Customer Realizes the Power of SmartDraw

We were fortunate to have the unique opportunity to sit down with Kristy Heglie to learn more about her SmartDraw experience.  Here’s what she had to say.

What is your role?

I’m a credentialing administrator. I interface between doctors, insurance plans performing initial and on-going credentialing and privileging tasks for a team of 30 doctors.  Part of my role is to analyze and re-design processes to improve accuracy and increase efficiency.

How did you hear about SmartDraw?

I ran across it by accident. I was looking for a low-cost way to create Flowcharts.  I went online and downloaded it.  Within an hour I literally had, in my hand, the Flowchart that I wanted.  I was just blown away because it looked great.

Tell us about your first experience with SmartDraw.

I’m a long time user of different visual software tools like MS Project and PowerPoint. They can be quite involved to learn unless you use it on a regular basis.   I was expecting SmartDraw would take as much time to learn.  My first experience with SmartDraw was just so much fun.  It was so fast, so good. It’s one of those tools that make you look like a pro very quickly.

What convinced you to purchase?

I tried the free download.  After the first hour, I was ready to purchase it.  I could immediately see lots of different ways to use it for myself as well as quite a number of other folks in our company.  I immediately called up the President of my company and I just rant and raved about the software.  He said, “Yeah all right.  The price is right, go ahead.”  I told him, “You’ve got to hop onto their one hour training.  You might be able to use this for some of the project planning that you’ve been doing.”  Sure enough, he bought a copy.  Now, we have several copies in the company and I suspect we’ll have a lot more.

What are you working on?

I’m using SmartDraw for quite a number of things.  The most prominent project is to create an operations procedural manual.  This is a huge task requiring additional resources and months of planning.  I had only about 3 weeks to do it.


Fortunately, the templates found in SmartDraw are so well done that they force you to think through the entire project.  It really clarified for me what to include and how to put it together in a way that really made sense.  The myriad of templates that are very well done.  Give you a great start.

This is a diagram of the Forms Category. Categories are composed of Sub-Categories. Each Sub-Category contains a series of sample templates to inspire as well as we enable end users to get started quickly and easily.


The format we’re using is a flowchart with written instructions behind that.  Flowcharting has been eye opening for all of us. It’s a bit more complex than we thought.

flowchart sample
A Flowchart is a visual representation of the sequence of steps and decisions needed to perform a process. Each step in the sequence is noted within a diagram shape. Steps are linked by connecting lines and directional arrows. This allows anyone to view the flowchart and logically follow the process from beginning to end.


The feature I’m especially using a lot of is the Mind Map template. I never heard of them before SmartDraw.  With Mind Maps you can do a brain dump and get everything out.  Then organize it very quickly and easily with the software.

A Mind Map is a diagram that is ideal for brainstorming, planning, information gathering, data presentation, and many other uses.


There’s another thing I really enjoy about this software – the ability to move your visuals and graphics around. A lot of other software packages are not really friendly about.  SmartDraw is fantastic.  The ability to create a Mind Map and then with one-click put that into a Gantt Chart saves me hours and hours.

project sample
The Project Planning diagram template enables you to view the project using four distinct views: Assignment, Mind Map, Project Chart, and Timeline. The Views can be selected using the SmartPanel or just below the Work Area. As you modify a View, the others Views dynamically update saving you time and energy.

What do you like most about the program?

There are a number of things.  The ease of use.  You pick it up really fast.  The ability to modify things you already have.  It’s really, really outstanding compared to most everything else I’ve worked with.  Once you get into it, you realize how much power is at your fingertips.  For practically nothing price wise, practically no investment time wise to learn the program.  I really do hope the word gets out even though it makes me look really good.  I like the fact that only I know about it right now.

Would you recommend SmartDraw?

This works the way I always wished software would work.  It’s very intuitive and it’s just awesome.