Merchant McIntyre Overview

Merchant, McIntyre, and Associates is a distinguished law firm dedicated to assisting nonprofits and municipalities in securing federal grants. Despite their expertise, they grappled with outdated, manual processes that hindered efficiency and visibility across their teams.

Timeline

12 weeks

The Challenge

Our engagement with Merchant, McIntyre, and Associates was driven by a clear mission: to revolutionize their grant and client management systems through a ClickUp Quick Start onboarding project. We aimed to convert their fragmented, spreadsheet-based processes into a unified, centralized database. This transformation targeted key challenges:

• Enhanced Visibility: We aimed to break down silos and foster transparency across all teams.
• Streamlined Access to Information: Our goal was to ensure easy retrieval of historical data.
• Elimination of Redundancy: By automating data entry, we sought to reduce repetitive tasks.
• Technical Empowerment: We endeavored to simplify the use of technical tools for all team members.

Prior to our intervention, Merchant, McIntyre, and Associates faced significant operational hurdles. Each client team functioned independently, relying on their own manually-created tracking spreadsheets. This approach resulted in:

• Isolation and Lack of Awareness: Teams were often unaware of each other’s activities and the grants being pursued by other teams.
• Inefficient Workflows: The setup process for each client or grant required approximately 2 billable hours, followed by 30-60 minutes of weekly updates.
• Redundant Efforts: Teams frequently duplicated work for new initiatives, wasting valuable time and resources.

The Results

Through our strategic implementation of ClickUp, Merchant, McIntyre, and Associates experienced a profound transformation:

• Dramatic Time Savings: The time required to initialize a new client or grant was reduced from 2 hours to just 5 minutes—a staggering 97.5% reduction. Weekly status updates now take only 2-3 minutes.
• Real-Time Reporting: A ClickUp dashboard now provides automatic, real-time updates on grant and client data, enhancing decision-making and strategic planning.
• Comprehensive Visibility: Teams can now effortlessly access a master list of all grants, view each other’s activities, and leverage existing applications to streamline future efforts.
• Enhanced Reporting Capabilities: The centralized system allows for robust reporting on specific grants and clients, enabling trend analysis across fiscal years and comparison of success rates for grant applications.

The implementation of ClickUp has not only delivered substantial time savings and efficiency gains for Merchant, McIntyre, and Associates but has also laid a solid foundation for future growth. By digitizing and centralizing their processes, we have empowered them to achieve greater transparency, collaboration, and strategic insight across their organization. This case study exemplifies our commitment to delivering transformative solutions that drive success for our clients.