Smarter Business Processes

03/06/2026

We are delighted to share the video link to our recent Webinar "What is Sherlox.AI?". Within this webinar Darren and I explain and demonstrate the new platform, as a general overview.

We'd love to hear from anyone that attended the webinar or watched the recording. Please use this form to provide feedback. https://app.rightmindgroup.com/surveys/b7f537cb-b98c-42fa-9929-b07493d026f1

Introducing Webinar Wednesday!
At the end of the video you will see an announcement that Darren and I are building a series of short "zoom in on..." Sherlox webinars. They will run fortnightly on a Wednesday from 17-June onwards, click here to register for a seat on the webinar (currently 4 to choose from), or to receive a recording of the webinar once its run. https://app.rightmindgroup.com/surveys/196aef3f-0b16-4a42-abfa-d55294a21c55

Here's the recording of the first Webinar, run on 22-May.
https://www.youtube.com/watch?v=LZREvqict10

BOOK A DEMO: https://www.smarterbusinessprocesses.com/contactUnif...

02/06/2026

Welcome to Top Tip Tuesday and today's bit of advice is that data is only useful if people can actually read and interpret it easily.

One of the biggest mistakes businesses make with dashboards and reporting is assuming that data just needs to be technically correct but the likelihood is you'll have all sorts of different people with different skillsets viewing and using it.

So, how it is presented really matters.

It's well worth spending time to make your data easy on the eye, not just accurate.

Here are some small tweaks you can make to your charts in Smartsheet to achieve this:

• Give charts room to breathe instead of cramming too much into one space
• Make labels readable at a glance
• Resize legends and headings so users don’t have to squint or interpret
• Think carefully about colour, spacing and layout
• Make trends, especially negative values or exceptions, easy to spot quickly

Platforms like Smartsheet have evolved a lot in this area recently, with improvements to chart styling, readability and layout control making dashboards much easier to work with day to day.

If people open a report and immediately feel overwhelmed, they’ll stop using it. If they can instantly understand what they’re looking at, they’re far more likely to engage with the data and take action from it.

01/06/2026

We’ll be at the Smartsheet Summit in London on 23rd June and we'd love to hear from anyone else in our world who's planning to attend.

We're looking forward to soaking up all the latest news on Smartsheet, automation, apps, dashboards and smarter ways of working.

Events like this are always a good chance to step back from the day-to-day and have proper conversations with people who are solving similar challenges, exploring new ideas, or simply trying to get more value from the platforms they already use so do let us know if you're planning to attend, as we’d love to connect while we’re there.

See you in London.

26/05/2026

Welcome to Top Tip Tuesday. This week we're focusing on making everyday tasks feel easier.

If your team ever wastes time searching for the right form, the latest instructions, or the correct process, there’s a simple way to remove that friction.

Bring the information to the moment rather than making people go looking for it.

QR codes are a brilliant way of doing exactly that. By linking a code directly to a form, checklist, instructions or workflow in Smartsheet, you give people instant access with a quick scan.

On a factory floor, in a warehouse, out on site, or even in an office setting, it means no more digging through emails, no second guessing, and no delays. Just the right information, exactly when it’s needed.

With our Smarter QRCodes app, you can take this a step further. Codes are quick to create, easy to update, and designed to work seamlessly with your existing systems so your processes stay connected and consistent.

It’s one of those small changes that makes a noticeable difference.

We’ve put together a short video showing how it works in practice and where it can make the biggest impact. You can watch it here 👉🏼 https://www.youtube.com/watch?v=x00Pi258wn4

19/05/2026

Welcome to Top Tip Tuesday and today we're signposting a recent change from Smartsheet on their licensing model.

They've replaced the Viewer role with a new Contributor role which gives free users a little more functionality.

Recent increases in licensing costs might have led you to restrict who could interact with sheets but our top tip is to utilise this role instead of allocating the internal seat for commentors.

The free Contributor users can now:
• View sheets, reports and dashboards shared with them
• Comment on items via the conversation pane
• Add and delete attachments
• Follow activity and receive notifications

This update goes back to giving businesses much more flexibility to involve wider teams in workflows without increasing costs unnecessarily.

Contributors still can’t create items, edit content or share assets with others, so governance and control remain intact, but for many organisations, this creates a far more practical middle ground between users who can only view data and those with full access.

