Industries · Professional services
Asana for professional services firms
Many engagements, a team to keep utilised, and delivery that has to connect to outcomes. We're an Asana Solutions Partner, and we build Asana around how your firm delivers and measures it.
The problem
Delivery, utilisation and outcomes are hard to see at once
Engagements run in parallel, consultants are stretched across them, and leadership needs to see delivery, capacity and results together. On spreadsheets, all three are guesswork.
Why it fits
How Asana fits a professional services firm
Asana's strength here is the portfolio and goals layer. Engagements run as structured projects, and portfolios roll them up so leadership sees delivery across the whole firm in one view. The workload view makes utilisation visible so resourcing is a decision, not a guess, and Asana's Goals connect the work to the outcomes it's meant to drive, which few tools do as cleanly. AI Teammates handle routine coordination so consultants stay on billable work.
Highest value
Where professional services firms get the most out of Asana
Engagements run as structured projects with clear sequences
Portfolios roll up delivery across the whole firm in one view
Workload view makes utilisation a clear decision, not a guess
Goals connect engagement work directly to firm outcomes
AI Teammates handle routine coordination, consultants stay on billable work
What we build
What we build for professional services firms on Asana
As an Asana Solutions Partner, we design your structure first, configure Asana to how your firm delivers (engagements, portfolios, utilisation, goals), set up AI Studio workflows and AI Teammates around your real processes with your team in control, and connect Asana to your wider stack.
Why us
Why professional services firms choose WorkflowPower
Structure first.
We design how your firm delivers before configuring anything, so Asana reflects your practice rather than becoming another tool.
Portfolio-level visibility.
Portfolios and Goals connect engagement delivery to firm outcomes in one live view.
Utilisation you can see.
The workload view turns resourcing from a monthly guess into a live decision.
Beyond Asana.
We connect Asana to your CRM, finance and knowledge tools, and build agents that work across the whole stack.
FAQ
Frequently asked questions
Is Asana good for professional services?
Yes, particularly for portfolio-level delivery, utilisation and connecting work to goals, which are core Asana strengths.
Can Asana help us see utilisation?
Yes. The workload view makes capacity visible across consultants so resourcing is a clear decision.
Asana or monday.com for our firm?
Asana leans to portfolios, workload and goals; monday to flexible engagement boards and dashboards. We're certified in both and recommend on fit.
How do we get started?
Show us one task your team currently does by hand. We'll build an AI agent that does it, free, running on your real work for 30 days.
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What clients say
WorkflowPower has been nothing but fantastic, providing competent and professional services for Hungry Jack's PMO team with some complex deliverables. Highly recommend Josh and his team.
Simonds Homes have found Josh from WorkflowPower to be extremely helpful, saving our Marketing Team valuable time and resources as we sought to familiarise ourselves with entirely new project management software. Josh was able to listen to our individual needs and provide solutions which were efficient, and most importantly effective, for our team's productivity and vision.
Josh has been phenomenal as an implementation partner. So cool, calm and so patient. He understands common business challenges and the anxiety that comes with change management. He has no issues getting deep into the details and happy to step into our mess to find order and process that works in this new system. I could not recommend Josh more highly.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.