A multi-brand retail and e-commerce business needed to streamline their ClickUp environment, automate key workflows, and centralize reporting for both executive and operational needs. UpSys delivered a comprehensive workspace cleanup, implemented targeted automations, and built real-time dashboards, empowering leadership and teams with actionable insights and proactive management.
Client Case Study
Reporting, Visibility & Automation
Passion Beauté & Déco d'autrefois
10/8/20252 min read
Executive Summary
The Challenge
- The ClickUp workspace had become cluttered and inconsistent, making it difficult to find information and manage projects efficiently.
- Reporting was manual and time-consuming, relying on Excel and scattered data sources.
- Leadership lacked real-time visibility into essential KPIs, while teams struggled to track operational performance.
- Communication and accountability were hindered by email-based request tracking.
The Solution
- Workspace Cleanup: UpSys reorganized and standardized the ClickUp environment, removing clutter and ensuring clear, logical structure across both projects.
- Automation: Implemented automations for recurring tasks, KPI tracking, and alerting, reducing manual work and ensuring data consistency.
Advanced Reporting & Dashboards:
- Built executive dashboards displaying 3–5 essential KPIs with visual status alerts (red/orange/green) for quick leadership review.
- Developed operational dashboards tracking team performance and key operational metrics, with threshold-based alerts for proactive management.
- Centralized KPI tracking for both retail and e-commerce activities, integrating data from sales, marketing, and customer service.
- Automated real-time data updates, eliminating the need for manual Excel reporting.
Automated Alerts & Ticketing:
- Set up automated notifications for KPI thresholds, overdue payments, and other critical events.
- Replaced email-based requests with a ClickUp ticketing system for transparent tracking and accountability.
The Results
- Leadership gained instant, real-time visibility into business health, with dashboards updating automatically and visual alerts for critical KPIs.
- Manual reporting time was reduced by over 90%, freeing up staff for higher-value work.
- Operational teams responded faster to issues, thanks to automated alerts and centralized performance tracking.
- Accountability and communication improved, with all requests and issues tracked transparently in ClickUp.
- The workspace became organized and efficient, supporting ongoing growth and data-driven decision-making.
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