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<img src="/icons/reorder_gray.svg" alt="/icons/reorder_gray.svg" width="40px" /> Table of Contents
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Client Projects
E-commerce Company Operating System
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Before
- Company information scattered across multiple tools: Google Docs, local and cloud based spreadsheets and email.
- Recurring company management processes not documented.
- Team members lost track of internal project tasks and deadlines.
- Lack of organizational frameworks and best practices in existing Notion workspace.
After
- Company documents and resources centralized in a Knowledge database containing all SOPs, templates and reference documents.
- Step by step SOP template and recurring database templates implemented.
- Central task management database on home page for easy visibility across team.
- Master databases created for each core workflow along with team dashboards.
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- View additional workspace photos
Personal Trainer Client Onboarding System
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Before
- Client information gathered via Google Form and Google Sheet but additional notes were disconnected in multiple Google Docs and Apple Notes.
- Struggling to quickly capture new information.
- No process to track membership duration and client growth.
After
- All client data centralized in one location.
- Notion buttons added to home page for quick entry of information to databases.
- Formulae to track membership duration and client status based on membership start date.
- Line graph created to track new clients per month.
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- View additional workspace photos
Project Management Hub
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Before
- Projects took longer than estimated to be completed and deadlines were missed.
- Work felt messy as team members were wasting time searching for information needed to complete tasks.
- Manual creation of key project documents with each new project: proposal, communication plan and project plan.
After
- Single source of truth for all team projects created along with dashboards for key stakeholders and each team member.
- Automated reminders and notifications set up.
- Project tasks are directly linked to relevant documents and resources required to execute work efficiently.
- Automated templates generate project plans instantly, ensuring consistency and saving time.
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- View additional workspace photos
Personal Workspace Refresh
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Before
- Used the sidebar for navigation making it difficult to find important pages → wasted time and a cluttered workspace.
- Important information for different life areas were nested within multiple pages, making it hard to get a clear overview of the workspace.
- Lack of organizational frameworks and best practices in existing Notion workspace.
After
- A well-structured home dashboard with clear navigation provides quick access to key pages, reducing reliance on the sidebar.
- Custom dashboards for main life areas.
- Master databases created for each core workflow.
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Demo Projects
Non-profit Operating System
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View the project brief here.
View the live workspace here.
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