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Tuck Consulting GroupAutomating 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.
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.
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