Industry
Marketing
Audience
B2B
Country
United States
Services
ClickUp implementation
Challenges
The founder found it difficult to manage the activities of his multiple subsidiaries and partners without centralization.
Solutions
We implemented ClickUp project management software for task management, customer onboarding and partitioning of users and subsidiaries.
Results
30% improvement in operational efficiency and better management overview thanks to streamlined customer integration processes (via forms).
Your all-in-one project management software
ClickUp for managing subsidiaries, projects and external partners
At AimLogicthe efficient and secure management of projects was a priority. We introduced ClickUp to structure and streamline their processes. The key to this transformation was the balance between granular access permissions for users and guests, ensuring optimal security while enabling smooth collaboration.
With integrated forms, project intake has become simpler, while a general approval pipeline and the automation of work distribution between stakeholders have significantly improved efficiency. A dedicated account management table now provides a clear overview for managers, facilitating fluid and structured onboarding.
The result? Peace of mind assured by security and accountability, dedicated spaces for operational execution, and streamlined processes thanks to forms that simplify every step. AIMLogic now has a clear managerial overview, while ensuring that every operation is carried out with precision and efficiency.