Smarter Business Processes

29/07/2026

📢 Webinar Wednesday is back and this week we're wrapping up our Sherlox AI webinar series with a session on Interfaces & Widgets.

We'll be discussing how to present information in a clear, practical way that supports decision-making and helps users find what they need quickly.

If you've joined us throughout the series, thank you. If this is your first session, we'd love to see you there.

There's still time to register, webinar starts at 4pm BST (10am CDT):
https://app.rightmindgroup.com/surveys/196aef3f-0b16-4a42-abfa-d55294a21c55

28/07/2026

Well, summer is officially here and Top Tip Tuesday is taking a well-earned break for August. We'll be back with you on Tuesday 1st September, all smart in our new school uniform, ready to share more lessons in being smarter with your business processes.

Happy summer everyone - enjoy and we hope you get some well deserved rest!

27/07/2026

Our final Sherlox AI webinar in this series takes place this week.

We'll be looking at Interfaces & Widgets and how they can help transform data into something people actually want to engage with.

From improving visibility to supporting decision-making, a well-designed interface can make a significant difference to adoption and usability.

📅 Wednesday 29 July 4pm BST (10am CDT)

Register here:
https://app.rightmindgroup.com/surveys/196aef3f-0b16-4a42-abfa-d55294a21c55

20/07/2026

Its Top Tip Tuesday and we have created a video tip for you today.
Within Smartsheet circles we hear that vlookup() is a function that should be replaced with Index(Match()), but have we really understood why?
We have created a short video to explore the two functions and explain the difference.
https://www.youtube.com/watch?v=sso1D_ROTjc&list=PL8n4F99dUCvmfIKMgv3wYp0a3atrjQdxn&index=1

16/07/2026

Our latest blog, released today talks though processes covering 3 common situations people find themselves in:
1) having an idea for a process, having a platform but not really knowing how the two should meet
2) having a process but not having the right solution to support it, therefore ending up in a bit of a pickle with data dispersed across users/sites and no clear collaboration in place
3) we have a process, we have a platform and they work, but it takes too long, is too repetitive so people take shortcuts.

We can help organise the process and fit it into your platform, get collaboration set up between users and integration set up between system and we can automate repetitive tasks. So if you find yourself identifying with 1, 2 or 3 or a combination of a couple or even all of them, we'd recommend reading the blog then reaching out!

It goes without saying that we are all constantly looking for ways to work smarter, not harder. Nobody deliberately creates duplicated data, repetitive manual tasks, or reporting processes that take hours longer than they should and yet that’s exactly where many organisations find themselves.

15/07/2026

📢 Webinar Wednesday is back and this week, we are with Sherlox AI to discuss User Management.

We'll be discussing practical ways to manage access, permissions and visibility so that teams can collaborate effectively without compromising control.

Whether you're managing a handful of users or scaling across multiple departments, this session will provide useful insights.

Still time to register - webinars starts today at 4pm BST (10am CDT):
https://app.rightmindgroup.com/surveys/196aef3f-0b16-4a42-abfa-d55294a21c55

14/07/2026

Welcome to Top Tip Tuesday.
We have a Smartsheet formula suggestion for you today. We have helped clients on this use case a number of times and thought it would make a great top tip for our followers!

Scenario:
You are a Smartsheet user and have activity being counted on a sheet when a particular date falls in the current month. The data in the sheet exceeds a years so you cannot just rely on a month match.

The method the clients found (example here for the month of July 2026):
=COUNTIFS([Date Column]:[Date Column], >=Date(2026,07,01),[Date Column]:[Date Column], <Date(2026,08,01))

😀Great, it works, but the clients then had to edit the formula on the 1st day of each month to change the numeric values in the Date() part of the function. This meant they had to remember to do this as soon as they logged in at the start of the month, and were unable to take holiday at the start of the month, due to this being a business critical data point that was used on dashboards. Not so great.😩

Solution - make the date self maintaining utilising alternative Date Functions.

We updated the formula to:
=COUNTIFS([Date Column]:[Date Column],ISDATE(), [Date Column]:[Date Column],MONTH()=MONTH(TODAY()),[Date Column]:[Date Column], YEAR()=YEAR(TODAY())

In the cases we adopted these formulas, the sheets were in daily use and so the TODAY() function was always set to the correct date.

A small change to the composition of the formula, using functions instead of static values. Big impact though. 🙌

Let us know if you found this helpful!

13/07/2026

Who can see what?

It's a simple question, but one that causes headaches for many growing organisations and data becomes ever more central to the way we run our businesses..

In this Wednesday's webinar, we'll be exploring User Management in Sherlox AI, looking at ways to give teams access to the information they need while maintaining appropriate controls and governance.

📅 Wednesday 15 July 4pm BST (10am CDT)

Register here:
https://app.rightmindgroup.com/surveys/196aef3f-0b16-4a42-abfa-d55294a21c55

03/07/2026

We are delighted to share the video link to our recent Webinar Sherlox.AI Series #2 - Importing from CSV. Within this webinar Darren and I explain and demonstrate how to create new tables from CSV data, or more impressively how to merge data from CSV into pre-existing tables in Sherlox.AI.

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

Don't forget, we are running Webinar Wednesday until end July!
At the end of the video you will see the schedule for our other Sherlox mini series webinars. Running fortnightly on a Wednesday the next is due to run on 15-Jul - User Management.
Click here to register for a seat on that or any other webinars, 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 Webinar from 1-July.
https://youtu.be/71HWhDcarRI

BOOK YOUR FREE CONSULTATION: https://www.smarterbusinessprocesses.c...

01/07/2026

📢 Welcome back to Webinar Wednesday. Today's session at 4pm BST (10am CDT), hosted jointly by us here at SBP and our partners, Shelox.AI, is all about importing data from CSV files.

For many organisations, valuable information already exists. The challenge is getting it into the right place, in the right format, without creating more work.

We'll be sharing practical guidance on importing, structuring and managing data effectively within Sherlox AI.

If you're considering a new platform or looking to bring multiple sources of information together, this session will be particularly useful.

Last-minute registrations:
https://app.rightmindgroup.com/surveys/196aef3f-0b16-4a42-abfa-d55294a21c55