About Us
Building Systems, Not Silos
A ClickUp implementation practice for growing businesses with complex workflows.
You’re growing. The ad-hoc systems that worked at five clients don’t work at fifty. Spreadsheets multiply. Tools pile up. Your team builds workarounds because the system doesn’t fit how the work actually happens.
IT Visionists builds ClickUp implementations designed around how your business really works, so the system supports growth instead of slowing it down.
We’re a ClickUp Verified Consultant and Registered Partner, based in the UK, working with clients globally. Where another tool fits a specific need better, Make and Zapier for automation, the occasional Monday.com or PipeDrive engagement, we use it. However, ClickUp is what we specialise in and what we recommend when the fit is right.
Industries Served:
Professional services, consultancies, education and training, agencies, non-profits and operations heavy SMEs. Global clients. Solopreneurs are welcome too.
When IT Visionists Is a Fit
We typically support small teams that are scaling and want their operations to feel calm, organized, and measurable.
You might be at this stage if delivery and reporting rely too heavily on manual follow-ups, or if ClickUp (or your current platform) is starting to feel messy, inconsistent, or underused.
Common problems we fix
Work lives across chats, spreadsheets, and scattered tools
Projects stall because ownership and next steps aren't clear
Reporting is slow, inconsistent, or not trusted
Processes live in people's heads and break when someone is away
Sales → delivery → invoicing handoffs feel manual and error-prone
What We Do
Our promise: We build the operational backbone that makes execution smoother, visibility easier, and growth sustainable.
Core services include
- ClickUp workspace audits + cleanup
- Workspace architecture (Spaces, Folders, Lists, custom fields, views)
- Workflow design and process mapping
- Automations to remove manual chase-up and repetitive admin
- Integrations connecting ClickUp to your existing stack
- Dashboards and leadership reporting
- Team rollout, training and adoption support
- Ongoing optimisation as the business scales
Custom systems – no templates. Every engagement is shaped around your workflows, team, and goals. The outcome isn’t more tooling , it’s less friction and a system your team actually uses.
Real Results
Teams come to us for clarity and stay for measurable gains
Productivity
faster delivery
automations/year
less manual work
hours saved weekly
Our Story
IT Visionists was born from first hand experience inside a fast-growing agency environment.
In 2015, while working as a project manager at a digital marketing agency, Hina Sohrab saw what happens when growth outpaces systems: missed deadlines, unclear ownership, delayed reporting, and constant firefighting, especially with a remote team.
Instead of chasing tasks, Hina partnered with the founder to map workflows, clarify responsibilities, and implement systems that matched how the business actually operated.
The result: smoother delivery, clearer accountability, and a team that moved faster with far less friction.
In 2021, Hina founded IT Visionists with a clear focus: build systems that scale – without silos, bottlenecks, or tool chaos.
Meet the Founder
Hina Sohrab has 15+ years of experience in project management and business operations. She’s a ClickUp Verified Consultant, Qualified Services Consultant and Registered Partner with hundreds of implementations behind her across professional services, education, consultancies, agencies and non-profits.
Hina has tested more than 20 project management tools over her career and built IT Visionists around ClickUp because it’s the platform most likely to handle the complexity of a growing service business, so far, when it’s set up properly.
Clients regularly see outcomes like 40+ hours saved per week and significant lift in delivery speed, reporting visibility and team adoption.
Founder-led, not founder-only: You get senior oversight throughout, supported by a trusted team of specialist consultants, so you’re never dependent on a single person.
Our Approach
The Efficiency Triangle
At IT Visionists, we believe sustainable growth and seamless operations are anchored in mastering three interconnected pillars: People & Adoption, Process & Workflow and Tools & Automation. This framework has been pivotal in driving our success and that of our clients, ensuring businesses remain scalable and efficient.
01
People & Adoption
A system only works if people use it. While having the right processes and tools is essential, the attitudes and behaviours of your team play a crucial role in your organization’s success. Their readiness to embrace change, follow processes, and collaborate effectively can make or break the outcome of any project.
Key Behavioural traits we cultivate
Openness to change
We help teams view change as an opportunity for growth rather than a disruption. This positive mindset transforms organizational dynamics and drives progress.
Discipline and consistency
Adherence to established protocols is vital. Consistent practices ensure alignment and reduce confusion.
Accountability
Cultivating a sense of ownership among team members enhances performance and fosters collaboration. Each person's accountability contributes to overall success.
Collaboration and communication
Effective communication and teamwork are essential. We promote open dialogue and regular check-ins to keep everyone aligned.
Proactivity
We encourage team members to anticipate issues and suggest improvements, supporting ongoing development and strengthening the organization.
