SERVICES

Consulting, Build, Adoption & Support.One Team.

Every engagement runs through four stages, consulting, implementation, adoption and support, so your system works on day one and keeps working after it.

Book a Free HourSee the Four Stages
Your workspaceDtechYour engagement
Search
Ask AI

Your engagement

ListBoardGanttDashboard

HOW AN ENGAGEMENT RUNS

Four Stages.One Working System.

Each stage has its own owners and deliverables, and nothing is built until the process behind it is agreed and documented.

01Consulting

Strategy and scope.

4 DELIVERABLES 02Implementation

The technical build.

5 DELIVERABLES 03Adoption

Make it stick.

5 DELIVERABLES 04Support

Keep it running.

5 DELIVERABLES
01Consulting

STEP 1 · START HERE

Business Consulting.Groundwork First.

Strategic groundwork, so your ClickUp system matches how the business runs today and where it is heading next.

WHAT’S INCLUDED
  • Process mapping workshops
  • Organisational structure analysis
  • Defining KPIs and how they are surfaced
  • Scope definition and solution design
Process map · Purchase requestsWorkshop 1 of 3 · Operations
REQUESTER
LINE MANAGER
FINANCE
Raise requestREQUESTER
Review needLINE MANAGER
Budget checkFINANCE
Issue POFINANCE
Notify requesterREQUESTER
Scope v1 agreed4 workflows · 3 teams · Signed off
KPIS TO SURFACE
Approval timeLeadership dashboard
Requests per weekOperations dashboard
Overdue approvalsManager inbox
02Implementation

STEP 2 · THE TECHNICAL BUILD

Implementation.Built to Scope.

We turn the agreed scope into a working ClickUp system. The build only starts once your processes are refined and documented.

WHAT’S INCLUDED
  • Space, Folder and List hierarchy
  • Custom fields, statuses and task types
  • Automations for status changes and update alerts
  • Views, dashboards and reusable templates
  • Role-based permission testing and QA
HIERARCHY
Operations
Requests
Incoming
Approved
Reporting
Leadership dashboard
Permission QA passedGuests · view only · tested
STATUSES · INCOMING
TO DOIN REVIEWAPPROVEDCLOSED
TASK TYPES
RequestPurchaseAccess
CUSTOM FIELDS
DepartmentDropdown
Cost (SAR)Currency
ApproverPerson
AUTOMATION · ON
WhenStatus → ApprovedThenNotify requesterAndMove to Approved
03Adoption

STEP 3 · MAKE IT STICK

Adoption.Into Daily Habit.

Configuration becomes habit. This is change management for your people, not just product training, so the return shows up in everyday work.

WHAT’S INCLUDED
  • Live training for specific teams
  • One-to-one coaching for managers
  • Dtech-led walkthroughs and starter workflows
  • Change-management check-ins
  • Post-launch office hours with Q&A
Rollout training · Week 3Riyadh time (GMT+3)
SUN10:00Live trainingOperations team
MON13:001:1 coachingLine managers
TUE09:30Change check-inFinance team
THU11:00Office hours · Q&AOpen to everyone
STARTER WORKFLOWRaise a request Open the Requests list Use the request template Track it to Approved
Led by JeneleneAdoption Expert
04Support

STEP 4 · KEEP IT RUNNING

Support.Help After Go-Live.

On-demand help after go-live, to keep things running and fix issues as your teams and processes change.

WHAT’S INCLUDED
  • Troubleshooting automations and integrations
  • Adding statuses, custom fields or views
  • Answering your team’s “how do I…?” questions
  • Adjusting permissions or view settings
  • Escalation support for platform bugs
Support · Dtech5 requests this month
Automation not firing on ApprovedFixIn progress
Add a “Blocked” status to IncomingChangeDone
How do I filter by approver?QuestionAnswered
Give Finance edit on ApprovedAccessDone
Gantt export fails on large listsPlatformEscalated
Fixed: the trigger now runs on Approved.Test task attached for you to confirm.

BOOK THE FIRST HOUR

Let theResults Speak.

As a ClickUp Diamond Partner, we are measured on real adoption, not hours billed. If the first session works, your team will ask for more. If it does not, we stop there.

Book a Free Hour
Your free first hour60 minOnline
PICK A DAYRIYADH · GMT+3
AVAILABLE TIMES