Case Study: eMoney achieves greater efficiency and collaboration with Asana

eMoney Advisor unlocks efficiency and collaboration at every level

eMoney Advisor needed a better way to manage client implementation and ongoing projects after relying on complex spreadsheets, Salesforce, and custom PowerPoint reporting. This made it hard to scale efficiently, measure throughput and capacity, and support stronger collaboration across teams. Asana helped eMoney bring project work into a more connected and visible system.

By adopting Asana, eMoney improved cross-team collaboration, standardized workflows with templates and portfolios, and gained real-time reporting through integrations with Salesforce, Jira, Confluence, and Power BI. The result was greater efficiency and clearer decision-making, with 67% of work in Asana being cross-functional and 84% of projects connected to goals or portfolios, improving alignment, self-service access to data, and resource allocation.

eMoney

Rachel Kaplan

Director, Information Systems and Delivery