<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/52a717fa-f139-4d1a-8393-7f017c634893/2666_Atlas_icon.svg" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/52a717fa-f139-4d1a-8393-7f017c634893/2666_Atlas_icon.svg" width="40px" /> 15% Reduction in client onboarding time
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<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/b7d14c8b-700e-4847-addc-dc007c9b2020/Countdown_2.svg" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/b7d14c8b-700e-4847-addc-dc007c9b2020/Countdown_2.svg" width="40px" /> $20K Annual cost savings from sunsetting redundant tools & user licenses.
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<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/3d77899c-3ca2-4931-b7f6-48617adc3fea/Countdown_3.svg" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/3d77899c-3ca2-4931-b7f6-48617adc3fea/Countdown_3.svg" width="40px" /> One centralized dashboard for the whole implementation team.
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<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/e924a9c7-1ddf-45a4-8ad4-b7d5cfdecfe9/Account_Transfer_Arrows.svg" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/49b2cc2d-a88c-45cf-b819-6fd7fbd92663/e924a9c7-1ddf-45a4-8ad4-b7d5cfdecfe9/Account_Transfer_Arrows.svg" width="40px" /> Michele W.
“Mike was great to work with and picked up on quick wins and long-term strategies to improve our processes from week one. The automations and dashboards have saved our team hours of time to be spent on more important work, and cut down on the amount of tools we have to use everyday.”
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A Series B startup in the finance space was looking to optimize their Notion workspace. They are a sales and financial planning platform that helps fast-growing businesses take control of their data and plan for the future.
When they started working in Notion they had 20 employees working in one office. Less than two years later their team was more than 150 strong, and spread over 12 countries and 5 timezones.
Their team needed a system that was ready to scale with them and improve their workflows, not slow them down with manual work and organizational chaos.
Given they have a complex product, and a significant professional services department, our process started with the implementation team. We worked with them to audit their current tools, workflows, and how they were using their Notion workspace before building a roadmap that outlined their major pain points and our recommended solutions.
Over the course of 3 weeks we built out systems, dashboards, automations, and more to make the implementation team’s day-to-day that much simpler.
The FinTech’s team had been growing massively YoY, but their systems weren’t built from the ground up to scale with them. While the questions, tasks, and projects kept piling up, the services team weren’t equipped with the right tools and processes to get everything done in time. Their numbers had grown from 4 to 35 in just two years, but the product had grown so much in that time that everyone had a different way of doing the same things - meaning every client got a different experience.
