Migrate your processes to Notion
What support is needed to migrate processes to Notion?
In this article, I explain how I support my customers in their transition to Notion.
It’s inevitable: business growth adds complexity. This takes the form of increased interaction with more employees, customers, partners and transactions.
During a major growth phase, all employees are faced with a constant flow of issues that need to be resolved quickly in order to meet business challenges.
This natural posture often leads to an organizational imbalance. In concrete terms, existing processes are no longer adapted to the company’s current needs. Information has difficulty circulating efficiently.
Everyone is wasting precious time on time-consuming tasks that could be eliminated with better organization.
To remain productive, maintain its capacity for innovation and seize opportunities, the company must update its organizational framework. Notion is the ideal solution. This powerful all-in-one productivity tool enables :
Why should you seek support in implementing Notion for your company?
Implementing Notion in a company requires a certain amount of vigilance if it is to have the desired effect. Numerous “pitfalls” can arise, and may hinder the company’s willingness to adopt the tool. An experienced Notion consultant can help you avoid them.
Here are a few issues raised by customers during our initial contact:
I know that Notion is a great tool, but I can see that I’m going about it the wrong way. I know the result I’m looking for, but I can’t put it into practice.
I watch very interesting videos on Notion but it’s very difficult to apply what I see to my business.
I’ve tried to switch to project management on Notion but I don’t have enough time to devote to it, it’s dragging on there, and it’s becoming urgent we need to see things more clearly.
I’m using Notion on my side and I understand the potential it holds for the company. Today, I’m finding it hard to get my colleagues involved in the project.
The benefits of expert support.
Beyond getting to grips with the tool, it’s what you do with it that’s important. Using Notion to its full potential calls for sound skills in project management and organizational theory. Proven experience in transition support is a major asset to the project’s success.
With Expert Notion
No Expert Notion
Are you convinced?
Let’s take a look at the methodology I use to support my customers (startups, SMEs & freelancers) in their process migration to Notion. It’s not a miracle recipe, but a consulting method that I’ve developed, tested and fine-tuned over the years.
1. An initial call to identify the problem
Every time I work with you, I start with a discovery call to get to grips with the new problem. This preliminary meeting is not intended to provide me with all the information I need to carry out the project. The aim is rather to get to know the customer. It’s also an opportunity for me to find out enough to be able to draw up a sales proposal tailored to the company’s needs.
To do this, I gather the following information:
Okay, what next?
Depending on the information gathered, I generally offer one of two services:
Notion Coaching 1:1
I determine a number of consulting sessions according to the scope of the project. Each session lasts 1.5 hours, during which I work directly on the customer’s Notion problem to help them become more proficient. At the end of the session, the customer leaves with a custom-made, functional Notion workspace and a mastery of the tool.
Full Notion support
This service is designed for companies wishing to fully delegate the construction of a work environment on Notion.
2. An audit phase, for an in-depth understanding of the structure and requirements
The quality of a consultant lies first and foremost in his or her ability to pinpoint each problem with precision. To be able to develop a pertinent solution, a rigorous audit must be carried out. The time required depends directly on the complexity of the project.
In concrete terms, it’s a matter of building on the elements gathered during the discovery call, and taking them further. My first profession is marketing, and I use the frameworks specific to this discipline to obtain an exhaustive understanding of the customer’s business. I also understand the management and operational aspects.
I look in more detail at
During this stage, the customer provides me with the resources he deems relevant to a good understanding of the organization. In addition, I interview key stakeholders.
Once the audit is complete, we’re ready to enter the workspace development phase.
3. Co-constructing a tailor-made Notion environment
Before building the Notion, I create a schematic of the future Notion structure. To do this, I use the Miro tool. This schematic simplifies the project for the customer. It serves as a basis for discussion and validation of the planned Notion structure.
Once the structure has been validated, I move on to developing the architecture of the pages, databases, views, dashboards, Make automations with other tools, and so on.
Here are a few examples of possible databases to be built on Notion :
I try to get the best out of Notion by creating tailor-made business tools. My approach excludes the use of preconceived templates that would ideally fit all companies.
From a practical point of view, I sometimes develop the customer’s Notion workspace on my own workspace, then migrate it on delivery.
4. Accompanying employees in their transition to Notion
Last but not least, I offer solutions to support the transition to Notion. Here are the main ones: