From Reporting
to Action
Planning performance wasn’t a single workflow. It was a patchwork.
- Create and track performance plans
- Run 1:1s and coaching sessions
- Monitor progress across their team
- Switch between 3–4 disconnected tools
- Build plans manually from scratch
- Track progress in separate, inconsistent systems
The result: planning felt slow, visibility was limited, and consistency broke across teams. The overhead wasn’t incidental—it was built into the workflow.
Three roles. Very different needs. One system to serve them all.
- Create and manage plans
- Track individual performance
- Run 1:1s and coaching sessions
- Oversee multiple teams at once
- Need high-level visibility quickly
- Identify performance gaps across teams
- Track their own progress
- Understand expectations clearly
- See growth over time
Create a system that feels like it was built for the person using it—not the data behind it.
Unified
Everything in one place. No switching. No rebuilding context.
Intuitive
Clear structure, minimal friction. Users should move through it, not fight it.
Actionable
Easy to move from insight to action. Reporting that leads somewhere.
From fragmentation to one system
Instead of spreading workflows across multiple tools, everything lives in one platform: planning, tracking, and performance visibility. Managers no longer have to decide where to go—the system handles the routing.
Plan creation that feels guided, not manual
Before: managers built plans from scratch every time. After: structured inputs, flexible plan types, modular sections, and a reusable task library. The system does the scaffolding—managers focus on the decisions.
Visibility at every level
Different roles, different views. Employees see their own progress over time. Managers see team-level tracking and coaching signals. Senior managers get a cross-team overview without losing detail when they need it.
Senior Team Manager Dashboard
Team Lead Landing Page
Analyst Landing Page
Real-time progress tracking
Instead of static reports, live task states—in progress, overdue, complete—organized by time (today, this week). Managers get a quick read on team performance without running a report or scheduling a meeting to find out.
Reducing repetition with a task library
Managers were rebuilding the same tasks every cycle. The task library lets them reuse and adapt what already worked—eliminating redundant input and speeding up plan creation without sacrificing flexibility.
Consolidated multiple tools and manual workflows into a single, cohesive experience.
Supporting 150K+ employees globally across every level of the org.
Reduced tool-hopping and improved visibility for managers, senior managers, and employees alike.
It’s so much easier to make plans and see who is performing well.
Advisor ManagerInstead of jumping between tools, everything is in one place.
Senior ManagerI can finally track my progress without waiting for meetings.
EmployeeWhen the system does the organizing, people can focus on what actually matters.