Breakout Session

How Caravel assigns the right people to the right projects at the right time

Tuesday, Oct 8 | 4:00PM - 5:00PM

Details

Discover how Caravel uses Smartsheet to optimize project assignments, enhance team efficiency, and deliver superior work for its clients. Learn how initial project questions led to addressing team assignments, navigating challenges from limited work visibility, and meeting their targeted metrics and goals. Explore the features and workflows that addressed their needs, and gain key takeaways and best practices from Caravel's experience.

Content Track

Managing work and teams

User Level

Intermediate

Speakers

Adam Lang

Product Marketing Manager

Adam Lang is a product marketer at Smartsheet, specializing in Resource Management. He excels at creating engaging content and launching features that excite users and make their lives easier. A fan of golf, soccer (Go Sounders), the SmartLess podcast, and dad jokes: "How does a penguin build its house? Igloos it together," Adam enjoys a balanced life with his wife, young kids, and their Wheaten Terrier in Seattle.

Chad Thompson

Sr. Director, Product Management

Chad joined Smartsheet in 2024 and brings over 25 years of product experience from companies like Amazon, Adobe, HP, and Logitech. Currently he is a Senior Director of Product Management for Smartsheet's Resource Management business focused on helping customers make sure the right people are working on the right projects at the right time.

Evan Jackson

Senior Director PMO

Evan Jackson holds a BA in Economics and Financial Management, a Project Management Certificate, and is a 5X NetSuite Certified Consultant. With extensive expertise in project management and ERP implementations, particularly with NetSuite, Evan leverages his strong consulting background and deep understanding of project management principles in his role as Lead of the PMO Practice at Caravel. Evan began his career at Oracle, advancing through roles in consulting, project management, and customer success for strategic accounts, where he developed a comprehensive understanding of ERP solutions and client engagement. He has since honed his leadership skills, managing cross-functional teams and implementing effective change management strategies. At Caravel, Evan is focused on optimizing assets and delivery strategies, enhancing implementation methodologies, and driving continuous improvement. He has successfully led projects across diverse industries, including Financial Services, Retail, Non-Profit, Manufacturing, Software, and Services.

Tai Valenzuela

Managing Director, Delivery & Operations

Tai Valenzuela, Managing Director of Delivery & Operations, brings over 20 years of experience in operations and process enhancement. With a proven track record in crafting highly successful strategic programs, Tai has extensive expertise in business strategy, finops, marketing, brand management, and demand generation. She is skilled in establishing and optimizing operations to achieve peak performance. A passionate leader, Tai is dedicated to building productive and efficient teams while nurturing the next generation of successful leaders.