How Lattice built documentation to rapidly scale

Lattice's software harnesses feedback and goals, helping thousands of companies improve performance management. The system it created in Notion ensures consistent process, shared knowledge, and institutional memory.

Insights from
Emily Smith
Head of Customer Care
Alex Kracov
VP of Marketing
Elliot Dahl
Product Designer
Use cases
Wiki, Employee Onboarding, Notes
1

Taking a team of 10 to a team of 100+

Lattice onboards new employees quickly — and gets them up to speed even faster. They have an onboarding page in Notion that they duplicate and personalize for each new hire, including a welcome letter and checklist. Documents and resources all live here, so new employees can focus on learning instead of feverishly taking notes. Each team has their own specific onboarding tasks and tools they can make available, too.

Lattice creates a personalized onboarding checklist in Notion for each new hire.
The most important workflow I use Notion for is onboarding. It’s like a new employee’s checklist for the first few months, one page that's their source of truth.
Emily Smith
Head of Customer Care
2

All teams connected for total transparency

Previously, Lattice didn't have a system for documenting things like brand guidelines or how to host meetings or refer candidates. Now, Lattice's homepage is in Notion, centralizing all important info.

"I used to wake up to notifications from teams asking where things were. But now, I'm not the gatekeeper of all the information. It's all in Notion," says VP of Marketing Alex Kracov.

The departments page links out to each team, where they host the knowledge that matters to them — viewable across the entire organization. That way, sales has access to the product roadmap. And the people ops team stays in lockstep with IT. Notion provides employees new and old with a directory to all internal information.

Lattice's department directory increases transparency and collaboration.
3

A design process clearly defined and documented

More employees, more projects, more collaboration — more need for open and consistent communication. That’s why every design project has its own page in Notion where the assigned designer can build documentation, collect feedback and provide context for their decisions. As part of this, all projects kick off with the same template to make sure they’re solving the right problems for the right users.

Design projects are documented in a central database. Each project is also its own page.
Notion allows me to jump into another designer's work and understand exactly what they're doing.
Elliot Dahl
Product Designer
4

Everyone can contribute to the shared knowledge base

Employees at Lattice drive growth by sharing learnings as they go, accelerating onboarding, scale, and problem-solving. For instance, the customer experience team has a knowledge base created by and for team members who interface with people all day. This lets them centralize and continually improve reusable replies and other tips for answering questions. Everyone is constantly learning from their teammates without reinventing the wheel themselves.

Saved replies to common support questions are catalogued in a Notion database.
People know, if they're going to ask me a question, I probably put the answer in Notion.
Emily Smith
Head of Customer Care

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