Tony Howell Co, a digital design agency specializing in building online presence for artists, was struggling with fragmented workflows and scattered documentation across multiple tools. By partnering with UpSys, the agency unified its operations in ClickUp—standardizing project management, creating clear SOPs, and centralizing knowledge for the entire team. The result: faster onboarding, improved efficiency, and seamless collaboration.
50% Faster Client Onboarding: How Tony Howell Co Streamlined Their Workflow
Tony Howell
10/08/20252 min read
Executive Summary
The Challenge
- The team relied on a mix of tools (email, spreadsheets, chat apps, cloud docs) to manage projects and client communications.
- Project information, tasks, and documentation were scattered, leading to lost or duplicated information.
- Inconsistent processes and missed steps created confusion and errors.
- Onboarding new team members was difficult and time-consuming.
- There was a lack of visibility into project status and responsibilities.
- Significant time was wasted searching for files or instructions.
Before: Scattered tools and processes
The Solution
- Migrated all project management and documentation into ClickUp, creating a single source of truth.
- Designed a clear, scalable workspace structure tailored to Tony Howell Co’s services and client types.
- Developed standardized SOPs and best practices templates to ensure consistency.
- Created a centralized knowledge base and template library for easy access to processes, resources, and onboarding materials.
- Set up automations to streamline task assignments, project stages, and recurring workflows.
After: Centralized system in ClickUp
The Results
- Reduced project onboarding time for new clients by 50% through standardized templates and checklists.
- Improved team efficiency, with project status and next steps visible in real time for 100% of active projects.
- Decreased time spent searching for information or files by 70% thanks to a centralized knowledge base.
- Enhanced consistency and quality of client deliverables, with all team members following the same SOPs.
- Increased team satisfaction and collaboration, with all communication and documentation in one place.
- Freed up an estimated 8 hours per week previously lost to tool-switching and manual coordination.
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