How Wake Forest University improved reporting and alignment with ClickUp Dashboards

Alumni and Donor Services (ADS) leadership needed a flexible work management solution with real-time data reporting and customizable capabilities to unify teams.

Industry: Higher Education

Employees: 6,000+

Use Cases: Data Reporting
& Team Collaboration

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01Challenge

Before ClickUp, ADS (Alumni and Donor Services) and the other departments within University Advancement were scattered across different platforms. Each team had different workflow styles and preferences, forcing them to implement multiple work tools, which led to additional issues, such as work efficiencies and inaccurate data reports.

02Solution

Optimize reporting & reduce update meetings
Improve cross-departmental alignment
Consolidate tools

03Outcome

With ClickUp Dashboards, Morey and the ADS department at Wake Forest University have gone from silos to working together as a cohesive team. This level of transparency, visibility, and real-time data reports was exactly what they needed to stay aligned and work towards the same goals.

Morey Graham,
Director, Alumni & Donor Services Project

“We can now collaborate within one system and have visibility into critical data. This allows our various teams to report progress, identify workload and capacity issues, and plan in a more accurate way."