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Process & Workflow Optimization

Process Optimization

  • Assess current systems and map current processes including identifying Key Processes

  • Analyze data, determine cost/benefit analysis, and provide recommendations for Process alterations.

  • Design new systemic processes, workflow automation/integration, executive and operational documentation.

  • New system review, testing, finalization, and approval.

  • New system integration and training for end users.


Workflow Management

Asana is a task-based workflow management software. Asana has revolutionized office operations and helps assure tasks do not fall through the cracks. When utilized well, Asana can save the worker 1-2 hours every work day.


Being an Asana Pro Vendor and Trainer allows access to all facets of the software. From basic to full integration, set-up and training are as follows:

  • Initial consult to determine needs & goals

  • Discuss levels of integration for Client Company based upon needs & goals

  • Client Company Asana structure custom built to owner needs & specifications 

  • Review consult with Client Company where edits & redirection can be made 

  • Additional edits or changes can be completed (may be subject to additional charges)

  • Client Company staff Asana training will be provided to help familiarize staff with Asana procedures

  • Follow up consult calls each month to provide additional support or tips (some support may be subject to additional charge)

  • Peripheral Software Integration with Asana (i.e., G-Suites, Office 365, Pipedrive, Sales Force)

  • Monthly Support Emails highlighting tips, tricks, and pending updates to Asana's platform and impacts on other essential software

  • Additional structure adjustments, support, and training, as needed (may be subject to additional charges)

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