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Performance Management
Employee Engagement
Employee Development
Creating
peopleMAGIC...
WINNER of Microsoft Code For
Honor 2014 Large Enterprise
Software
Best Human Capital / Talent
Management Solution
Best Human Capital / Talent
Management Solution
peopleMAGIC
When organizations remove the hurdles their employees
face, engage with them on their needs and nurture and
develop them, they create an extraordinary culture where
employees unleash their potential, set new standards of
excellence and create wonders.
And it is made possible by Synergita’s Cloud based Employee Performance
Management and Engagement Solution
We call it peopleMAGIC
• Synergita is a Continuous Employee Performance
Management, Development & Engagement
Software
• Helps in building a world-class company culture
driven by Employee Recognition
WHAT IS SYNERGITA?
Goals &
Achievements
Continuous
Feedback
Recognitions Check-Ins
Annual
Reviews
Focus on Holistic Employee Development
GreatPlacetoWorkcompanies
OUR GLOBAL CUSTOMERS
BUILDING BLOCKS OF EMPLOYEE
PERFORMANCE MANAGEMENT with SYNERGITA
BUILDING BLOCK 2 BUILDING BLOCK 3
BUILDING BLOCK 1
SMART GOALS
CONTINUOUS FEEDBACK
& PEER RECOGNITION
PERIODIC REVIEWS /
CHECK-INS
BUILDING BLOCK 1: SMART GOALS
• Set SMART goals for each employee
• Update and track goals on periodic basis
• Analyze the achievements
S
M
AR
T
Define clear goals addressing
WHERE? WHAT? WHY?
WHICH?
Measure Goals to
monitor the progress
and success
Goals Achievable with
good performance
Realistic goals
Objective should
include a time limit
which will enable better
planning
BUILDING BLOCK 2: REWARDS & CONTINUOUS
FEEDBACK
People love to
hear feedback
about what
they’re up to
01
Real time
feedback
helps you
learn, grow
and deliver
results
03
BUILDING BLOCK 2:
CONTINUOUS FEEDBACK,
REWARDS & RECOGNITION
BUILDING BLOCK 3: PERIODIC REVIEWS &
CHECK-IN
Provide Support
without Removing
Responsibility
Ask for Help and
Encourage
Involvement
Listen Actively and
Respond With
Concern
Maintain and
Enhance Self
Esteem
Team members want
to know how you’re
feeling about them in
relation to their
performance
Team members who feel
valued are more willing to
share responsibility,
confront challenges, and
adapt well to change.
Involvement increases
the chance that
innovative ideas and
solutions will surface.
As a manager, you are in a special
position to provide support to your
team. This may include advising,
mentoring, and providing needed
resources, reassigning duties, and
clearing roadblocks.
Share Thoughts,
Feelings, and
Rationale
Continuous
Feedback
GOALS
Pulse
Check-in
Annual
Reviews
01
02
03
Expectations are set on first day of
employment or at the beginning of the year.
Determine the tempo for talks. Minimum 4 x
per year.
Weekly meetings - short duration. 10-15
minutes of real-time feedback and coaching.
Structured conversations. Team member
answers brief questions that look back - look
forward. Reflect on past performance and
your contribution. Look forward: set
expectations and predict impact of your
work.
WORKING IN CADENCE
SYNERGITA – QUICK LOOK AT THE
FUNCTIONALITIES
Employee
Management
Employee Talent
Information
Career Aspirations
Search Abilities
Employee
Performance
Goals Management
Competency
Management
Performance
Reviews
360 Degree
Feedback
Appraisal letter
distribution
Employee
Engagement
Rewards &
Recognitions
Continuous
Feedback
Employee
Engagement
Survey
Employee
Development
Employee
Development Plans
Employee Training
Records
All Modules come with powerful set of reports.
