Join us at the latest of our Smartsheet Seminars and discover how it can revolutionise your work. Smartsheet is a global SaaS platform that helps the world’s leading businesses, including 80% of the Fortune 500, manage and scale projects, programmes, and processes.

Join us at our user group in St Helier, Jersey on Wednesday, June 12. This is a great opportunity to discover how other local users are optimising their use of Smartsheet.

This in-person event will bring together experts from Cheetah Transformation and Kop Consultancy, enthusiasts, and beginners alike to explore the power of this incredible tool.

The opening element will be an update on the inaugural Smartsheet Conference “ENGAGE” which is due to take place at the Hilton London Metropole Hotel on 14-15 May 2024. This event is designed to create meaningful connections with other change agents, bringing your most pressing project, process, or programme hurdles to spark new ideas to take back to your organisation. This will include a sneak peek into what’s coming and help shape the future of the Smartsheet platform

The rest of the morning will cover a variety of topics as listed in the agenda below, but we will also be holding a separate no cost training session in the afternoon. To register for this event as well, please copy the following link and open in a separate window:

https://www.eventbrite.co.uk/e/smartsheet-training-tickets-893480984677

Date: Wednesday 12 June 2024

Venue: Kingsman Office Suites, 1 Grenville Street JE2 4UF Saint Helier Jersey

Agenda

8:30 am – 9:00 am: Complimentary coffee/breakfast team and pastries

9:00 am – 9:10 am: Introduction to Kop Consultancy and Cheetah Transformation

9:10 am – 9:30 am: Update from “ENGAGE”

9:30 am – 10:30 am: Demonstration and overview on making the most from Smartsheet. To include the following:

• AI and new tools for Smartsheet users,
• Connecting the Tech Stack,
• Smartsheet Licence Types – What is right for you?,
• Smartsheet New Look Admin Centre – What this means for you

To register for this awesome event, click on the following link:

REGISTER

Should you not be able to attend the event but would like more information on Smartsheet and how it can transform your organisation, please contact mike.thorpe@kopconsultancy.com or alternatively feel free to book a short meeting to discuss how Smartsheet’s solutions could assist your business by clicking on the following link.

Book a meeting here

Welcome to our blog post on the benefits of a Program Management Office (PMO) and what is a recommended tool to achieve success. In today’s fast-paced business world, organisations are constantly striving for improved project management capabilities. A well-established PMO can provide the necessary structure, processes, and oversight to ensure project success. In this blog post, we will explore the key benefits of a PMO and then introduce you to Smartsheet, a versatile and user-friendly tool that can help you achieve PMO success.

Benefits of a Program Management Office (PMO)

A Program Management Office (PMO) can bring about numerous benefits for an organisation. Let’s dive into some of the most important ones:

1. Enhanced Project Governance

• With a PMO in place, organisations can establish robust project governance frameworks. This ensures that projects align with strategic objectives, adhere to predefined standards, and follow industry best practices.
• By enforcing accountability and transparency, a PMO helps in mitigating risks and making informed decisions throughout the project lifecycle.

2. Improved Resource Management

• Resource management is a crucial aspect of project success. A PMO provides the necessary mechanisms to optimise resource allocation across projects, ensuring that the right people are working on the right tasks at the right time.
• By centralising resource data, a PMO enables better visibility and coordination, resulting in improved productivity and reduced resource conflicts.

3. Standardised Processes and Methodologies

• A PMO establishes a common set of processes, methodologies, and tools that are followed consistently across projects. This ensures that projects are executed in a structured manner, minimising errors and promoting efficiency.
• By leveraging lessons learned and best practices, a PMO helps teams deliver projects more effectively, ultimately leading to higher customer satisfaction.

4. Effective Communication and Collaboration

• Communication breakdowns can be detrimental to project success. A PMO acts as a facilitator, promoting communication and collaboration among project stakeholders.
• Through the use of standardised communication channels and tools, a PMO enables seamless information sharing, fostering teamwork and reducing misunderstandings.

5. Strategic Alignment and Business Value

• Organisations often pursue multiple projects simultaneously. A PMO plays a crucial role in ensuring that these projects align with the overall strategic goals of the organisation.
• By prioritising and sequencing projects, a PMO helps in optimising resource allocation and maximizing business value, leading to better return on investment (ROI).

