Use case: Task Management

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Jeremy Henry-Tan at B&H Photo Video has one main goal as a business strategist: he needs to stay on top of web initiatives so the online team can deliver a top-notch customer experience. With the holiday season — and an influx of customers fast approaching, Jeremy knew he was about to have a lot on his plate.

B&H Photo Video is one of the world’s largest retailers of photo, video, and other electronic equipment, and their customers need to be in the know about products this holiday season. This year, the Merchandising team needs to produce over 200 articles for their customers. Every article gets a ClickUp task created by the Merchandising team to build the strategy, and a matching Jira ticket for the Web Content team to help with the execution. The team members need to update both the task and the matching ticket so they can stay on top of the progress. This means every comment, description, label, and question needs to be written… twice.

Additionally, the team needed a way to sync Jira issues with Smartsheet rows for long-term projects.

Here’s Jeremy on how Unito saved his team’s workflows:

Key Challenge: Aligning processes while reducing the manual work

Tickets and tasks are created and siloed in two different tools at B&H Photo Video, and Jeremy’s focus is to align the strategy and execution processes. Strategy, in his case, is brainstorming upcoming initiatives, and execution is where the production happens. The Merchandising team uses ClickUp to build their strategy, the Web Content team uses Jira to execute on that strategy, and product managers in Smartsheet need visibility on high-priority work in Jira for their reports and sprint planning.

Before Unito, manually transferring data between these three tools led to significant issues:

• Excessive manual work as information from every field had to be copied at least twice.
• Limited visibility on essential deliverables for project managers.
• Slower delivery cycles led to delays for important initiatives.

I needed to be able to see the ideas I have on the strategic side, and how it’s progressing on the execution side. I also need to have them update in one tool and have it reflect on the other because most people forget to do one or the other. It leaves a lot of room for human error.

Jeremy Henry-Tan, B&H Photo

How Unito’s integrations simplified collaboration

Jeremy’s team chose to set up a Unito flow between the Merchandising team’s ClickUp list, the Web Content team’s Jira project, and the Smartsheet sheets used for project management. Keeping everyone in their preferred tools has made the work faster, easier, and more accurate for everyone.

• Using simple but robust rules, Jeremy’s team simply creates an issue in a dedicated portfolio, and Unito automatically creates matching work items in other tools.
• Custom field mapping options ensure details are synced exactly where they need to go on both sides.
• Bi-directional updates for each field allowed information to flow seamlessly between tools.

B&H Photo Video’s Jira administrator leverages Unito to export and sync Jira issues to Smartsheet for a long-term project. The flow uses an “Issue type is” rule so technical users in Jira can flag specific issues to send along to the product managers in Smartsheet, for better visibility of progress. Changes between tools are set to sync bidirectionally, so neither team misses an update.

What really stands out to me is the ease of use. The mapping and filters make it simple to learn. A lot of times software seems intuitive at first, but then when it comes down to actually setting it up, there’s a lot of background work that has to be done to make sure things are working. But not with Unito.

Jeremy Henry-Tan, B&H Photo

Better work in less time

Unito’s no-code two-way integration was the perfect solution for Jeremy’s team. The setup was easy, but Jeremy’s team also benefited from an onboarding session with a personal Customer Success Manager. She double-checked the tema’s configuration, offered expert tips, and ensured their business goals were aligned with Unito’s capabilities in the long-term.

Because the Unito implementation was so smooth, Jeremy eliminated copying and pasting throughout B&H Photo Video, allowing him to focus on the work that matters most.

Our teams are now leaning more and more into strategic planning. Unito will allow our Clickup teams to work in tandem with our Jira teams, and this hand-holding will allow for a lot more organic ideas to flow easily between the tools as we grow.

Jeremy Henry-Tan, B&H Photo

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