🥳 TGIF: How Asana has contributed to your team's success

English Forum Ask the Community
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Happy Friday everyone :wave:t4: We hope you all had a great week!

We know that many of you and your teams rely on Asana to orchestrate your work, so this week we’d love to learn how Asana has helped to make your team successful. Have you developed any new workflow or process with Asana that helped you reach your goals faster?

In our team for example, we regularly work on product announcements that we then publish in the Forum. Sometimes we need to publish several announcements in the same week, so to help us manage these, we have created a template to standardize our process and timeline for each product update. This template centralizes all pieces of information needed for each announcement in one place so we’re sure nothing falls through the cracks. This workflow has really helped us to improve alignment with all stakeholders involved in product launches (product managers, product marketing managers, translators, Community manager, etc.) allowing us to successfully announce major launches and updates in 6 languages on time. We would be absolutely lost without this template and I can safely say it has definitely contributed to our team’s success. :grinning:

And now we hand it over to you! Tell us how Asana has helped you and your team be successful. What workflow and process build in Asana have allowed you to make great things together?

We look forward to learning from your experiences and celebrating your teams! :tada:

And if you haven’t yet, check out Customers: Who Uses Asana? • Asana to learn how some of our customers have done extraordinary things with Asana!

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A couple things here…

We are looking to expand one of our divisions and through this growth model we are driving :100:% of it through Asana.

  • A complete Offer Matrix (List Grid Project) shows the status of each offer and any handy internal/external collateral available
  • We leverage Asana Forms (sidebar: would LOVE LOVE LOVE :love_you_gesture: to have multiple forms per project or dynamic forms to simplify/streamline) to generate an opportunity listing then apply customized templates, via CSV import, that configures the actions (from qualification thru warranty) to take for each unique opportunity
  • Pull all these projects into a Portfolio to measure not only Workload via effort defined in the aforementioned templates, but also track the sales pipeline using custom fields like probability, offer type, region, order volume, etc (another sidebar: allowing the ability to include projects in a Portfolio by definition, e.g. “if a part of x team” would also simplify/streamline the process)
  • We link the Portfolio to Google Sheets where we can hedge our bets (by applying overrides to the custom field data, e.g. Order Volume x Probability) to develop sales and orders targets. This ultimately represents our pipeline and allows us to forecast our business revenue and track individual performance.
  • Last but not least, we use other areas to facilitate 1on1s with Sales Coaches to develop with each customer account by identify areas in which we can provide greater value or strengthen relationships with stakeholders.

… this is just one lane in which we leverage Asana. :wink:

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