Client Stories: WomenCAN - Using Asana for Case Management and Workflows to Support Women's Financial Independence.

SITUATION

In our early meetings together, we identified the WomenCAN's teams’ biggest goals included the following top items:

1. Supporting women get placed into contracts of employment.
2. Optimal configuration for Asana for case management, reporting, budget, workflows and forms for the Initial Needs Assessment.
3. Align the user journey from a lead, through to being triaged for where internally to be best handled, to routing to the best-placed team across offices including Mildura, Bendigo and Melbourne.
4. Align use of external platforms from website forms through to email and calling scripts and prompts.
5. Tracking activity within a central source of truth.

APPROACH

Strategy | Alignment | Scale - our approach with WomenCAN:

Through an iterative approach, we strongly leveraged the multi-homing feature of Asana and mapped out an architecture and workflow that would make sense for their situation.

Using a tool called Lucidchart, we brain-stormed together on the virtual canvas the best use of Asana's features as a 'version 1.0' prototype, then used this to start testing and building out workflows in Asana and test out key reporting metrics.

Once the baseline flow was clear, Asana's automation was leveraged to include key subtasks, assignees and comments to support the team as the workflow was managed end to end.

After go-live, we continued to refine the approach and how Asana was used with monthly check-ins with WomenCAN's Asana champions to discuss tactical Q&A, and strategic enhancements to the workflows and use.

OUTCOMES

We debriefed with one of WomenCAN's key Asana Champions a month after go-live for her thoughts on the experience:

Maggie McNeil, Communications Specialist:

"Joshua's wealth of knowledge and experience with Asana proved to be an asset to WomenCAN Australia. In my interactions with him, I found him to be highly approachable and friendly. He was always willing to listen and address any concerns we had regarding our workflow. I would highly recommend Apparatus Quo as Asana experts. They possess the technical expertise, communication skills, and personalised approach that are necessary to enhance workflow and productivity. Their friendly and approachable demeanor make them a pleasure to work with, and their wealth of knowledge and experience with Asana will undoubtedly prove invaluable to any organisation."

To find out more about WomenCAN, check out their website here: https://www.womencanaustralia.org/