Figure 1


Project Summary

ePerformance is a delivered module as a part of an HCM Enterprise system that offers a digital space for employees and managers to discuss an employee’s performance and goals for the year.  ePerformance improves the user experience during the annual performance review by offering a streamlined digital interface. This product delivers improved accessibility, flexibility, accuracy and efficiency to our users in order to make a very important process much more manageable. As the Project Leader, my role was to research, build, and test the product with end users and then deliver and support the resulting product after launch. I collaborated with my excellent colleagues in HR to develop this product.



As an organization, we wanted to align our performance management practice and materials to current market standards. We expected this re-design to standardize our practice and make our managers happier with the performance management process. Based upon previous feedback from users we desired to see users spend less time on performance reviews and have less confusion about the options provided them during performance review season. We were constrained to using existing infrastructure on the performance platform provided - no customizations could be afforded. Additionally, the IT department was able to offer minimal support for these changes so we had to keep the vision simple and sustainable.


In order to understand what performance management tools similar organizations delivered we performed market research as a team. We found that many educational institutions offered only 3 performance documents while we had 7. It was time to try some consolidation! Additionally, to better under our users needs in the new design I thoughtfully sketched personas. I then collected and summarized all our performance content in order to determine focus areas for the re-design. I ran reports and analyzed historical data to determine usage history for each template we previously offered. We learned the most highly used templates were Employee, Professional/Technical and Supervisor.


As a result of our prior research we agreed upon important aspects of the re-design. I began mocking-up new features within our HCM test environment in order to test the overall functionality and user interface. This environment allowed me to quickly iterate new features and discover issues before ever going live.

More Discovery

We wanted these new features to be useful to managers so we held a user feedback session. In a lab setting I had our managers try out the new features on the web and encouraged them to give real time feedback on their experience and ideas. At the end of the user feedback session, I provided managers with a brief survey regarding the experience. From this data we learned our managers thought there were “too many clicks” required and that they preferred a 5-scale rating to a 3-scale rating.

Project Debrief 

The product launched April 2016 and new features were well received by the managers. We continue to develop this product based on their feedback. Soon, we hope to offer semi-annual reviews.


While working on this project I really enjoyed sharing the new product features with managers during the user feedback session. After getting their responses I felt much more confident in my subsequent design decisions.

Skills Summary