The Power of Smartsheet

Now that we understand the benefits of a PMO, let’s introduce you to a tool that can help you achieve PMO success – Smartsheet. Smartsheet is a versatile and user-friendly project management tool that offers a wide range of features to support your PMO efforts.

Seamless Project Planning and Tracking

Smartsheet provides an intuitive interface for project planning and tracking. With its flexible grid-based structure, you can easily create project schedules, define tasks, assign resources, and set dependencies. The Gantt chart view offers a visual representation of your project timeline, allowing you to identify critical paths and manage project constraints effectively.

Real-time Collaboration and Communication

Collaboration is at the heart of Smartsheet. With its robust sharing and commenting capabilities, you can collaborate with your team members in real-time, ensuring everyone is on the same page. Whether it’s discussing project updates, resolving issues, or sharing important documents, Smartsheet provides a centralized platform for effective communication.

Resource Management and Workload Balancing

Smartsheet offers powerful resource management capabilities. You can easily allocate resources to tasks, track their availability, and manage workload balancing. The resource view provides an overview of resource allocation across projects, enabling you to optimise resource utilisation and avoid burnout.

Customisable Dashboards and Reports

Smartsheet allows you to create customisable dashboards and reports, giving you real-time visibility into project progress, resource utilisation, and other key metrics. You can track project milestones, monitor risks, and generate data-driven insights to support decision-making.

Integrations and Automation

Smartsheet integrates seamlessly with popular productivity and collaboration tools, such as Microsoft Office 365, Google Workspace, and Jira. You can automate repetitive tasks, streamline workflows, and eliminate manual data entry through the use of Smartsheet’s extensive library of pre-built templates and automation features.

Conclusion

In conclusion, a Program Management Office (PMO) offers significant benefits to organisations striving for improved project management capabilities. From enhanced project governance to effective communication, a well-established PMO can drive project success. And when it comes to supporting your PMO efforts, Smartsheet proves to be a valuable tool. Its seamless project planning and tracking, real-time collaboration, resource management capabilities, customisable dashboards, and integrations make it an ideal choice for organisations looking to achieve PMO success. Embrace the power of Smartsheet and take your project management to new heights!

“With a well-established PMO and the right tool like Smartsheet, your organisation can achieve project management excellence.”

Where can I learn more about Smartsheet?

We are holding a Smartsheet seminar on Wednesday 24th January 2024 at Kingsman Office Suites, 1 Grenville Street, St Helier, Jersey. JE2 4UF.

To learn more about the seminar and register for this awesome event, click on the following link:

REGISTER

Should you not be able to attend the event but would like more information on Smartsheet and how it can transform your organisation, please contact mike.thorpe@kopconsultancy.com or alternatively feel free to book a short meeting to discuss how Smartsheet’s solutions could assist your business by clicking on the following link.

Book a meeting here

Stay connected with other Smartsheet mobilizers and advocates at the latest of our Smartsheet Seminars! Get ready to dive into the world of Smartsheet and discover how it can revolutionise your work. This in-person event will bring together experts from Cheetah Transformation and Kop Consultancy, enthusiasts, and beginners alike to explore the power of this incredible tool. Come connect and learn from Jersey based companies on how they use Smartsheet to drive their business forward, then share your Smartsheet knowledge and experience during our networking hour.

Join us for a morning filled with interactive presentations, inspiring case studies, and networking opportunities. No matter what your role is within your organisation, or whether you are just curious about Smartsheet, this seminar is the perfect chance to learn, connect, and have fun. Don’t miss out on this exciting opportunity to enhance your productivity and take your projects or business processes to the next level!

Date: Wednesday 24 January 2024

Venue: Kingsman Office Suites, 1 Grenville Street JE2 4UF Saint Helier Jersey

Agenda

8:30 am – 9:00 am: Complimentary coffee/breakfast team and pastries

9:00 am – 9:10 am: Introduction to Kop Consultancy and Cheetah Transformation

9:10 am – 10:30 am: Case studies detailing how clients have used Smartsheet to:

• Increase net profit, drive revenue, and engage with employees;
• Onboard clients, carry out CDD and track ongoing tasks;
• Create workflow and tracking to progress key customer activities. e.g. reporting, scheduling and deadlines;
• Onboard staff;
• Create budgets, financial planning and accounting services;
• Track marketing and events

To register for this awesome event, click on the following link:

REGISTER

Should you not be able to attend the event but would like more information on Smartsheet and how it can transform your organisation, please contact mike.thorpe@kopconsultancy.com or alternatively feel free to book a short meeting to discuss how Smartsheet’s solutions could assist your business by clicking on the following link.

