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Improvement in team health and cohesion
Improvement in project and process visibility
Fewer process errors
Snake Oil’s 26-person team spans marketing, warehousing, scheduling, HVAC, vendor management, and event execution. Initially, 15 used Asana. They also run Julip J, a venue business reliant on Asana. College students are hired for events, and the team uses Google Docs, proposal software, email, and texting, causing inefficiencies.
- Lack of full ownership around the Asana workflows
- Warehouse and beverage teams rarely checked Asana, limiting adoption
- Fragmented communication flowing through multiple apps (email, text, & Asana)
- Inconsistent project practices due to sub-optimal project & task management structure
- Asana became a "black hole" where tasks were entered but not effectively followed-up on
- Reporting capabilities were underutilized, making it difficult to see overall progress and bottlenecks
Our overall accountability is higher, our tasking is clear, we’re less reactive and more proactive. Our SOPs are tighter and our lead project manager is better equipped. Thanks to Completing, we're seeing definitive efficiency gains in our operations.
- Build a clear Asana structure for visibility and accountability
- Train staff to boost adoption and highlight project management value
- Create workflows and automations for event planning, vendor management, and operations
- Standardize checklists and processes for efficiency
- Appoint an Asana champion to maintain the system
- Enhance collaboration across sales, marketing, event operations, and venue management
- Improved Asana structure by department and function
- Created custom workflows and automations for event setup, vendor management, and maintenance
- Appointed and trained the company’s lead Project Manager as Asana champion to drive adoption, training, and accountability throughout the team
- Provided weekly training and coaching for best practices and a smooth transition
- 2x Improvement in Team Asana Adoption
- 50% Improvement in Project & Process Visibility
- 30% Fewer Process Errors
- Improved Operational Efficiency
- Clearer operating procedures
- Improved Accountability
- Stronger Collaboration
- Consistent Weekly Marketing Cadence
It's been a great experience. I come from the consulting world, and I appreciate our Implementor Yago’s expertise and willingness to dive in while meeting our project manager where she was. Completing was adaptable and helped our internal champions install the repeatable systems our team needed to do their job consistently well.
