Nonprofit CASE STUDY

When the system becomes the bottleneck.

A professional association with a 30-person staff and a full event calendar was managing its work the way most growing organizations do: through a combination of email threads, institutional memory, and individual judgment. It worked, until it did not.

Leadership had limited visibility into what was actually happening across teams. Staff had limited clarity on what was expected of them. Events were being executed, but the coordination cost was high and rising.

The friction was not a people problem. It was a systems problem. And the system that existed was invisible.

What Vivia built.

A two-phase engagement beginning with an on-site sprint to configure and launch a shared project management system that was designed not just for technical setup, but for organizational adoption. Real workflows. Real work. Real people in the room building the system together.

The sprint established Asana as the system of record: standardized templates, goal structures with leadership roll-ups, clear ownership definitions, and operating norms tied directly to how work moves through the organization.

Phase two extended the work through three months of structured coaching and system refinement — front-loaded with high-touch support and tapering intentionally as confidence increased.

What changed.

The team now has shared language for how work moves. Leadership has visibility. Staff has clarity on ownership, deadlines, and dependencies — the three things that were missing.

  • The challenge in technology transformation is rarely about the technology and always about the people. Erin did a fantastic job bringing the team through the change that we needed in implementing project management software. Clear articulation of the reason, purpose and value while driving an organized transition.
    Kathy Kraninger
    President and CEO, Florida Bankers Association