Category: Blog

Halloween Smartsheet Seminar

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

Read More
Mike October 31, 2023 0 Comments

Join Kop Consultancy and Cheetah Transformation for a joint seminar

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

Read More
Mike October 16, 2023 0 Comments

Join Kop Consultancy and iManage for a joint seminar

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

Read More
Mike May 10, 2022 0 Comments

Kop Partner Webinar – iManage – Making Knowledge Work

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 23rd 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

Read More
Mike March 1, 2022 0 Comments

Kop Partner Showcase – iManage

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 26th 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

Read More
Mike November 4, 2021 0 Comments

Kop Partner Showcase – Smartsheet

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

Read More
Mike November 3, 2021 0 Comments

Kop Partner Showcase – MetaphorIT

Join MetaphorIT and KoP Consultancy for our Modern Workspace Session

We are so glad to be back in Jersey! Its been a crazy year however the power of technology has enabled us all to stay in touch and continue to run our businesses. We are in a new era of working and the cloud is ever as important.

Metaphor IT and KOP Consultancy have a packed agenda as always to keep you informed on the latest news from some great vendors, what is trending within the industry and how we can continue to help.

Modern Workspace Agenda:

  • Tea / Coffee & Breakfast
  • Introduction to Metaphor IT & KOP Consultancy
    • Who we are?
    • What have we been doing in lockdown?
  • Adoption of the Cloud in Luxembourg (CSSF Regulation)
    • The regulators stance on Cloud Services
    • How to satisfy some of the common hurdles
    • Is total segregation necessary?
  • Microsoft Update Session
    • Technology & Licensing
  • Citrix Update Session
    • What’s New / What’s Coming
  • Q & A / Close

When is it? Wednesday, 24th November 2021, 08:30 – 10:30
Where is it? The Royal Yacht Hotel, Weighbridge, St Helier, JE2 3NF
How to register? Click here to register your seat

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

Read More
Mike October 27, 2021 0 Comments

Kop Partner Showcase – Enabling Business Outcomes

Kop Consultancy are proud to announce our forthcoming Partner Showcase event.  This will be a held over breakfast at Santander’s new Work Cafe on Wednesday 16th June from 8:30 am to 10:30 am.

We have gathered together an impressive panel of partner organisations to highlight how their services and applications can help you meet key business outcomes, enabling you to:

  • Generate new business
  • Manage on-boarding and KYC/CDD
  • Create efficiencies through process improvements
  • Utilise technology to support wider business outcomes using familiar tools you already own eg O365, Teams 
  • Benefit from cost-effective Cloud/SaaS systems – offering clients best-in-class security
  • Collaborate with clients easily
  • Access documents and emails from anywhere and at any time

Comnexa: Salesforce and CRM and Smartsheet integration/api’s

DocsCorp: Document productivity and compliance

iManage: Document Management and Security

Kop: Project Management and Training

MetaphorIT: Microsoft, Citrix, Remote working, Cloud Virtualisation, Cyber Security

Puritas: Compliance, Fund Administration and Bank Payments

Smartsheet: Collaboration

Snap: Marketing and Website design

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

To register click on the following link: Kop Partner Showcase – Enabling Business Outcomes

Should you not be able to attend but require any further information on any of the above services, applications or specific partners please email us direct: mike.thorpe@kopconsultancy.com

Read More
Mike June 3, 2021 0 Comments

Smartsheet Control Center

Smartsheet Control Center enables consistency of work execution with reduced operational risk.

Drive consistency and visibility across projects and processes

Control Center is a portfolio and project management solution that builds on the core functionality of Smartsheet. Control Center delivers consistent, visible projects and business processes at scale.

Check out Control Center on Smartsheet’s website or by viewing the following video:

https://youtu.be/9ibimoveenw

Read More
Mike February 2, 2021 0 Comments

Happy New Year

Yes, I think we all know that 2020 was a tough year for everybody and many businesses have suffered but the real casualties are those who have lost loved ones or are still suffering from this awful illness.
So whilst we at Kop wish everyone a Happy New Year let’s hope we can kick this pandemic into touch which means tough decisions on all fronts, particularly when it comes to self isolation at times, working from home and sticking to the guidelines that have been set.
With that said, best wishes to all our customers, partners and friends across the globe.

Read More
kopconsultancy January 1, 2021 0 Comments