How to digitalize an old-fashioned family business affordably, so that your management would allow you to spend the money for this at all.
July 26, 2022

How to digitalize an old-fashioned family business affordably, so that your management would allow you to spend the money for this at all.

Donka Stoycheva | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

We use ClickUp to organize processes better and improve inter-team communication. We are a manufacturing facility, so we use it to create and maintain ongoing production schedules, procurement, one-time projects such as exhibitions and launching of new products. We also use it as a one-stop shop for having all the relevant information, so that we can facilitate remote work for the administrative staff. We are actively seeking to digitalize other processes, so we exploring how to do that using ClickUp.
  • Provides visibility of tasks (deadlines, assignees, progress).
  • Allows analysis of production capacities based on ongoing and completed tasks.
  • Improves inter-team communication.
  • Allows better administration of pay-roll and labor law regulations.
  • Allows quick exchange of documents (i.e. invoices for payment, draft legal agreements).
  • Allows automation of processes (mostly in administration), that would otherwise require much more expensive software.
  • I'd love it if I could use ClickUp as a file management system, where there is a library of all attached files, related to the tasks, so that we can digitalize our documentation exchange already in ClickUp, without having to manage files separately (either manually or through file management software).
  • Make it easy to automatically create subtasks and related tasks, that are clearly related to their parent and other tasks. Current dependencies don't work well for us.
  • Allow automations to depend on resolving a specific check-list, instead of "all check-lists resolved."
  • Forms: Automatically create columns in the list view, that already contain the information, put in the forms. For example, where I have created a custom field with a drop-down menu in the form, I have to manually create a column with the same information, when the task is created.
  • Forms: when there is an assignee field in the form, it would be great if the task is assigned also to the same person, when created. Right now I do that with automations, but sometimes the form requires approval from a certain person, who may not always be the same, hence there needs to be manual assignment again.
  • Allow tasks to be mirrored in two lists at once, where you only need to amend the task in one list and it will change in the other. For example we have different space and list for the manufacturing plan and a separate space for procurement of raw materials, because different teams are involved in that. If we could create a mirror task of the procurement task in the task for the manufacture of the specific product (in the manufacture planning space), we could know at any time at what stage the procurement process is.
  • Reduced spending by increasing visibility and allowing task grouping.
  • Reduced wasting of time and miscommunication to coordinate production efforts.
Our manufacturing process requires strict coordination between the procurement department, the manufacturing planner and the salespeople. ClickUp has helped us stop wasting time in 2 hour weekly meetings to plan production according to the demand. It has also allowed us to track all orders better, not to depend on a specific team member to have all the information and has decreased the risk of over-looked tasks, forgotten client-specific requirements, etc. The key words with our experience are increased visibility and accountability.
ClickUp is our only app, before that we were an old-fashioned company, working on paper. As pointed out previously, it is a family-owned company that used to operate in the same way as in the late 90s. ClickUp IS our digitalization effort, that's why we value the many functionalities and the ability to have it tailor-made for our needs by us.
As pointed out previously, ClickUp is our first process-management app and we chose it specifically so that we don't need to use 5 other apps. It was hard enough to convince management (who are from a different generation) that we need to digitalize at all, so a one-stop shop such as ClickUp made the most sense.

Do you think ClickUp delivers good value for the price?


Are you happy with ClickUp's feature set?


Did ClickUp live up to sales and marketing promises?


Did implementation of ClickUp go as expected?


Would you buy ClickUp again?


ClickUp is great for the digitalization of "old-fashioned" businesses. For example, our organization is a family business, which used to run in the same way it did in the late 90s and early 00s. ClickUp has the advantage of being just one software and it was easier to convince people to use it, instead of using 5 other apps and managing their cooperation. I guess it was less "scary" for people to implement it. It is great for automating repeating processes, to increase visibility and accountability and frankly, to prevent the need to go around the factory 3 times to collect info from 3 different team members. I guess people mostly use it to support their administration or projects, but we have implemented it quite well to digitalize our manufacturing process. I wish we could integrate our ERP system in ClickUp. Having said that, I don't think the software was developed to serve manufacturing facilities, so some features that are specifically aimed at digitalizing manufacturing processes (organization-wise) would be great.

ClickUp Feature Ratings

Task Management
Resource Management
Gantt Charts
Not Rated
Workflow Automation
Team Collaboration
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Email integration
Not Rated
Mobile Access
Timesheet Tracking
Not Rated
Project & financial reporting
Not Rated