KEY PROCESSES STREAMLINED THROUGH
SYNERGITA
• Automate to Save Time and Effort
• Reduce Manual Errors
• Focus on Employee Development and Engagement
• “Know Your
Employee” from
Entry to Exit
• Performance
Appraisal/Review
Process
• Talent
Development
Process
• 360
0
Feedback
Process
• Continuous
Feedback
Process
(Rewards and
Recognition)
• Appraisal
Letter
Distribution
01
02
03
04
05
06
Know your
employee
Engage
employees
Promote
employee, rotate
job, etc.
Manage history
Capture exit
interviews
KNOW YOUR EMPLOYEES – ENTRY TO EXIT
Set Goals Self Evaluation
Peer & Manager’s
feedback +
recommendation
Approval from Dept. Head
/ HR
One on One meeting
Appraisal paper
distribution & Employee
Acceptance
PERFORMANCE APPRAISAL / REVIEW
PROCESS
Employee specific
Development
Plans
Managers
recommend
training courses to
employees
Record
achievements
Provide feedback
Use in appraisal
cycles
TALENT DEVELOPMENT PROCESS
Provide continuous
feedback
Rewards and
recognition
Score points Redeem points
CONTINUOUS FEEDBACK PROCESS
Design the feedback
form
Nominate Peers
(Respondents)
Self Evaluate the
feedback form
Solicit response from
the respondents
Do perception
analysis between self
review and
respondents
feedback
Come up with action
items addressing the
gaps
360 DEGREE FEEDBACK PROCESS
Export the
Employee rating to
Excel
Do the salary
computation in
Excel
Import the rating
and salary
revisions to
Synergita
Create Letter
Template(s)
Associate letter
template,
employee rating &
Salary revision
Publish to
Employees
Employees
view/download
Revision Letters
Online
SALARY REVISION LETTER DISTRIBUTION
PROCESS
INTEGRATION WITH OTHER SYSTEMS
VALUE PROPOSITIONS
 Disruption
Insta-Go
100% Compliance
HR Elevates to being a strategic partner
Personal Touch
Peace of Mind
KEY DIFFERENTIATORS
✓  Disruption
✓ WOW Features
✓ Digital Cockpit
✓ Insta-Go
✓ Easy Administration
✓ Extremely Easy to Use
SECURITY PRACTICES FOLLOWED BY
SYNERGITA
• Compliant with OWASP standards
• Security Tested with VERACODE
• Hosted on Amazon Cloud
• Protected by Thawte SSL
• Secured Multi-Tenant Architecture
• Data level security through access control
mechanisms
TECHNOLOGY STACK
Cloud
Security
Development
WE PROMISE DISRUPTION
We understand how stressful and challenging
performance management and employee
development is, particularly when you make
changes to how it is traditionally done in your
organization.
Which is why Synergita’s
Promise of Disruption
ensures Peace of Mind.
Our Promise
 We will get you up and running rapidly, seamlessly integrate with existing data
systems while embracing or customizing your existing and familiar processes
 We are always there for you - before, during, and post rollout, and
 You will experience a personal touch across all interactions
ADVANTAGES OF SYNERGITA
Easy to
Set Goals &
Track
Achievements
Light
Weight
Easy to
Configure
Actionable
Insights
SOFTWARE EDITIONS
Silver Gold
Profile Management ✓ ✓
Goals Management ✓ ✓
Performance Appraisal ✓ ✓
Continuous Feedback ✓ ✓
Reports ✓ ✓
Workflow ✓ ✓
Peer Feedback in Appraisal Cycles ✓
Employee Development
Plans/Improvement Plans
✓
Appraisal Letter Distribution ✓
API Access through Web Services ✓
• Capita is a leading provider of business process management and integrated professional
support service solutions
• The organization operates with a work force of 75,000 dedicated professionals across UK,
Europe, South Africa &
• India supporting clients across industries such as government, education, transport,
health, life, pension and other private sector organizations
• Capita was doing its Employee Performance Appraisal through an Excel based manual
process which was time consuming. They were on the lookout for a change
