with permissions, auditability, and enterprise-grade security.
Our Vision
Vision Statement: A future where process owners can build and improve the workflows they own—without code—on a unified work management platform that scales with governance and trust.
A single foundation powers every solution suite—shared data model, permissions, automation, and reporting.
Work doesn’t break at team boundaries—handoffs, dependencies, and outcomes stay linked across functions.
Enterprise-grade permissions and auditability are built in, so you can scale workflows with confidence.
Teams can configure and evolve workflows quickly—without custom code or long implementation cycles.
AI accelerates building, documentation, analysis, and decision support inside your workflows—not in a separate silo.
Standardize processes, reduce tool sprawl, and gain real visibility because everything runs on one system.
Why SmartSuite?
Our AI-native platform is designed with security and governance at the core, supports reliable performance at scale, and integrates with the systems teams already depend on—so workflows stay connected across the business.
SmartSuite includes purpose-built solution suites for GRC, ITSM, Project Management, and Business Operations, plus a no-code foundation to build and manage any type of workflow.
Leaders choose SmartSuite because it improves execution with clearer ownership and real-time visibility—while delivering a defensible ROI through standardization, efficiency gains, and the ability to consolidate workflows onto one unified platform.
Our Story: Why Connected Work Matters
SmartSuite was founded by Jon Darbyshire, Tara Darbyshire, and Peter Novosel—builders who helped pioneer the GRC industry after decades building enterprise workflow systems—with a simple belief: governance should be treated like any other core business process, not managed in isolation.
Over the last decade, we saw point solutions proliferate—not only in GRC, but across IT, projects, and business operations. Many of these tools are excellent at what they do. But when each team runs its own system for a slice of the process, work gets fragmented across silos, manual coordination increases, and programs become more expensive to run and harder to manage. Information falls out of sync, handoffs break down, and leaders have to make decisions without a complete picture.
What we learned—again and again—is that GRC works best when it’s embedded into the workflows where work actually happens: IT service delivery, projects tied to initiatives and OKRs, vendor and operational processes. That’s how information gets shared in real time, ownership stays clear, and execution doesn’t slow down at every handoff.
That’s why we built SmartSuite as an AI-native Work Operating System (Work OS)—powering productized solution suites for GRC, ITSM, projects, and business operations (sales, marketing, product, HR, finance, procurement, and more) on the same unified platform. It’s designed to stay flexible as needs change, giving teams the ability to configure what they own without code—while giving IT the governance, security, and auditability needed to scale with confidence.
Today, SmartSuite supports 2,000+ customers across 100+ countries managing business-critical workflows. And we’re committed to bringing enterprise-grade capabilities to organizations of every size—through flexible pricing plans that match real-world needs and scale as workflows connect.
How We Show Up - For Customers, Partners and Each Other
These values guide how we build SmartSuite, partner with customers, and earn trust in regulated environments.
We measure success by outcomes customers can prove—not features we can list.
Great UX isn’t cosmetic—it’s how teams adopt, scale, and sustain better ways of working.
We build with transparency, security, and accountability at the core.
We ship with speed and discipline—balancing innovation with reliability, governance, and control.
We reduce silos by connecting workflows, data, and accountability across teams.
We iterate relentlessly, learn quickly, and raise the bar with every release.
The Platform Behind Every SmartSuite Solution
SmartSuite provides a secure, scalable, AI-native platform for standardizing workflows across your organization. By uniting data, teams, and systems in one governed environment, SmartSuite improves visibility, reduces manual coordination, and delivers reliable automation at enterprise scale.
Build structured, relational data models that keep workflows consistent and scalable.
Design and tailor workflows visually with clear steps and intuitive experiences.
Embed AI into workflows to accelerate work, support decisions, and automate complex steps.
Enable contextual collaboration with comments, files, notifications, and external access—governed by permissions.
Visualize and analyze data with dashboards, charts, and real-time reporting across the workspace.
Built for governance at enterprise scale
SmartSuite is designed for organizations that need strong control, accountability, and secure operations. Security and governance are built into the platform—from granular permissions and auditability to enterprise authentication—so teams can run unified workflows with confidence.
