Small businesses operate in a world where agility and efficiency are everything. Unlike large enterprises with entire departments dedicated to project management, workflow automation, and data analytics, small businesses must do more with less. That’s where Smartsheet comes in. It’s more than just a project management platform. It’s a centralized work execution platform that transforms the way small businesses track, manage, and scale their operations.
However, unlocking Smartsheet’s full potential requires more than just access to the platform. Businesses need a strategic approach, expert guidance, and tailored solutions that fit their unique workflows. That’s where 10xViz makes the difference. As a Smartsheet Platinum Partner, we implement and optimize your Smartsheet solution to drive operational excellence for small businesses looking to scale.
Common challenges small businesses face
Growth introduces friction. What once worked with five people breaks down with fifteen. Manual processes start to crack under pressure. Communication misfires. Tools multiply, each solving a problem in isolation but creating new ones through fragmentation.
And if it goes unaddressed, it quietly erodes productivity, decision speed, and customer experience without always showing up on a balance sheet until it’s too late. At 10xViz, we’ve seen these issues surface in organizations across every vertical. And while the symptoms look different, the root causes tend to be the same.
Let’s break down a few of the common challenges small businesses face when managing operations:
- Disjointed systems and data silos: Most small businesses don’t start with a centralized tech stack. They grow into complexity. Teams manage projects in spreadsheets, track financials, assign tasks via email, and store critical documents in cloud drives. When none of these solutions are integrated and talking to each other, small businesses start to see fragmented data, duplicated effort, and no single source of truth to drive decision-making.
- Manual workflows that drain productivity: Approvals happen over email. Project updates get buried in Slack. Reports are built manually every week, cutting into time that should be spent executing. Without automation, these manual processes become unsustainable and create drag on every department, from operations and finance to sales and customer support.
- Lack of real-time visibility: In fast-moving environments, not knowing what’s happening right now is a liability. Leaders can’t get a live view of KPIs, deadlines, or blockers. Instead, they rely on outdated status updates or wait for reports that lag behind reality, forcing them to operate reactively instead of strategically.
- Limited in-house IT expertise: Small businesses can’t always afford full-scale IT or operations teams to implement and maintain complex systems. Off-the-shelf software might offer robust functionality, but without customization or integration support, it often ends up underutilized — or worse, abandoned.
- Scaling without losing control: As the business grows, so does the intricacy of its workflows. Without scalable systems in place, growth can strain internal operations, compromise quality, and create internal chaos that’s difficult to untangle.
Any of these sound familiar? Smartsheet can change that, and our team of Smartsheet Solutioners here at 10xViz can make it easy.
Small business transformation with Smartsheet and 10xViz
1. Streamline, centralize, and integrate workflows.
Smartsheet takes the familiarity of spreadsheets and supercharges it with automation, collaboration, and real-time insights. Instead of juggling multiple platforms, small businesses can manage everything in one place — from project tracking and resource allocation to customer data and financial planning. We guide businesses through the transition, ensuring data migration is smooth and workflows are optimized for efficiency.
2. Automate the manual processes to save time and reduce errors.
Time-consuming tasks — like sending status updates, tracking approvals, and updating project timelines — can be automated in Smartsheet. Custom workflows reduce human error, eliminate redundant steps, and free up time for higher-value work. Our Smartsheet Solutioners at 10xViz help identify the most time-draining processes in your business and build tailored automation workflows to boost productivity without disrupting operations.
3. Review real-time data and analytics dashboards for smarter decision-making.
Smartsheet’s dynamic dashboards provide small businesses with real-time visibility into KPIs, sales forecasts, resource allocations, and project progress — all in one interactive view. This allows business owners and managers to make informed decisions without sifting through spreadsheets and outdated reports. At 10xViz, we build custom Smartsheet dashboards that align with your specific business needs so you get the data that matters most without the clutter.
4. Connect teams and collaborate seamlessly.
Whether your team is in-office, remote, or hybrid, Smartsheet enables real-time collaboration with shared workspaces, automated alerts, and easy document management. Say goodbye to email chains and outdated attachments. We train teams on best practices for leveraging Smartsheet’s collaboration features to ensure seamless adoption and maximum efficiency.
5. Scale your operations and grow without the growing pains.
One of the biggest hurdles for small businesses is scaling efficiently. Smartsheet is designed to grow with you, adapting to increasing project complexities, new team members, and evolving workflows. As your business expands, 10xViz continuously refines and enhances your Smartsheet environment to ensure it meets new demands without overwhelming your team.
Make your transformation easy with 10xViz
Smartsheet is a robust platform, but its power lies in how well it’s implemented and optimized. That’s why small businesses turn to 10xViz to ensure they’re using Smartsheet to its full potential. Here’s what sets us apart:
- Deep discovery and tailored architecture: From day one, our team digs deep, interviewing stakeholders, mapping existing workflows, identifying pain points, and clarifying business goals. Then we architect a Smartsheet solution that reflects your specific operational structure. There’s no one-size-fits-all setup.
- Expert-led implementation with fast time-to-value: Our consultants are Smartsheet Certified and business fluent. That means we configure your environment correctly the first time, and we do it fast, without cutting corners. We prioritize early wins, so your team starts seeing ROI within weeks, not months.
- Ongoing optimization: The way you do business today won’t be the way you do it six months from now. That’s why our engagements don’t end at launch. We offer continuous optimization, incorporating new Smartsheet capabilities and adapting workflows as your business evolves, keeping your system lean, effective, and aligned with your growth.
- Hands-on, team-specific training: We train your people in the context of your actual workflows with practical, scenario-based training that builds lasting fluency. That’s how we ensure long-term adoption and make sure your investment in Smartsheet sticks.
- Strategic use cases that go far beyond project tracking: Smartsheet isn’t just a project tracker — it’s a no-code platform that can run CRM, finance, HR, inventory, compliance, and more. We help small businesses go beyond the basics and build robust, cross-functional tools that eliminate shadow systems and manual workarounds.
We don’t guess. We ask, listen, analyze, and build. Our track record proves it.
Ready to transform your business with 10xViz?
Small businesses that embrace Smartsheet — and optimize it with 10xViz — gain an edge over competitors still stuck in outdated processes. Whether you’re looking to automate workflows, improve team collaboration, or gain real-time insights, we’re here to help.
Partner with 10xViz today and take your small business operations to the next level!
