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Webinar: Using Smartsheet to Manage and Track Implementation Projects

A live demo on how Smartsheet is used as a key collaboration and visibility tool throughout the implementation lifecycle

Written by Anthony Hodge
Updated yesterday

Product: Transaction Manager


About this Webinar

This session demonstrates how Microsoft Smartsheet is used by TrueCommerce and customers as the primary project management tool for implementation projects. It positions the Smartsheet testing grid as a single source of truth for implementation scope, trading partners, EDI documents, testing priorities, statuses, ownership, and supporting documentation. It further demonstrates how teams can collaborate using real-time updates, comments with @mentions, attachments, reminders, and status tracking to stay aligned throughout the testing and integration process.

Discussion topics include, multiple projects, access, and internal usage, reinforcing Smartsheet as a central coordination tool that improves visibility, accountability, and efficiency across the TrueCommerce implementation lifecycle. See Q&A handout below.


Additional Content

Session: Spring 2024

rev: 4/10/26

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