Asana Consulting Services

Discover goals, address pain points, set objectives, and form a champion team for Asana adoption in your company’s future. During this session, we will:

• Define how Asana can help you achieve your business goals.
• Explore future possibilities that Asana can unlock.
• Identify pain points that motivated your interest in Asana.
• Set clear goals and metrics for success, and form a champion team to advocate for Asana within your organization.

Gain a comprehensive understanding of Asana’s capabilities to equip your team with the knowledge to leverage Asana effectively. During this session, we will:

• Walk you through the Asana’s Data Hierarchy (Organization, Teams, Projects, Tasks)
• Explore Personal Workspace (Home, Tasks, Inbox, Messages, My Settings) as well as Teams and Projects features (Member Roles, Rules, Forms, Templates).
• Learn about Dashboards, Reporting, and Advanced Search for data-driven decision-making.
• Discover examples of how Asana integrates with other tools relevant to your workflow.
• (Optional) Explore Business Plan Features (Portfolios, Goals, and Workflow Builder).
• Address any questions you might have!

Master how to create and coordinate projects with our Design Session, which focuses on reviewing your existing processes and designing them effectively in Asana. During this session, we will:

• Review your current project management practices.
• Design a customized project framework in Asana that aligns with your goals.

Note: The presence of an employee responsible for the project is essential, as they will create the project in Asana.

The kick-off session marks the beginning of your journey towards leveraging Asana’s AI functionalities to optimize your work management processes. By the end of this session, you’ll have a clear understanding of how Asana AI can empower your team. We’ll identify the most impactful use cases for AI in your organization and craft a customized plan to integrate Asana AI seamlessly into your workflow.

Phase 1: Configuring Asana AI for Your Organization: Our team will work with you to configure Asana AI features based on the plan outlined in the kick-off session. This may involve customizing Smart Goal settings, establishing workflows for automation.

Phase 2: Going Live with Asana AI: Our team will be present to ensure a smooth launch of Asana AI within your organization. We’ll address any initial questions or challenges your team faces as they begin using the new functionalities. Note: The specific number of sessions may vary depending on the complexity of your Asana AI implementation plan.

The training program is designed to be complementary to the Asana AI implementation process, ensuring your team is well-equipped to utilize the features. Through interactive exercises and real-world scenarios, participants will gain practical experience using Asana AI features. This may involve:

• Setting Smart goals with AI guidance, including utilizing suggestions for specificity, measurability, and achievability.
• Exploring automation capabilities and creating workflows that leverage AI for repetitive tasks.
• Interpreting AI-powered insights from project data to identify potential roadblocks and optimize resource allocation.

The last step of the Asana AI adoption, Impact Review session, is designed to assess the effectiveness of your Asana AI implementation and explore opportunities for further optimization. Our team will delve into the impact of Asana AI on your workflows, focusing on areas like:

• User adoption and overall team satisfaction with the AI features.
• Improved efficiency and time savings achieved through automation.
• The effectiveness of AI-powered insights in identifying issues and supporting.