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.