Story
Asana
Trinity HealthTrinity Health Extends Portfolios Across Agreement Management
Trinity Health, a health care organization in the United States, uses Portfolios from Asana to support agreement management for legal and business owners.
Portfolios sits in the daily path at Trinity Health, especially for legal and business owners.
“Inside Trinity Health, agreement management used to depend on whoever still had the latest file.”
“Legal and business owners needed a system that would still make sense after the original project team moved on.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Agreement management stays visible to adjacent teams through Portfolios |
| Capability | Legal and business owners work from the same Portfolios record for contract routing |
| Capability | Contract routing can be reviewed without waiting on a personal export |
Story
Inside Trinity Health, agreement management used to depend on whoever still had the latest file. That pattern is common in health care groups working out of the United States. Legal and business owners needed a system that would still make sense after the original project team moved on.
Trinity Health uses Portfolios from Asana as the working layer for contract routing. Asana is a work management platform that helps teams track projects, goals, and cross-functional work in one place. The practical change is simple: agreement management has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Trinity Health gets from Asana is a durable place to run agreement management and a way for legal and business owners to see the same contract routing at the same time.