Book a meeting here

On Hallowe’en, Kop Consultancy hosted a Smartsheet showcase session at Santander Work Café in Jersey.  Guest speakers were Cheetah Transformation, award winning Smartsheet Platinum Partner.

Kop MD, Mike Thorpe said “I am delighted to welcome Cheetah Transformation to the Jersey marketplace; their experience with Smartsheet has certainly strengthened Smartsheet’s presence on the island.”

Cheetah Transformation introduced Smartsheet, the leading collaborative workflow management platform, and evidenced how it is used across multiple industries to make organisations function more effectively and efficiently. From a range of clients, they shared life changing outcomes that users have experienced, such as:

• Delivering creative campaigns in 4 weeks instead of 6
• Email traffic reduction of 75%, by moving work into Smartsheet 
• Time saving of 24 days/year by automating sending & following up of meeting actions
• Increased productivity of employees leading to cutting back on temporary contractors

A demonstration of Smartsheet and Smartsheet Control Center generated much interest and lead into a lively discussion.  Key topics that generated much interest were:

• Moving data between platforms;
• Integration with NAVOne, ViewPoint, Mosaic & Elite;
• Creation of standardised template sets that enable organisations to scale up quickly to meet demand, in the most efficient way.

Rob Eberstein, Cheetah Transformation MD, commenting on the event said “It has been great to meet so many people focussed on improving how their business operates, and the experience their customers have. We are excited about the opportunity to help Jersey companies work more efficiently. ”

For more information on Smartsheet and how it can transform your organisation, contact mike.thorpe@kopconsultancy.com or alternatively feel free to book a short meeting to discuss how Smartsheet’s solutions could assist your business.

Book a meeting here

Kop Consultancy are holding the next of our Partner Showcase events.  This will be a held at Santander’s Work Cafe in Jersey on Tuesday 31st October from 8:15 am to 10:30 am.

Kop Consultancy have recently entered into a partnership with Cheetah Transformation who were Smartsheet’s 2022/2023 EMEA partner of the year. The selection criteria for the winning partner were annual growth and proven capabilities. Cheetah Transformation’s strong technical capabilities were a key element in the award, as well as the number of consultants holding Smartsheet’s Professional Services Certification.

Kop have been Smartsheet partners since 2018 and continue to work with their clients but due to Cheetah’s extensive experience have decided to partner with them and offer a greater range of technical and development services. 

Cheetah Transformation works with organisations across the world to implement Smartsheet solutions and change the way they work and manage projects. They work with many multinational organisations, the value being one solution accessible, visible and operational across all their project management teams, no matter where they are located.

Smartsheet can help from an Executive, Operations, Finance, HR, IT, Marketing, Operations, PMO, Compliance or Sales perspective enabling you to collaborate seamlessly, make better decisions faster and automate work processes so you and your team can achieve more!

Following complimentary coffee/breakfast tea and pastries, this introductory workshop will focus on how customers benefit expertise in a range of ways, a brief agenda of the morning is as follows:

• Case studies detailing how clients have used Smartsheet to:
• Increasing net profit, driving revenue, and engaging employees.
  • Onboards clients, carry out CDD and track ongoing tasks
  • Workflow and tracking progress of key customer activities. e.g. Reporting, scheduling and deadlines.
  • Onboarding staff
  • Budgets, financial planning and accounting services
  • Marketing and events
• Demo’s including all of the above
• Q&A

There will also be an opportunity to schedule 1-1 sessions after the event and during the day. Details of this will be included in any notification confirming your attendance.Whether you are brand new to Smartsheet or an existing customer we would be delighted for you to join us.

Should you not be able to attend but require any further information on Smartsheet please email mike.thorpe@kopconsultancy.com or alternatively feel free to book a short meeting to discuss how Smartsheet’s solutions could assist your business.

