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Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

List of Smartsheet Forms and Intake Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Maritz Holdings Inc. Professional Services 4500 $1.5B United States SmartSheet Smartsheet Forms and Intake Collaboration 2020 n/a
In 2020, Maritz Holdings Inc. deployed Smartsheet Forms and Intake within a Collaboration program to centralize client requests and standardize event project intake. The initial deployment targeted client support intake workflows and provided a single channel for requesting event planning and operational services. The implementation expanded from forms into reusable templates, dedicated workspaces, and Smartsheet Control Center to orchestrate event projects and program-level governance. Smartsheet Forms and Intake was configured to feed templates and project workspaces, and dashboards were used to surface intake status, project milestones, and staffing needs, aligning intake with project orchestration capabilities. This North America professional services use case focused on client intake and project operations, with operational coverage across event teams and client services functions. The solution improved visibility for account teams and project managers, and it supported staffing forecast workflows by tracking incoming demand and ongoing project assignments. Rollout began with a client-facing intake form and was scaled to include templates, workspaces, and Control Center to manage event projects and onboarding processes. The program cut project preparation and onboarding times significantly, while formalizing intake governance and standard operating workflows to improve operational efficiency and client visibility.
Norwegian Cruise Line Holdings Transportation 41000 $8.5B United States SmartSheet Smartsheet Forms and Intake Collaboration 2021 n/a
In 2021, Norwegian Cruise Line Holdings implemented Smartsheet Forms and Intake. The deployment used Smartsheet Forms and Intake as a Collaboration application to automate technology demand intake across its North America travel and hospitality IT PMO. The initiative centralized incoming requests and provided a single intake conduit for planned onboard technology work. Functionally the implementation centered on form based intake, automated routing to the IT PMO, and configuration of workflow automation to standardize triage and prioritization. Smartsheet Forms and Intake was used as the foundation of a scaled PMO toolkit, linking request records to Control Center and feeding consolidated reporting into Power BI. The integrations enabled orchestration of project intake, portfolio visibility, and dashboard level reporting for program and stakeholder review. Governance changes included centralized intake ownership by the IT PMO and standardized request handling processes to improve cross team visibility and expedite approvals. Reported outcomes include improved governance and faster time to market for onboard technology, supported by the Control Center and Power BI reporting pipeline. The implementation emphasizes Collaboration category capabilities such as workflow automation, intake orchestration, and enterprise reporting for PMO driven technology delivery.
Salt Lake City Government 2600 $326M United States SmartSheet Smartsheet Forms and Intake Collaboration 2022 n/a
In 2022, Salt Lake City implemented Smartsheet Forms and Intake to support its Homeless Engagement and Response Team. The deployment uses Smartsheet Forms and Intake within the Collaboration category to capture community reports, automate notifications, and coordinate cleanup and shelter referrals. Implementation focused on Smartsheet forms, intake routing, reports, and dashboards. Forms and intake capture incoming community reports, reports provide operational visibility, and dashboards aggregate status for partners and city coordinators, creating a single intake-to-assignment workflow for public services case routing. Operational coverage centers on community engagement and public services, with the Homeless Engagement and Response Team routing incoming requests to appropriate partner agencies and service providers. Automated notifications and report-driven routing were configured to push assignments and status updates to partner contacts, enabling coordinated cleanup actions and shelter referral workflows. The rollout established intake governance and workflow orchestration, formalizing how community reports are triaged and routed to external partners. Salt Lake City reports that the Smartsheet Forms and Intake implementation reduced response time by half and saved roughly 450 hours annually, reflecting the stated operational outcomes.
The University of Adelaide Education 4115 $710M Australia SmartSheet Smartsheet Forms and Intake Collaboration 2021 n/a
In 2021, the University of Adelaide implemented Smartsheet Forms and Intake within the Collaboration category to centralize and document foreign engagement compliance across the institution. The deployment targeted research operations and security functions, including the Defence and Security Institute, to collect due diligence information and record delegated authority decisions for all foreign engagements. The implementation uses Smartsheet Forms and Intake with dynamic forms that adjust questions based on response type, enabling drag and drop evidence collection across 15 activity types. The solution incorporates Data Shuttle and DataTable for continuous data syncing, mapping Human Resources position IDs to staff IDs and email addresses to support automated notifications and assignment logic. Dynamic View and configured dashboards provide role-specific reporting and controlled visibility for professional staff, line managers, and executives. Operational workflows route submissions through a triage layer that identifies the appropriate delegated authority for assessment, while automated email notifications and sequential approvals notify stakeholders and drive task completion. The system maintains a single source of truth for foreign activities, leveraging real-time updates from Data Shuttle and DataTable to reflect organizational changes and maintain accurate responsibility assignments. Smartsheet Forms and Intake is the central intake point for activity proponents to submit descriptions and attached materials, and it orchestrates downstream compliance checks. Governance was formalized through the Foreign Engagement Compliance Review System, which enforces tailored access rights, encryption, and auditability for each record to meet stringent national security legislation. Role-based Dynamic View access and customized dashboards enable separation of duties, documented decision trails, and institution-wide visibility for executives without exposing unnecessary detail to operational users. The configuration reduces reliance on email, SharePoint files, and large spreadsheets by automating repetitive tasks and standardizing review workflows. The University reports improved clarity, time savings, and enhanced security as explicit outcomes of the Smartsheet Forms and Intake deployment, noting elimination of manual repetitive tasks and stronger real-time collaboration. Smartsheet Forms and Intake continues to serve as the university wide compliance intake, monitoring, and reporting layer for foreign engagement activities within the Collaboration category.
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FAQ - APPS RUN THE WORLD Smartsheet Forms and Intake Coverage

Smartsheet Forms and Intake is a Collaboration solution from SmartSheet.

Companies worldwide use Smartsheet Forms and Intake, from small firms to large enterprises across 21+ industries.

Organizations such as Norwegian Cruise Line Holdings, Maritz Holdings Inc., The University of Adelaide and Salt Lake City are recorded users of Smartsheet Forms and Intake for Collaboration.

Companies using Smartsheet Forms and Intake are most concentrated in Transportation, Professional Services and Education, with adoption spanning over 21 industries.

Companies using Smartsheet Forms and Intake are most concentrated in United States and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Smartsheet Forms and Intake across Americas, EMEA, and APAC.

Companies using Smartsheet Forms and Intake range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 75%, and global enterprises with 10,000+ employees - 25%.

Customers of Smartsheet Forms and Intake include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Smartsheet Forms and Intake customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Collaboration.