Nate Montgomery

Solutions Engineer

Nate Montgomery is a Solutions Engineer for SmartSuite. In his role, Nate works closely with customers to understand their business processes and helps them design tailored solutions using SmartSuite’s platform. He has been instrumental in building the SmartSuite Academy, SmartSuite Showcases, and the SmartSuite Community, and also facilitates the SmartSuite Certification program. His responsibilities include configuring and optimizing SmartSuite workflows to meet client needs, ensuring smooth integration, and providing technical expertise on best practices.

All articles by Nate Montgomery(-)

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Use Cases

A Beginner’s Guide to Dashboards in SmartSuite (With 15 Use Case Examples)

Unlock the power of SmartSuite Dashboards to streamline your workflow and gain real-time insights. This guide covers how to build and optimize dashboards with customizable widgets, helping you consolidate data into a single view. Whether you're tracking sales, managing projects, or monitoring goals, SmartSuite makes it easy to stay on top of key metrics. Discover best practices, examples, and 15 use cases to create dashboards that drive better decisions. Ready to get started? Let’s dive in!

15 minutes

Nate Montgomery

Business Strategy

Use Cases

How to use SmartSuite for Strategic Planning (Goals & Objectives)

Discover how SmartSuite can revolutionize your strategic planning process. Track goals, initiatives, and tasks seamlessly in a unified platform.

5 minutes

Nate Montgomery

Use Cases

SmartSuite Showcase | Onboarding New Hires & Inviting Users to SmartSuite

Discover how SmartSuite transforms the new hire onboarding process in our detailed guide. Learn about the platform’s capabilities in centralizing staff information, automating tasks, integrating SOPs seamlessly, and managing team roles effectively. Whether you're in HR or a team leader, this blog will show you how to streamline your onboarding to enhance productivity and ensure a smooth transition for new employees. Dive into the future of HR tech with SmartSuite!

5 minutes

Nate Montgomery

Business Strategy

5 Tips on Becoming an Excellent Player-Coach

In the dynamic world of work, the role of a player-coach is increasingly pivotal across various fields, from sports to business. A player-coach is tasked with the unique challenge of juggling their responsibilities as a team member while also guiding and mentoring others. Here are five essential tips to help you excel as a player-coach and foster a thriving team environment.

8 minutes

Nate Montgomery

Use Cases

SmartSuite Solution Standards for 2024

This blog serves a comprehensive guide for Partners and Solution Builders to follow when setting up and configuring a Solution, so that it is displayed & utilized in it's fullest form.

5 minutes

Nate Montgomery

Use Cases

Revolutionizing Contract Management and Invoice Generation with SmartSuite

SmartSuite for businesses looking to streamline their contract management and invoicing processes

5 minutes

Nate Montgomery

Productivity

Top 5 Spotify Playlists to Keep You Productive at Your Job in 2024

As we dive into 2024, let's explore the top 5 Spotify playlists designed to keep you productive at your job. These handpicked collections are your secret weapon to tune out distractions and tune into your tasks.

8 minutes

Nate Montgomery

Use Cases

Elevate Your Projects: Using SmartSuite for Operational Efficiency

Streamlining Operations with SmartSuite: A Project Management Solution

5 minutes

Nate Montgomery

Use Cases

Course & Curriculum Planning for Colleges & Universities

Join us in this SmartSuite showcase as host Nate Montgomery explores how colleges and universities can revolutionize curriculum and course planning. Discover a modern approach to streamlining process management, centralizing data, and making informed decisions to align with educational goals, all through the power of Smart Suite. Download our template and start transforming your academic planning today.

5 minutes

Nate Montgomery