Repartim, a leading French residential services provider, partnered with UpSys to transform a fragmented ClickUp environment into a unified, strategically governed system. Through audit-driven optimization, governance, targeted training, and ongoing support, Repartim rapidly gained visibility, efficiency, and ROI—empowering teams to operate confidently and scale sustainably.
Repartim Builds an Efficient, Accountable, and Scalable ClickUp System
Repartim
10/09/20252 min read
Executive Summary
The Challenge
- Disconnected workspaces and no standardized structure across 6–7 departments.
- Zero consolidated visibility for leadership; reporting took days and critical deadlines were often missed.
- Over-complexity risk from uncoordinated feature use and parallel modifications.
- Tight budget constraints and a need for maximum value from consulting investment.
The Solution
- Strategic Audit: Comprehensive review of all ClickUp spaces, lists, and custom fields; identified cleanup opportunities and validated core structure.
- Governance Framework: Standardized status templates, naming conventions, and assignment protocols; limited custom field creation to key admins; protected critical views.
- Role-Based Training: Delivered targeted training for directors, project managers, and admins, with hands-on practice and peer learning.
- Implementation Support: Provided follow-up coaching, continuous support, and access to a knowledge base and training recordings for ongoing adoption.
The Results
- Achieved 100% cross-department project visibility with a single consolidated roadmap.
- Reporting time reduced from days to minutes—a 95%+ improvement.
- Structure quality improved from 6–7/10 to 8–9/10; governance risks eliminated.
- Training coverage reached all users, with future hires supported by recordings and documentation.
- Immediate and long-term financial value: avoided costly rebuild, optimized license usage, and achieved over 100% ROI in the first year.
- Teams now operate confidently and efficiently, with sustainable practices and minimal external support.
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