Issue link: https://impartner.com/resources/i/1543909
Real-time accuracy, scalable automation, and a stronger partner experience. Smartsheet is a leading global work management platform that helps teams collaborate, automate, and scale projects across their organization. With 700+ partners worldwide and more than 450 active program participants, Smartsheet relies heavily on accurate data, clear workflows, and consistent cross-team coordination. As the program grew, legacy systems made core processes increasingly inefficient and vulnerable to errors. Smartsheet needed automation that worked inside their Impartner ecosystem, keeping data accurate in real-time and removing operational friction for both partners and internal teams. Industry: SaaS, Work Management Location: Bellevue, WA Program Size: 700+ total How Smartsheet Modernized Partner Operations with Impartner's Orchestration Studio Results Real-time, trustworthy certification data that correctly reflects user roles and eliminates inflated counts. More reliable partner-facing metrics including locator rankings and compliance dashboards. Dramatically reduced manual cleanup as Orchestration Studio replaced brittle legacy workflows. Faster internal coordination through Slack-powered notifications and automated comment handling. A scalable automation framework Smartsheet can expand as it adds new partner types and program requirements. Customer Stories © 2026 IMPARTNER. All rights reserved. HQ: +1 (801) 501-7000 | Paris: +33 (0) 1 87 16 73 86 | London: +44 (0) 204 576 9682 Challenge As Smartsheet's partner program expanded, the processes powering it struggled to keep up. Much of the operational backbone depended on a legacy internal automation layer that lacked reliability, didn't integrate cleanly with Impartner data, and required heavy manual cleanup. One of the biggest issues emerged around partner certifications. Because certification logic depended on user roles, Smartsheet needed precise validation to ensure accuracy across partner tiers, locator rankings, and compliance dashboards. Previous tools batch-based updates which often produced inflated or misleading data. Non-sales users could also complete sales certifications to boost partner ranking scores, which distorted performance metrics and undermined program fairness. At the same time, internal teams were overwhelmed with Slack messages, emails, and manual updates triggered by partner requests. Comments, follow-ups, and review cycles required cross-team collaboration but lacked structure or automation. Two areas needed immediate modernization: Certification accuracy Cross-team workflow automation