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Prialto loves Smartsheet for online project management and collaboration. In fact, we use it every day to help manage our members’ many projects. So it came as no surprise to see this wonderful company debut on the New York Stock Exchange as a public company.

The Smartsheet blog captured Prialto’s devotion to best practices

Interestingly, back in February 2012 Prialto was featured on the Smartsheet blog. The post, “How Smartsheet Powers (& Empowers) Virtual Assistants” perfectly captured that we’ve “found focusing on recurring processes, rather than tasks, reduces the burden on executives to continually find new projects and grow their businesses.”

As the blog post also mentions, back in 2012 we used Smartsheet to:

  • “Organize its Knowledge Base: Based on over 100,000 hours of experience supporting busy executives, Prialto has developed tools and best practices for hundreds of processes. Smartsheet serves as the primary tool for Prialto’s team to collaborate and share new techniques.
  • Coordinate On-Boarding: “Our goal is to offload 2-3 high ROI processes for our members in the first 30 days,” says Andy Mowat, a Prialto principal and former VP at Elance. To eliminate the need for executives to send new projects, Prialto integrates its team of assistants into members’ email, calendar, CRM, phone, and other systems. “Smartsheet is a key tool for us to manage our on-boarding and process design,” says Mowat.
  • Manage Service Levels:  While each Prialto client, or ‘member’, is assigned a primary assistant, Prialto Team Leads use Smartsheet in conjunction with other tools to manage work levels and ensure rapid responses.”

That is still true today — along with many more daily interactions with this useful tool. We wish the company and its employees many years of continued success!

Figure 1. Prialto tracks and manages their team’s schedule, role, and availability in Smartsheet.

Prialto-Team-Sheet 550

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