Sapphire Gas Solutions — conroe, tx

Sapphire Gas Solutions, a leading natural gas logistics company, wanted a scalable, deeply automated, and transparent work management solution for their Field Service, Energy Management, and Logistics teams. By strategically designing custom workflows in Asana, we were able to improve visibility for executive reporting, reduce duplicative work, and simplify their delivery and billing processes.

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Real-Time Reporting & Project Management

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preparation for deep integration & automation

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custom team trainings & On-Site support

Goals

Improve and implement Asana for their services and billing needs.

Decrease the visibility delay for the CEO from 30-60 days to near real-time.

Reduce potential for missed deadlines or duplicative work.

Solutions

Interconnected Workflows: We developed a comprehensive system of interconnected workflows to streamline various processes. These include workflows for accurate and timely sales quoting, permitting, safety, technician and equipment scheduling, and managing fueling logistics. Additionally, our projects facilitate daily check-ins and integrate seamlessly with customer projects, which are connected to all process-oriented workflows.

On-Site Training and Support: We conducted a three-day on-site intensive to ensure the teams at Sapphire Gas Solutions were empowered to use Asana effectively. This hands-on support was instrumental in adapting the software to their specific needs and establishing consistent cross-departmental usage.

Visibility and Reporting: Our comprehensive approach ensures more accurate reporting and greater clarity for leadership. Projects roll up into portfolios, providing a high-level view of key metrics at a glance. Additionally, our robust reporting, enhanced by the strategic use of custom fields, delivers detailed and accurate insights and reduced critical errors and omissions.

Results

Increased Asana Usage: Asana usage increased from 30% to 75%, surpassing the initial goal and ensuring widespread adoption across all teams.

Real-Time Reporting: The visibility delay for the CEO was reduced from 30-60 days to near real-time, enabling faster and more informed decision-making.

Improved Operational Efficiency: Automation of routine processes and paving the way for integration with other tools led to streamlined operations, resulting in higher productivity and efficiency.

Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️

Our team loves systems and process challenges. We help refine workflows, train you on best practices, and implement new apps. Connect with us to learn more!