In today’s world, work is changing fast. Teams are working together from different places, and technology is always getting better. This means we all need to work smarter, not harder. Kodah is here to help. They are experts in making work easier and more efficient. They use tools like ClickUp and Zluri to help businesses grow and succeed.
We’re going to look at some real examples of how Kodah has helped companies. These stories show how Kodah makes work better for everyone.
Case Study 1: Streamlining Operations at a Fast-Growing Tech Startup
Industry: SaaS (Software as a Service)
Challenge: Disorganised task management, inconsistent client onboarding, and poor internal visibility
Location: Cape Town, South Africa
Before Kodah:
- Teams used spreadsheets and Trello boards with no standardisation
- Client onboarding was inconsistent across teams
- Important tasks were falling through the cracks
- Managers had no real-time view of project status
Kodah’s Solution:
- Replaced Trello and spreadsheets with a structured ClickUp workspace
- Designed templates for onboarding, QA, and sprint cycles
- Implemented automations to assign tasks, update statuses, and send alerts
- Built dashboards showing real-time project status and workload by team
Results:
- Task completion rates improved by 48%
- Client onboarding time reduced by 35%
- Internal handovers became faster and error-free
- Managers gained complete project visibility without manual check-ins
Case Study 2: Digital Transformation for a Healthcare Service Provider
Industry: Healthcare Administration
Challenge: Reliance on paper processes and disconnected systems
Location: Bristol, UK
Before Kodah:
- Patient referrals and follow-ups were handled manually
- Teams were using different systems for scheduling, reporting, and record-keeping
- Audit and compliance tracking was time-consuming and error-prone
Kodah’s Solution:
- Built a unified ClickUp workspace covering referrals, patient care timelines, and follow-ups
- Integrated external platforms (email, calendar) to automate scheduling
- Created dashboards for compliance checks, overdue follow-ups, and case summaries
- Automated recurring administrative tasks (document requests, approvals)
Results:
- Reduced administrative overhead by 60%
- Improved response time to patient queries
- Enabled full audit trails and easier compliance reporting
- Freed up staff to focus on care, not paperwork
Case Study 3: Scaling a Distributed Marketing Agency
Industry: Marketing & Advertising
Challenge: Managing remote teams, client deadlines, and creative output at scale
Location: Remote-first team (UK, SA, Europe)
Before Kodah:
- Communication was hard across Slack, Google Drive, and email
- It was hard to see deadlines or know the workload
- Team spent hours each week in status meetings
Kodah’s Solution:
- Introduced ClickUp as a central hub for campaign planning, creative tasks, and delivery
- Built automated workflows for campaign briefing, approvals, and publishing
- Created dashboards for campaign progress, live deadlines, and time tracking
- Replaced meetings with async updates using ClickUp comments and notifications
Results:
- Weekly meetings reduced by 70%
- Campaign launch delays dropped by 50%
- Team productivity and morale improved significantly
- Clients received more consistent updates and better results
Case Study 4: Organising Academic Project Workflows for a University Department
Industry: Higher Education
Challenge: Disorganised project tracking across multiple research teams
Location: South Africa
Before Kodah:
- Researchers and admin staff used separate tools for grant tracking, deadlines, and documentation
- No unified system to track progress, funding stages, or submissions
- Lost time due to email back-and-forth and unclear responsibilities
Kodah’s Solution:
- Centralised research workflows in ClickUp with clearly defined milestones
- Linked Docs for research notes, grant details, and submission timelines
- Used custom fields to track funding amounts, stages, and review cycles
- Set up notifications and automations for upcoming deadlines
Results:
- Improved coordination between faculty, students, and admin
- Saved 6+ hours per week in admin time
- Increased grant submission success rate
- Achieved complete transparency in project lifecycle tracking
Case Study 5: SaaS Tool Governance and Optimisation with Zluri
Industry: Fintech
Challenge: Uncontrolled SaaS usage, shadow IT, and lack of visibility into software spend
Location: Johannesburg, South Africa
Before Kodah:
- Employees used different tools without central tracking
- Expired or duplicate subscriptions were costing thousands
- IT had no system to onboard/offboard SaaS access for employees
Kodah’s Solution:
- Integrated Zluri for SaaS discovery and management
- Built workflows for software request approval and provisioning
- Mapped out user roles and license usage across departments
- Created reporting for budget forecasting and compliance
Results:
- Identified and eliminated over R500,000/year in wasted subscriptions
- Reduced onboarding/offboarding time by 80%
- Increased software compliance and reduced vendor sprawl
- Empowered IT with a real-time software usage dashboard
What These Case Studies Show
| Theme | Impact |
|---|---|
| Lack of systems = lost productivity | Replaced with structured, centralised workflows |
| Manual tasks = time drain | Solved with automation and clear templates |
| Disjointed tools = poor visibility | Unified in ClickUp + integrations |
| Lack of metrics = poor decision-making | Solved with real-time dashboards and reporting |
| Scaling challenges | Solved with systems designed to grow with the business |
In Their Words
“Kodah didn’t just implement software. They understood our business, restructured our workflows, and gave our team a system that actually works for us.”
— Steven Jacobs, Director, Ignite Agency
“We used to rely on spreadsheets and hope for the best. Now we have real insight, real accountability, and real-time data. That’s game-changing.”
— Helena Dell, Operations Manager, Heartbeat Medical
Final Thoughts: Real Impact from Real Solutions
Productivity isn’t about doing more. It’s about removing obstacles, setting clear goals, and building systems that help people excel. These case studies show how Kodah doesn’t just suggest tools. They help businesses transform the way they work.
From chaotic project boards and manual admin to smooth, smart, scalable workflows — Kodah helps you go from clutter to clarity.
Ready to build your own productivity success story?
Contact Kodah at info@kodah.ai or visit www.kodah.co.uk to book a free consultation.
Whether you’re scaling, restructuring, or just starting to optimise your processes — Kodah is ready to help.