SortedOps LogoSortedOps

Case Studies

Real system thinking, real backend cleanup — some internal, some prototypes, all grounded in what fractional CFOs actually need.

📉 CRM Cleanup

One internal client was paying for 10,000+ stale CRM records. We audited the database, designed a new tagging system, and migrated them to a leaner CRM.

  • 80% reduction in CRM cost
  • Created a CRM pipeline with active/inactive segmentation
  • Mapped entire CRM flow to client delivery stages

🚀 Onboarding Flow Fix

Built a Notion-powered onboarding hub to eliminate scattered Slack threads and Gmail ping-pong. Clients now onboard themselves with a checklist and automated welcome flow.

  • Reduced onboarding time by 50%
  • Used Notion + n8n to automate welcome & access setup
  • Built templates for repeat use across client accounts

📁 File System Overhaul

Took a chaotic Google Drive with random folders, duplicates, and no structure — and turned it into a stable backend system with naming conventions and SOP-linked access points.

  • Defined naming standards by client + team role
  • Integrated file structure with SOP and reporting hubs
  • Reduced file search time by 70% (internal benchmark)

Ready to fix your backend? Let’s map it out.