Business Issue
A global bank wanted to roll out a talent review and succession management application for its top 3,000 executives. It needed to combine a review of existing data in PeopleSoft, centralize a variety of other existing performance data, and incorporate new performance assessments. The client also wanted a system that was very simple and easy to use, while allowing for the complexities in the data being fed into the system. Furthermore, an intricate security configuration was required for HR staff needing access to different groups of employees based on their line of business and role within the organization.
Solution
Cambria was able to deliver a solution that avoided the complexity and configuration issues of off-the-shelf solutions, while allowing for the complex administrative security required. We provided a simple talent review form that incorporated read-only and editable data from different data sources, as well as management assessments with customizations for different organizational levels. End-users experience this as a simple “to-do” list with access to a talent profile, and HR staff are provided with administrative access to employees in their business units without exposing this complexity to the users of the system.
Results
Besides meeting all the security requirements of a hosted on-line application, the new talent review process not only leveraged the use of employee profiles in the system, but also ultimately incorporated a promotion process for the firm’s most senior employees. Significant reduction in paperwork also accompanied the preparation for employee evaluations in line of business talent review committees. Furthermore, the talent review process has garnered overwhelmingly positive feedback from senior management on the simplicity of the process, which led to a rollout to the next levels of the organization, currently covering over 8,000 employees.
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