- Granular permissions across solutions, tables, fields, and records.
- Single Sign-On (SSO) and two-factor authentication (2FA) for secure access.
- Activity History for auditability and traceability of changes.
- IP address restrictions to limit access to trusted networks.
- Enterprise-grade infrastructure to support scale and reliability.
- Compliance-ready controls designed for regulated environments.
Explore Further
Understanding SmartSuite starts with understanding the ideas that shape modern work platforms. These articles introduce the core concepts behind no-code technology, unified work management, scalability, and digital transformation — giving you the context to see how SmartSuite fits into this evolving landscape.
Explore these fundamentals to deepen your knowledge of the platform and the principles that guide its design.
Frequently Asked Questions
SmartSuite is an AI-native work platform that connects the workflows that run your business. You can think of SmartSuite as a Work Operating System (Work OS)—a unified foundation that helps teams build, manage, and scale work across the organization.
SmartSuite includes purpose-built solution suites across four core solution areas—governance, risk, compliance & resilience, IT service management, projects, and business operations—so teams can start fast and expand as workflows connect.
SmartSuite helps work flow across your organization. When the systems teams rely on aren’t connected, work becomes harder than it should be—handoffs break down, ownership gets fuzzy, and visibility disappears.
SmartSuite connects workflows on a unified work platform that brings consistency to how work is designed, executed, and measured—while integrating with the systems you already rely on—so people can work smarter: less time chasing updates, re-entering data, and coordinating across tools—and more time executing with clear accountability and real-time visibility.
The result: fewer silos, clearer ownership, and a connected way to work that scales across GRC, IT, projects, and business operations.
Connected workflows mean the work stays linked as it moves across teams, steps, and systems—so context doesn’t get lost and handoffs don’t break. Instead of one team completing their part and “throwing it over the wall,” connected workflows preserve the relationship between requests, decisions, actions, and outcomes.
This is what enables consistent execution at scale: ownership is clear, updates happen where the work happens, and reporting reflects what’s actually happening without manual status chasing.
SmartSuite supports teams across the business—from regulated programs to day-to-day operations. Organizations use SmartSuite to run critical workflows that require clarity, coordination, and measurable outcomes.
Most teams start in one of four core solution areas and expand as workflows connect: GRC & resilience, ITSM, projects, and business operations (sales, marketing, product, HR, finance, procurement, and more).
SmartSuite includes purpose-built solution suites designed to be deployed quickly and configured to match how your organization works. These are not static templates—they’re productized solutions with structure, workflow patterns, and governance foundations that teams can tailor over time.
Many customers start with a solution suite and then extend it—adding fields, automations, dashboards, and connected workflows to match evolving requirements without rebuilding from scratch.
Yes. SmartSuite is designed so teams can configure workflows without code—including data structure, forms, page layouts, dashboards, permissions, and automations. This makes it practical to standardize and continuously improve processes without waiting on engineering cycles.
No-code flexibility is also what enables “connected workflows”: teams can evolve processes and integrations as work changes, while keeping everything unified and measurable.
SmartSuite provides the building blocks teams need to design, run, and scale connected workflows:
- No-code workflow building to configure solutions without engineering
- Automations to route work, approvals, reminders, and multi-step processes
- Dashboards & reporting to track performance and outcomes in real time
- Integrated forms to capture input and turn it into structured workflow records
- Permissions & governance to control access across solutions, tables, fields, and records
- Activity History to support traceability and accountability
- Custom pages & interfaces for role-based experiences and navigation
- AI assist to accelerate common work inside workflows
SmartSuite uses AI to reduce busywork and accelerate execution inside the workflows teams run every day. Instead of AI living in a separate tool, it’s applied where work happens—helping teams move faster, stay aligned, and maintain consistency.
AI assist is especially valuable for scaling workflow operations: drafting and refining content, summarizing updates, improving documentation, and speeding up workflow creation and iteration—so teams spend less time on overhead and more time delivering outcomes.
SmartSuite includes security and governance capabilities designed for organizations that need strong control and accountability at scale. The platform supports single sign-on (SSO) and two-factor authentication (2FA) (included on Professional and Enterprise plans), and admins can enforce IP address restrictions to limit access to trusted networks.
