A look at how one operations team uses ClickUp to manage client requests and internal workflows. The speaker describes collaborating with their VP of operations to streamline processes and find growth opportunities by making the invisible work visible.
My president presented the opportunity. She said, I would really like to see how you could work on the operations side of things. And so triaging everything that comes in, or most things that come in from our clients, and then navigating how our teams are working. And it literally married perfectly into our transition into ClickUp. We went to from a different platform where it felt like we just were constantly manualing, like, oh, we'll adjust from here, adjust from here. I wake up every day excited to do what I do, and we get to receive the client request and everything everyone needs. And then I get to work with our teams on established processes now. So now, with the partnership of our vice president of operations, we get to see the internal flow of things and how that's taking care of both our company and our client and providing opportunity for growth that we are excited to see.
