How Netalico Uses Unito to Streamline Client Workflows in Asana, Basecamp, Trello, and More

Desktop with Asana open

As a dedicated eCommerce agency that partners with a variety of clients — each with their own unique processes — Netalico uses many different work management tools. This diversity in tools and processes has been both a challenge and an opportunity for us to grow and innovate.

An Unwieldy Problem

Mark Lewis, Netalico’s founder and owner, noticed that the original two-step approach we were using was inefficient and causing important information to fall through the cracks. This realization was crucial for us, as we pride ourselves on providing seamless and effective services to our clients.

The old method wasn’t working, and it was clear we needed a change:

  • First, Netalico’s employees had to log into a shared inbox management system. This step involved sorting through dozens of emails daily, identifying and prioritizing tasks that needed attention. It was a time-consuming and tedious process that often left room for error.

  • Then, after sorting through emails, employees would log into the client’s work management platform — like Asana, Basecamp, or Trello — to find tasks and updates. This meant juggling multiple platforms and trying to keep track of where each task was located.

  • Finally, they’d manually copy those updates to Netalico’s internal Asana projects. This manual copying was not only redundant but also prone to mistakes, as human error could easily slip in during the transfer of information.

To make things even more complicated, each client had their own way of doing things, so Netalico’s team needed to create new processes for each client. Even when using the same tool — like Asana — with clients, the team still had to switch between different instances to manage and track updates. This switching back and forth was inefficient and led to fragmented workflows.

Additionally, while communication via Slack, emails, and task managers was possible, ensuring that every stakeholder received the necessary information was a major challenge. Keeping everyone on the same page became a mammoth task, often resulting in miscommunication and delays.

A Seamless Solution

Enter Unito. When Mark discovered Unito, it felt like a game-changer. Unito allowed us to integrate different project management tools seamlessly, enabling smoother workflows and better communication.

Lewis built a series of one-way workflows between Netalico’s Asana projects and the tools their clients used. Now, Netalico receives crucial updates without switching tools or dealing with long email chains. This integration was a breath of fresh air for our team.

While many Unito clients use two-way workflows to transmit information back and forth between tools, Netalico needed to ensure that changes made on their end didn’t appear on their clients’ projects. This one-way approach was crucial for maintaining clean and focused communication channels with our clients.

Netalico uses a dedicated account in each client’s tool of choice to share the updates their clients need. Netalico’s Asana projects reflect those updates and any comments or changes the clients have made. This setup allows us to have internal discussions and brainstorming sessions without cluttering the client’s project boards with unnecessary noise.

Unito’s flexibility gives Netalico control over what updates go through their workflow. The teams can adjust the platform as needed to build two-way flows between tools. This adaptability means we can customize our workflows to fit the unique needs of each client, enhancing our service delivery.

The Impact on Our Team

Netalico has seen immediate benefits from using Unito. Important updates now reach their intended recipients promptly, eliminating the lag that was previously caused by manual copying and sorting. Our teams can spend more time solving clients’ eCommerce challenges, focusing on what they do best instead of getting bogged down by administrative tasks.

The improved workflow has also had a positive impact on team morale. With less time spent on tedious tasks, our team members can engage more deeply with their work, bringing creativity and innovation to the forefront. This shift has led to higher job satisfaction and better overall performance.

The Client’s Perspective

From the client’s perspective, the changes have been equally beneficial. Clients now receive timely updates and can see the progress of their projects in real-time. The transparency and efficiency of our new workflow have strengthened our relationships with clients, building trust and satisfaction.

Clients appreciate that they no longer have to chase us for updates or worry about miscommunications. They can focus on their core business activities, knowing that their eCommerce projects are in capable hands.

Continuous Improvement

While Unito has already made a significant difference, we are always looking for ways to improve. We regularly review our workflows and gather feedback from our team and clients to identify areas for enhancement. This commitment to continuous improvement ensures that we stay ahead of the curve and provide the best possible service to our clients.

Less-Stressed Netalico Teams; Satisfied Clients

Netalico has seen immediate benefits from using Unito. Important updates reach their intended recipients, teams can spend more time solving clients’ eCommerce challenges, and clients get more value for their money. The streamlined workflow has led to less stress for our team and more satisfied clients, creating a win-win situation.

Read the full report for insight!

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