Case Study: Northwell Health Automates Event Management Workflow for Outreach Program Improves efficiency, accuracy and collaboration by using Tray to integrate Google Forms with Asana Industry: Healthcare As New York state’s largest healthcare provider Shortly after joining the community relations and private employer, Northwell Health serves department, DePace set out to automate the Location: New Hyde Park, New York more than two million people annually in the event planning and management function, Employees: 65,000 New York metro area and beyond. The depth creating a centralized location for all event data, and breadth of its services extend beyond both past and present. After evaluating off- Solution: Tray.io its 22 hospitals, 550 outpatient facilities and the-shelf project management tools, Northwell Highlights: nearly 15,000 affiliated physicians and into the Health chose Asana to manage events and tasks community itself. and improve collaboration and communication • Automatically creates projects and tasks in Asana around events. from event data submitted via Google Forms Challenge: Streamline the management of community outreach efforts While Asana provided a centralized way • Populates fields in Asana for the appropriate Contributing $1 billion back to the community hospital from Google Forms data to manage events, the effort to get event every year takes a great deal of work. information into Asana was still manual. DePace • Improves efficiency, communication and Responsibility for coordinating, managing decided that there had to be a way to automate collaboration and reporting on that effort resides with the getting the data on each approved event from community relations department at Northwell. a Google Form into Asana. “We were manually “We manage more than 5,000 community events taking the data such as who was going where, and programs each year,” says Matthew DePace, who was speaking, which materials were regional director of corporate community needed, and more and entering that data into relations manager at Northwell Health. “And we Asana,” says DePace. “It wasn’t a very efficient used to do it all by hand using email.” way of handling it.” 46

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