Oil Change International Overview

Timeline

3 Months

The Challenge

Oil Change International needed to streamline its research project processes while preserving the autonomy of teams working across the globe. Various project requirements and preferred styles of working meant versatility was critical. At the same time, they needed to provide greater oversight to leadership, both of active and historical activities, without overloading staff.

Enter ClickUp. Using time-saving automations, custom-built templates, and integrations with well-worn tools like Google Suite. Tuck and OCI built standard, repeatable frameworks to track every aspect of a research project from kickoff to publication. This allowed every team to initiate work easily, building off the same foundation, and refine it to their particular needs. Team members can combine the familiarity of Google Docs for editing large research drafts with the advanced functionality of ClickUp Docs — features like automatically linking and assigning project tasks from within a document, sending in-app notifications to users and teams, and AI-generated summaries with ClickUp Brain. Likewise, the Communications team can manage their own work streams independently, accept requests from research project teams, and provide real-time visibility back without anyone needing to ask, “Is it done yet?”

With ClickUp’s hierarchical approach to project and process management, leadership can survey the field anytime to pull budget or progress information, past work examples, and analyze user activity to see who needs support. Whether in dashboards or top-down views, the metrics they need to know most are only a few clicks away, every time. And best of all, because task and project information is readily accessible, no one needs to read another status report or book a meeting to know what’s happening, when, and with which initiatives.