Case Study: Oportun unifies teams and simplifies merger operations with Coda

How Oportun merged two cultures with Coda

Oportun, a fintech company, faced a tricky merger after acquiring savings app Digit: the two organizations had very different ways of working, and Oportun was stuck with a mix of tools, spreadsheets, and siloed documentation. Digit already ran much of its operations in Coda, while Oportun needed a way to unify teams, simplify collaboration, and improve security and administration across the combined company.

With Coda, Oportun created one shared platform for documentation, OKRs, product planning, decision-making, and more, while teams also began building their own templates and workflows. The rollout was broadly adopted organically across the company, helped create a common language and culture, and replaced at least two SaaS tools with several more under review—so much so that Oportun said Coda “literally paid for itself.”

Oportun

Ron Hanna

Vice President of Technology Operations