Book a meeting here

Kop Consultancy is holding a joint seminar with iManage on Tuesday 24th May at the Digital Hub, in Grenville Street from 12:45 pm to 2:00 pm

As iManage partners, we are working with a number of Jersey businesses to develop functionality and templates to ensure that their solutions are streamlined for their line of business.

Their artificial intelligence and powerful document and email management creates connections across data, systems, and people, while leveraging the context of organisational content to fuel deep insights, informed business decisions, and collaboration. Underpinned by advanced, need-to-know security, iManage delivers sophisticated governance approaches, enabling workflows to help solve complex business challenges, resulting in better business outcomes.

iManage Work:

is an email and document management system that improves professionals’ productivity, collaboration, and knowledge management. It’s intuitive, efficient, and it’s user-designed experience, particularly for the search and upload of content, and version control encourages adoption.

also ensures secure handling of sensitive and high-value content by managing internal and external access according to organisational policies and establishing an audit trail around who has accessed and changed content.

is integrated with leading email and office productivity applications and can be integrated with numerous other third-party or internally developed solutions via its API and extensive range of partners.

Sandwiches and refreshments will be served and there will also be time after the event to discuss more individual needs with iManage and also ourselves, should this be appropriate.

It would be great to see you at the event, please register using the button below.

Innovate with confidence leveraging iManage’s extensive ecosystem of partners and integrations.

We hopefully look forward to you joining us for the webinar.

Should you feel that other members of the team would benefit from attending, please feel free to pass the invitation on to them.

We are limiting numbers for the event to 20 as we want this to be a very focused event.

Should you not be able to attend but require any further information on iManage please email me direct:mike.thorpe@kopconsultancy.com

For Law Firms, Trust, Wealth Management and Fund Management companies, having an effective records management and function in place to support it is key.

iManage are dedicated to making knowledge work by enabling organisations to uncover and activate the knowledge that exists inside their business content and communications.

Their artificial intelligence and powerful document and email management creates connections across data, systems, and people, while leveraging the context of organisational content to fuel deep insights, informed business decisions, and collaboration. Underpinned by advanced, need-to-know security, iManage delivers sophisticated governance approaches, enabling workflows to help solve complex business challenges, resulting in better business outcomes.

Kop Consultancy and iManage are holding a joint webinar on Wednesday 23^rd March from 11:00 am to 12:00 pm (GMT) to explain how they have been able to help thousands of clients in four core ways: 

Create

Find and create value inside your organisation and activate your expertise. 

Collaborate

Connect and share safely anywhere and eliminate friction to make faster, better decisions. 

Protect

Manage and protect the IP under your care by embedding governance security into your workflows.

Innovate

Innovate with confidence leveraging iManage’s extensive ecosystem of partners and integrations.

We hopefully look forward to you joining us for the webinar.

Register in advance

After registering, you will receive a confirmation email containing information about joining the webinar.

Should you not be able to attend but require any further information on iManage please email me direct:mike.thorpe@kopconsultancy.com

We are proud to announce our new partnership with Prosperoware.

About Prosperoware

Prosperoware helps teams collaborate more efficiently and securely. The company’s software solutions add the missing layer of digital collaboration by providing team-specific context & security to users, data, and projects. This is all enabled through the solutions’ capabilities to enable organisations better manage their collaboration systems by making it easier to provision, classify, protect, move, and minimize data. Ultimately mitigating data chaos and risks related to privacy and cybersecurity. Over 370 clients across industries, 66% Am Law 100, 50% Global Top 20, 24% UK Top 50 have trusted Prosperoware solutions to enable them to safely collaborate with confidence, not chaos. 

This strategic partnership with Prosperoware, an enterprise software company for the adoption and governance of collaboration systems, will provide customers across industries with improved methods of data governance and management between platforms. With Prosperoware, KOP gains a powerful, multi-faceted platform of technology solutions to help our clients not only in the legal space, but Fiduciary as well. This is because Prosperoware provides the missing layer to modern digital collaboration and hybrid work. Their platform automatically provisions workspaces, templatises repetitive processes, classifies and protects data, and can be tailored to work with the organisations’ collaboration platforms – such as the Document Management System or Microsoft Teams.

