A workspace that works WITH you? Know this business' superpower of serving unmet needs (and saying it clearly)!

Miles Everson • June 16, 2026

From the desk of Miles Everson:

Hi!

Welcome to “Return Driven Strategy (RDS)!”

For those of you who are new to this term, RDS is a pyramid-shaped framework with 11 tenets and 3 foundations. When applied properly, these concepts help businesses achieve their organizational goals.

In this article, let’s discuss and analyze this framework through a particular business case study.

Continue reading below to see how RDS is applied in the way this business operates.




Let’s be honest: Most of us have at least one tab open right now that we swear we’ll get back to…

… or a half-finished to-do list living in five different apps…

… or that one coworker who keeps asking,  “Where’s the doc?”  even though you shared it twice already.

You see, we’re all trying to keep our digital lives together.

At some point, many of us discover a workspace that feels like a blank canvas—one that says,  “Sure, dream big. Build your workflow the way you want.”

That’s where the  Notion  journey begins.

However, Notion didn’t get here by accident. Behind the minimalist interface and cult-like fanbase is a carefully crafted business strategy—one that aligns remarkably well with the  Return Driven Strategy (RDS) framework.

Notion is an all-in-one productivity and collaboration platform built by  Notion Labs, Inc.

It blends notes, docs, knowledge bases, wikis, project management, databases, and tasks into a single flexible workspace.

Its “blocks” system lets users mix text, tables, media, embeds, kanban boards, calendars—basically  anything —on a page.

It’s a workspace that doesn’t just adapt to your workflow but also allows you to design your workflow.

  • Students use it as digital planners.
  • Creators use it as content studios.
  • Startups run their entire operations inside it.
  • Enterprises document processes, onboard teams, and centralize knowledge.

In short, Notion has become the digital operating system for everyone—from solopreneurs to  Fortune 500  companies.

How Notion Started (And Nearly Failed)

Notion was founded in 2013 by Ivan Zhao and Simon Last, who both had one bold vision:

Give people the tools to build their own tools.

They weren’t trying to build a note-taking app; they were simply trying to democratize software creation.

However, in 2015, Notion almost collapsed. The product was buggy, slow, and didn’t scale. Funding was drying up. So the team moved from California to Kyoto—a quieter, cheaper environment—to rebuild the product from scratch.

During this period, they focused intensely on a single question:

“What do people actually need that no one is fulfilling well enough?”

Sounds familiar?

That question directly connects to  Tenet 2: Fulfill Otherwise Unmet Customer Needs  of RDS.

The result?

A cleaner, faster, and more flexible Notion—a product people didn’t just use but also evangelized.

So… what made Notion the significant business contributor that it is today?

  • It Redefined Productivity Tools

    Notion didn’t just fill a gap; it also created a new category. Instead of siloed apps (notes here, tasks there, docs somewhere else), Notion blended them into one customizable system and turned users into designers of their own workflows.

    This kind of flexibility was rare yet addressed a major unmet need:

    People wanted a tool that fit their brain—not the other way around.


  • It Empowered Communities and Creators

    Notion’s user base started creating templates that went viral. Then entire businesses emerged selling Notion dashboards.

    Suddenly, Notion wasn’t just a product. It became an ecosystem.

  • It Scaled Into Teams and Enterprise

    From a personal notebook to a company-wide operating system, Notion scaled elegantly. Its impact became especially notable in remote and hybrid environments where documentation, transparency, and async work mattered more than ever.

  • It Integrated AI and Email

    With Notion AI and Notion Mail, the platform evolved into a full-service productivity hub. Notion positioned itself not only as a workspace but also as a workflow automation and intelligence layer.

Now… how does Notion align with  Tenet 2 of RDS: Fulfill Otherwise Unmet Customer Needs?

Let’s revisit the core of Tenet 2:

High-performing companies create value by addressing needs customers didn’t even know they had, or weren’t being met effectively by current solutions.

This is Notion in a nutshell.

  • Unmet Need #1: A fully customizable productivity system

    Users were tired of rigid, single-purpose tools… Notion gave them the freedom to build their own.

  • Unmet Need #2: A unified workspace

    Notes, tasks, wikis, and databases were scattered tools… Notion consolidated them.

  • Unmet Need #3: A community-built ecosystem

    Templates, tutorials, and dashboards flourished organically, creating a user-led marketplace.

  • Unmet Need #4: A tool that scales from individuals to enterprises

    Individuals loved the flexibility. Teams loved the collaboration. Enterprises loved the documentation.

Clearly, Notion wasn’t just solving productivity problems; it was also solving the fragmentation problem that every knowledge worker experienced but couldn’t articulate.

That’s RDS’ Tenet 2 in action!

… and how about  Tenet 11 of RDS: Communicate Holistically?

Tenet 11 emphasizes:

Great companies communicate consistently and cohesively with all stakeholders—internally AND externally.

Notion excels at this.

  • Clean, Honest, Straightforward Brand Communication

    Notion’s messaging is simple, friendly, and human. Its marketing isn’t loud but clear, and its tutorials feel like a friend showing you something cool.

  • Transparent Product Roadmaps

    Users love that Notion listens. It communicates updates clearly, gathers feedback from the community, and publishes changes openly.

  • Documentation Culture

    Notion promotes documentation not just as a feature, but also as a philosophy. Internally, the team practices what they preach: clear communication, shared knowledge, and async transparency.

    This is Tenet 11 inside and out!

  • A Platform that Encourages Holistic Communication for Users

    Companies using Notion don’t just store files but also build living knowledge systems. After all, Notion enforces alignment through:

    • Wikis
    • SOPs
    • Shared dashboards
    • Team spaces
    • Project hubs

Basically, when a business adopts Notion, its communication naturally becomes more cohesive and more strategic.

That is Tenet 11 at work.

Why Notion is a Case Study in RDS

Notion didn’t grow by accident. It grew by living out two foundational pillars of wealth-creating strategy:

  • Tenet 2: Serve unmet needs with deep emotional and functional value.
  • Tenet 11: Communicate holistically, consistently, and with clarity.

Together, these tenets help explain:

  • Notion’s rapid adoption
  • Its passionate community
  • Its viral growth
  • Its expansion into enterprises
  • Its reinvention with AI
  • Its sustainability as a business model

Besides, RDS isn’t just a framework—it’s also a mirror reflecting why Notion became Notion.

… and through the lens of RDS, Notion isn’t just a cool workspace but also a shining example of how businesses thrive when they stay true to their purpose, clarity, and value creation.

If you’re looking to gain a better understanding of Return Driven Strategy and Career Driven Strategy, we highly recommend checking out  “Driven”  by Professor Litman and Dr. Frigo.

Click  here  to get your copy and learn how this framework can help you in your business strategies and ultimately, in ethically maximizing wealth for your firm.
 

Hope you found this week’s insights interesting and helpful.




Stay tuned for next Tuesday’s Return Driven Strategy!

AI tools are automating vast swaths of routine tasks away. However, that doesn’t mean the war for talent is over.

Learn more about  AI automation and the war for talent  in next week’s article!

Miles Everson

CEO of MBO Partners and former Global Advisory and Consulting CEO at PwC, Everson has worked with many of the world's largest and most prominent organizations, specializing in executive management. He helps companies balance growth, reduce risk, maximize return, and excel in strategic business priorities.


He is a sought-after public speaker and contributor and has been a case study for success from Harvard Business School.


Everson is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants. He graduated from St. Cloud State University with a B.S. in Accounting.

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