About the customer
Guindi & Associates is a Canadian accounting and consulting firm serving a range of financial needs for family-owned businesses, large organizations, and HNWIs.
Industry
Toolstack
ClickUp, Slack, Sharepoint
Company size
Adoption
As Guindi looked to scale their operations, including opening an overseas office in Morocco, they knew that knowledge management would be the key to continuing to produce quality services efficiently. But as so many Slite users have told us, the gap between understanding that challenge and solving it was still quite wide.
The Challenge: Growing Pains in Knowledge Sharing
Specifically, Guindi was facing a common challenge: their valuable institutional knowledge lived primarily in their employees' heads. "When we were seven people, everyone knew everything. We had the same clients and services, so we didn't really need a knowledge base," explains David Potofsky, COO of Guindi. "But as we started to train and hire new people, we realized we were doing the same training and onboarding over and over again."
This was complicated by the needs that came with establishing an international team in Morocco. Guindi now also needed a way to effectively train team members who had no prior experience with Canadian accounting and tax rules.
This realization led the team to search for a knowledge management solution that could scale with their ambitious growth plans while maintaining the quality of their services.
The Solution: Building a living knowledge base
After trying several other knowledge management solutions, Guindi found a match with Slite in May 2022. The platform offered the right balance of simplicity and power, making it easy for team members to both contribute and find information.
The team structured their knowledge base around functional teams and document types, creating dedicated spaces for bookkeeping, payroll, and year-end processes. They also established a comprehensive onboarding space to help new team members get up to speed quickly.
"When you do a live training with someone, they only remember 20% of what you tell them. Having a central knowledge base means we can save about 10 hours per new hire that would have been spent in one-on-one training."
— David Potofsky, COO
This structured approach to documentation has become fundamental to Guindi's operations, enabling them to maintain consistency across their growing team while reducing the burden on senior staff members.
The impact: Democratized knowledge and faster onboarding
Implementing Slite has transformed how Guindi operates and scales their team:
- Empowered International Expansion: Successfully onboarded and trained a team of five in Morocco, enabling them to master Canadian accounting practices despite the geographical and knowledge gap.
- Accelerated Employee Onboarding: Reduced one-on-one training time by approximately 10 hours per new hire through structured documentation.
- Increased Team Autonomy: About 50% of team questions are now self-served through the knowledge base, reducing dependency on senior team members.
The platform has proven particularly valuable for complex processes, allowing the team to break down complicated tasks into clear, repeatable steps that anyone can follow, regardless of their location or experience level.
A path to the future
With their rebranding underway and continued growth on the horizon, Guindi sees their Slite knowledge base as a crucial asset for future scaling. They continue to improve and expand their documentation, viewing it as a long-term investment that compounds in value over time.
"Even if you save just 10 minutes per person per day, when you multiply that across 25 people every single day, it compounds." — David Potofsky, COO
This commitment to knowledge sharing and documentation has positioned Guindi for continued success as they expand their team and services. Their experience demonstrates how the right knowledge management tool can transform a growing company's ability to scale efficiently while maintaining high standards of service delivery.