Customer Success 

Transforming Challenges into Meaningful Wins

At SORT Agile, success isn’t about training alone. We guide teams through real change—fixing what slows work down and building habits that last. From banking delays to high-stakes humanitarian operations, our human-centered, data-driven approach helps teams deliver faster, smoother, and with greater confidence. Led by Gwendo, we pair accredited Lean expertise with practical tools and support—so meaningful wins become your team’s new normal.

Measurable Impact

Real results drawn from 10+ client organizations over the past 8 years.

Cost Savings & Revenue Growth

  • $2.5M+ annual savings in insurance, banking & humanitarian sectors
  • $500K/year recovered via better forecasting & order standardization
  • $500K+ saved in WASH turnaround, reinvested in infrastructure & training

Operational Efficiency

  • 50–75% faster & cheaper delivery across logistics, insurance amd humanitarian
  • Seamless KYC, credit checks & quicker loan approvals in financial services
  • Faster time-to-market for digital products using Lean workflows

People & Capability Building

  • 700+ staff trained, with 56 certified White & Green Belts
  •  Loan approvals cut by 40% through clearer roles & workflows
  • Targeted upskilling strengthened team capacity & growth
  • 25 leaders across 10 orgs now plan proactively, not firefight

Proven impact

Case Studies

 Recovered $500k Lost Revenue

Lean Standards Prevents Shortages

Order Cycles On-Time Every Time
Emergency Stock-Outs to Zero
Revenue$500K & Growing
Client Engagement Loyalty
Read the case study

Faster Clearance, Lower Costs

Lean Streamlines Port Payments

Payment Time 83%
Clearance Time 50%
Storage Charges70%
Client Trust & Repeat Business
Read the case study

Audit-Ready in Minutes

Lean Tech Fixes Filing Gaps

Verification Time99%
Missing Files 97%
Delays 30%
Scaling Beyond 4 Countries
Read the case study

