As a professional services firm ourselves, we pride ourselves on running our business on ClickUp. We have found that ClickUp offers a wide range of features that can be effectively utilized by professional services teams for various activities. L5 has created templates for our own use for project management, CRM, knowledge management, and more; and we bring these powerful tools to the table on all of our client engagements.
Here are some key use cases for professional services teams using ClickUp:
1. New Customer Onboarding
Use L5’s ClickUp templates to streamline the onboarding process for new customers. Create tasks, checklists, and deadlines to ensure a smooth onboarding experience and manage follow-up activities, such as training sessions or kickoff calls. Create pre-built docs for SOPs and enablement to guid new team members on their onboarding journey. You will be able to create purpose built views showing all active clients onboarding in a single location. And perhaps most impactful, you will be able to stay up to date on all progress by using ClickUp Brain to summarize progress across your onboarding clients.
2. New Project Intake
L5 can create custom workflows to allow professional services teams to streamline new project intake. These workflows can be shared with clients. Once a workflow is completed, new task or project templates can be automatically applied in ClickUp, ensuring an organized and efficient intake process and sales to deliver handoff. Sales teams can stay informed of delivery progress through the use of ClickUp Brain and by creating purpose built views, integrations and dashboards that bring key details and milestones to the surface.
3. Flexible Project Management Methodologies
Waterfall Project Management, Agile and Hybrid Approaches are all possible for you in ClickUp. ClickUp supports waterfall project management with features like Gantt charts, task dependencies, and milestones, helping teams plan and track projects in a linear and structured manner. L5 has developed ClickUp templates for Waterfall Project Management. ClickUp is also well-suited for agile project management, offering Kanban boards, sprints, and customizable task statuses, enabling teams to quickly adapt to changing client needs and priorities. So no matter whether you are a pure agile team or a hybrid approach to everything, ClickUp has you covered. Lastly, it has never been easier to stay up to speed on progress than it is within ClickUp using powerful reporting and AI features to highlight things like velocity, status, barriers/blockers, daily standups and much, much more.
5. CRM (Pipeline and Account Management)
While ClickUp is not a dedicated CRM tool, it can be customized to manage sales pipelines and account management processes. Create tasks or projects for each lead, opportunity, or account, and track progress through custom statuses that mirror your sales stages. Use custom fields to capture relevant information, such as deal value, contact details, and lead source. All while providing you critical updates about timelines, blockers or overdue sales/account management activities using ClickUp’s native AI project management capabilities. When you bring all your sales efforts into the same place where delivery is being managed you decrease the sales to delivery fog and enhance your clients’ experience by keeping everyone up to date.
6. Knowledge Management and Templates
ClickUp can be used to create a centralized knowledge base for storing and organizing important information, such as best practices, templates, guidelines, and FAQs. This helps team members quickly access the information they need and ensures consistency in service delivery by streamlining access to SOP’s and other critical enablement content. You can transform any Doc into a wiki for organizational knowledge sharing, with features like commenting, video clips, real-time collaboration, and customization options such as headers, banners, and embedded media for branding.
7. Time Tracking and Estimation
ClickUp’s built-in time tracking features enable professional services teams to monitor the time spent on tasks and projects accurately. You can use timesheets to view, track, and review time tracked on tasks across your Workspace. Users can also add time estimates to tasks (which can be templated for tasks that are always the same effort), allowing them to plan resources effectively and maintain transparent communication with clients regarding project timelines. You can build custom time reporting dashboards which expose time tracking data for both billable non-billable time.
8. HR (New Employee Onboarding, Recruitment, Learning Management, Performance Management)
L5 uses ClickUp to manage HR-related tasks and processes, such as new employee onboarding, recruitment, learning management, and performance management. Users can create tasks, set deadlines, and track progress to ensure a smooth onboarding experience, manage training sessions, and schedule performance reviews. With ClickUp brain you will always be able to stay up to speed with any updates about your team’s progress and how continuing education is being delivered across the organization.
9. Resource Planning
ClickUp’s resource planning features help professional services teams allocate resources effectively, ensuring that the right team members are assigned to the appropriate tasks and projects based on their availability, skill set, and workload. ClickUp gives you some very powerful tools which allow you to set capacity for team members, measure effort based on time, task volume, sprint points and more and then visualize allocations to see who has time/capacity to take on something new.
10. Issue and Risk Management
ClickUp can be used to track and manage issues and risks related to projects. Users can create tasks for each issue or risk, assign team members, and set deadlines to ensure timely resolution and mitigation.
11. Third-Party Integrations
ClickUp integrates with a wide range of third-party tools and applications, such as accounting software, time tracking software, CRM software, and more. This enables professional services teams to connect their existing tools, streamline their workflows, and boost productivity. ClickUp’s connected search functionality allows you to search for documents in repositories outside of the platform as well. Enabling users to find the details they need more quickly and with less effort.
By leveraging these use cases and integrating with third-party tools, professional services teams can enhance organizational convergence, collaboration, and productivity using ClickUp. Bringing everyone together into a streamlined platform where all elements of the delivery process can be managed will enhance operational efficiency, profitability and increase your positive outcomes on delivery projects for your clients.
