A fantastic tool for businesses needing to join the 21st Century

The major use we have is project management as we undergo significant transformations in our operational and strategic spaces. That being said, while significant, it is actually not the thing I wanted to share here. Every business has odds and ends that don't really 'fit' in a space. Too complex for conventional data files, too dynamic not to be cloud based but not structurally significant enough to warrant resources to a dedicated software solution. This is where ClickUp has been incredibly powerful for us, capturing those odds and ends within departments that need to be captured, shared, tracked and often automated without insane development cost, time or complexity. An example would be how we track the status of reoccurring report generation for our clients. As less than 3% of our clients contractually required specialised reporting data on a reoccurring basis, it is something that essential to manage efficiently and historically was in a clunky Excel workbook. There was no accountability, no way to monitor SLAs, no way to identify quickly and easily where bottlenecks in processes existed. With ClickUp, we automate the tasks, can assign and track status in real time, escalate and (my personal favourite) summarise where each report is at for quick high level updates for our executive team with the inbuilt AI functionality.

The best bit is a clear SSOT about who is responsible for what. The business is still in a very early stage of fully utilising the collaborative features within ClickUp, but know clearly who is doing what is a massive first step for us, where the previous scenario had people across the business hiding behind incomplete email chains. Nightmare!

We have reduced the number of Excel workbooks in the business significantly and can see a use can for CU for many many more! With more and more Gen Z employees, having software that feels 'natural' to them, rather than learning the complexity of Excel has made life so new starters much easier!