A better system. Not another workaround.
01 Find the friction
Map what happens now, what gets stuck, and what better looks like.
02 Build with purpose
Create and refine a Smartsheet solution around your real workflows. Don't reinvent the wheel, renovate it.
03 Make it yours
Clear documentation and customized resources so your team can take the wheel.
First Things First
As we grow, our processes grow. They become more complex. Unintended consequences such as duplicative steps & unhelpful data can rear their ugly heads. These aren't mistakes, they are growing pains. At regular intervals we should evaluate our workflows & streamline where possible.
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These create drag on your most efficient processes:
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Tracking down approvals
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Waiting on email responses
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Managing update requests
Get your time back.
Smartsheet automations put urgent approvals
infront of busy teamleads.
Manage update requests with automated reminders.
Slow Cook Your Processes
[set them & forget them]
I was not a happy camper en route to my
first camping trip. But the offer to travel anywhere
during the pandemic was too good to turn down.
I'm forever grateful for those scary times.
I broke up with my comfort zone & fell madly
in love with paddling.
This new taste for adventure carried over into my work life. I loved my job, but I wasn’t fully leveraging my professional superpower - finding noisy friction in business operations, & quietly making it disappear.
After a healthy dose of introspection,
I left my professional comfort zone as well
& started a new journey. My mission is to find the
folks saying, 'there's got to be a better way',
& help them find it.
Your business should work for you,
not the other way around.
Let us help with that.
[About Me]
Sometimes our toughest moments
open the widest doors.
[About Paddle]
Paddling is a near-perfect metaphor
for starting down any new path.
You can carefully prepare, but there are always unexpected elements.
When the wind is at your back, progress comes easy.
But headwinds turn strokes into struggles,
& the destination feels farther & farther away.
This is where the journey is defined.
Not by the obstacles you encounter,
but by how you respond.
Stopping is not an option.
Dig deep, pivot & keep paddling.
My goal is simple.
Help businesses face operational challenges head-on, adapt to changing conditions, & find a smarter way forward.
Work smart. Smart work.
What we do.
Study your processes
in detail
This 'discovery' phase can be done in person or virtually. Whichever environment your team prefers. The goal is to gain a thorough understanding of the current process.
Deploy the solution &
train the end users
Training plays a crucial role in determining the effectiveness of the proposed solution. Smartsheet's intuitive & user friendly interface is ideal for making short work of the learning curve.
Find opportunities for improved efficiency
What are your teams pain points throughout a process?
What slows them down?
What creates drag?
Results are monitored & adjusted until expectations are 100% met
When things are up and running, we work hard to ensure that all objectives have been met. We want the team to be enthusiastic rather than satisfied.
Build a customized Smartsheet solution based on findings
Input & direction from the team is directly translated into a scalable, customized, Smartsheet based solution.
Provide ongoing maintenance & support as needed
Paddle provides flexible maintenance framework for ongoing and/or future support as needed.
Solutions.
While Paddle specializes in the solutions below, each can be highly
customized to adapt to any industry or business.
Flexibility & scalability set Smartsheet apart from the crowd.
Banking Operations
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Centralized Account Opening
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Wire requests/approval processing
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Supply order tracking
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Teller audit management
Trustee/Fiduciary Services
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Discretionary distributions approvals & processing
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Trust Committee meeting management
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Tax payments & filing tracking
New Hire Onboarding
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Provisioning of system access
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Orientation scheduling/management
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Interview tracking
Facilities Management
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Maintenance request ticket mgmt
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Service agmt change requests
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Scheduled real estate inspection tracking
Compliance
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Monthly compliance reviews
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Internal/External audit management
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Asset based lending tracking
Marketing
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Collaborative proofing of assets
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Integration with Brandfolder
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Event registration & tracking
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Campaign planning
Client Stories
Hear from the people who've paddled with us.
TTS partnered with Paddle to assist with streamlining our project management set up. Shelley migrated our existing data to Smartsheet and built automations that put our information to work for us.
Custom dashboards give leadership, sales, & ops teams real-time visibility into revenue performance, seasonal trends, sales pipelines & at risk inventory.
A revamp of our invoicing/commissions process greatly reduced manual input, saving us meaningful time & money. Paddle's commitment to delivering on process improvement has made a tangible impact on our day to day operations.
Melissa Skolaski
Projects & Office Manager
We needed help organizing and tracking our vendor COI documents thorughout the year. The Smartsheet workflows that Paddle built have completely automated the prep work and eliminated the annual bottleneck at audit time.
Our new system that tracks and
manages contract renewals gives me confidence that we are reducing the risk of missing valuable annual fee increases.
The time I'm reclaiming from the drag of these administrative tasks, lets me to focus on maintaining the exceptional standards of service that our clients rely on.
Jason Clotfelter
Managing Director
Partnering with Paddle has been instrumental in the growth of Sales Ranch.
As a start-up, data integrity is of the utmost importance for sustainable growth.
Paddle’s knowledge of HubSpot data management allowed us to implement workflows that ensure clean, reliable data in our CRM & Marketing platforms.
With accurate data at our fingertips, we can scale faster with lead generation, a strong content marketing strategy and valuable analytics that drive revenue for us & our clients.
John Walker
Founder & Partner, CEO
The case management Smartsheet solutions that Paddle customized for our team have become integral parts of our day to day.
This application, along with their knowledge base has been a game changer in terms of organization, team collaboration
and effectively capturing
meaningful data.
Oscar Price
Principal
We engaged Paddle to assist with improvements to our tour prep and the outcome has been fantastic. Shelley didn't just build what we asked for—she identified gaps and improved them on her own, bringing solutions to the table before we knew we needed them.
Our Daily Drive PDFs were transformed into fully automated communications. Now our guests receive consistent, beautifully formatted email briefs before each drive, allowing me to focus on delivering an unforgettable experience.
We're looking forward to planning our Spring 2027 tours!
Dirk Dominick
Founder
As a designer and small business owner,
Paddle is an irreplaceable partner to me.
I engaged Paddle to help me streamline my workflows & prioritize my daily tasks. The efficiency they bring to my operations
saves me time & boosts productivity.
I am now able to stay organized & focused on each individual client, allowing me to deliver a service that exceeds expectations
Sara Walker
Founder
