eMoney Advisor unlocks efficiency and collaboration at every level

Highlights

Challenges

• To manage projects, eMoney Advisor used a mix of complex spreadsheets, Salesforce, and bespoke reporting in PowerPoint, which created barriers to scaling efficiently.

• The management of client implementation (CI) and ongoing projects put strain on team resources. While outcomes overall were good, extraneous efforts were required to achieve those outcomes.

• Without the right tools, it was challenging to measure throughput and capacity and derive insights for learning and growth. Teams were seeking more opportunities to collaborate and streamline information-sharing.

Solutions

• By adopting Asana, eMoney Advisor improved cross-team collaboration and dynamic project tracking, increasing efficiency and enhancing execution.

• Asana’s integrations with Salesforce, Jira, and Confluence, along with API-powered dashboards, provide real-time insights, enhancing decision-making and client reporting, and providing stakeholders with valuable self-service capabilities.

• Asana’s templates and portfolio features standardize workflows, improve process consistency, and optimize resource allocation, driving efficiency.

Outcomes

• With Asana, eMoney Advisor streamlines operations, enabling teams to optimize resources, all while reducing risk and stress. 

• With 67% of work in Asana being cross-functional, teams achieve improved alignment and more coordinated communication with clients.

• With 84% of projects connected to goals or portfolios in Asana, teams benefit from clearer reporting and access to self-service data, minimizing reliance on any one individual for updates.

• Greater visibility into project metrics means eMoney teams can make more informed decisions, optimizing resource allocation while strengthening trust across the organization.

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.”

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.”

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.