Story
Asana
GoldmanGoldman Extends Portfolios Across Agreement Management
Goldman, a financials organization in the United States, uses Portfolios from Asana to support agreement management for legal and business owners.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because contract routing has a clear owner |
| Productivity | Handoffs in agreement management sit in a shared queue instead of a mailbox trail |
| Risk and compliance | Portfolios is the governed place legal and business owners use for agreement management |
Story
Inside Goldman, agreement management used to depend on whoever still had the latest file. That pattern is common in financials 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.
Goldman 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 Goldman 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.
