Asana implementation and automations, built for how your team actually works

As Israel's first Asana partner, we architect workspaces, templates, and rules around your real process, not a generic project board.

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What we design and automate

Every rollout is shaped by the way your teams already coordinate. Filter by the layer of Asana you want to sharpen first.

Workspace & portfolio architecture

Structure that scales past one team.

  • Portfolio hierarchy
  • Team spaces
  • Naming conventions
Architecture
Custom fields & templates

Reusable project setups your team will actually adopt.

  • Standard fields
  • Project templates
  • Task blueprints
Templates
Rules-based automation

Task assignment, status updates, and routing on autopilot.

  • Assignment rules
  • Status automations
  • Routing logic
Automation
Forms & intake routing

Requests turned into structured, owned work automatically.

  • Branching forms
  • Auto-assignment
  • SLA tagging
Intake
Cross-team dependencies

Visibility across marketing, product, and ops in one place.

  • Linked tasks
  • Shared timelines
  • Dependency alerts
Cross-team
Reporting & goals

Dashboards and portfolios leadership can actually read.

  • Portfolio views
  • Goal tracking
  • Executive dashboards
Reporting
Process

How the rollout unfolds

Five phases, sequenced so your team gains ground before the next layer lands.

  1. 01

    Discovery

    Map current tools, teams, and where work currently gets lost.

  2. 02

    Workspace architecture

    Design portfolios, projects, and fields around your process.

  3. 03

    Template & rule configuration

    Build the automations that remove manual admin.

  4. 04

    Integration setup

    Connect Slack, Google Workspace, HubSpot, and the tools you run daily.

  5. 05

    Training & rollout

    Team onboarding, then a check-in cadence to keep adoption high.

Built to be adopted, not just installed

An Asana rollout only works if the team actually uses it. We phase in automation the same way we phase in training, so nobody reverts to spreadsheets by week two. And because we hold early access to Asana's newest features, your setup reflects the current platform, not last year's version.

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Selected work

Outcomes we can point to.

Advanced Manufacturing

PCB Technologies

Challenge: Sales lived in HubSpot while operations and revenue lived in Priority ERP - finance spent days on manual reconciliation.

Solution: Two-way HubSpot-Priority sync via Engini with closed-loop reporting - sales and finance now read the same numbers.

60% faster month-end close
HealthTech

Nanox

Challenge: A commercial operating system that had to scale from a small Israeli team to a NASDAQ-listed medical imaging company.

Solution: Sales Hub as the core CRM with hardened deal stages and audit-ready revenue tracking through IPO.

100% audit-ready revenue tracking
Cybersecurity / SaaS

CHEQ

Challenge: A defined enterprise target-account list, but campaigns ran broad and pipeline contribution could not be tracked.

Solution: Account-based campaigns on LinkedIn with budget attribution wired directly into HubSpot pipeline.

3x pipeline lift on target accounts

Book a 30-minute portal audit.

We'll look at your HubSpot together, identify the 3 highest-leverage moves, and tell you honestly whether IV-Lead is the right partner for your organization.