Project Portfolio Management (PPM) and Asana Configuration
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PPM and Asana Configuration
Environment
Transportation Management Service Provider
The Problem Definition
The Client needed support and expertise to implement a new PPM framework (9 Phases) so that the IT and Business Teams could follow. The goal was to assign the appropriate Project Managers and IT Team Leaders to current Project information located in Excel in a new Project Lifecycle framework. Then, migrate into Asana and integrate with Jira.
IMPROVEMENT
FOCUS
Alignment of Project Data
Consolidate Top 30 Projects into PPM framework (Tiers, Phases, Statuses)
Populate Data into Asana and Configure Views
Develop Templates, Rules, Reporting and Workflows in Asana
Results:
Developed Intake Process model into an Asana template
Developed 3-Tiered Project Workflow and minimum viable deliverable set
Conducted demo(s) with the Client
Created Reporting Dashboards in Asana with various views of Project Status, Tier, and Phase