How ClickUp fast-tracked financial planning with seamless integrations

Jeremy Stern
Finance Manager
Jeremy Stern
Jeremy Stern
Finance Manager
Number of employees
Used by
Finance team
San Diego, US
Use cases
Implementation time
Integrations with

At A Glance

  • Google Sheets became inadequate for data-driven decision-making as the organization scaled, requiring slow and complex data connections.
  • The success of implemented tools during the digital transformation is measured by user enjoyment and willingness to utilize the tool, as adoption is the most critical metric.
  • Pigment’s hands-on approach ensures full enablement, empowering teams to build, own, and operate the tool for long-term success.
  • Streamlining the financial management processes, improving data accuracy, and enabling real-time progress tracking across teams and individuals.

Google Sheets became limiting as data requirements grew, leading to slower connections and inefficiencies

As ClickUp scaled itself and the demand for data to drive decision-making increased, the shortcomings of Google Sheets became increasingly evident. 

The team needed to consolidate data from multiple Google Sheets into a centralized location every single time. Each sheet held crucial data and outputs, requiring teams to establish connections for data utilization. As more connections were added, the system’s performance slowed down significantly. 

Given the importance of the data, Google Sheets was simply not adequate.

ClickUp recognized the need for a more robust solution to support their growing data needs and facilitate better decision-making processes. This would allow them to enhance their efficiency, accuracy, and effectiveness in utilizing data to drive successful outcomes.

Need for improved connectivity, collaboration, and processing power

Three key priorities were essential in finding the perfect solution: connectivity, collaboration, and processing power. ClickUp, as an all-in-one productivity management software, required a solution that could seamlessly connect teams and users, enable efficient collaboration across the organization, and provide robust processing power to handle large amounts of data.

Pigment stood out as the ideal choice during their procurement process, exceeding the expectations in these critical areas and offering a solid foundation for their finance organization and overall operations. ClickUp’s digital transformation journey involved implementing several tools, each with its success metrics. However, at the core, user adoption is the ultimate measure of success.

“Pigment exceeded our expectations in connectivity, processing power, and the ability to collaborate.”

Jeremy Stern, Finance Manager at ClickUp

ClickUp acknowledges that if their employees genuinely enjoy and embrace the implemented tool, it signifies a successful transformation. The positive user experience and the willingness to utilize the software reflect the efficacy and value it brings to the organization.

Enabling long-term success through comprehensive enablement and continued support

A hands-on approach is crucial for the ClickUp team to adopt and utilize their production management software successfully. They understood that implementing a comprehensive productivity management software like theirs can be complex, requiring seamless integration with existing systems and workflows. 

A hands-on approach would allow ClickUp to guide organizations through this process, providing the necessary expertise and support to overcome implementation challenges effectively.

“What Pigment allows you to do is lift the rug on your current process and say, is this the best way to do it? And then will enable you to make the best decisions and create a new process that fits your updated technology stack.”

Jeremy Stern, Finance Manager at ClickUp

By immersing themselves in the details and intricacies of the organization, Pigment ensured that every individual team using the tool was fully equipped and empowered. This fostered long-term success, as the tool became an integral part of the company, built, owned, and operated by its teams.

Unlike traditional approaches that prioritize technology first, ClickUp needed to examine its existing processes and assess their effectiveness critically. This would allow them to make informed decisions and develop new processes that align with their updated technology stack, ultimately driving improved efficiency and productivity. 

Pigment integrates with various best-in-class products used during the company’s digital transformation. This integration capability empowers the company to upload, transform, and distribute data in real time, providing valuable insights to users from their entire tech stack. This interconnectedness simplifies workflows and enhances the overall data-driven decision-making process.

Pigment embodies collaboration, transparency, and instant access, empowering organizations to optimize processes and drive success.

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