Services

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more about how our team can help you. So,
What brings you here today?

If you're struggling with inefficient processes, burnout, missed requests, and lack of visibility into your team's work, we can help streamline your operations and improve your team's productivity.

Our solutions are designed to help you optimize your workflows, reduce burnout, and gain visibility into your work so you can stay on top of requests and ensure everyone is working efficiently.

Process Optimization

Where Can we help you improve?

  • No problem. We’re experts when it comes to efficiency. Whether through automation or removing redundant processes, we’ll work with you to streamline how your team works.

  • Our first step is to identify what your processes look like at this point in time. From there we work to brainstorm and sandbox new solutions so that you operations can scale as you do.

  • We believe that things don’t have to be crazy at work. If your team is stressed and working overtime, something is broken. We’ll do the heavy lifting to see what steps in the process can be optimized.

  • What you need is to create a central hub for all of your project intake and requests. Not only that, but your team will now understand that all requests must follow a specific process in order to be handled.

  • Creating visibility into your team’s work is crucial to the success of your campaigns and projects. We help create that visibility through reporting and dashboards so that all stakeholders are kept up to date on the latest project metrics and updates.

Asana Setup & Training

Whether you're new to Asana and need training or you're upgrading to Business and need help setting up goals, portfolios, and reporting, our team of experts can provide the support you need.

We can also help train new hires and provide relief for power users who don't have the capacity to train the rest of your team.

improve your Asana usage & knowledge.

  • Whether you’re switching from Monday, ClickUp, or Trello, we do all the heavy lifting to make sure that your new Asana instance is setup for success.

  • You’ve likely either figured out some workarounds to get Asana to do what you want, or you’ve realized that you need added features to bring your Asana instance to the level of your company operations.

    We’ll help you transition between Asana plan tiers and train you to use your new or Business Enterprise features including Goals, Portfolios, Workload, added Rules functionality, and Universal Reporting

  • We’ve got you covered.

    Our Asana Training is designed to be delivered over the course of 30 days.

    That way, you can practice as you learn from our instruction as you use the tool during your day-to-day.

  • Check out our monthly support options. That way, when you have new team members join, we will bring them through our Asana BootCamp to make sure that they are fully up to speed.

  • When it comes to the adoption of a tool, some take to it faster than others. Whether you want to take a “train the trainer” approach or you want us to support your Asana champions, we’re ready to jump in and support your team.

Monthly Asana Support

If you need ongoing support and training for your team, we can provide customized solutions to meet your needs.

Our team can check in with your team to ensure everyone is working efficiently, provide training for new team members, answer questions and provide support on a regular basis, and help resolve any issues that may arise.

Ongoing support for your team

  • Think of us as your Fractional CAO (Chief Asana Officer.) As required, we’ll make ourselves available to jump into your Asana to troubleshoot your Asana projects and workflows.

  • No problem! As your new team members join, we’ll take them through how to use Asana and train them to understand and follow your Asana conventions and standards.

  • Absolutely. We will provide your team with weekly office hours so that they can jump in and ask their questions or brainstorm how to approach their Asana use cases.

    We’re happy to setup a regular meeting occurrence so we remain on the same page.

  • No problem. As a monthly subscriber, you gain access to our support ticketing system. If something breaks or occurs that you can’t solve yourself, let us know, and we’ll jump in to troubleshoot.

  • Our goal is to provide ongoing support as new Asana features roll out and your processes evolve.

    Whether you need help updating those processes or understanding how changes to Asana now impact your team, we’re there to keep you informed and your Asana up to date.

We help your team think for themselves.

Optimize Asana

If you're unsure whether you're using Asana to its full potential or you feel like you're barely scratching the surface, we can provide expert guidance and support to help you maximize your use of Asana.

We can also help standardize your team's use of Asana, ensuring consistency and providing training for new team members.

Protect your asana investment.

  • We hear this all the time, and it’s true. Asana is a big empty box and even when you know exactly what you want, there is likely a better way to approach it.

    We’ll audit your Asana to seek out opportunities to improve how you use the tool.

  • Let us take a look under the hood. During our 14-day Asana audit, we perform an end-to-end evaluation to see where there are opportunities to better utilize Asana.

  • When you’re just getting started, Asana can feel intimidating. The “Getting Started” tutorials are great for getting you set up, but there is so much more to be discovered.

    We’ll work with you to understand how you’re using Asana now and what your goals are for Asana. From there, we’ll create a plan to improve your Asana usage now and into the future.

  • There’s no wrong way to use Asana, but there are best practices, and that’s why we want to teach you our Asana best practices so you and your team can be aligned around the best ways to use Asana.

  • No problem. When new team members join, there are certain standards you want them to adhere to. We’ll help you to create your Asana standards and conventions so that your team remains aligned as your team changes.

Documentation & Integration

If you're struggling with scattered processes that no one ever looks at, lack of time to document your processes, or difficulty integrating Asana with other tools, we can help.

Our team of experts can provide solutions to automate complex processes, integrate Asana with other tools, and help your company document and implement Standard Operating Procedures (SOPs).

Improve the Transfer & flow of information.

  • File storage tools like Drive, DropBox, and OneDrive a great for exactly that. File storage. But when it comes to keeping your documentation updated to date and accessible, there are better solutions. Let’s find the best one for you.

  • Let our team help. Our process makes it simple for you and your team to describe to us what the process looks like, and we take it from there, documenting all the steps along the way.

  • Asana connects with hundreds of the most well-known tools available today. Let us know what tools you’re using, and we’ll create a plan to streamline your collaboration and communication across all of your favourite apps.

  • Sometimes the native automations within Asana don’t deliver everything we need.

    Whether it’s a complex API integration, a custom-coded solution, or a string of Zapier triggers and actions, there is rarely a solution that can’t be provided.

  • SOPs are the lifeblood of any organization. I’m also a firm believer that in order to scale any operation, you need to align your team around a shared understanding.

    We will create a central source of truth for all your documentation accessible to your entire team.

Liz Hepburn - Head of Learning Products - AIHR

“We're much more equipped to continue developing, iterating, and refining processes to be more effective and efficient as we scale.”

We can help if...

✅ You want to remove the silos within your teams and departments and get everyone on the same page.

✅ You’re losing money and putting strain on your resources.

✅ You need to align your teams around who is doing what and by when.

✅ You want to Improve the way you and your team use Asana.

✅ You need detailed reporting dashboards that Highlight all of your KPIs.

✅ You want to Improve your processes, streamlining everything from onboarding to work requests.