Your Smartsheet build grew past what your team could maintain.
We design and build Smartsheet systems that scale with your operations. Fifty-plus implementations across operations, procurement, and enterprise teams, delivered as a retainer, not a one-off project.
5.0 on Google
Verified Smartsheet consulting reviews
What we do
From a single broken workflow to a full operations infrastructure rebuild.
We design and build the Smartsheet infrastructure your operations team actually runs on. That means structured sheets, automated intake forms, and a data architecture that stays clean as your team scales. You stop patching broken spreadsheets and start working with a system built for how your organization actually operates.
Client outcome
One team replaced five disconnected tracking sheets with a single source of truth, giving leadership accurate project status without manual compilation.
How we work
Every engagement follows the same four-step process.
Whether we are automating a single workflow or rebuilding your entire operations infrastructure.
Discovery Call
We spend thirty minutes learning your situation: what you are tracking, where the friction is, and what a successful outcome looks like. No intake form, no long questionnaire before we talk. You leave the call with a clear picture of whether we are the right fit.
Assessment and Scope
We review your current Smartsheet setup, data structure, and team workflows. From that, we produce a clear scope document: what we will build, in what order, and what the end state looks like. The scope defines “done” before any build work begins.
Build and Implement
We build against the agreed scope on a monthly retainer. You see progress in working increments, not at the end. Minimum three-month engagement; most clients stay on retainer as the system grows with their organization.
Ongoing Optimization
After the initial build, we stay engaged to tune, expand, and adapt. Operations change. Systems need to keep up. Monthly retainer access means we are available when the next workflow needs to be automated or the next integration needs to be added.
ROI calculator
Your manual reporting hours have a dollar value.
Use the calculator to see what your current operational overhead is costing you, and what recovering it is worth.
Hours recovered / year
480
Annual value
$36,000
Our clients typically recover significant hours every year once manual work is automated. One client reduced their manual reporting and workflow overhead from 50 hours a month to under 5.
Certifications
- Smartsheet Core Product Certified
- Google Project Management Professional Certificate
- Scrum Master Certified (SMC)
- Agile Customer Experience Design
About Bowen
11 years building enterprise operations at Schneider Electric.
Bowen Liu built his Smartsheet practice at Schneider Electric, one of the world's largest industrial automation companies, where he spent 11 years as a Lead Project Manager, Product Owner, and Technical Consultant. During that time he led programs for clients including Microsoft and Google, and learned exactly what breaks when complex organizations try to manage operations in spreadsheets.
He founded Wizard of Sheets in January 2023 to bring that enterprise-grade methodology to growth-stage companies. More than 50 Smartsheet implementations later, the practice is built on the same frameworks he developed at scale.
Signature frameworks
- Metric Sheet Architecture
- 4-Layer PMO Rollup
- Task Burn Down Methodology
Trusted by
Our clients include organizations across operations, procurement, and enterprise training.
FAQ
Common questions.
What does Wizard of Sheets actually build?
How long does a typical engagement take?
Do we need to already be using Smartsheet?
What happens on the first call?
Can Wizard of Sheets work with our existing tools and data?
Ready to stop rebuilding the same reports every week?
Book a free call and we will show you exactly what a better setup looks like for your team.
Book a Free Call