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A complete Smartsheet expert. Building solutions that scale. 

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A custom-developed Smartsheet solution that can help your organization eliminate information silos, deliver unmatched visibility into progress towards your goals, and so much more.

An Automated Project Management Suite

Project Intake

Uniform request forms, approval flows, and project intake to kick off the process.

Project Templates

Preset project templates that simplify the project creation stage with one click.

Dashboards & Reporting

Summarized project data rolled-up into reports and dashboards for easy insight.


A forgotten element—keep a clean project environment for improved focus.

About Me.

For my entire life, I have always had a passion for getting things done in the most efficient way possible. Removing the menial, robotic work from our day-to-day lives allows us to focus on the things that take our dreams and lives further. Since discovering what can be achieved with Smartsheet, I have focused my work to help businesses unlock significant efficiency gains through enhanced collaboration with workflow automation, increased visibility, and transparency to ensure effort is expanded on the right priorities. 

As a lifelong learner, academic, and project manager by trade, I combine my leadership skills and knowledge on delivering complex change at a global level through leveraging technology to free up people to focus on value-add activities. 


2022 - 2024

Trident University


Doctor of Business Adminstration

Professional doctorate degree with research focused on exploring the use of project management tools & techniques within the marketing and advertising industry.  

Herzing, I. (2024, January 17). An Examination of Project Management Tools and Techniques (PMTT) in Digital Marketing Projects: A Case Study of The Office of Experience (OX) [Symposium presentation]. AIUS Virtual Research Symposium. Online.

2020 - 2021



Master of Business Administration - Project Management

Graduate business degree focused on project management theory and application. The MBA curriculum built deep knowledge in leadership, planning, business strategy, organizational behavior, and people operations for running small and large businesses.

2015 - 2019

Saint Vincent College

Bachelors in Communication

Focused on theories about human communication processes and problems within interpersonal relationships, organizations, groups and teams, and public and political interactions.  Produced an award-winning documentary as the capstone project.



Smartsheet Core Product Certified

Validates the ability to build and configure collaborative work environments, write formulas, build forms, create reports, and deploy dashboards in Smartsheet.

Certified Scrum Master

Proves a fundamental knowledge of Scrum values, Agile project management and Scrum's application in development teams. 

Smartsheet Project Management Certified

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The Smartsheet Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s life cycle. 

Certified Scrum Product Owner

Demonstrates the understanding how product owners work with developments to maximize the value of iterative product development.

Certified SAFe® 5 Scrum Master

Certified understanding of the Scrum Master role and responsibilities within the Scale Agile Framework leading teams to succeed with Agile and Scrum principles.


Resource Management Certified Professional

Certification demonstrates proficiency in RM theory and application, and a commitment to professional development and a career in RM. 


Project Management Professional

Project Management Professional (PMP)® certification represents an elite group of project managers. Proves project leadership expertise in any way of working.

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Certified OKR Professional

For successfully completing the basic OKR professional (COKRP) certification class - fundamentals of using OKRS

Check out our Youtube channel for custom tutorials on all of Smartsheet's products.

Additional Technology Expertise


Dan Peterson, Ph. D.

President, Online Division

"The solution Ian was able to build helps kick off the key questions that keep our projects on track. The visibility and ease-of-use with the environment has cut down on our meetings, removed previous menial Excel updates, and increased our overall accountability."

Kathyrn Morrison

Engineering Directorate Operations Officer

"Managing a team of over 300+ engineers across multiple different projects was difficult without a clean resource management plan. Ian introduced and built a custom workflow for Smartsheet & Resource Management to help make our lives easier.  

Aston Natt

Project Lead

"I needed a true Smartsheet expert to help transfer my project templates and modify them with automations and alerts. Ian was that guy. He went above and beyond expectations to create a project dashboard that pulls in all the necessary data I need to see as a project lead."

Nigel Longworth


"We came to Ian seeking a solution that would help us be better people planners. Our Resource Management process was cluttered and our data was innacurrate. Ian introduced us to Smartsheet and their Resource Management tool which revolutionized the way we planned projects."
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