For more than six years, the company relied on a legacy performance management platform to manage employee objectives, KPIs, performance reviews, and annual appraisal cycles for approximately 600 employees. While the system remained a critical part of HR operations, it had become increasingly difficult to maintain, expensive to operate, and unable to meet modern business requirements.
The platform carried annual licensing costs exceeding £90,000 and offered limited flexibility for customization, reporting, and collaboration. As the organization continued to evolve, the leadership team sought a modern alternative to improve the user experience, leverage existing technology investments, and support future growth without disrupting established HR processes.
The company wanted to modernize its performance management processes by replacing its legacy HR platform with a flexible and cost-effective solution built on Airtable.
The objective was to eliminate significant licensing costs, preserve more than six years of historical employee performance data, improve reporting and visibility, automate key HR workflows, and create a scalable platform that could evolve alongside the organization’s future performance management requirements.
Human Resources & Professional Services
Airtable
Performance Management System Modernization
The existing platform required substantial annual licensing investments while offering limited customization options and restricted reporting capabilities. The organization needed a more agile solution that could deliver greater value without increasing operational complexity.
More than six years of employee objectives, KPI records, manager reviews, and performance history needed to be migrated while maintaining critical relationships between employees, managers, departments, and review cycles.
Several performance management activities relied on manual effort, including KPI reminders, review cycle administration, objective tracking, and annual performance planning. These activities consumed valuable HR resources and introduced operational inefficiencies.
Different user groups required varying levels of access to performance information. Employees, managers, HR teams, and finance departments all require tailored views while maintaining appropriate security and confidentiality controls.
The legacy platform lacked modern reporting capabilities and collaboration features, making it difficult for managers and leadership teams to gain meaningful insights into employee performance trends and organizational objectives.
Employees were responsible for tracking objectives and performance-related tasks within the legacy platform. However, the system lacked automated reminder capabilities, making it easy to miss objective deadlines and key performance milestones.
Outdated HR platforms can increase costs, limit visibility, and create unnecessary administrative overhead. We help businesses modernize performance management processes using Airtable, automation, and AI-driven workflows that improve employee engagement and operational efficiency.
Talk to an Airtable ExpertNeosAlpha designed and implemented a custom performance management system using Airtable's relational database architecture, automation capabilities, and Interface Designer. The solution provided a modern, scalable platform for managing objectives, KPIs, reviews, and employee performance across the organization.
To ensure business continuity, we developed custom migration frameworks that successfully transferred more than six years of performance data from the legacy platform into Airtable. Historical relationships between employees, managers, review cycles, and objectives were preserved while improving data accessibility and reporting capabilities.
Automated workflows were introduced to streamline KPI management, review cycles, and performance tracking processes. Slack notifications and calendar integrations were implemented to proactively remind employees and managers of upcoming deadlines, reducing manual follow-up activities.
The platform was redesigned using Airtable Interfaces to create a simple and intuitive user experience. Employees, managers, HR teams, and finance stakeholders were provided with tailored dashboards and reporting views that aligned with their specific responsibilities.
Custom reporting capabilities were developed to provide greater visibility into employee performance, departmental trends, KPI progress, and review outcomes. This enabled leadership teams to make more informed decisions on workforce planning and performance management.
We implemented automated reminders and a calendar-based task management experience within Airtable, enabling employees to track objectives, monitor upcoming deadlines, and stay aligned with performance goals.
The company eliminated significant annual licensing expenses by replacing the legacy platform with a modern Airtable-based solution built on existing technology investments.
Automation reduced manual administrative effort associated with KPI tracking, review management, and employee performance processes, allowing HR teams to focus on higher-value initiatives.
Managers, HR teams, and business leaders gained access to real-time performance data and improved reporting capabilities across departments and business units.
Modern collaboration features, streamlined workflows, and a more intuitive user experience improved employee participation and accountability throughout the performance management process.
The new platform provided a scalable foundation that could support future enhancements, additional workflows, and evolving organizational requirements without the constraints of legacy software.
Tell us what you're looking for and we'll get you connected to the right people.