Case Study: Wake Forest University achieves unified data reporting and team alignment with ClickUp

How the ADS Department at Wake Forest University Improved Data Reporting and Team Alignment with ClickUp Dashboards

Wake Forest University’s Alumni and Donor Services (ADS) team faced fragmented workflows and poor reporting across Jira, Workfront, Asana, Trello, Google Docs, and Notion, which created work silos, duplicate effort, and inaccurate data for leaders trying to manage capacity and priorities. Seeking a flexible work management solution with real-time reporting and customizable views, ADS selected ClickUp and its Dashboards to bring all teams into a single workspace.

ClickUp implemented customizable Dashboards, Email ClickApp integration, and broad tool integrations to consolidate work and surface real-time KPIs like tasks, completion percentage, milestones, and time usage. As a result, ClickUp gave leaders clear workload visibility to identify over-assignment, reduced app switching and update meetings, eliminated duplicate data entry, and significantly improved cross-departmental alignment and data-driven decision making.

Wake Forest University

Morey Graham

Associate Vice President