Voice of the Customer – Quotes That Inspire

"Immediately applying it in design flow for critical components of a new sister corp"
"I enjoyed most your hands on approach and in depth engagement. Yes, I have learnt & benefited individually about business process improvement, the company has benefited with improved pricing, updated underwriting documents and customer service. There has been improved turnaround times in underwriting, update and automation of proposal forms and policy documents which have improved customer service."
" The White Belt course opened my eyes to the frustrations of manual reconciliations. Working with our data analyst, I created a simple formula that automated document verification—cutting the process time from 3 hours to just 2 minutes. That’s a 99% reduction, freeing up valuable time for other tasks."
"Good demonstrations and simulations. I’ll start by improving labels upward."
"Clear, practical and delivered in a very engaging way. A helpful course for anyone in banking."
"The interaction was good and session engaging. [I] learned setting up a structure and systems for sustainability of lean in the organization."
“It helped me reflect on what I'm doing right, what I'm doing wrong, and how to make it better.”
“Prompt objective feedback with SMART action points really helped. We were able to break down large challenges into small, doable, time-based activities that led us to practical solutions.”
"I appreciated learning how to tailor improvement processes to meet the specific needs of our organization."
"Informative and concise. I’d recommend this course to anyone looking to improve efficiency in the banking sector"
"SORT Agile has valuable expertise in strategy deployment and process improvement. The service was exemplary structured right from online survey questions, one on one discussions with my staff and workshop with management staff. The level of engagement was excellent. Gwendo was committed to her work and managed her time very well."
“An eye opener"
"It was great! The examples used are relatable to actual banking experience. The delivery was well done"
"Attention to Board Role and members output, Focused on output and staff performance.Impressive performance. Will work with them again. Good insights"
"I worked with Gwendo on several projects. I'll summarize her professional prowess as "having an Uncanny sense of Clients needs’. Most likely attributed to her good listening and analytical skills. Gwendo is quite timely with agreed outputs and a good communicator. I recommend her for engagement unequivocally because you won't be just "another assignment" but you will experience a unique personalized service
"Gwendo demonstrated a strong desire to develop and train other staff. She has a detail knowledge on the microfinance sector and combined with her awareness of the social and cultural fabric of Ethiopia she provided me with the tools to succeed at my current role. I found her a great coach, she is a good listener and understands my concerns and fears. At the same time, she is very persistent – there is no excuse for not succeeding."
"Thanks to the workshop, we identified issues with our internal meeting structure. We’ve restructured meetings and improved timing, which positively impacted customer satisfaction"
“It’s great. I like the pace of the trainer and the content is mind blowing!"
"As CEO, I was deeply concerned that our loan approval process was taking an average of 24 days. Through process visualization and a collaborative effort across all departments, we successfully brought this down to just 9 days. What impressed me most was the cultural shift—from blame to ownership. Every team leaned in, and that collective responsibility was key to achieving this breakthrough."
“SORTAgile was frank, candid and went out of their way to make the assignment as relevant and practical as possible. The work helped us resolve tax arrears with KRA, strengthened our PAYE compliance, and gave us a solid evidence base for our next strategic plan.”
“ The training materials were quite educative, and I was especially encouraged to engage employees more in decision-making.” were quite educative, and I was especially encouraged to engage employees more in decision-making. ”
"The training broke challenges into bite-sized actions. I felt like I could actually do it"
“The workshop helped me map our customer journey and understand the wastes in our value chain. We’ve now created an action plan to reduce delays and errors in deliveries.”
"Gwendo is an exceptional leader. Though we worked together briefly, her lessons have stayed with me throughout my career. With her passion for systems development and process training, we made strong progress on a Tanzanian project in 2016/2017, creating a mobile app for the Ministry of Water and Irrigation. A perceptive manager, she understands both colleagues and clients, guiding teams with clarity and focus."
“ This training added value to both my company and me individually Focused now on cost reduction, customer satisfaction, and innovation. ”
"The organizational assessment has given more insight on the situation. The other times we have spent more money and doing strategy did not go into depth of what the challenges were, there was no staff survey. This has been different, it has been a learning session with more focus on what we need to do as a team, setting of the goals and objective, think outside the box, think critically. There was an indication that we may not be able to agree on the second objective, but we finally did. Thank you so much of the excellent facilitation skills"
"My favorite part was it's intuitive, practical, hands-on, well customized with tailor made solutions to suit common place work place challenges Having acquired insightful knowledge on the categories of customers, with special focus on their different characteristics and applicable treatments for optimum elimination of inherent inefficiencies, there's palpable change in attitude which has translated into faster turnaround in projects and diminished repeat projects"
"We gained numerous benefits from the engagement, but the most significant was the clarity it brought around our team dynamics—who we could truly count on, and who might be better suited elsewhere. For instance, we identified individuals with exceptional reliability and capacity, as well as those who were disengaged or misplaced. At a time when we were experiencing rapid growth and undergoing a senior management transition, it was crucial to upscale quickly—and your support was instrumental in making that possible. While the investment was substantial in the short term, the long-term value is already becoming clear.”
"I enjoyed most the enlightening teams on efficient ways of working and minimizing losses. Employees are more productive translating to customer satisfaction through reduction of lead times. The trainings have assisted us to better manage time thus greater output per person and more productivity."
“ The experts handled the topics very well and in a simple manner. ”
"This course is very practical for real scenarios. The content is spot on and will have great impact in the banking industry"
"I really like the product delivery mode; you take time to understand the challenges, strengths and weaknesses of the clients. Overall, there is improved staff performance; contributed by reviewed/clear job description, harmonized benefits for the operations team. We reduced secondment costs by atleast USD 4,800 through improved team roles"

Want to See Your Story Here?

Whether you're in finance, tech, or the humanitarian sector—your success is our focus. Let’s talk about what’s slowing your team down—and how we can help you move forward with clarity and momentum.

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Bi Weekly Prompts 

Journaling & Reflection Prompts designed to help you think differently about how work happens. 

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Quiet Circles 

Weekly, online peer learning circles guided by a coach 

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Green Belt Waiting List 

Lead Change. Coach others 

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⚡ Spot the 9 Lean Wastes in 90 Minutes

A fast-track course for Service & Tech professionals

⏱️ 1.5 hours only — designed for busy teams who want to quickly learn how to improve work without spending days in training.

📌 Why join?

  • 🎯 Understand the 9 Lean wastes (TIMES EDGE) that slow down service and tech work.
  • 💡 Learn through real-world examples you can relate to immediately.
  • 🤝 Build a shared language with your team to identify and reduce waste.
  • 🚀 Walk away with practical steps you can apply the same day.
✅ Perfect for:
  • Busy professionals with limited time
  • Business teams in service or technology industries
  • Leaders who want to build awareness and spark change quickly

⏱️ Quick Course—Lasting Impact

Join the Live ClassI want this for my team

🏦 Lean Banking Essentials

Identify Waste, Improve Workflows, Enhance Experience

⏱️ 3 Hours 

💳 Banks and fintechs are pouring resources into new technologies—yet inefficiencies, delays, and customer frustrations still persist. This course is designed to give banking professionals and analysts the tools to see beyond the systems, identify hidden waste, and redesign workflows that truly improve both operations and customer experience.

