One of my clients is a content strategist turned CEO.
We were using Asana for her weekly planner and project management.
It was working for us at first until her clients and projects began to add up.
𝐇𝐞𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐬 𝐬𝐜𝐚𝐥𝐢𝐧𝐠, 𝐭𝐡𝐞𝐫𝐞𝐟𝐨𝐫𝐞 𝐡𝐞𝐫 𝐭𝐞𝐚𝐦 𝐢𝐬 𝐠𝐫𝐨𝐰𝐢𝐧𝐠.
To manage the team effectively, we:
❌ Tried integrating Instagantt to help us with workload forecasting. It didn’t work.
❌ Tried upgrading to the Enterprise version of Asana. Still didn’t work.
She didn’t have the luxury of time but she knew Asana is no longer serving its purpose for us and we need to switch.
All we were doing was to work around Asana, creating different boards just to have a high-level overview of all the moving pieces.
So we started moving projects to Monday.com slowly but surely.
It was a tough transition for her because we had to collaborate for longer hours to ensure Monday.com is the right tool for us.
I documented every process on Monday.com and tracked all the automation I created.
We spent nearly a month finishing the transition, process documentation, and training.
𝐓𝐡𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐰𝐞𝐫𝐞 𝐰𝐨𝐫𝐭𝐡 𝐢𝐭!
✔ Reduced labor cost: from 3 hours to 1.5 hours daily tasks allocation
✔ Time-saving: from 2x weekly check-in to once a week
✔ Smoother workflow
✔ Lesser chance to overlook tasks due to automation
✔ Satisfied team members (I could still remember how they felt relieved
after our training! “This is way simpler and easier!”)
It took one decision to accomplish a completely different result.
𝐸𝑚𝑏𝑟𝑎𝑐𝑖𝑛𝑔 𝑡ℎ𝑒 𝑑𝑖𝑠𝑐𝑜𝑚𝑓𝑜𝑟𝑡 ℎ𝑒𝑙𝑝𝑒𝑑 ℎ𝑒𝑟 𝑎𝑐ℎ𝑖𝑒𝑣𝑒 ℎ𝑒𝑟 𝑔𝑜𝑎𝑙𝑠.
𝐔𝐧𝐟𝐨𝐫𝐭𝐮𝐧𝐚𝐭𝐞𝐥𝐲, 𝐦𝐨𝐬𝐭 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬 𝐝𝐨𝐧’𝐭 𝐫𝐞𝐚𝐥𝐢𝐳𝐞 𝐭𝐡𝐞 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞 𝐨𝐟 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐡𝐚𝐯𝐢𝐧𝐠 𝐒𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐏𝐫𝐨𝐜𝐞𝐝𝐮𝐫𝐞𝐬 (𝐒𝐎𝐏) 𝐢𝐧 𝐭𝐡𝐞 𝐞𝐚𝐫𝐥𝐲 𝐬𝐭𝐚𝐠𝐞𝐬 𝐨𝐟 𝐭𝐡𝐞𝐢𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬.
𝐈𝐭 𝐢𝐬 𝐨𝐧𝐥𝐲 𝐰𝐡𝐞𝐧 𝐭𝐡𝐢𝐧𝐠𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐨 𝐨𝐯𝐞𝐫𝐰𝐡𝐞𝐥𝐦, 𝐝𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬 𝐚𝐫𝐞 𝐦𝐢𝐬𝐬𝐞𝐝, 𝐚𝐧𝐝 𝐭𝐚𝐬𝐤𝐬 𝐚𝐫𝐞 𝐨𝐯𝐞𝐫𝐥𝐨𝐨𝐤𝐞𝐝.
If you see your business growing and elevating, you have to begin to automate and document your processes as 𝑒𝑎𝑟𝑙𝑦 𝑎𝑠 𝑛𝑜𝑤.
𝐁𝐨𝐨𝐤 𝐚 𝐅𝐑𝐄𝐄 𝟑𝟎-𝐦𝐢𝐧𝐮𝐭𝐞 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐠𝐚𝐢𝐧 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐨𝐧 𝐡𝐨𝐰 𝐭𝐨 𝐬𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐞 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬!