Disconnect tools across creative, merchandising and retail teams
Key campaign information stored in various Excel spreadsheets, no one gets the full picture. This slows down progress, wastes time and leads to reduced sales
Property teams unclear on project status and cost tracking
Multiple projects taking place at one time, from new stores to refurbishments to extensions. Not all stakeholders are on the same page – this leads to manual and inefficient work.
Limited visibility into product launch status & timelines
Missing product launches is expensive; this can be caused through poor collaboration between internal and external stakeholders, lack of approvals etc. Getting all cross functional teams working together is complex and required organisation and structureHow Smartsheet helps retailers
Retail is a fast-moving business. Smartsheet enables retailers to manage work in a structured and organised manner with both internal and external teams, with everyone working together to ensure projects are delivered on time and on budget. Speed is often at the essence, so teams needs real time information at their fingertips.
- Centralised launch calendars and workflows across all departments
- Real-time dashboards for visibility into status, blockers, and milestones
- Scalable platform that connects HQ, regional, and retail teams for faster delivery
- Secure, stable collaboration – one version of the truth
- Automated approvals and workflows – speed up your approvals and work
- Mobile friendly – provide updates when on the shop floor
- Rapid adoption in an easy-to-use format
Key retail use cases
1. Managing store portfolios
Gain real time visibility of all property projects, which include new stores, closing stores and upgrades. Ensure seamless work between your internal teams and external builders / contractors to ensure you can be trading as fast as possible and drive retail sales.
2. New product development
Improve speed to market and visibility for new product launches, by introducing a consistent process to track progress over multiple stages of the product development process. Ensuring the right products that have a chance of success are prioritised and developed quickly and efficiently.
3. Marketing campaigns
Improve co-ordination across global and local teams to deliver campaigns on time and with consistency. Standardised campaign tracking and workflows increase speed to market and reduce delays.
4. Trade planning
Align internal and external teams to manage and track key campaigns and seasonal events, and ensure that the right products, with the right offer are promoted. All cross functional teams, including marketing. retail, supply chain and pricing see the same information to ensure campaign success.
Powering retail projects with Smartsheet
As a Smartsheet Platinum Partner, we share our expertise with retail clients to build, implement and support systems that drive project success.
We’ll help you streamline store operations, track openings and refits and manage in-store initiatives with workflows and replicable frameworks that simplify and improve every project.
We make collaboration effortless by replacing Excel spreadsheets and lengthy email chains with a single, up-to-date information source – where everything is accurate. The result is better communication, faster approvals and clear visibility of what needs to be done next.
For new product launches, we help teams meet seasonal deadlines, co-ordinate production and marketing timelines, manage budgets and demand forecasts, and deliver accurate, up-to-the-minute reports for leadership.
With Cheetah Transformation and Smartsheet, your retail business can work smarter, scale efficiently and stay agile, organised and ready for growth.
Project dashboard
- Track progress across the project
- Project teams are aligned
- Measure progress against budget
- Identify and mitigate risks and issues
- Measure Return on Investment
Porfolio dashboard
- Full overview of all projects
- Identify projects that require intervention
- Spot risks and issues sooner, and get back on track
- Automate reporting, saving time
- Full visibility of all activity by region, type, season, and more
These examples are for demonstration purposes. When creating solutions, we always build to your specific requirements and ways of working to optimise adoption.
Why choose Cheetah as your Smartsheet partner in retail?
Industry knowledge
We bring in-depth knowledge of the retail sector and work with retailers, manufacturers, marketing teams and service providers, combining extensive knowledge of Smartsheet with real-world retail sector experience
Tailored support for all sizes
We support organisations worldwide with agile, scalable solutions
Global reach, local presence
With a strong international partner network, we operate worldwide to deliver solutions wherever they’re needed.