📌 Course Overview

  • 👤 Customer Effort & Flow — Surface where customers and teams feel friction.
  • ⚖️ Lean Foundations for Banking — Why waste reduction matters (Muda, Mura, Muri).
  • 🔎 Apply the 9-Wastes Lens — Use the TIMES EDGE perspective across onboarding/KYC, underwriting, payments, servicing, and digital/branch ops.
  • 📈 Impact & Metrics — Tie fixes to turnaround time, rework, risk, and Customer Experience.
  • 📝 Wrap-Up & Assignment — Apply the method to your own workflow and earn a certificate.

🎓 What You’ll Gain

  • 🔍 Faster detection of bottlenecks and handoff delays.
  • 🛠️ Tools to prioritize fixes with data and customer effort.
  • 📈 Confidence to propose data-driven improvements that reduce cost and frustration.
  • 🤝 A shared language to align analysts, ops, and CX.
  • 🏅 A recognized certificate of completion to strengthen your profile.

👤 Perfect for

  • 📊 Business Analysts & Operations Teams
  • 🏦 Managers & Process Owners
  • 🤝 Customer Experience / Service Leaders

💧 Case Study: Turning Around a Troubled Water Project with Lean Practices

🧭 At a Glance

A $2.1M Water and Sanitation (WASH) project in Western Kenya was at risk due to budget overruns, delays, and poor-quality work. With Lean practices and coaching support from Gwendo of SORTAgile, the project was successfully turned around—saving costs, improving quality, and re-engaging communities.
  • ⏱ Latrine construction time cut from 3+ months → 1 month
  • ⛏ Borehole drilling reduced from 6 months → 2 months
  • 💰 $500,000 saved and reinvested in repairs, training, and water access
  • 📈 On-time reporting improved to 90%
  • 🤝 Community contributions delivered in 4 months instead of 8

🚦Stage 1: BEFORE- Fragmented Workflows

  • 💸 13% budget overrun created funding strain
  • ⏳ Delayed activities left Year 2 targets unmet
  • ⚠️ Poor-quality work increased rework and repair costs
  • 📉 Stakeholder confidence was falling as timelines slipped
💬 “Targets were slipping, quality was low, and costs were rising—jeopardizing the entire project.” — COO

🚦Stage 2: DURING -Lean Redesign

Though not yet certified, Gwendo applied Lean Six Sigma tools and guided the team through structured improvements:
  • 🔍 Root cause analysis identified bottlenecks in drilling and latrine quality
  • 📝 Standardized processes and clarified roles for accountability
  • 📊 Introduced weekly reporting and value stream mapping for visibility
  • ⚡ Embedded proactive risk mitigation practices
  • 🤝 Increased community engagement to speed up local contributions
Quick Wins:
  • ✅ Issues identified early, reducing costly rework
  • 👥 Team alignment improved through clear responsibilities
  • 📈 Community trust rebuilt via faster, more transparent progress

📈Stage 3: AFTER – Project On track

  • ⏱ Latrine construction reduced from over 3 months → 1 month
  • ⛏ Borehole drilling cut from 6 months → 2 months
  • 💰 $500,000 saved and reinvested into serving 30% more beneficiaries
  • 📊 On-time reporting climbed to 90%
  • 🤝 Community contributions delivered twice as fast (4 months → 8 months)
💬 “Gwendo is a highly effective manager who excels in driving results across multiple areas. She balances details with the big picture, helping teams cut waste and deliver impact.” — Director of Strategic Priorities & Programs, STFM

The Journey in One Line

📉 Troubled Project ] →
🛠 Lean Redesign →
💧 Faster, Higher-Quality Delivery

Transforming Projects Through Lean Practices

This case shows how Lean practices and coaching can salvage struggling projects—restoring efficiency, reducing costs, and strengthening community outcomes.

Need to serve more beneficiaries with less funding?

