'Finally Out of the Weeds': Behavioral Health Agency Adopts Asana for Work, Task and Project Management
Key Features:
Rules
Automation Workflows
Dependencies
Project Updates
Custom Fields
AI - Asana AI Intelligence
Multiple Assignees
Company Name: Exceptional Behavioral Health Services
Industry: Behavioral Health
Location: New Orleans, LA
Employees: 27 employees
Author: Rachelle Nichols
Client website: https://exceptionalbhs.com/
Introduction:
As a leader, you have probably said you are constantly 'in the weeds' daily on your team. We worked with Exceptional Behavioral Health Services (EBHS) to get the owner out of the weeds to focus on what only they can do. We implemented Asana and optimized and streamlined their workflows empowering the leadership team to manage their work. Facing challenges in coordinating tasks, managing projects, and fostering collaboration among the leadership team members, Asana has given the leader an aerial view of everything in the business and given the team a digital workspace.
Client Background: The EBHS team has grown and the leadership team needed a central place to communicate about tasks for different areas of their roles.
Challenges Faced:
Communication Fragmentation: EBHS struggled with fragmented communication across various tools.
Lack of Centralized Task Management: Task assignments were unclear, and tracking progress was cumbersome because there was no designated space for the owner to see an aerial view, resulting in delays and confusion.
Limited Collaboration: Without a project management tool -it was challenging for members to work together seamlessly. The team often communicated by email and tasks fell through the cracks.
Inefficient Resource Allocation: EBHS lacked visibility into project timelines and resource availability, hindering efficient staff and resource allocation.Diving Deep into Existing Workflows
Solution and Approach:
Asana Implementation: After assessing EBHS's needs with a systems and workflow audit, we recommended Asana as a comprehensive solution to address their project and work management challenges.
Customized Workflow Setup: Collaborating closely with EBHS's team, we designed and implemented tailored workflows using the abovementioned key features.
Training and Onboarding: Conducted comprehensive training sessions to familiarize EBHS core team members with Asana's features, ensuring smooth adoption and usage.
Integration with Existing Tools: Integrated Asana with EBHS's existing tools, such as Microsoft Outlook, Slack, Canva, and Fireflies.AI to streamline communication and data sharing.
Continuous Support and Optimization: Provided ongoing support and guidance to optimize Asana usage, including refining workflows and addressing implementation hurdles.
Results:
Improved Communication: Asana served as a centralized communication hub, reducing reliance on emails and facilitating transparent communication among EBHS team members.
Enhanced Task Management: Clear task assignments with multiple assignees, start and deadline dates for tasks, and rules in Asana improved accountability and prioritization, leading to organized work for community events, client management, marketing, and event calendars.
Increased Collaboration: Shared project boards and real-time updates in Asana enabled EBHS team members to collaborate more effectively, resulting in smoother coordination and allowing the owner to stay in their lane.
Reduced Bottlenecks: Asana's dependencies feature helped the leadership team to know what was blocking something that needed to be done. It also helped to communicate what needed to be done before something else could be completed.
Conclusion:
After implementation of Asana EBHS confidently uses Asana daily with streamlined workflows and communication about the work where the work is happening. Implementing Asana not only addressed immediate work management challenges but also positioned EBHS for continued growth and success in delivering exceptional mental health services to their community.
Are you a leader who would like to get 'out of the weeds' and implement Asana? Click here to contact us today!
