Story
Asana
Julius BaerJulius Baer Adopts Asana for Hybrid Collaboration
Julius Baer, a financials organization in Switzerland, uses Portfolios from Asana to support hybrid collaboration for employees and partners.
Julius Baer uses Portfolios to run reliable video and chat for people who are rarely in the same room.
“Inside Julius Baer, hybrid collaboration used to depend on whoever still had the latest file.”
“Employees and partners 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 |
|---|---|
| Productivity | Fewer stalled items because distributed meetings has a clear owner |
| Productivity | Handoffs in hybrid collaboration sit in a shared queue instead of a mailbox trail |
| Capability | New joiners can see how hybrid collaboration actually runs |
Story
Inside Julius Baer, hybrid collaboration used to depend on whoever still had the latest file. That pattern is common in financials groups working out of Switzerland. Employees and partners needed a system that would still make sense after the original project team moved on.
Julius Baer uses Portfolios from Asana as the working layer for distributed meetings. Asana is a work management platform that helps teams track projects, goals, and cross-functional work in one place. The practical change is simple: hybrid collaboration has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Julius Baer gets from Asana is a durable place to run hybrid collaboration and a way for employees and partners to see the same distributed meetings at the same time.