Chat with Gwendo

📱 Case Study: Improving Digital Product Delivery with Lean Process Mapping

🧭At a Glance

A technology and training company in Cape Town partnered with SORTAgile, receiving training and coaching support from Gwendo, to address inefficiencies in digital product delivery. By applying Lean process mapping, they aligned teams, simplified onboarding, and reduced waste—improving time-to-market for new apps.
  • 🤝 Cross-functional collaboration improved
  • 📊 Processes clarified across development, business, and accounts
  • ⏱ Faster onboarding of new staff
  • 💡 Rework and duplication reduced
  • 🌍 Scalable process model to support future growth

🚦Stage 1: BEFORE- Fragmented Workflows

  • 👥 Staff lacked awareness of key processes to complete tasks
  • 🔄 Teams often reinvented solutions for already-solved problems
  • 📑 No standardized approach for core organizational activities
  • 📂 Existing process manuals were underused and difficult to follow
  • 🕒 Onboarding new staff was inefficient due to lack of simplified guides
💬 “Without clear workflows, we wasted time re-explaining tasks and repeating mistakes.”

🚦Stage 2: DURING -Lean Redesign

SORTAgile facilitated a collaborative redesign using Business Process Mapping and BPMS software.
  • 🗺️ Visualized parent processes for end-to-end project flow (e.g., mobile app development)
  • 📋 Broke down sub-processes such as developing product specifications
  • 👥 Engaged staff at all levels in workshops to validate and refine flows
  • 📊 Clarified roles, decision points, and handovers
  • 🔍 Identified potential delays and bottlenecks
Quick Wins:
  • ✅ Team alignment improved as everyone could see “who does what, when, and with whom”
  • 📈 Clear visual workflows doubled as training tools for onboarding new hires
  • 🔄 Reduced duplication and delays by eliminating unnecessary steps

📈Stage 3:AFTER – Agile, Scalable Product Delivery

  • 🤝 Cross-functional collaboration strengthened
  • 📊 Clarity across teams improved productivity and accountability
  • ⏱️ Faster onboarding using visual models instead of thick manuals
  • 🗂️ Lean process maps became professional assets for donors and investors
  • 🌍 Scalable model built to support future product delivery
💬 “The clarity we gained from this exercise has completely changed how we deliver projects. It was practical, visual, and inclusive.” — Team Member

The Journey in One Line

🔄 Fragmented Processes →
🗺️ Lean Process Mapping →
🚀 Agile & Scalable Delivery

Map It. See It. Fix It.

This case shows how visual Lean tools help tech teams cut ambiguity, improve delivery speed, and scale with confidence.

Love your team deliver digital products faster with less re-works?

Book a Discovery Chat with Gwendo

📂 Case Study: Streamlining Audit Readiness Through Smart Filing

🧭 At a Glance

A humanitarian organization with multiple finance delegations partnered with SORTAgile, supported by training and coaching from Gwendo, to resolve major gaps in document filing during a global digital transformation. A simple Lean + tech-enabled tool cut verification time by 99% and restored confidence in audit readiness.
  • ⏱ Verification time reduced from 3 hours → 2 minutes
  • 📉 Missing files dropped from 158 → fewer than 5 per month
  • 🌍 Tool adopted across 4 sites, with plans for scale-up
  • 😀 Finance teams gained ownership and reduced reliance on auditors

🚦Stage 1: BEFORE- Missing Files & Manual Checks

  • 📂 700+ files uploaded in January, but 150+ were missing on review
  • 🌍 By February, 1,500 of 9,000 files were unaccounted for across delegations
  • 🧾 Manual tracking was slow, error-prone, and exhausting
  • 📉 Audit teams wasted time chasing missing files instead of focusing on compliance
💬 “We had no reliable way to confirm whether all documents were uploaded until auditors flagged what was missing.” Account Officer

🚦Stage 2: DURING -Lean Redesign

The team partnered with a data analyst to co-create a simple but powerful Excel-based tool that automated the verification process.
  • 🧠 Extracted file names directly from the shared folder
  • 📋 Compared them against the official monthly list of expected files
  • 🚩 Flagged missing items instantly for proactive correction
Quick Wins:
  • ✅ Finance teams could verify completeness themselves before submission
  • 🔄 Control shifted from auditors back to local teams
  • 📊 Staff used the tool regularly, embedding a new habit of self-checking

📈Stage 3: AFTER – Audit Confidence Restored

  • ⏱ Verification time dropped from 3 hours → just 2 minutes
  • 📉 Missing files reduced by 97% (from 158 → fewer than 5 per month)
  • 🌍 Adopted by 2 delegations across 4 sites, with rollout plans expanding
  • 😀 Audit readiness improved, and staff confidence increased
💬 “This simple solution gave us real control over our filing process. We no longer wait for HQ to tell us what’s missing—it’s already done.” audit staff

The Journey in One Line

📂 Manual File Checking →
🛠️ Excel Tool →
✅ Audit Confidence

Lean Tech That Works — Without Big Systems.

