Case Study: Outreach achieves streamlined workflows and stronger security with Asana

Outreach optimizes workflows and tightens security with Asana

Outreach, a sales‑engagement platform with 600+ employees and offices in Washington state, London, and Prague, was hampered by fragmented internal workflows: teams relied on different tools, spreadsheets, and note apps, making it hard to get executive visibility, track work, plan resources, and manage security and permissions centrally. IT struggled with tool sprawl and repetitive onboarding tasks while employees needed a simple, secure system they would actually use.

Outreach standardized on Asana—integrating it with Jira and Okta—rolled out templates, automations, and power‑user champions, and tightened access controls for contractors and departing employees. Adoption grew rapidly, reducing manual onboarding steps, improving security and user management, increasing transparency and accountability across teams (especially while remote), and lowering IT administration overhead.

Outreach

Carley McGee

IT Project and Programs Manager