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Managing invoices and contracts remains a persistent challenge in academic libraries, especially in lean-staffed environments where decentralized workflows increase the risk of errors and delays. This case study documents how a small, master’s-level institution transitioned from fragmented manual processes and a partially customized Notion workspace to ClickUp, a centralized project management platform. Unlike Notion, which required extensive customization and frequent retraining of student workers, ClickUp offered structured, out-of-the-box workflows that automated routine tasks, standardized documentation, and improved vendor communication with minimal onboarding. The shift reduced invoice processing time by 50 percent and eliminated duplicate payments, strengthening vendor trust and operational accountability. By comparing ClickUp with manual spreadsheets, integrated library system modules, and