CAPITA’S TRANSFORMATION FROM
EXCEL TO EXCEPTIONAL WITH SYNERGITA
Pain Points Wake Up call
• Huge delays in performance review process,
timelines not met
• One-on-one meetings skipped & appraisals
completed without employee feedback
• HR team had no visibility of process
• Normalization took longer with multiple levels
of approval
• Appraisals took all time, HR team had no
time for employee engagement
Employee dissatisfaction
echoed in an internal town
hall & HR team decided to
implement a good
performance management
system within 3 months
CAPITA’S TRANSFORMATION FROM
EXCEL TO EXCEPTIONAL WITH SYNERGITA
Synergita’s peopleMAGIC
Goal Setting
Synergita helped save,
• 43% of the time that an employee spent on goal setting
• 67% of the manager’s time that was spent on setting, reviewing & revising employee goals
• 85% of HR team’s time, which they now spend on employee engagement
Appraisal Process
Synergita helped save,
• 60% of the manager’s time spent on employee performance assessment,
review and follow ups
• 75% of the HR’s time spent on initiating feedback cycles, follow-ups, reviews,
attending to appeals & completing appraisal process
Normalization Process
With Synergita Capita was able to derive bell curves through the software and the entire
normalization process was completed within 3 days. Synergita helped save,
• 90% of the manager’s time spent to derive bell curve for their team members
• 80% of the HR team’s time spent to arrive at overall organization specific bell
curve
CAPITA’S TRANSFORMATION FROM
EXCEL TO EXCEPTIONAL WITH SYNERGITA
Customer Benefits
• Capita’s employees are now able to assign their goals within a
week. Synergita rates goals based weightage and in turn rates
employee performance based on goal accomplishment
• Capita’s entire performance management process is now
completely automated with two cycles in a year
• Capita has completed its first (mid-year) appraisal cycle in less
than a month‘s time and annual appraisal cycle in less than 2
months’ time. Earlier the manual appraisal process took 3-4
months
• Now HR team has complete visibility of process and are able to
spend more time in employee engagement activities
RADISSON BLU GRT A LEADING FIVE STAR
HOTEL EXPERIENCES peopleMAGIC WITH
SYNERGITA
Since 80% of work in a
hotel is done manually, the
dependency on skilled
employees is high; hence
quality of customer service
is directly linked to the
ability to retain the good
performing employees.
Radisson Blu GRT’s
Passport to success, a
program to track,
maintain and award
employee performance
was manual and needed
automation
Pain Points
RADISSON BLU GRT A LEADING FIVE STAR
HOTEL EXPERIENCES peopleMAGIC WITH
SYNERGITA
Synergita’s peopleMAGIC
Procedure Certificates
Standard Operating
Radisson Blu’s employees are required to hold valid SOP
(Standard Operating Procedure certificate) for handling
responsibilities like guest check-in, travel desk. Synergita
effectively manages these employee certificates and
ensures click of button retrieval
Rewards & Recognition
(BRAVO)
Radisson Blu carries out its employee
rewards & recognition program “Bravo”
through Synergita
Analytics & Reports
Click of button advance analytics reports on
employee performance, training requirements,
strength/weakness analysis
Guest Feedback
Synergita integrates with a Radisson Blu GRT’s
Medallia Customer Feedback management
software to import end guest feedback data and
makes it available in the automated system to
rate employee performance
RADISSON BLU GRT A LEADING FIVE STAR
HOTEL EXPERIENCES peopleMAGIC WITH
SYNERGITA
Analytics & Reports
Central repository for all talent data, work
experience, skill set/certifications and
standard operating procedure
certifications.