This case shows how Lean leadership and coaching turn lost sales into recurring business through practical standardization and staff involvement.

Could Lean automation simplify your work?

Book a Discovery Chat with Gwendo

💳 Case Study: Driving Efficiency at a Mid-Sized MFI in Kampala

🧭 At a Glance

A mid-sized Microfinance Institution (MFI) in Kampala partnered with SORTAgile, supported by training and coaching from Gwendo, to address inefficiencies in loan approvals, client onboarding, and internal workflows. By applying Lean management principles, the MFI streamlined its operations, cut costs, and positioned itself for growth.
  • ⏱ Loan processing accelerated by 40%
  • 💰 Operational costs reduced by 25%
  • ⚡ Faster decision-making across loan approvals and customer service
  • 🤝 Improved teamwork and role clarity
  • 🌱 Institution prepared for sustainable growth
  • 📈 Asset loan target exceeded by 150%

🚦Stage 1: BEFORE- Operational Inefficiencies

  • 👥 Staff unclear about roles and responsibilities → duplicated efforts
  • 📝 Loan approval and client onboarding lacked standardized steps
  • 🕒 Slow decisions delayed loan approvals and service
  • 📑 Manual paperwork consumed significant time and resources
💬 “We were serving clients, but the way we worked slowed us down and limited how many people we could reach.”

🚦Stage 2: DURING -Lean Redesign

Through several kaizen workshops, the team:
  • 🗺️ Mapped key workflows (loan approvals, client onboarding) to spot bottlenecks
  • 📋 Designed standardized step-by-step procedures for clarity and consistency
  • 📊 Introduced visual tools (flowcharts, Kanban boards) to track work and delays
  • 👥 Facilitated staff workshops to secure buy-in and alignment
  • 📈 Set up performance tracking systems to measure progress and sustain results
Quick Wins:
  • ✅ Clearer roles reduced mistakes
  • ⚡ Loan approvals sped up with standardized steps
  • 🙌 Staff gained ownership by co-designing processes

📈Stage 3: AFTER – Faster, Leaner, Ready to Grow

  • ⏱ Loan processing time cut by 40%
  • 💰 Operational costs reduced by 25%
  • ⚡ Faster decision-making improved client service
  • 🤝 Clear roles boosted collaboration and teamwork
  • 🌱 Efficient workflows enabled scaling without adding more staff
  • 📈 Asset loan target exceeded by 150%, PAR 60 at 2.5%
💬 “The Lean approach has made a big difference. We’re now serving more clients with less effort, and our team works together better than ever. We even attracted more funding as a result of improved performance.” — WaterCredit Manager

The Journey in One Line

📝 Paper-Heavy & Slow →
🛠 Lean Redesign →
⚡ Faster, Scalable MFI

Lean Driven Growth

This case demonstrates how Lean management principles, combined with hands-on coaching, can help MFIs eliminate waste, improve service, and strengthen their capacity for growth.

Need to Grow your Loan Portfolio while Reducing PAR?

Start a conversation with Gwendo

🏭 Case Study: Prevent Supply Shortages with a Standard Ordering Guide

🧭At a Glance

A leading CO₂ supplier partnered with SORTAgile, supported by training and coaching from Gwendo, to stop recurring stock-shortages at customer sites. By co-developing a simple ordering guide with staff and clients, they prevented emergency reorders and protected revenue.
  • ⏱ Emergency reorders reduced by 90%
  • 📦 Customer orders grew from 10 MT → 24 MT per quarter
  • 🤝 Improved trust and reliability with clients
  • 🔄 Standardized model replicable for future accounts

🚦Stage 1: BEFORE- Frequent Stock-Outs

  • 📉 Customers often ran out of CO₂, halting production
  • 🛑 No clear guidance on monitoring or reordering
  • 💸 Telemetry systems too costly or non-functional
  • 📑 Ordering and receiving procedures inconsistent
Impact: An estimated Ksh 5M in annual lost revenue from one client.
  💬 “New customers weren’t walked through the stock monitoring and ordering process. When they ran out, they rushed to competitors.”

