Case Study: Planful cuts onboarding time in half and boosts productivity with Notion

From six apps to one: Planful scales faster with all teams running on Notion

Planful, a financial performance management cloud software company, was scaling rapidly to 500+ global employees but was held back by fragmented tools and scattered information across apps like Monday.com, Box, Google Drive, Slack, and email. The company needed a more reliable way to centralize knowledge, align teams, and reduce the productivity loss caused by tool sprawl.

Planful implemented Notion as a single workspace for company knowledge, OKRs, project management, onboarding, and team collaboration, with Notion AI and Enterprise Search helping employees find answers faster and generate content more efficiently. By replacing and integrating multiple tools into Notion, Planful cut onboarding time in half, made sales handoff docs 4x faster to create, boosted cross-team productivity, saved thousands on its tool stack, and achieved more than 90% weekly employee adoption of Notion.

Planful

Rebecca McRoberts

Vice President Employee Success & Business Operations