This Showcase shares how product teams use SmartSuite to align their corporate initiatives with the work they're doing in their projects, and how they can prioritize their work based on factors such as feedback, level of effort, and expected customer value.
This Videos Chapters:
0:00- Intro & Overview of the Product Showcase Solution
0:31- Visualization with the data schema widget and prioritization methods
1:30 - Track project progress and format project details to and align with initiatives
2:19 - Utilizing the OKR dashboard for a high-level view and actionability
2:57- Aligning corporate initiatives and prioritizing projects based on feedback
3:19- Using a formula to calculate project scores and adjust included values
4:28- Overview of the Kanban view for project prioritization
Introduction
SmartSuite offers a comprehensive solution for project management and corporate initiative alignment through four interconnected apps: accounts, feedback, project, and OKRs. This system prioritizes projects at both corporate initiative and feature levels, focusing on planning and prioritizing work using information from OKRs and feedback. The importance of linking registered accounts to OKRs and feedback is emphasized to ensure a holistic approach to project management.
OKRs App
The OKRs app in SmartSuite provides a robust set of features for tracking and managing Objectives and Key Results. The Grid View offers an OKRs by quarter overview, allowing users to track project progress and completion using formal fields. The record view utilizes a 70/30 page layout, incorporating a SmartDoc field for rich text editing, enhancing the ability to capture detailed information about each OKR.
Project Management in OKRs App
Within the OKRs app, project management is streamlined by:
- Viewing overall OKR status and progress on related projects
- Prioritizing projects needing attention and notifying stakeholders
- Updating project and processes counter accordingly
This integration ensures that projects are aligned with organizational objectives and key results.
OKR Dashboard
The OKR dashboard provides actionable information through various widgets:
- Meeting widget for scheduling and tracking OKR-related meetings
- Countdown widget for important deadlines
- Comparison metrics for performance evaluation
Users can embed a grid view to display overall key results progress and add comments or view change history, facilitating collaboration and transparency.
Projects App
The Projects app is central to project management in SmartSuite. It allows for prioritizing work based on feedback, account ARR, effort level, and customer value. Single select fields capture complexity and customer value, while an automated formula calculates project scores based on these inputs.
Managing Projects in Projects App
The All Projects by Value and Complexity view offers a comprehensive overview of projects, allowing users to:
- Sort and highlight projects with high value-to-complexity scores and account ARR
- Utilize the Kanban view by priority for a visual representation of projects and their priority
- Assign project priority using the value-to-complexity score formula
Conclusion
SmartSuite's integrated approach aligns corporate initiatives with project work effectively. The platform offers various tools and features for efficient project management, emphasizing the importance of prioritizing work based on different values and formulas. This comprehensive system enables organizations to make data-driven decisions and manage projects more effectively.
