How we work
For a portal nobody trusts any more
Years of accumulated properties, half-built workflows, and three fields that all mean the same thing. The team has quietly gone back to spreadsheets. This is the cleanup.
What this covers
What the engagement covers
Audit before deleting
Nothing gets removed until it is known what depends on it. A tidy portal that broke a live workflow is a worse outcome than a messy one.
Property and pipeline consolidation
Duplicate and abandoned fields resolved into one that is actually maintained, with the history preserved.
Automation review
Workflows mapped, conflicts found, and the ones that have been silently failing either fixed or switched off.
Rebuilding trust in the numbers
Reporting that reconciles, so the leadership meeting stops arguing about whose figure is right.
The portal is usually not the problem
A portal in this state is a symptom. It normally means several people configured it under pressure with no shared model and no owner, which is an organisational condition rather than a technical one.
So the cleanup includes deciding who owns the model going forward. Otherwise the same portal comes back within a year.
Common questions
Will we lose data?
Not through this work. The audit pass establishes what depends on what before anything is changed, and consolidation preserves history rather than discarding it.
Can you do this while we keep using it?
Yes, and usually you must. The work is sequenced so the team can keep working throughout.
How bad is ours compared to others?
Almost certainly less unusual than it feels. Portals in this state are the normal result of a growing company, not evidence anyone did a bad job.
Start with the audit
The audit looks at your engine end to end and shows where it is losing revenue today.