A leading residential services provider partnered with UpSys to transform a fragmented ClickUp environment into a unified, strategically governed system. The engagement focused on audit-driven optimization, governance, targeted training, and ongoing support—delivering rapid gains in visibility, efficiency, and ROI.
Client Case Study
Reporting, Visibility & Collaboration
Repartim
10/9/20252 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.
Ready for Similar Results?
Let's discuss how we can help your business achieve success.
Book a free consultation to explore how our proven strategies can transform your operations.
9 spots left this month