Workflow Optimization

Unlock the full potential of your team's productivity with our Workflow Optimization service. Through a collaborative discovery process, we help you streamline and enhance your Asana workflows, whether you're setting up a new instance or refining existing processes.

WHAT TO EXPECT

Transform Your Team's Efficiency with Workflow Optimization

Our Workflow Optimization service is designed for customers looking to enhance team collaboration and streamline their Asana workflows. Whether you're setting up a new Asana instance or refining existing processes, we provide a comprehensive solution to improve how your team works together.

We aim to:

Eliminate Pain Points: Address and resolve inefficiencies within your current workflows.
Remove Silos: Foster better communication and collaboration across teams.
Empower Your Team: Equip your team with the tools and processes they need to work more effectively.
Create a Cohesive System: Develop a unified, efficient system that supports your team's goals and objectives.

We work closely with you to understand your current workflows, identify pain points, and define the ideal future state.
We map and build out complete project workflows tailored to your team's needs.
Implementing necessary automations, templates, and integrations to streamline your workstreams.
Customizing project templates to fit your specific requirements and enhance efficiency.
Your optimized processes are put through a rigorous testing process to ensure proper setup. We then empower your team to go through detailed user acceptance testing (UAT) before receiving approval.
To ensure maximum adoption, we provide updated Standard Operating Procedures (SOPs) and dedicated workflow onboarding sessions. These resources are designed to seamlessly integrate your entire team into the new processes, ensuring everyone is aligned and empowered to work efficiently.

Talk To Us About Our Services

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WORKFLOW OPTIMIZATION

Redefine how your work is managed.

You can't fix what you don't understand. We work with you to map out and create the most optimal future statue solutions to allow your team to align around a central way of working.

Asana Audits

Crafted to empower your team by pinpointing exactly how to harness Asana's full capabilities across all departments.

We identify improvement areas, benchmark against best practices, and provide a comprehensive audit report.

Additionally, we offer a custom improvement plan for one workflow, uncovering hidden inefficiencies and providing insights with a clear path forward.

Data Migration

Our data migration services focus on skilled data management to ensure a seamless transition from one system to another.

We prioritize the integrity and security of your data by using advanced security measures and strategic methodologies to protect your information throughout the migration process.

This approach maintains the accuracy and consistency of your data. It significantly reduces the need for manual data entry and facilitates a smooth and efficient upgrade to your new system with minimal disruption.

Custom API & App Integration

Designed to transform your technology infrastructure and enable seamless communication between your essential applications. By integrating your apps, we speed up your workflows and eliminate the need for constant tool-switching - a common productivity killer in many businesses.

Custom App integration tailored to your specific business needs.
API work for deep, seamless integration between Asana and other business systems.

Standard Operating
Procedures (SOPs)

Our Standard Operating Procedures (SOPs) service ensures your new and existing processes are meticulously documented and maintained.

We create and improve documentation standards, collect video process documentation, and provide blueprints for recording key business processes. Our team trains you on developing SOPs, revises and consolidates existing documentation, and implements change management processes.

We also formalize a company knowledge repository, making it simple and easy to use.

TECHNOLOGY PLATFORMS

Our Process

Our Workflow Optimization service is designed to enhance your team's collaboration and streamline your Asana workflows. Here's a detailed look at our comprehensive process:

Team Discovery Meetings:
- Objective: Understand your current workflows and identify areas for improvement.
- Process: Conduct working sessions with your team to gather insights on existing processes and pain points.
- Outcome: Develop a clear understanding of your team's needs and define the ideal future state of your workflows.
Workflow Design:
- Objective: Build out customized workflows tailored to your team's specific requirements.
- Process: Our Solution Engineer will design workflows based on the insights gathered during the discovery phase.
- Outcome: Create efficient, streamlined workflows that address your team's unique challenges.
Workflow Implementation:
- Objective: Implement the newly designed workflows and ensure they integrate seamlessly with your existing processes.
- Process: Our Solution Engineer will present the new workflows to your team, allowing for review, testing, and feedback.
- Outcome: Finalize and deploy workflows that enhance productivity and collaboration.
Rollout and Support:
- Objective: Ensure smooth adoption and continuous support for the new workflows.
- Process:
  - Roll out the new workflows to your team.
  - Provide detailed Standard Operating Procedures (SOPs) to guide your team through the new processes.
  - Conduct dedicated workflow onboarding sessions to train your team and ensure everyone is aligned.
- Outcome: A cohesive, efficient system that empowers your team to work effectively and confidently.

A team of people working on a project and looking at a computer by Jason Goodman

CASE STUDIES

Learn about how we've helped teams like yours implement lasting change.

Read our latest case study to understand how we can help improve your team's project visibility and efficiency while providing clarity around who is doing what and by when.

See Our Case Studies

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