🚦Stage 2: DURING -Lean Redesign

SORTAgile supported the Chief Commercial Manager and delivery team to create a practical “How-To” Ordering Guide.
  • 📊 Introduced a reorder formula (consumption + safety stock)
  • 📝 Standardized LPO process and approvals
  • 🚛 Clear delivery timelines and receiving checklist
  • 🧤 PPE, COA, and documentation requirements added
Quick Wins:
  • 👥 Delivery staff engaged in co-design for ownership
  • 📅 Customers aligned on reorder levels and SLAs
  • 📄 Guide explained, printed, and shared with clients

📈Stage 3: AFTER – Reliable Ordering and Delivery

  • ⏱ Emergency stock-outs eliminated
  • 📦 Orders expected to grow from 10 MT → 24 MT per quarter
  • 🤝 Stronger client-supplier trust
  • 🔄 Standardized guide adopted as model for future onboarding
💬 “This guide will work as a backup whether the customer has telemetry or not. Good idea—I will share the guide with our logistics team now.” — Client Representative

The Journey in One Line

Unplanned Stock-Outs →
📝 Standard Ordering Guide →
📦 Reliable Supply & Growth

Small Guide. Big Impact.

This case shows how Lean leadership and coaching turn lost sales into recurring business through practical standardization and staff involvement.

Could clear guides help your teams serve customers better?

Chat with Gwendo

🚢 Case Study: Streamlining Port Payments & Clearance

🧭 At a Glance

Faced with mounting delays and rising costs at the port, a regional logistics team partnered with SORTAgile for hands-on training and coaching support from Gwendo. Together, they transformed port payments from a rigid manual process into a faster, flexible workflow.

The Result?
  • ⏱ Payment processing cut 83%, from 6 hours → under 1 hour
  • 📦 Clearance delays reduced from 50%, 2 days → 1 day
  • 💰 Storage charges slashed by 70%
  • 🛵 Rider delivery costs down by 80%
  • 😀 Fewer customer complaints and stronger SLA performance

🚦Stage 1: BEFORE- Manual Bottlenecks

The team mapped the entire clearance workflow, uncovering waste in:
  • 🖊 Required 5 approvers to sign cheques
  • 🏍 Rider had to deliver cheques to the port daily
  • 📅 Delays whenever signatories were unavailable
  • 🕒 Payment confirmation could take over 24 hours
Impact:
  • 💸 Extra storage charges
  • 📉 SLA breaches and customer complaints
  • 💰 Strained cash flow
💬 “We were losing time, money, and customer trust due to a rigid process that didn’t match operational urgency.”

🚦Stage 2: DURING -Lean Redesign

After reviewing the current process, a Lean process redesign introduced three major changes:
  • 🏦 Opened a bank account at the port for direct payments
  • 📝 Introduced pre-signed weekly cheques (2 signatories instead of 5)
  • 📅 Structured weekly reconciliation by the port supervisor
Quick Wins:
  • 👥 Approvals simplified from 5 → 2 (60%)
  • 🏍 Rider trips reduced to once per week
  • 📤 Same-day clearance enabled

📈Stage 3: AFTER – Faster, Flexible Payments

  • ⏱ Processing cut from 6 hours → under 1 hour
  • 📦 Port clearance dropped from 2 days → 1
  • 💰 Storage charges cut by up to 70%
  • 🛵 Rider delivery costs down by 80%
  • 😀 SLA performance improved, fewer customer complaints
💬 “Now we clear containers faster, reduce penalties, and customers are much happier.” — Operations Manager

The Journey in One Line

🖊️ Manual Bottlenecks→ 
 🛠️ Lean Redesign → 
💳 Faster, Flexible Payments

Fixing the Flow, One Approval at a Time

This case shows how Lean + Coaching support can transform bureaucratic workflows into agile, responsive systems—without compromising control.

Got a slow process draining value? Let’s redesign it—together.

Book a Discovery Chat with Gwendo

🚗 From Drop-Offs to Digitization-Tranforming Insurance Onboarding.

