From the outset, Hina listened carefully, understood the issues we faced, and gave confidence that our challenges could be solved. The team helped us design and implement a sales and delivery tracking system that not only works but has already had a tangible impact. 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. This has created transparency; ensured schools receive what they have purchased; and enabled the Executive Team to keep a close eye on equity and capacity across the organisation.
Feedback from leaders has been overwhelmingly positive: they felt understood, involved, and supported throughout. The training sessions also created a real buzz across the organisation, with teams committing to adoption because they could clearly see the benefits.
It’s still early days, but the first phase has been a genuine success. We now have a strong foundation for using ClickUp as a central system to manage sales, delivery, and profitability, with clear plans for further development. IT Visionists have surpassed my expectations, and their expertise, responsiveness, and collaborative approach have been invaluable in setting us up for success.