Efficiency Live - The Ultimate Bootcamp
Efficiency Live in Action

Stop the rework and save yourself serious time

Efficiency Live Bootcamp

Work side-by-side with expert solutioners to build, automate, and launch a Smartsheet solution tailored to your business. 

Are you a PM or Industry Professional who uses Smartsheet?

Whether you’re a project manager who needs a repeatable PM toolkit or an industry professional who needs a workflow that automates and visualizes your processes Efficiency Live is for you. 

Let’s be honest, solution design gets messy fast. If you’re: 

    • Learning as you go
    • Reworking solutions over and over again

    • Struggling to get things done

    • Bouncing between tools just to stay afloat

    • Spending more time reporting than executing

    • Wishing you could just sit down with an expert and get it right

…then you’re in the right place.

Efficiency Live was built just for you. 

Imagine this… experts surrounding you anytime you have a question; by your side to support any Smartsheet challenges that you have ever faced. No mater what your challenge, our team will be by your side to assist in creating perfect automations and solutions. There has never been a barrier that our team has not crossed. 

When?

September 16-18

Where?

Loveland, CO

You Have 2 Tracks to Choose From

Which Track Are You?

Choose from 2 strategically built tracks, thoughtfully crafted for PMs and industry professionals who use Smartsheet.  

PM Toolkit

This track is more likely for:

    • Project Managers who want to streamline how they manage projects across teams and timelines

    • Team leads looking to build reusable Smartsheet template sets that save time and reduce chaos

    • Anyone responsible for project delivery who wants a scalable system to keep everything on track

Feeling like your projects are running you instead of the other way around? 
Tired of chasing updates across emails, spreadsheets, and sticky notes? 
Spending more time adjusting your templates than actually doing the work? 

If that sounds familiar, this hands-on bootcamp is for you.

You’ll learn how to: 

    • Build a tailored streamlined project management system in Smartsheet 

    • Set up automations, dashboards, and reporting tools

    • Align your team, your timelines, and your tasks

    • Create your ready to scale template set

Walk away with your personalized Project Management Toolkit built and ready to use.

Workflow Transformation

This track is more likely for:

    • Department leaders or operations managers who need to build a custom workflow in Smartsheet

    • Anyone managing a process, like onboarding, approvals, or service delivery that needs automation and structure

    • Professionals ready to replace manual tracking with a centralized, automated solution 

Struggling to see the true status of work across your process?
Missing deadlines because tasks fall through the cracks? 
Facing bottlenecks without early warning signs?
Relying on manual updates, emails, and spreadsheets to track progress?

This track is perfect if you’re ready to create a custom Smartsheet workflow.

You’ll work side-by-side with our experts to: 

    • Map out your process

    • Build the workflow in Smartsheet

    • Automate the steps and set up notifications, forms, or approvals

    • Visualize your information for your team effectively and efficiently 

Walk away with a complete, working solution you can start using immediately.

Efficiency Live: March 2025 Success Stories

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