Modenized Project Management Platform

Full-Service Custom Home Builder

Client Overview

Eason Builders Group constructs high-end custom homes and swimming pools. Despite using Asana for project management, the CEO was frustrated with the company’s inability to fully leverage the platform’s features, slowing project initiation and limiting visibility into portfolio performance.

The Challenge

Before engaging our services, Eason Builders Group faced several operational pain points:

Underutilized Platform: Employees lacked the skills to take full advantage of Asana’s capabilities.
Manual Project Setup: Project plans took too long to create, causing delays.
Limited Reporting: Senior management struggled to gain visibility into portfolio performance.
Inconsistent Training: Onboarding and skill development were irregular, affecting collaboration and efficiency.

Our Approach

We conducted a thorough review of Asana usage and designed a strategy to standardize training, streamline project planning, and improve reporting:

Structured Training Programs: Developed reusable training modules for both new and existing staff to boost proficiency and confidence.
Automated Project Templates: Created templates to speed project initiation and ensure consistent project structure.
Dashboard & Portfolio Reporting: Built easy-to-use dashboards and leveraged Asana’s Portfolio module for executive oversight and actionable insights.
Incremental Optimization: Guided continuous improvements to existing projects and templates for ongoing efficiency gains.

The Process

Assessment: Conducted a two-week review of existing Asana setup to identify gaps and improvement opportunities.
Training Delivery: Rolled out three training programs over the first two months for 12 staff members, continuing with onboarding new employees.
Template Implementation: Introduced four project templates to automate schedules and standardize project setup.
Reporting Setup: Established two dashboards to monitor portfolio performance and highlight off-track projects.
Ongoing Optimization: Facilitated incremental improvements to ensure lasting benefits.

Results

Faster Project Initiation: Project templates reduced setup time and ensured consistent structure, improving team collaboration.
Enhanced Staff Proficiency: Training programs increased employee confidence and platform adoption.
Improved Executive Visibility: Dashboards provided senior management with clear insights into project performance, enabling timely interventions and better decision-making.