Project Management Tool Integration & Team Training

When I came on board as the second hire in the marketing department at a fintech SaaS company, the project management system was a Google doc.

As the team grew over the next 60 days, it became increasingly unwieldy to monitor and track all the moving parts. After careful research, I recommended we upgrade to Asana, a work management platform designed to help teams organize, track, and manage their projects.

  • Set up system as account admin and platform liaison while

  • Serve as a department project manager

  • Became an Asana Ambassador and Certified Pro


When I came to a new tech company 18 months later, we needed an upgrade from the system being used as our project oversight and workload grew. Again, Asana was the perfect fit for our six-person team to monitor campaigns, one-off projects, and keep everything on our radar — and on deadline.

  • Migrated 100s of project tickets in progress from one tool to another seamlessly in late December — when the team would be least impacted by the change

  • Led internal department trainings in Asana after migration

  • Increased tracking productivity 16%

  • Became re-certified as an Asana Ambassador