If you’re a small, single-team Microsoft 365 shop, Planner can be perfectly fine for basic boards and tasks. The moment you need cross-team visibility, governed templates, intake → approvals, and automation at scale, Asana typically delivers faster time-to-value with less glue work.

‍

1) Scorecard for PH enterprises

Use this quick scorecard to align on what matters before you debate features.

‍

‍

Reality check: You can make Planner do more with Power Automate/BI—just budget the build/maintain effort. Asana aims to make those same outcomes available with less custom work.

‍

2) When Planner is “good enough”

Stay on Planner if most of the following are true:

• One or two small teams; low dependency work
• Tasks don’t require approvals or SLAs
• Reporting needs are light and fine in basic charts
• You already invested in Power Automate/Power BI flows and they’re stable
• No near-term requirement for governed templates or multi-team portfolio views

‍

3) Where Asana wins at scale

Choose Asana when at least two of these matter:

• Governed templates and fields taxonomy across departments
• Intake → triage → approvals with SLAs and routings
• Rules for escalations, handoffs, and due-date math—without building flows from scratch
• Portfolio reporting leaders review weekly (on-time rate, blockers, cycle time)
• Admin controls that support guest access, de-provisioning, and change management

Example at a glance:

• A Client Onboarding template with an intake form that maps to custom fields (Client Tier, SLA, Risk).
• Rules auto-assign the right owner, set due dates from priority, and escalate P1 tasks.
• A Portfolio shows on-time completion and top blockers—no slides needed.

‍

4) Migration notes (Planner → Asana)

Keep the first migration small and defensible:

1. Pick two pilot workflows (e.g., Client Onboarding and Marketing Sprint).
2. Field mapping: decide the minimal fields you need (Status, Priority, Department, SLA, Risk).
3. Freeze changes on the legacy boards for pilot scope to avoid drift.
4. Train with your data: short hands-on sessions for managers and doers.
5. Validate dashboards with leadership before expanding to more teams.

‍

5) ROI snapshot (simple math you can defend)

If 40 users save 25 minutes/day via rules, intake routing, and portfolio visibility → ~16.7 hours/day.

At a blended ₱800/hour, that’s ₱13,360/day → ~₱2.7M/year (200 working days).

Add “meetings removed” (status updates replaced by dashboards) for extra gain.

‍

6) Decision-matrix workbook (free)

To make this objective, score your requirements with weights:

Download: Decision Matrix — Asana vs Planner (xlsx)

‍

Edit the weights (0–1) and scores (1–5) per criterion.

The sheet calculates totals and surfaces trade-offs transparently.

‍

7) Next steps

Not sure yet? Book a 15-min discovery and we’ll apply the matrix to your environment.

Ready to pilot? Start with two workflows and the governance starter from our Asana Playbook.