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Client summary
Ninth Platform is a tech start-up serving contract furniture dealers nationwide with a single Saas solution that automates and streamlines the cumbersome process of pricing furniture quotes. The company’s application consolidates every aspect of the process pulling together massive data sets into one, user-friendly tool.
Industry
Tech
website
https://ninthplatform.com
Key results
Improvement in expectations and accountability
Improvement in transparency and tracking over work in progress
Faster, more streamlined workflows and fewer silos
Fewer ad-hoc meetings each week
people
teams Behind the Work
Challenges
barriers to scale
- Low visibility over work in progress
- Lack of project and task organization
- Inconsistent routines and work management practices
- Ad-hoc project and task planning
steps
client priorities
- Assess gaps in process, roles, and efficiencies
- Improve visibility over work in progress, upcoming priorities, and projects
- Improve project management process and skills
- Install predictable weekly cadence
- Install streamlined workflows using Asana
- Install, train, and reinforce more sustainable work management practices
- Begin with a primer on Agile operating principles and fundamentals
- Design and reconfigure the company’s Asana workflows around an Agile approach
- Set-up the development priority backlog, sprint board, and custom Asana feature-sets
- Implement a new set of routines and conventions for setting up and defining new projects, tasks, and sub-tasks using Asana
- Install and train on project and task refinement, backlog grooming, board management
- Install and train on weekly meeting cadence, project planning and task management processes
You exceeded our expectations. We were thinking you would teach us how to optimize Asana. We were surprised when you taught us both how to maximize Asana and also how to run an Agile project and task management process. Combining Asana with Agile was the real magic for us.
Jason Lauro.
Co-founder, 9th Platform
Solutions
steps to streamline
Execution
putting plans into action
Approach
how we planned the work
Results
What’s improved
- Improved transparency and tracking over work in progress (100% improvement)
- Consistent weekly cadence and 10-12 fewer ad-hoc meetings each week
- Improved expectations and accountability (100% improvement)
- Improved project and task prioritization and planning
- Faster, more streamlined workflows and fewer silos (65% improvement)
- Improved team cohesion and health
With our sprint-board clearly visible to the entire team, everyone knows what everyone else is doing. We were able to come back from the holidays without missing a beat. We picked up right where we left off without the usual post-holiday reboot.
Tyler Silva.
Co-founder, 9th Platform
