Wanting to take a new streamlined approach to their performance assessment process, one Catalytic customer created a solution which would send over 18,000 web forms to assessors across the firm to provide year-end feedback on employee performance.
Coordinating employee surveys was previously a tedious task due to data variance, lack of standardization and manual reminders and response aggregation.
The customer built a Catalytic workflow to remove the burden of both manual validation of employee records as well as the resolution of "invalid" data from the global HR team. Instead, 90% of records were automatically validated and the 10% remaining were routed to the local HR representative for resolution. All fixes were aggregated back into the master data for migration.
Survey response rates were 20% better than in previous years. The native response tracking allowed for simplified follow ups.
Get list of recipients uploaded via form
Email assessment to employees
Automatic scheduled email reminders
Save responses to SharePoint
Email summary to requestor
See how you can build end-to-end workflows like this one in our platform.