Business Consulting
Strategic work that happens first — making sure the system reflects how your business actually operates and where it’s headed. We optimise your processes before we digitise them, so you don’t automate inefficiency.
- —Process-mapping workshops (e.g. your procurement approval flow, end to end)
- —Organisational structure analysis to define the right hierarchy
- —Defining KPIs and how they should surface in dashboards
- —Scope definition and solution-design sessions
- —Gap analysis between current state and desired state
- —Change-readiness assessment
Implementation
Turning the agreed scope into a functioning system inside ClickUp. Build cannot begin until processes are refined and documented in consulting — so we build once, build right, and avoid costly rework.
- —Space, Folder and List hierarchy designed around your work
- —Custom fields, statuses and task types configured
- —Automations (auto-assign on status change, deadline alerts to managers)
- —Integrations with HubSpot, Slack, ERP and more
- —Views, dashboards and reusable templates
- —Migration from spreadsheets, Monday, Asana or Jira
- —Role-based permissions, testing and QA
Adoption
Where configuration becomes habit, and where ROI is realised. This isn’t product training — it’s change management for the humans using the tool.
- —Live training sessions for specific teams
- —One-to-one coaching for managers on dashboards & reporting
- —Recorded walkthroughs and SOPs tailored to your workflows
- —Change-management check-ins to address resistance
- —Post-launch office hours and Q&A
- —Champions programme: training internal power users
Support
Reactive, on-demand help after your workspace is live — keeping things running, fixing what breaks, handling small requests.
- —Troubleshooting broken automations or integrations
- —Adding new statuses, custom fields or views
- —Answering “how do I…” questions from your team
- —Adjusting permissions or view configurations
- —Minor enhancements and small configuration changes
- —Escalation support for platform bugs
Ready to put AI to work?
Message us on WhatsApp or email the team — we’ll set up a free session on one of your real workflows.