How Tonal streamlined its product operations with Coda
Zach Lebovics, Staff Product Manager at Tonal, shares how his Coda team hub helped Tonal’s product team work better together and provide more transparency to executives.
Zach Lebovics
Staff Product Manager at Tonal
Case studies > Tonal
"Good tools support processes. Great tools reinvent them."
Zach Lebovics
Staff Product Manager, Tonal
The problem: Doc-splosion.
Any gym nerd knows that consistency and holistic planning are vital to effective workouts. Lifting weight sporadically without a plan may be fun, but it may not land you where you want to go. Similarly, a siloed, randomly organized documentation system won’t give your team the foundation it needs to function well. During his first days on the product team, Lebovics found scattered and ineffective documentation that he described as a “doc-splosion.”Complex wayfinding.
Strategy briefs and PRDs lived in dozens of Google Docs, roadmaps were disconnected across stale spreadsheets, and teams were working off of outdated information. This complex, disconnected infrastructure made it hard for employees to find what they needed, even when their leads were spending too much time organizing that information. To see the progress you want, you have to build systems you can stick to. “When I first joined Tonal, we were relying on Google Docs, Confluence, spreadsheets, Looker, and decks for different purposes,” he says. “There was a lack of centralization and a struggle to elicit feedback and have productive conversations.” Systems were so fragile that people could be unsure of how to move forward if a team member was out. Changes to plans and narratives were often at risk of not reaching the next person in line.Time-consuming updates.
And that was just within the product team. When Lebovics’ team collaborated with other teams, things got even more chaotic. “Even if we managed to keep our team’s information organized, it was impossible to navigate between departments and teams,” he says. “Product didn’t have full visibility into what engineering was seeing, and vice versa,” Lebovics says. “You are making the best decision with the information that you have today. The issue is that there’s a non-zero chance that this information is already outdated. So, you begin to expect hiccups in the process due to information gaps or you pray that everything magically lines up.” This was a vertical problem as well as a lateral one. Product managers were spending hours compiling and re-writing slide decks to update executives on the progress of any given project—copying, pasting, and re-telling the same story again and again. “We didn’t have the process and mechanisms to effectively deliver updates and give feedback.”Misalignment.
Of course, this all meant lost time and delayed deliverables, but Lebovics saw a cultural effect too. Consistent misalignment meant teams were frustrated, confused, and ultimately overworked. “The more points of collaboration you have, the higher the risk of misalignment. And the cost of misalignment doesn’t just affect the business. It affects the team—leading to a loss in morale, productivity, and peace of mind,” Lebovics says.The solution: An interconnected team hub.
In Lebovics’ first days at Tonal, Coda was one of many doc systems his team used. The product teams had just begun using it for roadmaps and PRDs, but they weren’t centralizing all the information they needed within Coda yet. Lebovics tried to build a spreadsheet to help everyone understand the content roadmap, but it wasn’t sturdy enough to hold up their whole team. “When reflecting on a process breakdown, I noticed that a change that I had made in a spreadsheet wasn’t updated in another co-worker’s document that many others were using as a source of truth,” Lebovics says. "A coach got sick or we missed a deadline on something and I had to adapt and adjust the experience or the spreadsheet and everything fell apart." He decided to turn his product management skills onto his team’s processes. As a result, Zach's fickle spreadsheet turned into a robust roadmap with interconnected, custom views for each team. "Now, there's probably 20 to 25 views of one table in this doc. And that's just because it passes through so many hands. There’s no other tool that could do this as seamlessly as Coda." With the magic of an interconnected, flexible workspace, Coda quickly stood out as a way to not only support their processes, but reinvent them. This experience has deepened Zach's belief in the importance of product managing your process. "When something goes wrong, we get frustrated and reflect on the product but don’t always reflect on the process that got us there,” Lebovics says. "It seems a little meta to product manage your process, but it will truly pay dividends."Simplified wayfinding.
The team hub Lebovics built in Coda finally brought everything together. That one doc allows the Tonal product team to draft new PRDs, plan for the upcoming quarter, keep track of epics in Jira, and even embed Figma designs into a single place. With nested pages and subpages, everything stays intuitively organized without having to create separate docs. That hub is the single source of truth for the product team, meaning they have one single link for the entire product planning and execution process. Everyone knows what the plan is, and they know where to find anything they need. This allows Tonal to reduce their meeting load and ultimately ship faster. Tonal saved 4 meetings per team per week on average and shipped 25% faster than before with Coda.Instant updates.
Once he had his team working together in Coda, Lebovics wanted to share their solutions with other teams, but he faced some pushback. Engineering was used to doing consults in Jira, and they weren’t willing to give it up. But thanks to Coda’s two-way sync with Jira, product was able to communicate everything they needed to from inside Coda. Now, product and engineering consistently stay on the same page across apps. “Syncing Jira and Coda in this way has been a huge unlock for us and freed engineers to stay focused in Jira, where they can trust data to be the most updated,” Lebovics says. Coda also helped solve communication issues with executives. Lebovics created a dashboard for executives that has both their actual work and the latest updates from the product team. This keeps Lebovics and his team from having to build slides with updates to deliver to the executive team each week. Now, product can communicate everything from the most specific engineering requirements to the most high-level updates without ever leaving Coda.Solid alignment.
“If it’s used right, Coda is an alignment enforcer,” he says. "The bigger, more ominous employee cost of misalignment is the internal swirling and churn that leads to disengagement, that leads to morale taking a hit, which of course then affects productivity. And that's why [Coda] is really for the health and the productivity of the employees." After a supervisor pointed out that a meeting only got through Lebovics’ agenda items, not the whole team’s, Lebovics built a system for prioritizing conversation topics during team meetings. Now, the product team shares its most pressing concerns and their overall mood toward work (measured in one to five smiley faces) within Coda. Lebovics acknowledges that this might feel small, but he says it leads their team to holistic alignment—much like a seemingly minor adjustment to your position when lifting weights can change how entire systems of muscles work together. On misalignment, Lebovics says, “Coda won’t solve it on day one, but it will give you new practices that will add up,” like any good new workout routine. Tonal is still iterating its perfect processes, but Lebovics is glad it’s solidly housed in Coda. “In two months’ time, the Team Hub will probably look a little bit different. That’s because we’re always adapting to newly discovered pain points and opportunities in our workflow. That’s the beauty of Coda—it’s the only tool flexible enough to keep up with an ever-evolving team.” he says.Request a demo
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