Smartsheet Specialists
As certified Smartsheet experts, we help retailers streamline processes to deliver successful projects more quickly and efficiently.Cheetah Transformation’s Smartsheet solutions
Cost management for better decision making
Smartsheet’s dynamic financial dashboards will help you track project timelines and budgets, thus supporting timely, data-driven decision making that aids productivity. It also supports better evaluation of supplier proposals and invoice payments
Cross-team visibility and collaboration
Real-time Smartsheet workspaces provide shared, seamless
Single source of truth
Consolidate all project data into Smartsheet to ensure transparency, stakeholder accountability, clear co-ordination, and streamlined tracking of activity across multiple projects
Smartsheet-powered portfolio reporting
Automate reporting to gain real-time insights into project progress, risks, and milestones across all projects.
Smartsheet helping retail property teams streamline their work and achieve goals quicker
A supermarket or retail chain’s property division is expected to deliver projects faster, more cost-effectively, and with greater consistency than ever before.
But when every project involves multiple stakeholders – from store teams to external contractors – keeping everyone aligned is key to a successful outcome.
If challenges like lengthy email chains, confused responsibilities and missed deadlines sound familiar, then Smartsheet can help overcome them by streamlining workflow and improving project delivery.
View the case studyWe lacked a dependable, centralised system for escalating decisions or communicating outcomes back down the chain
We now don’t need to spend time digging through months of emails to find a particular discussion from a meeting or chase meeting participants for status updates. Those micro-frustrations used to add up and slow everyone down. Now, everything’s in one place, saving us time. I’ve loved working with Cheetah, they’re fantastic at actively listening, interpreting our vision—even when we’re not using technical language—and translating that into a functional solution.
The team was first class all the way
I worked with Gary Thornton and Rob Eberstein from Cheetah on a complex SmartSheet Implementation. I was the Exec Sponsor for the implementation, and could not be happier with the results. The team was first class all the way, and SmartSheet is now a foundational application in my organization for managing both internal and external projects. Gary and Rob always made themselves available, gave expert insights and always delivered. They are also just really great people. I highly recommend them!
5 star services, from start to finish
As a specialist fit out business, it is extremely hard to find a solution that is compatible with our processes & vision. What Cheetah have delivered, has surpass our expectations and I’m excited to see the improvements this will make to our business, and for our delivery partners and clients. Cheetah team have supported us, all the way and been a great bunch of people to work with. We look forward to phase 2, later this year where we introduce other departments & our quality management system integrated into our PMS. See you on Phase 2!
They went above and beyond at every step
Working with Cheetah Transformation has been an outstanding experience that truly elevated our project management capabilities. Gary and Youssef were exceptional throughout—highly knowledgeable, consistently responsive, and a pleasure to partner with. Their solution not only met our needs but transformed the way we manage projects, bringing significantly greater efficiency and transparency to our workflows. They went above and beyond at every step, and we couldn’t be more pleased with the results. Highly recommended.
A great partner for any team looking to improve execution and clarity through smart digital solutions
I highly recommend Youssef for his outstanding support during the Smartsheet implementation. His deep understanding of both the tool and the needs of our teams led to the development of a robust solution that brought much-needed transparency to our project management processes. Youssef went beyond expectations—not only ensuring the system was technically solid, but also continuously improving it by adding meaningful information while simplifying the inputs required from users. His ability to balance structure with usability made a real difference in user adoption and overall project visibility. A great partner for any team looking to improve execution and clarity through smart digital solutions.
Outstanding service and expertise – driving productivity and collaboration at scale
We’ve been working closely with Cheetah Transformation, and I cannot overstate the value that they bring to our team. Their depth of knowledge in Smartsheet, combined with their responsiveness, problem-solving mindset, and consistently friendly demeanor, has made a huge difference to our operations. Smartsheet, when implemented effectively, is a game-changer. It automates repetitive project tasks, provides intuitive and visually engaging dashboards, and creates a single source of truth that enhances visibility across functions. With Cheetah Transformation’s expert support, we were able to harness these capabilities — saving time, increasing productivity, and improving collaboration across multiple teams and time zones.
Moving from a siloed way of working to a centralised approach has been really helpful.
We now have a solid foundation to identify inefficiencies, spot gaps in responsibility, and flag issues early without having to dig through email chains from months ago
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