An engineering and construction team partnered with UpSys to eliminate manual admin bottlenecks, automate project workflows, and gain real-time visibility into project status and budgets. The result: faster project launches, accurate tracking, and empowered teams focused on high-value work.
Client Case Study
Transforming Project Delivery with ClickUp Automation
Spoke BI
10/9/20252 min read
Executive Summary
The Challenge
- Manual project creation and tracking led to delays, errors, and high admin workload.
- Limited automation made it difficult to scale and optimize resource allocation.
- Fragmented budgeting and time tracking hindered real-time insights and efficient reporting.
- Lack of automated notifications increased the risk of missed deadlines.
The Solution
- Automated Project Creation: Sales wins now instantly trigger new projects with standardized templates and auto-transferred data.
- Workflow & Task Automation: Custom fields and assignment logic automate task routing to the right team members.
- Process Optimization: Workspace audit, flexible assignment logic, and targeted automations ensure smooth, scalable operations.
- Budgeting & Time Tracking: Parent-child task structure, Google Sheets integration, and real-time dashboards embedded in ClickUp.
- Documentation & Training: SOPs and demo videos for seamless onboarding and ongoing reference.
The Results
- Dramatic reduction in admin time for project setup and tracking.
- Instant project launches from closed sales, eliminating delays.
- Real-time dashboards provide instant visibility into budgets and time tracking.
- Team spends less time on admin, more on delivering value.
- Standardized, scalable processes support current and future growth.
Client Testimonial
The automation and visibility we gained with ClickUp have transformed how we manage projects. We’re spending less time on admin and more time delivering value to our clients. The dashboards and automated workflows give us confidence that nothing falls through the cracks
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