How to Build an Internal Business Case for Asana on Your Team

Photo used with permission from Asana as an Asana Services Partner. This photo is the goals view of Asana and shows how the goals is attached to the supporting work and how everything connects together with progress bars. 

Introduction:

Introducing a new tool like Asana to your team can be transformative because it can give your team a new and more efficient way to work. However, it often requires a solid internal business case to gain buy-in from leadership and colleagues.

When you’re ready and have approval, hire a consultant to help onboard your team onto Asana. Why? Simply put, change is hard. Research shows us that 70% of digital transformation projects don't reach their goals. I suggest keeping it concise and to the point. It can also be helpful to add some work management challenges that team members are frustrated with to provide context for the actual daily usage of Asana.

Here’s a step-by-step guide to creating an effective business case that highlights the value of Asana and sets your team up for success with tech adoption:

  1. Identify the Need

    Start by defining the current challenges your team faces. Are there bottlenecks in communication? Missed deadlines? Lack of visibility into project progress? Outline how Asana can address these pain points and streamline workflows.

  2. Outline the Key Benefits of Asana

    Emphasize specific benefits that Asana brings to project management and collaboration:

    • Improved Visibility: Asana’s dashboards allow managers to track progress at a glance.

    • Task Prioritization and Accountability: Assign tasks with due dates, owners, and priorities.

    • Streamlined Communication: Cut down on email chains and scattered messages by centralizing project discussions within Asana.\

    • Automation and Integrations: Highlight Asana’s ability to automate repetitive tasks and integrate with tools your team already uses.

  3. Demonstrate Time and Cost Savings

    Quantify the potential time savings Asana offers. For example:

    “By centralizing project information, teams could save an average of 3 hours per week searching for updates or waiting for responses, potentially freeing up over 150 hours annually per team member.”

    This approach links Asana to both productivity gains and financial benefits.

  4. Showcase Real-World Use Cases

    Share examples of other organizations or teams in your industry that have successfully implemented Asana. Show how they’ve reduced overhead, improved project visibility, or achieved faster delivery times. This social proof can boost confidence in Asana’s effectiveness.

  5. Highlight Implementation Ease

    Describe Asana’s user-friendly setup and support for seamless onboarding. By outlining Asana’s templates, guides, and training resources, you can reassure decision-makers that implementation won’t overwhelm the team.

  6. Prepare to Measure Success

    Set clear metrics for evaluating Asana’s impact post-implementation. For instance:

    • Project Completion Rate: Track whether deadlines are met more consistently.

    • Time Spent on Project Updates: Measure reduction in time spent on status meetings.

    • Employee Satisfaction: Gather feedback on workflow improvements after a trial period.

  7. Present Cost Considerations

    Provide a transparent breakdown of Asana’s pricing options and demonstrate how the time savings, productivity gains, and enhanced collaboration could offer a high ROI.

  8. Encourage a Pilot Program

    Suggest a pilot period with a small core team or department to test Asana’s effectiveness firsthand. This can help gather specific feedback, test features in action, and give others a chance to experience the benefits.

Final Thoughts:

With a well-crafted business case, you can demonstrate how Asana aligns with your team’s goals, increases productivity, and saves time and resources. Remember, the aim is to show that Asana isn’t just a new tool—it’s a strategic move that empowers your team to work smarter, not harder.

Ready to implement Asana on your team? Schedule a free 20-minute discovery call here.

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