Building Stability Through Transition for Sage Financial Solutions

The Challenge

Sage Financial Solutions was in the middle of major internal changes. Their team needed a website that could adapt without slowing down operations or confusing their audience. The problem? Their existing site was outdated, difficult to update, and didn’t integrate smoothly with their courses or backend systems.

For an organization delivering financial empowerment programs, stability and professionalism weren’t negotiable. Sage needed a platform that would reflect their credibility while also being flexible enough to grow with them.

The Before

Day to day, their team was juggling workarounds just to keep programs accessible. The old website wasn’t designed for the scale of their offerings, and course delivery felt clunky. The lack of integration meant wasted time, tech headaches, and missed opportunities to streamline the user journey.

On top of that, the site simply didn’t inspire confidence. For prospective partners and participants, it didn’t reflect the caliber of Sage’s work. For the team internally, it created hesitation in sharing the site widely during a time when visibility was critical.

The Solution

In partnership with QLC, we stepped in with a design and backend strategy that prioritized flexibility, stability, and integration.

Through our Design Sprint process, we focused on:

• Designing a site that could flex with internal changes.
• Integrating courses and backend systems for smoother workflows.
• Modernizing the design to reflect their credibility with funders and community partners.

The goal wasn’t to reinvent the brand it was to strengthen the foundation.

The Results

The new site gave Sage exactly what they needed: a reliable, adaptable platform that supported their internal changes instead of adding to the stress. With a professional presence in place, they were able to confidently share their site with stakeholders, partners, and participants.

Sage walked away with:

• A smoother course experience for their students.
• Renewed confidence in sharing their programs publicly.
• A flexible design framework and streamlined systems that save staff time.

We were navigating a lot of moving parts internally, and I truly appreciated Raven’s flexibility and creative approach throughout the process. She showed real tenacity and stayed committed to helping us reach our goals, even as things shifted on our end. It was clear she was invested in getting the work where it needed to be, and I’m grateful for her steady presence during a time of change.

Kennea, Sage Financial Solutions

The Next Step

When your organization is navigating change, your website can either add to the chaos or create stability. For Sage, the Design Sprint delivered a system they could rely on during a pivotal season.

If your site feels outdated, misaligned, or too rigid to support your growth, it may be time for a Sprint of your own.