our solution

Reinvent performance management at your professional services organization

Evaluate and enhance how your people work on every internal or client project. Ensure consistently strong performance and reduce attrition by giving professionals real-time feedback and recognition throughout the year.


Drive performance improvements and goal alignment all year long

Track & guide performance with real-time feedback, especially on client work

Set up triggers to prompt real-time feedback for professionals on a recurring basis or at specific checkpoints.
Align individual performance on client work by identifying and solving issues with feedback the moment they come up.
Use feedback to track progress on individual goals for skill development and performance improvement.

Engage and develop your people with check-ins, recognition, and mentoring

Use real-time guidance and recognition to engage your professionals and increase their satisfaction.
Make sure your professionals’ voices are being heard through check-ins and pulse surveys, especially when they work remote.
Nurture coaching and mentoring relationships that can help your professionals improve and achieve their goals.

Make annual performance evaluations easy and effective for everyone

Create a 360-degree feedback cycle with manager evaluations, subordinate evaluations, peer evaluations, and self-evaluations.
Match employee projects and client work to evaluators and give evaluators a summary of professionals’ feedback from the year.
Identify growth opportunities and help professionals plan their goals and checkpoints to achieve them in the following year.

Use goal planning to pinpoint learning and skill development requirements

Determine each professionals’ annual goals or personal development plans (PDPs) and align them with the firm’s goals.
Break those goals down into smaller steps they can complete during the year, such as practicing a skill or taking a course.
Assign relevant work to them and give them feedback on their progress throughout the year so they can achieve their goals.

How each role benefits from our productivity & utilization management features

CEOs, COOs & Managing Partners
Executive leadership
As leaders, you make sure your team is operating at capacity, your clients are getting the best quality service, and your people are happy and growing. Advise on overall project allocation to make sure the right work goes to the right people.
Chief HR/Talent/People Officer
People leadership
As a talent leader, you need to track each employee’s progress and engagement. Our software helps you customize and improve work allocation processes, increasing employee satisfaction and reducing voluntary attrition.
We help you manage work allocation and see how your delegation is paying off. Identify opportunities to improve and further support your employees. Become a better manager and ensure each team member is working at capacity and satisfied by their workload.
Our software makes it easy to track your workload and skill development. As your managers allocate work and give feedback, stay on track to improve and progress in your career.

We help professional services firms ace performance

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