Anyone in a highly regulated industry like fintech will tell you: when it comes to documentation processes, you need something better than a bunch of scattered spreadsheets and Google Docs. For startups in these fields, making that move away from early chaos and toward structured documentation is always a critical moment; for Upvest, it came a few years after its founding in 2017.

The challenge: Scattered knowledge in a growing organization

Before implementing Slite in March 2021, Upvest faced a common challenge among scaling startups: their documentation was scattered across Google Docs and Google Drive, making it difficult for team members to find and access the information they needed.

Sebastien Jeanquier championed the implementation of a centralized knowledge management solution at Upvest. In his own words:

"There was very little documentation at the time. A lot of knowledge was either at the team level—where teams were small so everyone kind of knew what they needed to know—but obviously we knew that was not going to scale.”

The company needed a platform that would not only consolidate their existing documentation but also grow with them as they scaled. They wanted something that was simple to use yet powerful enough to handle their complex needs as a fintech company.

The Solution: A Company-Wide Knowledge Base

After rulling out several options, including Confluence and SharePoint, Upvest chose Slite for its simplicity and user-friendly approach to knowledge management. The decision was influenced by their preference for working with innovative, product-led companies that could grow alongside them.

The implementation was swift and comprehensive, with Upvest rolling out Slite across their entire organization. They structured their knowledge base around team channels, with designated "knowledge champions" responsible for maintaining and updating documentation within their respective domains.

The Impact: A Single Source of Truth

Since implementing Slite in 2021, Upvest has successfully created a unified knowledge management system that serves their entire organization. The impact has been particularly notable in several key areas:

Key achievements include:

• Company-wide adoption with 100% of employees actively using Slite
• Structured onboarding processes with standardized templates and checklists
• Improved knowledge governance with features for tracking document freshness and ownership
• Enhanced team collaboration through shared templates and project documentation
• Streamlined processes for maintaining and updating company-wide policies and procedures

In short, Slite captures everything. In Sebastien’s own words:

The platform has proven especially valuable as Upvest continues to grow, helping new team members get up to speed quickly while ensuring existing knowledge remains accessible and current.

Adding talent, adding knowledge

As Upvest continues to expand—with over 15 open positions at the time of writing—Slite remains central to their knowledge management strategy. The company is looking forward to implementing new features like the Chrome extension to further streamline access to information, and they continue to evolve their knowledge management practices to support their growing team.

For Upvest, Slite has become more than just a documentation tool—it's a crucial platform that enables effective communication and collaboration across their organization, supporting their mission to build the future of investment infrastructure.

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