The partnership with Prosperoware also adds a level of authority when it comes to aiding organisations with iManage and their journeys to the Cloud. We shall be able to help expand awareness for Prosperoware and grow their client base to the Trust & Corporate Services, Private & Wealth Management and Fund Services sectors who will benefit immensely by the products and services they offer.

Trish Rilling, Director of Channel & Alliances at Prosperoware, says the partnership will allow Prosperoware to provide solution services to industries and verticals beyond legal. “Prosperoware is excited to expand our reach with KOP Consultancy and leverage our joint partnerships with iManage and ramp up efforts through our collaboration that will provide benefits to Trust & Corporate Services, Private & Wealth Management and Fund Services.“

For Law Firms, Trust, Wealth Management and Fund Management companies, having an effective records management and function in place to support it is key.

iManage are dedicated to making knowledge work by enabling organisations to uncover and activate the knowledge that exists inside their business content and communications.

iManage’s artificial intelligence and powerful document and email management creates connections across data, systems, and people, while leveraging the context of organisational content to fuel deep insights, informed business decisions, and collaboration. Underpinned by advanced, need-to-know security, iManage delivers sophisticated governance approaches, enabling workflows to help solve complex business challenges, resulting in better business outcomes.

Short presentations from Kop Consultancy and iManage will be held over breakfast on Wednesday 26^th January 2022 at Santander’s Work Cafe in Jersey from 8:30 am to 10:30 am to explain how iManage has helped thousands of clients in four core ways:

Create

Find and create value inside your organisation and activate your expertise. 

Collaborate

Connect and share safely anywhere and eliminate friction to make faster, better decisions. 

Protect

Manage and protect the IP under your care by embedding governance security into your workflows.

Innovate

Innovate with confidence leveraging iManage’s extensive ecosystem of partners and integrations.

Short presentations from Kop and iManage will be followed by networking, drinks and canapes.

Places are limited and will be offered on a first come, first served basis.

To register click on the following link: Kop Partner Showcase – iManage

Should you not be able to attend but require any further information on Smartsheet please email me direct: mike.thorpe@kopconsultancy.com

Kop Consultancy are proud to announce our next Partner Showcase event.  This will be a held at Santander’s Work Cafe in Jersey on Wednesday 19th January 2022 from 8:30 am to 10:30 am.

Technology has enabled us to transition to work from home during the global pandemic. But our next challenge, is to understand how to spend less time in meetings and less time providing updates. 

Smartsheet offers collaboration software and solutions that creates team efficiencies, effectiveness and scale to some of the world’s largest companies.

Our presentation will focus on driving productive collaboration, aligning on assignments, timelines, and a single source of truth to manage work.

Whether you are brand new to Smartsheet or an existing customer we would be delighted for you to join us for a series of short presentations to be followed by drinks and canapes? 

The following are some of the topics, covering how Smartsheet can help from an Executive, Finance, HR, IT, Marketing, Operations, PMO, Sales perspective enabling you to collaborate seamlessly, make better decisions faster and automate work processes so you and your team can achieve more!

General: Learn how to get started as a new user

Executive: Increasing net profit, driving revenue, and engaging employees.

Finance: Budget and forecasting, purchase request management, vendor selection/ on-boarding, end-to-end spend control 

HR: Recruiting and hiring, Employee on-boarding, Career development training 

IT: New systems rollout, New hire checklist, IT ticketing

Marketing: Campaign management, Event planning, Content development 

Operations: Policies and procedures, Goal-setting and KPIs, Operational efficiency 

management 

Sales: Pipeline management, Revenue forecasting, Sales operations 

PMO: Project plans and schedules, Project rollups, Budget management 

For most businesses, the main objectives are increasing net profit, driving revenue, and engaging employees. Executives and leaders develop the strategies and plans—determining appropriate budgets, technologies, and talent to achieve goals and scale growth. One area that remains a key challenge is how to remove organisational obstacles to increase workforce productivity. While it’s easy to identify specific problems, it’s difficult to find comprehensive solutions.

Places are limited and will be offered on a first come, first served basis.

To register click on the following link: Kop Partner Showcase – Smartsheet

Should you not be able to attend but require any further information on Smartsheet please email me direct: mike.thorpe@kopconsultancy.com