Performance Management
Customer feedback automated and
integrated with performance
management, enabling effective
employee appraisals to to conducted
when needed
Employee Training
Synergita advance analytics tracks &
showcases employee training records,
ensuring effective employee training
management
Process Audits
Synergita also manages several audit reports
specific to hotel industry and considers the audit
scores as one of the performance indicators for
the employees
Synergita not only helped Radisson Blu GRT automate its performance management
process but also created an extraordinary culture where employees unleash their potential,
set new standards of excellence and create wonders which we call peopleMAGIC
AUTOMATING EMPLOYEE PERFORMANCE
MANAGEMENT FOR A LEADING FINANCIAL
SERVICES COMPANY IN THE US
• PAi is a leading financial services company which has been providing financial
products and services to people for more than 30 years
• They administer 401(k) plans for more than 190,000 participants, 7,000
financial advisors and manage more than $3 Billion in retirement assets
• The lookout was for a Talent Management software that helps conduct
periodic reviews at reduced time and cost, improves efficiency and speed of
process. Yes, they found Synergita
Synergita’s peopleMAGIC
Synergita was able to
integrate with PAi’s
intranet portal & was
available to all employees
under the same portal-
roof
Easy to Access
Employee data including
the reporting hierarchy
and organization
structure is available in
each employee’s
dashboard
Employee Data
PAi believed in
nurturing employee
talent by continuous
mentoring and support
than an annual
appraisal process
Talent Management
AUTOMATING EMPLOYEE PERFORMANCE
MANAGEMENT FOR A LEADING FINANCIAL
SERVICES COMPANY IN THE US
• Monthly one-on-one discussions with managers
• Monthly goal assessment and evaluation
• Social recognitions for employees
• Qualitative Employee Evaluation: Synergita enabled monthly interactions which
facilitated qualitative evaluation of employee performance than a quantitative
approach
• Automated Employee Notifications
• Synergita Employee Dashboard: Synergita Employee Dashboard and detailed
status reports helped tracking the status of monthly meetings effectively
Synergita enabled
• Synergita enabled both annual and monthly goal setting
• Employee sets self-goals manager reviews and approves/provides feedback
• Synergita captures MoM(training suggestions, employee responses) of one-on-
one meeting for future tracking
Goal Setting & Evaluation
AUTOMATING EMPLOYEE PERFORMANCE
MANAGEMENT FOR A LEADING FINANCIAL
SERVICES COMPANY IN THE US
Customer Benefits
• Synergita increased the efficiency of performance of the review process
by 75%
• Cost of doing performance management exercise was reduced by 60%
• PAi is now enabled to conduct monthly and yearly performance reviews
through Synergita
Synergita not only helped increase efficiency and reduce cost of
performance management process, but also created an extraordinary
culture where employees unleash their potential, set new standards of
excellence and create wonders, which we call peopleMAGIC
Write to: info@synergita.com
Visit: www.synergita.com
THANK YOU
To create peopleMAGIC in your
organization:

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Corporate presentation-synergita

  • 1. Performance Management Employee Engagement Employee Development Creating peopleMAGIC... WINNER of Microsoft Code For Honor 2014 Large Enterprise Software Best Human Capital / Talent Management Solution Best Human Capital / Talent Management Solution
  • 2. peopleMAGIC When organizations remove the hurdles their employees face, engage with them on their needs and nurture and develop them, they create an extraordinary culture where employees unleash their potential, set new standards of excellence and create wonders. And it is made possible by Synergita’s Cloud based Employee Performance Management and Engagement Solution We call it peopleMAGIC
  • 3. • Synergita is a Continuous Employee Performance Management, Development & Engagement Software • Helps in building a world-class company culture driven by Employee Recognition WHAT IS SYNERGITA? Goals & Achievements Continuous Feedback Recognitions Check-Ins Annual Reviews Focus on Holistic Employee Development
