Smartsheet & Automation Solutions Consultant

MSG specializes in delivering innovative solutions in program management, training and technical assistance, research and evaluation, marketing and communications, and IT and digital services to a range of federal clients, including extensive experience with the Departments of Health and Human Services, Labor, and Education.

The Smartsheet & Automation Solutions Consultant will provide specialized consulting services to design, develop, integrate, and support Smartsheet-based solutions for a large, complex project with multiple functional teams.

This is a contractual consulting engagement, not an employment position. The Consultant will serve as a technical and strategic advisor for Smartsheet and related workflow automation needs, partnering with project leadership and functional teams to assess current processes, develop practical solutions, establish governance standards, create reusable documentation, and support long-term adoption.

The engagement is expected to be more intensive at the beginning of the contract to support discovery, design, buildout, implementation, and knowledge transfer. After the initial implementation period, work is expected to shift to periodic updates, troubleshooting, user support, solution refinement, and training on an as-needed basis.

• Discovery summary outlining current Smartsheet assets, workflows, gaps, risks, and recommended improvements.
• Solution design plan, including proposed architecture, dependencies, permissions, dashboards, reports, forms, automations, and integration points.
• Configured Smartsheet solutions, including sheets, reports, dashboards, forms, automated workflows, and related tools approved for implementation.
• Governance documentation, including naming conventions, ownership model, permission standards, change management guidance, and archival practices.
• Technical documentation, process maps, data dictionaries, job aids, and user guides to support long-term maintenance and knowledge transfer.
• Training materials and training sessions for project leadership, solution owners, and end users.
• Support log or status summary documenting requests, updates, issues, resolutions, and recommendations during the contract period.
• Year-end transition or continuation summary identifying completed work, remaining needs, lessons learned, and recommended next steps for the following contract period.

Compensation will be based on an hourly consulting rate of $____ per hour, subject to confirmation by Contracts. Consultant will invoice for actual hours worked in accordance with the approved contract terms, scope of work, and any applicable invoicing requirements. Any work outside the approved scope, estimated hours, or contract period must be approved in advance by the designated point of contact.

• Design, build, maintain, and enhance Smartsheet sheets, reports, forms, dashboards, work spaces, and automated workflows.
• Evaluate existing Smartsheet solutions across multiple project teams and identify opportunities to streamline, standardize, or connect processes.
• Develop cross-sheet and cross-team solutions that reduce duplicate data entry and create reliable sources of project information.
• Build executive and operational dashboards that provide clear, timely visibility into project activities, status, workload, risks, deliverables, and performance metrics.
• Develop scalable solutions to accommodate changing project requirements, increasing volume, and new work streams.
• Establish consistent design standards, naming conventions, documentation practices, and development methodologies for Smartsheet solutions.

• Design and maintain integrations between Smartsheet and other project systems using Microsoft Power Automate, Python, and other available integration tools.
• Develop automated workflows to reduce manual data entry, repetitive administrative work, and opportunities for human error.
• Develop scripts and processes to extract, transform, validate, reconcile, and load data when appropriate.
• Connect information across multiple Smartsheet solutions so project teams can maintain individual workflows while contributing to project-wide reporting and analysis.
• Evaluate business processes and recommend opportunities for automation or improved system integration.
• Monitor automated processes and integrations, troubleshoot failures, and implement corrective solutions.
• Develop…