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Tuck Consulting GroupHelping a United Way Align All Departments and Standardize Service Delivery with ClickUp
Real Impact
United Way employees re-engaged
Maximizing ClickUp Usage
Led multiple departments through business process redesign and ClickUp buildout to increase usage and adoption
Provided targeted ClickUp training to maximize the value of the nonprofit's ClickUp investment
Everyone's voice was heard and incorporated into the new workflows
The entire company got a 360 degree view of all integrated work that related to their jobs
Automations designed and developed
Manual Tasks Eliminated
Evaluated and mapped the organization's key business processes and automated as many of the processes as possible
Reduced the risk of manual errors and omissions by building the processes in ClickUp and automating them
Saved the organization hundreds of hours per year by automating processes that were previously done by individuals
Created customized numbering systems and workflows to support the organization's processes
Customized process templates
Days of Time Saved
Documented and standardized the service delivery processes for the organization
Created standard templates for the most important processes in the organization
Reduced the time it takes to execute repeatable tasks for the most impactful workflows
Reduced the variability between similar tasks and service delivery by standardizing processes
Martin asked wonderful questions throughout the process that helped everyone involved consider gaps and possible paths forward. This thorough review on the front end clarified everything before taking it to the leadership team, so it was easy to explain why each of the steps were outlined in a specific way.
United Way of Greater Knoxville Overview
United Way of Greater Knoxville (UWGK) is part of United Way Worldwide, the largest charitable organization in the world. Through more than 170 programs with 75 agencies, UWGK is an innovative problem-solver and facilitator of social change. Dedicated to creating a more equitable Greater Knoxville region with stable housing, financial security, quality early care and education, access to food, economic mobility, and more, UWGK has implemented a modern United Way model that goes beyond just being a nonprofit funder. For more information, visit https://uwgk.org/.
Industry
Nonprofit
Employees
50+
Use Cases
Project Management
Grant Making & Evaluation
Direct Services
Nonprofit Marketing
Timeline
9 months with ongoing support
The Challenge
UWGK is unlike most other United Ways. In addition to grantmaking for other nonprofits, UWGK took on a modern model that also includes program development and direct service delivery. The organization worked in many disparate systems and did not have a standard way of managing projects and operations. While they were using ClickUp in certain departments, they weren’t using it consistently and to its fullest potential. They hired Tuck to build out the workflows in ClickUp for their grant making, data collection, and marketing use cases.
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