Client-4 success story
Client Success Stories
Delegate Workflows Streamlines Book Research for Busy Author
About the Client:
S (Name is kept confidential, as requested by the client) – a dual-career professional and a best-selling author
The Problem
- S struggled to find time for thorough research due to her demanding day job.
- She needed help organizing and managing the research process for her upcoming book.
- Also, she wanted to ensure her research was comprehensive and properly cited.
The Solution
- Created an Asana board to manage the research process.
- Uploaded potential research articles to the Asana board for the S’s approval.
- Once approved, wrote proper citations for each article.
- Organized all research data in a spreadsheet, including article summaries and citations.
- Updated the Asana board and spreadsheet regularly, keeping S informed of progress.
The Process
1. Set up the Asana board with different columns for research stages (To Research, In Progress, For Approval, Approved, Cited).
2. Shared the board with S, allowing her to easily track and approve research items.
3. Conducted research based on S’s book outline and chapter topics.
4. Added potential articles to the Asana board for S’s review.
5. Once approved, moved articles to the ‘Cited’ column and added them to the research spreadsheet.
6. Provided weekly updates on research progress.
What Changed
– The project lasted 3 months, covering extensive research for S’s book.
– S saved 6-7 hours per month on research tasks.
– All research was organized in one easily accessible spreadsheet.
– S could focus more time on writing and planning her book release.
The impact
By working with Delegate Workflows, S was able to:
1. Save valuable time each month
2. Ensure comprehensive research for her book
3. Stay organized with a clear research management system
4. Focus more on writing and planning her book release
5. Maintain the quality of her research while balancing her day job
This case study demonstrates how Delegate Workflows can assist authors and researchers in managing complex, time-consuming projects efficiently, allowing them to focus on their core work while ensuring thorough and well-organized research.
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