Advanced Smartsheet Solutions with Huddle AI

Huddle Solutions are designed for your organization, automatically. Using our Ai, Huddle will generate the best sheet template structure for your selected solution, and automatically connect it to your Huddle Portal.

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Case Management

Centralize your case management processes by keeping all case-related information, documentation, updates, and resolutions in a single tool for easy collaboration and better outcomes.

Emergency Management

Use this dashboard as a central hub for your incident response team to assess, plan, and respond. Get key status updates, team information, request resources, and access daily tasks.

Grant Applications

Track grant application timelines and statuses with ease to ensure you receive the funding you need.

Grant Fulfillment

Track the grant lifecycle and burndown and associated expenses of grant money in a user-friendly and accessible framework.

Public Works

Manage construction & renovation projects by tracking WBS, budgets, and change orders. Pull in budget data from external systems as needed, and seamlessly transition from construction and design phases into activation.

Contract Management

Manage all of your contracts in a single location. Receive alerts for upcoming renewals and collaborate seamlessly with 3rd party vendors.

Strategic Planning

Track and manage progress toward your strategic plan and benchmark goals to ensure the right efforts align with the right priorities across your department.

Project and Portfolio Management

Standardize your approach to projects at scale from intake to portfolio reporting. Align priorities with business objectives and forecast resources to work with efficiency & hit deadlines.

Digital Campaign ROI Tracker

Track digital marketing campaign outcomes against costs and pipeline impact.

Product Lifecycle Tracker

Track product lifecycle from R&D to approval and launch phases.

Facilities Maintenance Scheduling

Schedule and track facility inspections, repairs, and vendor service visits.

Incident Response Playbook

Standardize response workflows for cyber, service, or physical incidents.

Customer Success Tracker

Track onboarding, support interactions, and renewal indicators across accounts.

Clinical Trial Tracker

Track trial phases, enrollment, compliance, and site performance across study locations.

Patient Intake & Referral Management

Manage new patient onboarding, referrals between providers, and case ownership.

Regulatory Compliance Audit

Log internal audits, regulatory checkpoints, and assign corrective actions.

Grants & Research Funding Tracker

Track proposal submissions, awarded grants, and fund allocations across departments.

Clinical Staff Scheduling

Plan rotations, handle shift swaps, and track staffing gaps in real time.

Vendor Risk Management

Centralize third-party vendor info, score risk, and document resolution actions.

SOP Management & Distribution

Maintain SOPs, version control, and ensure all staff have acknowledged updates.

Financial Compliance Calendar

Stay ahead of key compliance deadlines by managing deliverables by team and region.

Curriculum Development Workflow

Centralize new course proposals, approvals, and publication in the course catalog.

Alumni Engagement Tracker

Track outreach, engagement, and contribution trends by alumni cohort.

FOIA Request Tracker

Manage intake and response deadlines for public information requests.

Facility Inspection Log

Schedule and record building inspections, violations, and repairs.

IT Service Management (ITSM)

Track and manage IT incidents, service requests, and related knowledge base articles.

Let’s Build Smartsheet Solutions That Scale

Ready to drive faster adoption, higher ROI, and enterprise-grade stability?

Schedule a quick 30-minute demo and see how Huddle can transform your Smartsheet solutions into scalable business applications.

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