Catherine C.

Implemented EOS cadence in ClickUp (Rocks, Scorecard, Issues, L10 agendas), improving weekly visibility and accountability across teams. Designed ClickUp workspace architecture (spaces, templates, custom fields, dashboards) to standardize project delivery and reporting. Built automated intake and triage workflows using ClickUp Forms + automations, reducing manual follow-ups and speeding assignment. Developed executive dashboards for KPI tracking, Rocks progress, workload, and overdue risk to support weekly leadership decisions. Led rollout and training (docs + Loom + live sessions), increasing adoption and consistent use of EOS workflows.