Position: Project Manager
Category: Project Manager
English level: fluent
Years of experience: 0.5


Project Manager Assistant
Epic Story, Upwork Agency October 2021 – February 2022

Project - Digital Marketing Agency

About the project
This digital marketing agency has the means to take over someone's marketing from
top to bottom. They work with the company to improve efficiency and productivity.
The focus on data and targeting requires a clear definition of a target buyer, which
is typically more specific than companies currently have in place. The task of the
client - to gather all database in one place for solving business tasks: customer
support, CRM system, onboarding which was the hardest to implement.
As the agency was going to hire new employees, they had to set up all the
workflows for new departments and wanted to take control of the whole process.
They had already used Asana, Click Up and Calendly, so there was some database.

Challenge
The tools that were used by the agency were not adapted for automations and
integrations based on which we found a decision and created a number of custom
webhooks and formulas in Integromat.

Key milestones:
1. The first step was to analyze and plan the space with all folders and lists in
Asana / Click Up.
2. The mapping - all steps of the workflow were gathered and were described in
the BPMN models. The main steps were: processing of the deal ->, project
onboarding initiation -> execution & monitoring of the roadmap -> ongoing
task management reporting (SLA) -> project offboarding.
3. Implementation in Asana / Click Up (setting up of the space with permissions
and automatizations) - Integromat was used for the integrations; Asana was
also connected with the Calendly.
4. Active Campaign - that was used for segmentation and emailing. All results
were dubbed to Click Up. For implementing this we created new scenario in
Integromat and connected it with Click Up and Gmail.

Result
The agency has a well-organized workflow in Asana and Click Up of project monitoring and controlling. Managers and business owners can see all projects with
all stages of development.