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

"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"
"The interaction was good and session engaging. [I] learned setting up a structure and systems for sustainability of lean in the organization."
"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
“ The experts handled the topics very well and in a simple manner. ”
“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 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"
“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."
“ 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. ”
"It was great! The examples used are relatable to actual banking experience. The delivery was well done"
"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."
"Thanks to the workshop, we identified issues with our internal meeting structure. We’ve restructured meetings and improved timing, which positively impacted customer satisfaction"
“An eye opener"
"Attention to Board Role and members output, Focused on output and staff performance.Impressive performance. Will work with them again. Good insights"
"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"
"This course is very practical for real scenarios. The content is spot on and will have great impact in the banking industry"
“It’s great. I like the pace of the trainer and the content is mind blowing!"
"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."
“It helped me reflect on what I'm doing right, what I'm doing wrong, and how to make it better.”
"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."
" 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."
“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.”
"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."
"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 appreciated learning how to tailor improvement processes to meet the specific needs of our organization."
“ This training added value to both my company and me individually Focused now on cost reduction, customer satisfaction, and innovation. ”
"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."
"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."
"The training broke challenges into bite-sized actions. I felt like I could actually do it"
"Immediately applying it in design flow for critical components of a new sister corp"

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.