  • 5. BUILDING BLOCKS OF EMPLOYEE PERFORMANCE MANAGEMENT with SYNERGITA BUILDING BLOCK 2 BUILDING BLOCK 3 BUILDING BLOCK 1 SMART GOALS CONTINUOUS FEEDBACK & PEER RECOGNITION PERIODIC REVIEWS / CHECK-INS
  • 6. BUILDING BLOCK 1: SMART GOALS • Set SMART goals for each employee • Update and track goals on periodic basis • Analyze the achievements S M AR T Define clear goals addressing WHERE? WHAT? WHY? WHICH? Measure Goals to monitor the progress and success Goals Achievable with good performance Realistic goals Objective should include a time limit which will enable better planning
  • 7. BUILDING BLOCK 2: REWARDS & CONTINUOUS FEEDBACK People love to hear feedback about what they’re up to 01 Real time feedback helps you learn, grow and deliver results 03 BUILDING BLOCK 2: CONTINUOUS FEEDBACK, REWARDS & RECOGNITION
  • 8. BUILDING BLOCK 3: PERIODIC REVIEWS & CHECK-IN Provide Support without Removing Responsibility Ask for Help and Encourage Involvement Listen Actively and Respond With Concern Maintain and Enhance Self Esteem Team members want to know how you’re feeling about them in relation to their performance Team members who feel valued are more willing to share responsibility, confront challenges, and adapt well to change. Involvement increases the chance that innovative ideas and solutions will surface. As a manager, you are in a special position to provide support to your team. This may include advising, mentoring, and providing needed resources, reassigning duties, and clearing roadblocks. Share Thoughts, Feelings, and Rationale
  • 9. Continuous Feedback GOALS Pulse Check-in Annual Reviews 01 02 03 Expectations are set on first day of employment or at the beginning of the year. Determine the tempo for talks. Minimum 4 x per year. Weekly meetings - short duration. 10-15 minutes of real-time feedback and coaching. Structured conversations. Team member answers brief questions that look back - look forward. Reflect on past performance and your contribution. Look forward: set expectations and predict impact of your work. WORKING IN CADENCE
  • 10. SYNERGITA – QUICK LOOK AT THE FUNCTIONALITIES Employee Management Employee Talent Information Career Aspirations Search Abilities Employee Performance Goals Management Competency Management Performance Reviews 360 Degree Feedback Appraisal letter distribution Employee Engagement Rewards & Recognitions Continuous Feedback Employee Engagement Survey Employee Development Employee Development Plans Employee Training Records All Modules come with powerful set of reports.
  • 11. KEY PROCESSES STREAMLINED THROUGH SYNERGITA • Automate to Save Time and Effort • Reduce Manual Errors • Focus on Employee Development and Engagement • “Know Your Employee” from Entry to Exit • Performance Appraisal/Review Process • Talent Development Process • 360 0 Feedback Process • Continuous Feedback Process (Rewards and Recognition) • Appraisal Letter Distribution 01 02 03 04 05 06
  • 12. Know your employee Engage employees Promote employee, rotate job, etc. Manage history Capture exit interviews KNOW YOUR EMPLOYEES – ENTRY TO EXIT
  • 13. Set Goals Self Evaluation Peer & Manager’s feedback + recommendation Approval from Dept. Head / HR One on One meeting Appraisal paper distribution & Employee Acceptance PERFORMANCE APPRAISAL / REVIEW PROCESS
  • 14. Employee specific Development Plans Managers recommend training courses to employees Record achievements Provide feedback Use in appraisal cycles TALENT DEVELOPMENT PROCESS
  • 15. Provide continuous feedback Rewards and recognition Score points Redeem points CONTINUOUS FEEDBACK PROCESS
  • 16. Design the feedback form Nominate Peers (Respondents) Self Evaluate the feedback form Solicit response from the respondents Do perception analysis between self review and respondents feedback Come up with action items addressing the gaps 360 DEGREE FEEDBACK PROCESS
  • 17. Export the Employee rating to Excel Do the salary computation in Excel Import the rating and salary revisions to Synergita Create Letter Template(s) Associate letter template, employee rating & Salary revision Publish to Employees Employees view/download Revision Letters Online SALARY REVISION LETTER DISTRIBUTION PROCESS
