Success is when our teams truly feel a sense of cohesion — when what we’re delivering is integrated and exceeds expectations. With Asana, we succeed by working together in a way that benefits everyone. I feel best about my job when we deliver solutions that highlight how much we collaborate and support one another.

Rachel Kaplan, Director, Information Systems and Delivery, eMoney Advisor

Asana for Client Implementation (CI)

All systems aligned: Creating clarity in complexity

Mulitple tracking systems and complex workflows presented an opportunity to update and enhance the client implementation (CI) process. Clunky tools and custom-built solutions created duplicative work, and complex spreadsheets, while powerful, were fragile and hindered growth. 

With Asana, eMoney Advisor transformed CI by enhancing collaboration and providing real-time visibility, ultimately improving efficiency, accountability, and client satisfaction.

Streamlined processes increase efficiency and consistency

• Implementing automated workflows with Asana forms and templates reduces manual effort, accelerating project completion and improving consistency.

• Standardized processes enable teams to manage higher volumes of client implementations without adding

  unnecessary strain.

Enhanced collaboration and visibility across teams

• To ensure accountability and reduce bottlenecks, centralized project tracking in Asana improves cross-team

  alignment.

• Thanks to newfound visibility through Asana’s integration with the Salesforce Account Workspace and API-powered dashboards, teams confidently deliver both high-level insights and real-time project updates.

Achieving team efficiency with flexible project management and streamlined integration

• Asana’s flexibility supports a range of work styles: projects with clear end dates, ongoing initiatives, cross-team collaboration, and even client-accessible workspaces.

• By integrating Asana with other key tools like Salesforce and PowerBI, stakeholder communication is improved and teams gain self-service access to critical data.

By integrating APIs that bring data from Asana into Power BI and Salesforce, our account managers can see all active projects for a specific client in real time. With visual graphs, project status updates, and even sentiment tracking, we’re bringing everything together, which is where we see the real power moving forward.

Douglas Dinwoodie, Director, Client Implementation, eMoney Advisor

As eMoney Advisor’s client implementation team takes on new projects, they’ll continue to tap Asana to help streamline operations and improve collaboration. With seamless automation and expanded reporting, teams can work more efficiently while keeping information clear, consistent, and accessible. Asana also strengthens communication at all levels — from internal teams to executives and clients — ensuring everyone stays aligned and informed as the company continues to deliver industry-leading technology and financial planning experiences.