Case Study: PolicyGenius improves new engineer onboarding with Shortcut

PolicyGenius chose Shortcut to improve the onboarding experience for new engineers

PolicyGenius, a fintech startup with over 500 employees, was facing a challenge with onboarding new engineers efficiently. Their previous project management tool was inflexible and did not align with their internal workflows, forcing managers to spend excessive time explaining workarounds to new hires instead of focusing on integration and culture. They turned to the vendor Shortcut for a better solution.

By switching to Shortcut, the company implemented a highly customizable project management platform. The solution allowed different teams to create personalized workflow states and views within the same story board, enabling seamless collaboration. This gave PolicyGenius the flexibility they needed, significantly improving the onboarding experience by eliminating the need to explain tool inconsistencies and getting new team members up to speed more quickly.

PolicyGenius

Kelly Wu

Engineering Manager