We’re always pleased to see changes that make collaboration easier and more accessible, especially when they help teams stay connected without adding friction or unnecessary cost.

14/05/2026

Did you know 22nd May 2026 is Sherlock Holmes day? So what better date to choose to host our very first Sherlox.AI webinar!

In partnership with Sherlox.AI, this webinar offers a broad overview, giving you insight into the many facets of this excellent platform.

We will be following up this webinar with a series of short "Zoom in" sessions on each main feature, dates for those to follow.

But for now I'd love for you to register on this special inaugural event. We are limiting the spaces to provide you with quality Q&A time with the experts.

For those unable to attend, we will run a waiting list and re-run the webinar many times for you all to get an opportunity to meet the team, see the platform and ask your questions.

Sign up here: https://lnkd.in/e6msfyZM

12/05/2026

It's time for another Top Tip Tuesday. This week, we're looking at AI-powered survey tools.

In particular, we've been very impressed with Sherlox AI's survey functionality.

Many people naturally think of platforms like SurveyMonkey or ScoreApp but we think Sherlox AI's tool is worth considering. Here's an overview:

📋 you can create a survey manually or ask the AI to generate suggested questions around your chosen topic
📋 once complete, you'll get a shareable URL so you can send it out to respondents
📋 responses are automatically collated into a dashboard, so you can see results quickly without having to build your own metrics, charts or reporting structure
📋 the AI is private, helping keep your prompts, questions and data protected rather than feeding into public training models

Surveys are a simple way to gather feedback, test an idea or collect insight from your audience, whether internal or external and, with Sherlox AI, you get unlimited responses within your existing subscriber plan.

If you'd like a survey creation demo, or if you'd like to just explore Sherlox.AI more thoroughly, let us know and we can help you navigate everything you need to know.

05/05/2026

Welcome to Top Tip Tuesday, this week we're focused on helping those of you who get to run the admin function of the business.

If you're managing sheets, updating structures, fixing permissions, or tidying things up, we know you'll appreciate a time saving tip more than anyone.

When you work across multiple sheets in Smartsheet, small tasks add up quickly. Whether that's updating columns, making the same change across multiple sheets or just trying to keep everything consistent as systems grow.

Our tip is to check out our Smarter SheetManager app, which will help you centralise all those tasks.

It's designed to take the weight off by giving you one place from which to manage all your updates.

You can create and edit columns and sheet summary fields, show and hide, lock and unlock columns, set column descriptions, background and font colours, set column formulas and create sheet references. Best of all, you can automatically push complex updates to multiple sheets.

If you'd like to know more, check it out or book a demo here - https://www.smarterbusinessprocesses.com/smarter-sheetmanager

Image generated by AI (but we're pretty sure an octopus would be great in the office!)

01/05/2026

Q1 all wrapped up and celebrated within our latest newsletter. If you haven't subscribed yet but want to see what we've been up to, here's the latest...

https://www.smarterbusinessprocesses.com/campaigns/view-campaign/zhLmN6rESv0kigiX4Zf4zwY32IY7EABwcJkxYiKzZ9TjfBU61hnjrGL0OoBK3a5-dmE2GLtnkFZiBpM2OaPYPXj4Pn_Qmxxw

If you wish to receive this straight into your inbox - feel free to sign up to our newsletter list - https://www.smarterbusinessprocesses.com/

28/04/2026

This Top Tip Tuesday, we have a question for you.

Where is friction slowing your business down?

It could be something really small but, if there's an extra step in a process, a task being repeated unnecessarily, or any kind of repetition, there's an opportunity to speed things up by removing or automating it.

We often work with clients to reduce friction and help them become more efficient, so here are a couple of places you can start:

First, look for repetition.
Anything you find yourself doing more than once from copying data, to chasing updates or reformatting reports, is a signal. Usually things can be streamlined, standardised, or automated.

Second, pay attention to handovers.
Where work moves from one person to another is often where things slow down. Is the next step clear? Is the information complete? Or does someone always have to go back and ask for more?

It's worth revisiting things you take for granted in business because you never know what you might find. And, if you think there's more value to be had from a bigger project, drop us a message and we'll be delighted to see how we can help.