SmartSuite also supports auditability through Activity History, which tracks changes made to records (who changed what, when, and the before/after values), helping regulated teams and enterprise operators maintain traceability and accountability.
SmartSuite is designed to connect with the systems teams rely on so workflows can stay connected across the business. SmartSuite supports integrations and automation actions with tools such as Slack, Microsoft Teams, Twilio, Google Gmail/Calendar/Drive/Sheets, Outlook Email, HubSpot, Intercom, Jira Cloud, and Salesforce.
SmartSuite also supports API-based integration patterns and webhook-style connectivity through its automation and integration capabilities—so organizations can sync data, trigger actions, and orchestrate work across systems without rebuilding their stack.
Leadership Built For Regulated Scale
SmartSuite is led by builders who have spent decades helping enterprises run governed programs at scale—and who believe the next era belongs to unified, connected workflows. We combine deep experience in GRC with modern platform execution, so customers can consolidate tools without sacrificing control.
SmartSuite is guided by a Board of Directors with deep expertise across enterprise software, regulated industries, and scaling high-growth SaaS companies.
SmartSuite is supported by investors who have deep experience in enterprise software and regulated industries.
Experienced guidance for our next chapter
SmartSuite is guided by a Board of Directors with deep expertise across enterprise software, regulated industries, and scaling high-growth SaaS companies. Their experience helps us stay focused on what matters most: building a trusted platform that enables unified, connected workflows for customers operating at scale.
SmartSuite is led by builders who have spent decades helping enterprises run governed programs at scale—and who believe the next era belongs to unified, connected workflows.
SmartSuite is supported by investors who have deep experience in enterprise software and regulated industries.
Backed by partners who understand regulated scale
SmartSuite is supported by investors who have deep experience in enterprise software and regulated industries. They share our long-term focus: building a trusted, AI-powered platform for unified, connected workflows—starting with GRC and expanding across ITSM, PMO, and enterprise operations.
Canapi Ventures is a U.S.-based venture capital firm focused on backing early to growth-stage B2B software and fintech companies that are shaping the future of financial services. Founded in 2018 and headquartered in Washington, D.C., with offices in New York, San Francisco, and Wilmington, Canapi leverages deep industry expertise and a broad network of financial institutions — known as the Canapi Alliance — to help founders scale and succeed. Its team includes seasoned operators, investors, regulators, and banking leaders who provide both capital and strategic support to portfolio companies across fintech, financial infrastructure, and adjacent software sectors.
High Alpha Capital is the early-stage venture fund arm of High Alpha, a premier B2B SaaS venture studio based in Indianapolis. They back exceptional founders building world-class enterprise software companies across North America, investing from Seed through Series A and B rounds. The firm partners closely with entrepreneurs — not just providing capital but also leveraging deep operational expertise from building and scaling startups. High Alpha Capital invests in both external SaaS ventures and proprietary opportunities launched out of High Alpha Studio, and its portfolio includes notable companies across tech sectors like marketing, operations, compliance, and customer experience.
Sorenson Capital is a U.S.-based growth equity and venture capital firm that partners with product-first founders building high-growth B2B software and cybersecurity companies. Founded in 2003 and headquartered in Lehi, Utah, with a presence in Palo Alto, the firm manages over $1.5 billion in assets and invests from early-stage through pre-IPO, typically taking minority positions to support scalable growth. Sorenson emphasizes deep operational collaboration beyond capital, helping portfolio companies refine product-market fit, go-to-market strategy, and customer expansion. Its disciplined, sector-focused approach has backed notable technology innovators across analytics, AI, security, infrastructure, and DevOps.
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Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
How do I get started?
Let’s get to work. No matter where you are in your digital transformation journey, we’re here to help you take a bold step forward. The world works better with SmartSuite. Your business can too.
See SmartSuite in action. Our experts can help you get started with a custom demo
Reach out to us with any questions and to learn how SmartSuite can help you make work better for everyone.
SmartSuite partners are experts in helping businesses implement and optimize their work management strategies.