🧭 Overview

A leading insurance provider, struggling with inefficiencies and customer frustration in its motor insurance onboarding, partnered with SORTAgile for hands-on training and coaching support from Gwendo. Together with an internal improvement team—the Change Pioneers—they turned a manual, error-prone process into a streamlined digital workflow.The impact was clear:
  • ⏱ Processing time cut by over 50%
  • 📦 Errors reduced and proposals completed more accurately
  • 😀 Customers experienced faster, smoother onboarding
  • 🙌 Staff ownership and engagement grew through leading the change

🚦 Stage 1: BEFORE – Manual Chaos

We began with a full process mapping exercise which revealed the following Inefficiencies (wastes):
  • 🕰️ Long queues and idle agents due to unclear customer flow
  • 📝 Frequent errors and incomplete proposal forms
  • 📄 Valuation letters spanned 4 pages—difficult to print or track
  • 💳 Delayed and inconsistent credit approvals
  • 🔐 Underwriters couldn’t update system values
  • 🕵️‍♀️ Valuation reports and valuers were hard to trace
  • 😤 High drop-off rates (40%)due to customer frustration
💬 “The process overwhelmed staff and confused customers—leading to lost opportunities.”

🛠️ Stage 2: DURING – Lean Process Redesign (Led by SORTAgile)

Key Improvements:
  • 🗘️ Mapped and simplified onboarding for both walk-ins and email channels
  • ⚠️ Introduced risk assessment before booking
  • ✅ Digitized and redesigned proposal forms for clarity and completeness
  • 📄 Introduced a single-page valuation letter
  • 🔄 Centralized communication for consistent follow-up
  • 📊 Monitored valuer activity with shared trackers and weekly reviews
Quick Wins:
  • ⬇️ Fewer drop-offs (10%)
  • 🔄 Less rework on proposals
  • 🤝 Improved collaboration between Underwriting and Claims

⚙️ Stage 3: AFTER – Enhanced Digital Flow

Lean Tech Enhancement:
  • 💻 Digital workflows established for onboarding and endorsements
  • 🔍 Integrated risk and credit checks into the core system
  • ✅ Realtime KYC screening and validation
  • 🧾 Correct and updated policies loaded and generated automatically at endorsement
  • 📊 Dashboards replaced manual tracking tools
  • ⏱️Processing time reduced by over 50% - 70% (email - walk-ins)
Outcomes::
  • 😀Increased customer satisfaction
  • ⚡ Smarter use of existing technology and resources
  • 🕒Faster, more accurate policy issuance
  • 🙌 Higher engagement levels from staff through ownership of change

💬 “SORT Agile helped us turn a frustrating process into a digital experience our customers actually appreciate. What’s more, our teams led the change—and they’re proud of it.” — Acting CEO

The Journey in One Line

🕰️ Manual Chaos  → 
🛠️ Lean Redesign → 
⚙️ Enhanced Digital Flow

Smarter Systems. Happier Customers.

This case shows how Lean + Tech unlocks smarter use of existing systems—maximizing value without heavy new investments. Each phase delivered measurable improvements in workflow efficiency, team coordination, and customer experience.

How much more value could your existing systems deliver?

Explore with Gwendo

Green Belt 

Lead Projects, Coach Others, and Drive System-Level Change

*This course builds on Yellow Belt Certification.

Green Belt prepares you to lead solutions—guiding teams, coaching change, and aligning improvements with business goals. You’ll strengthen your ability to analyze processes, prevent mistakes, and reduce variation. Some tools may be familiar from earlier levels, but now you’re expected to apply them in real work—coaching others, navigating complexity, and driving measurable results in your organization.

🎓 Ready to lead Change Initiatives ?

Green Belt Live Open Class 

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For Corporate Teams

Yellow Belt 

Solve Problems, Use Data, and Make Work Better

*This course builds on concepts covered in the White Belt certification.

While White Belt helps you see problems, Yellow Belt equips you with tools to solve them—clearly, confidently, and with measurable impact. You’ll learn to define issues precisely, analyze root causes, and apply structured methods like DMAIC to improve processes. Whether working independently or within a team, you’ll build skills to cut waste, raise quality, and drive lasting change.

🎓 Ready to get certified?

White Belt 

Build Awareness, Improve Work, and Make a Difference

This certification goes beyond awareness—it helps you change how you approach challenges at work. You’ll learn to identify everyday problems, reduce delays, and apply practical fixes that improve team performance, customer experience, and how it feels to get work done. With relatable examples, guided reflection, and real workplace application, the course builds lasting confidence to drive meaningful change.

🎓 Ready to get certified?