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 data in PeopleSoft, centralize a variety of other existing performance data, and incorporate new performance assessments.

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 members are provided with administrative access to the records of employees in their business units without exposing this complexity to the users of the system.

The new talent review process not only leveraged the use of employee profiles in the system, it also ultimately incorporated a promotion process for the firm’s most senior employees.