Software Implementation · Notion Ops

Notion became the company’s operational and cultural core in 3 months.

The client wanted to implement, train, and improve processes across multiple areas using Notion. We designed a centralized structure with approved flows, shared repositories, and actionable templates that now support sales, support, and internal management.

  • Scope: technical implementation, guided training, and ongoing governance.
  • Goal: organize documentation, add request traceability, and accelerate collaboration.
Panel de seguimiento y CRM en Notion
Snapshot del CRM centralizado con tableros ejecutivos para ventas y Customer Success.
Procesos mapeados 32

Critical flows and use cases documented with controlled permissions and versioning.

Colaboradores formados 145

Sesiones segmentadas, campus autodidacta y soporte inmediato desde Notion.

Plantillas activas 48

CRM, bases de conocimiento, minutas accionables y flujos de soporte con SLAs.

Integraciones clave 6

Conexiones con BI, automatizaciones Slack y sistemas de tickets para visibilidad total.

Arquitectura operativa

We unified knowledge management and daily operations with chapter-based spaces and executive views.

  • CRM conectado Complete pipeline with automatic handoff to Customer Success and real-time reporting.
  • Base de conocimiento viva Playbooks, FAQs, and shared repositories with versioning and dynamic permissions.
  • Minutas inteligentes Templates de reuniones con acuerdos accionables que alimentan tableros globales.

Guided adoption

We mobilized teams so Notion became the single source of truth and daily tool.

  • Programa de champions Key users with ownership metrics and mentoring cadence for each area.
  • Measured satisfaction Confidence and usage surveys; adoption dashboards to adjust content.
  • Soporte trazable Áreas migraron sus ticketeras a Notion, asegurando visibilidad y SLAs compartidos.

Automation and integration

We extended Notion into the client ecosystem, connecting data and alerts for faster responses.

  • BI synchronization KPIs replicated in performance dashboards and feedback for leadership teams.
  • Slack como gatillo Automatic alerts for new tickets, deals, and critical tasks in real time.
  • Document automation Creation of thematic repositories, approval flows, and controlled archiving.

Ruta del proyecto · 12 semanas

Implementation Marcha blanca Kick off & seguimiento
Semanas 1-2

Technical rollout and migration

Matrix structure in Notion, migration of critical content, and initial automations for CRM, support, and knowledge.

Semanas 3-4

Marcha blanca guiada

Pilots by area, role-based training, and flow adjustments; measurement of satisfaction and trust in the tool.

Meses 2-3

Kick off ampliado y soporte continuo

Champion activation, additional integrations, and a continuous improvement committee with executive reports.

Resultados clave

Documentation available 63% less time to locate processes thanks to segmented views and centralized search.
Traceable communication Soporte migrado al 100% a Notion, con visibilidad de estados y SLAs compartidos.
Team satisfaction +28 points in satisfaction and +35 points in usage confidence after pilot.
Integrated operations Notion linked with BI, support, and key automations; it’s now vital to operations.

Workspace in action

Centro de plantillas y base de conocimiento en Notion
Repositorio de playbooks, minutas y bases de conocimiento listo para uso transversal.