INDUSTRY: FINANCIAL SERVICES INDUSTRY

Objective: Streamline Employee Performance Documentation

A large financial services firm increased employee headcount beyond legacy systems for process assessment, review and employee development. They sought an automated solution, but the HR and IT departments needed help to understand requirements and select the right strategy.

Solution: Objective Requirements and RFP Evaluation

The Operari Group engaged to:

1. Map out all current state performance management processes and tools
2. Articulate future desired state processes in a robust, formal internal requirements document
3. Write and deliver RFI and RFP documents
4. Create and implement an evaluation matrix to measure responses and insure an effective, efficient solution selection