How we drive adoption
Leadership alignment
Leaders model the behaviours they wish to see, their commitment to positive change influences the entire team.
Training and support
We provide hands-on training to illustrate the benefits of new processes and assist with transitions.
Recognition frameworks
We help you recognize and reward those who exemplify desired behaviours, motivating others to follow suit.
Feedback mechanisms
We implement feedback loops to quickly address challenges and refine processes, showing that team contributions are valued.
02
Process & Workflow
Efficient operations are built on well-defined and continuously optimised processes. We meticulously chart out each workflow step, identify bottlenecks, and strive for ongoing improvements to enhance efficiency and reduce costs.
Our Optimisation approach
Define the problem
We start by identifying which processes require improvement and where friction exists.
Map every step
Working with your team, we detail every step in the process to create complete visibility.
Visualize and organise
We use tools to map out processes comprehensively, creating clear visual representations everyone can follow.
Analyse and improve
We detect inefficiencies and refine processes. Regular reviews ensure workflows evolve to meet your goals effectively.
Why Process mapping matters
Clarity
Process maps provide clear insights into each step, helping identify inefficiencies and streamline workflows.
Improved communication
Visual representations facilitate better understanding across departments.
Increased efficiency
By eliminating unnecessary steps and optimizing flow, you significantly cut down on time and costs.
Better quality control
Process maps highlight error-prone areas, improving monitoring and consistency.
Effective training
New hires benefit from practical, easy-to-follow guides that reduce learning curves.
Continuous improvement
Regular updates ensure ongoing relevance and competitiveness.
Compliance and risk management
Clear documentation helps meet regulatory requirements and manage risks effectively.
03
Tools & Automation
Tools should support your process, never dictate it. We’ve tested more than 20 project management platforms over the years and built our practice around ClickUp because when implemented properly, it handles the complexity of a growing service business better than any alternative we’ve used. ClickUp sits at the centre of every implementation, with automations doing the repetitive work and integrations connecting the rest of your stack.
Key tools we leverage
Why ClickUp
We're ClickUp Verified Consultants and Registered Partners. ClickUp is what we use, what we teach and what we build with every day. We've seen most of the ways ClickUp implementations fail and built our methodology around avoiding them. Workspace architecture, custom fields, automations, dashboards, integrations, permissions and dozens of decisions that make or break adoption. When ClickUp isn't the right tool for a specific need, we'll tell you. No tool is right for everything.
Automations & Integrations
Automations are where most ClickUp setups fall short, either too few (so the system feels like a digital filing cabinet) or too many (so it breaks every quarter). We build automation that removes manual work without creating fragility. For automation that goes beyond ClickUp's native capability, we use Make or Zapier. For integrations, ClickUp connects to most of the tools growing businesses already use like Google Workspace, Slack, Zoom, Loom, Fathom, Calendly, QuickBooks/Xero, HubSpot, Kajabi and others.
When Other Tools Fit Better
We've worked with Monday.com, Jira, Zoho Projects, Asana and PipeDrive on selected engagements where they were the better fit for the client in front of us. Those aren't our public service lines, but the practice has the experience to recognise when an alternative tool is the better answer and to say so before a setup begins, not six months in. A few examples of when we'll point clients elsewhere: PipeDrive when a sales team needs a pure CRM and won't use anything broader. Jira when an engineering team is already deep in the Atlassian stack and a migration would cost more. Monday.com when a team has tried it, abandoned it for the wrong reasons and the real fix is process, not a tool.
By thoughtfully selecting and customising your tools, we ensure they meet your specific business needs, supporting growth and innovation rather than adding complexity.
TESTIMONIALS
Don't Take Our Word For It
Clear thinking, decisive strategy, and real results. This consultant delivered exactly what our business needed—no fluff, just impact. with “Our sales process is now far easier to manage, schools are engaging more effectively, and service leaders are able to allocate and monitor delivery in real time.
Founder, Bravehope Partners (USA)
Working with Hina is a pleasure. She understood my needs, delivered on time, and provided weekly updates. I would give her more than a 10 if I could.
I've worked with Hina for years now with everything ClickUp. She is an absolute gem and is truly the best. She has an unbelievable amount of knowledge and knows how to execute. She has built, customized, and supported on dozens of our ClickUp spaces. So if you're in the market to have someone make anything related to ClickUp, definitely hire Hina.
Director, HR @ Mobilize
Over four months, Hina was exceptional at organizing our operations. She researched tools, suggested the best options, and was highly responsive. A pleasure to work with and someone we’d gladly work with again.
Ready to Transform Your Operations?
Whether you’re cleaning up ClickUp, tightening delivery, or building a scalable operating system for your team, we’ll help you create clarity, automate the busywork, and scale with confidence.