Mastering Resource Management: Insurance Group Finds Success with L5 and ClickUp Enhancing Workload Balance and Tracking Key Metrics for Optimal Performance
Opportunity: A marketing department within a large insurance group needed to effectively manage over 5,000 active tasks per week, maintain a balanced workload, and monitor various activities, including training, vacations, and non-billable work. They also sought to track billable time and generate monthly chargeback reports for the entities they supported. Solution: L5, ClickUp’s strategic transformation …