2024 VIT Clickup DISCOVERY

Transform the way you work and Collaborate

Premier ClickUp Solutions Partner for Professional Service Firms

VisioneerIT.com

• Project Management
• Business Optimization
• Operations Support
• Automation and Integration
• Emerging Technology

Operational Excellence for Professional Service Firms

ClickUp As A Service

VisioneerIT Solutions

VisioneerIT recognizes the importance of not just implementing new technologies but doing so in a way that respects the nuanced needs of running a Professional Services Firm—balancing innovation and operational efficiency with the critical mission of keeping your organization

Transform the way you work and Collaborate

VisioneerIT.com

Construction

Managed Service Providers

Member Based Associations

Architecture and Engineering Firms

Higher Education

Clients We Serve

Transform the way you work

Past Performance

ClickUp up as a Service | Operational Excellence for Professional Service Firms

Onboarding Services

Integration Services

Managed Services

Premium Support

Your strategic consultant for optimization and ongoing workflow creation

White glove support with expedited resolution times

Integrate all your systems & connect them to ClickUp for a single source of truth

Your starting point: get you started on the right track

ClickUp Service Offerings

Operational Excellence for Professional Service Firms

ClickUp As A Service

VisioneerIT

Scoping Call

Review of your existing processes and discuss business requirements

Workshop and Configuration

Collaborative build sessions of to configure Clickup

Kickoff Call

The outcome will be a mutual understanding of the engagement, Workflows in scope, the terms of this SOW

VisioneerIT.com

Premier Solutions Partner for Professional Service Firms

Next Steps

www.VisioneerIT.com www.clickuphelp.com

202-831-9400

Clickup@visioneerit.com

Thank you!

Transform the way you work