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Automating Nonprofit Operations with ClickUp in Less than Four Months

Real Impact

in grants managed through ClickUp

From grant application to award and beyond

Clients ID the grant programs applicable to them

Partnership Project handles the application documentation

When the grant gets awarded, Partnership Project handles fund distributions and reporting

employees and consultants supported by 1 grants manager

Distributed workload

Automated reminders distributed to employees, consultants, and clients ensure that deadlines are met

Clients can submit grant applications on a continual basis without confusion

Grants Manager can review all task statuses in a glance

Clients supported

Room to scale

ClickUp automations drive grant application and grant reporting processes forward

Clients can focus on delivering results while Partnership Project finds new funding sources and keeps up with reporting requirements

Task templates make onboarding new clients a breeze

My experience with Berlynsea and the ClickUp build-out was fantastic. Berlynsea managed to capture everything I was looking for and more. The system functions exactly how I need it to and the entire team is excited about the grants management system we now have. My favorite feature is definitely the automated subtasks that trigger as everyone completes their piece of the puzzle. I love how the complexity of the system allows me to capture everything I need and yet provides an incredibly simple end-user experience.

Yara Ayache

Senior Grants and Revenue Manager, The Partnership Project

Partnership Project Overview

The Partnership Project is a fiscal sponsor for nonprofits with an environmental protection and/or sustainability mission. As a fiscal sponsor, the Partnership Project takes on the responsibities of grant application, fund disbursement, and grant oversight for client organizations. This gives their clients more time and budget for actually furthering their missions instead of scrambling for additional funding.

Industry

Nonprofits

Employees

40+

Use Cases

Grant Management
Process Optimization
Project Management

Timeline

4 months

The Challenge

Grant management is far more than writing compelling proposals – awardees must comply with reporting and oversight requirements. When awardees have multiple funding sources, they usually have multiple reporting regimes. The Partnership Project exists so that clients (‘Programs’ in Partnership Project terminology) can devote more resources to their mission and fewer resources to grant management.

The Partnership Project needed a single tool to streamline and automate a series of complex and interconnected workstreams that support this mission. When Tuck got involved, they were managing $22M worth of grants though a complicated and highly manual process that relied upon multiple desktop productivity applications. Now, all of those grants are managed through automated ClickUp processes.

Berlynsea Tyler

Berlynsea Tyler

Systems Engineer and ClickUp Expert

Berlynsea Tyler (she/her) is a consultant with Tuck Consulting Group. She’s been working alongside Tuck for around three years- bonding over their similar passions and values. She resides in Mississippi, living on the same family land for over 100 years.

Nowadays, Berlynsea continues to function under multiple titles, most notably:

  • Systems & AI Agentic Engineer
  • Business Analyst
  • Workflow Architect
  • System Queen

She loves to stay open-minded and will try anything twice! Find her at a community event, deep into a book, or listening to live music.

Alex Morgan

Alex Morgan

Professional Services Practice and Project Management Professional

Alex Morgan (he/him/his) is the IT Professional Services Practice Lead at Tuck Consulting Group. In 2021, Alex began with Tuck as a pro bono consultant for local nonprofits and instantly clicked with the company culture, mission, and clients. Working with diverse clients in tech and adjacent sectors has afforded a breadth of relationships and invaluable strategic insight.

Alex works remotely from Burlington, Vermont. He is a certified ClickUp Expert and is certified with the HubSpot Content Management System and HubSpot Marketing Hub.

When work is over for the day, Alex enjoys live music, NBA basketball, and critiquing TV shows with his daughter (we are equally intrigued to hear more about this last one).

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