Our Projects
We have successfully helped a wide range of businesses in streamlining and optimising their operations. For an Organising Company, we systematised Workflows and developed Standard Operating Procedures (SOPs), resulting in smoother onboarding and project management. For a Fintech Startup, we managed a seamless migration to ClickUp and integrated Objectives and Key Results (OKRs) to enhance goal tracking and operational efficiency. For a Professional Services Company, we automated the hiring process, significantly reducing delays and administrative workload. For a Tax Accounting Firm, we restructured their ClickUp Workspace, improved Workflows, created Automations, and provided leadership with real-time Dashboards for better oversight. We even replaced a system for them that cost $25,000 per year, by creating solutions in a system they were already using and on a plan they were already on. Finally, for an SEO Agency, we boosted productivity by implementing tailored Workflows, Automations, and Dashboards, improving both deliverable tracking and team efficiency.
Organising Company
We worked with an Organising Company to successfully implement ClickUp. They faced the challenge of standardising business processes and needed an improved client onboarding and project management system. We helped them create and implement Standard Operating Procedures (SOPs) that ensured consistency and efficiency in their workflows. We also collaborated with them to design and implement a Sales and Onboarding Process, enhancing their client acquisition and onboarding experience. Additionally, we developed an extensive project tracking system within ClickUp to facilitate efficient project management. The result was a comprehensive system that significantly improved overall company performance.
Fintech Startup
We provided ClickUp consulting and implementation services for a Fintech Startup. The project management tool they were using was complex and did not meet their business requirements. We played a pivotal role in successfully managing a migration to ClickUp. We worked closely with the team to establish an extensive company framework, optimise workflows, and design Standard Operating Procedures (SOPs). We assisted them in seamlessly integrating Objectives and Key Results (OKRs) into ClickUp, ensuring a streamlined approach to goal alignment and progress tracking. This approach transformed their operations, giving them the flexibility and insight needed for long-term growth and success.
Professional Services Company
We had the pleasure of working with a Professional Services Company to streamline their recruitment process using ClickUp. The agency was facing a common issue in the recruitment process, a slow and disorganised system that required HR to constantly chase feedback from multiple stakeholders, resulting in delays and inefficiency. To solve this problem, we implemented an automated process in ClickUp that streamlined each stage of the recruitment process. The result was a more efficient and faster recruitment process, reduced administrative work for the HR team, and improved communication among stakeholders.
Tax Accounting Firm
We provided ClickUp consulting and implementation services for a Tax Accounting Firm. The problem they faced was that other consultants they had hired in the past made their processes more difficult and time-consuming. Our solution was to rebuild and revamp their ClickUp Workspace by creating new Spaces for client work, establishing new Workflows that improved their business operations, and adding Automations to streamline their processes. We also built custom Dashboards for the Leadership Team to monitor the progress of client work and ensured projects were delivered on time. The result was a more streamlined business process that helped boost performance and productivity.
SEO Agency
We worked with an SEO Agency to improve their efficiency and productivity. The problem they faced was managing their team’s workload and keeping track of client deliverables. Our solution was to advise on and implement Workflows that improved efficiency, including creating new Task Lists and Automations. We also built Custom Dashboards that displayed real-time data for Project Managers, providing them with updates on the progress of client projects and helping them ensure timely deliverables. The result was an improvement in the efficiency and productivity of their team, enabling them to meet deadlines successfully with project managers gaining better oversight of client deliverables.