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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.





Use Cases

Grant Management
Process Optimization
Project Management


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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