Turning Project Data Into Decision-Ready Visibility with Smartsheet
Turning Project Data Into Decision-Ready Visibility with Smartsheet
Project teams generate plenty of data, but most organizations still struggle to turn that information into clear, timely decisions. Reporting remains manual, visibility arrives too late, and leadership often loses confidence in what they’re seeing. The result is a familiar PMO challenge: more tools, more effort, and still not enough clarity.
What You'll Learn
Key takeaways from this session
Explain why many PMO/PPM tool implementations fail due to low adoption, stale data, and manual reporting overhead.
Identify the core components of Smartsheet (Sheets, Forms, Automations, Reports, Dashboards) and how they work together to enable project and portfolio visibility.
Demonstrate how to capture project updates (risks, issues, decisions, intake requests) using structured Smartsheet Forms to reduce friction and improve data quality.
Apply basic automation patterns (alerts, reminders, approvals) to streamline governance routines and reduce follow-up effort.
Design a “decision-ready” dashboard view that highlights key executive signals (health, trends, risks/issues, decisions required).
Differentiate between snapshot reporting and trend-based visibility, and interpret which signals matter most for leadership decision-making.
Describe a practical approach for scaling Smartsheet from project-level reporting to program and portfolio roll-ups.
Earn PDU Credits
PMI Professional Development Units
Total PDUs Available
For credential maintenance
PDU Breakdown
Ways of Working
Technical & process skills
Business Acumen
Strategic & organizational
Power Skills
Leadership & interpersonal
Watch the complete webinar to claim your PDU credits and maintain your PMI certification.
About the Presenter
Bruno Freitas
Bruno Freitas is a PMO leader and consultant with 15+ years of experience helping organizations improve how strategy is translated into execution. He has led portfolios exceeding $100M across financial services, technology, and public sector environments, supporting complex transformations, M&A integrations, and digital modernization initiatives. Bruno specializes in PMO maturity, portfolio governance, and data-driven decision-making, with hands-on experience implementing tools such as Smartsheet, ServiceNow PPM, Salesforce, and Power BI. He holds an MBA in Finance, a Master’s in Computer Science, and multiple project and PMO certifications. Today, he helps PMO leaders increase visibility, alignment, and measurable business value.
