SheetSavvy Consulting
Accepting new clients
Silver
Kansas City, Missouri
Solution Partner Company Size
- 2-4 employees
Project Budget
- $1,001 to $5,000
- $5,001 - $10,000
- $10,001 - $200,000
Minimum Spend
- Minimum spend of $1,000
Free Discovery Call
- Yes
Services
- Building an automation, workflow, business process or a Zap
- Building a public or private Zapier integration/API and/or custom coding
- Fixing a few Zaps (1-10 Zaps)
- Fixing multiple Zaps (10+ Zaps)
- Setting up and implementing Zapier
Service Regions
- North America (Canada & United States)
Language
- English
Tools Most Commonly Worked With
- ChatGPT
- Google Suite
- Instagram
- Jira
- Microsoft
Industries Primarily Served
- Construction & Engineering
- Education & Training
- Energy
- Government & Public Services
- Health & Fitness
Employee Size Primarily Served
- 1-10
- 11-50
- 51-250
- 250+
SheetSavvy Consulting is a Certified Zapier Partner.
At SheetSavvy Consulting, we do more than connect apps. We design smarter systems that eliminate manual work, streamline operations, and help businesses scale.
Combining business process consulting, solution architecture, and technical implementation, we turn disconnected tools and complicated workflows into practical, automated solutions.
WHAT WE DO
• Zapier setup, multi-step Zaps, filters, paths, and integrations
• Workflow automation, data synchronization, and cross-platform connectivity
• Forms, intake systems, approvals, notifications, and request routing
• Smartsheet and monday.com implementation and optimization
• Project and portfolio management, dashboards, and reporting
• Process improvement, troubleshooting, training, and managed services
HOW WE WORK
- Discover — Understand your business, tools, and challenges.
- Design — Map processes, define requirements, and identify opportunities.
- Build — Configure systems, integrations, and automated workflows.
- Test — Validate functionality through real-world scenarios and UAT.
- Launch — Support deployment, documentation, and user adoption.
- Optimize — Continuously improve and scale your solutions.
SOLUTIONS WE'VE BUILT
Our consulting experience includes:
• Enterprise PMO and portfolio management systems
• Intake, ticketing, and service request portals
• Multi-stage approvals and financial reimbursement workflows
• Grant management and operational tracking systems
• Education referral, intervention, and reporting solutions
• Executive dashboards, KPI reporting, and data integrations
OUR TECHNOLOGY ECOSYSTEM
Zapier | Smartsheet | monday.com | ServiceNow | Microsoft 365 | Google Workspace
WHY SHEETSAVVY?
We understand the business behind the technology. Rather than creating isolated automations, we consider the people, processes, and systems involved to build intuitive, scalable solutions that deliver lasting value.
From a single workflow to enterprise-wide transformation, we provide strategic guidance, hands-on implementation, and ongoing support.
Automate. Integrate. Optimize.
www.sheetsavvyconsulting.com
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