Case Study: Carta streamlines and scales new‑hire onboarding, cutting admin time by 75% with WorkRamp

How Carta created a new hire onboarding program to mirror their culture and work ethic

Carta, a platform that helps companies manage equity and create more owners, faced a scaling challenge as headcount grew over 300%. With sensitive financial data and the need to teach financial literacy, security, and compliance during bi-monthly onboarding cohorts, preparing materials and tracking new-hire progress became time-consuming and administratively heavy.

By adopting WorkRamp, Carta centralized training content, automated onboarding workflows, and built a robust bootcamp across multiple offices. The Learning & Development team can now track module completion and material views, dramatically reducing administrative effort (previously ~2 hours to build monthly onboarding; now ~30 minutes for updates) and enabling scalable, consistent new-hire training.

Carta

Jina Kim

Learning & Development