  • 19. VALUE PROPOSITIONS  Disruption Insta-Go 100% Compliance HR Elevates to being a strategic partner Personal Touch Peace of Mind
  • 20. KEY DIFFERENTIATORS ✓  Disruption ✓ WOW Features ✓ Digital Cockpit ✓ Insta-Go ✓ Easy Administration ✓ Extremely Easy to Use
  • 21. SECURITY PRACTICES FOLLOWED BY SYNERGITA • Compliant with OWASP standards • Security Tested with VERACODE • Hosted on Amazon Cloud • Protected by Thawte SSL • Secured Multi-Tenant Architecture • Data level security through access control mechanisms
  • 23. WE PROMISE DISRUPTION We understand how stressful and challenging performance management and employee development is, particularly when you make changes to how it is traditionally done in your organization. Which is why Synergita’s Promise of Disruption ensures Peace of Mind. Our Promise  We will get you up and running rapidly, seamlessly integrate with existing data systems while embracing or customizing your existing and familiar processes  We are always there for you - before, during, and post rollout, and  You will experience a personal touch across all interactions
  • 24. ADVANTAGES OF SYNERGITA Easy to Set Goals & Track Achievements Light Weight Easy to Configure Actionable Insights
  • 25. SOFTWARE EDITIONS Silver Gold Profile Management ✓ ✓ Goals Management ✓ ✓ Performance Appraisal ✓ ✓ Continuous Feedback ✓ ✓ Reports ✓ ✓ Workflow ✓ ✓ Peer Feedback in Appraisal Cycles ✓ Employee Development Plans/Improvement Plans ✓ Appraisal Letter Distribution ✓ API Access through Web Services ✓
  • 26. • Capita is a leading provider of business process management and integrated professional support service solutions • The organization operates with a work force of 75,000 dedicated professionals across UK, Europe, South Africa & • India supporting clients across industries such as government, education, transport, health, life, pension and other private sector organizations • Capita was doing its Employee Performance Appraisal through an Excel based manual process which was time consuming. They were on the lookout for a change CAPITA’S TRANSFORMATION FROM EXCEL TO EXCEPTIONAL WITH SYNERGITA Pain Points Wake Up call • Huge delays in performance review process, timelines not met • One-on-one meetings skipped & appraisals completed without employee feedback • HR team had no visibility of process • Normalization took longer with multiple levels of approval • Appraisals took all time, HR team had no time for employee engagement Employee dissatisfaction echoed in an internal town hall & HR team decided to implement a good performance management system within 3 months
  • 27. CAPITA’S TRANSFORMATION FROM EXCEL TO EXCEPTIONAL WITH SYNERGITA Synergita’s peopleMAGIC Goal Setting Synergita helped save, • 43% of the time that an employee spent on goal setting • 67% of the manager’s time that was spent on setting, reviewing & revising employee goals • 85% of HR team’s time, which they now spend on employee engagement Appraisal Process Synergita helped save, • 60% of the manager’s time spent on employee performance assessment, review and follow ups • 75% of the HR’s time spent on initiating feedback cycles, follow-ups, reviews, attending to appeals & completing appraisal process Normalization Process With Synergita Capita was able to derive bell curves through the software and the entire normalization process was completed within 3 days. Synergita helped save, • 90% of the manager’s time spent to derive bell curve for their team members • 80% of the HR team’s time spent to arrive at overall organization specific bell curve
  • 28. CAPITA’S TRANSFORMATION FROM EXCEL TO EXCEPTIONAL WITH SYNERGITA Customer Benefits • Capita’s employees are now able to assign their goals within a week. Synergita rates goals based weightage and in turn rates employee performance based on goal accomplishment • Capita’s entire performance management process is now completely automated with two cycles in a year • Capita has completed its first (mid-year) appraisal cycle in less than a month‘s time and annual appraisal cycle in less than 2 months’ time. Earlier the manual appraisal process took 3-4 months • Now HR team has complete visibility of process and are able to spend more time in employee engagement activities
  • 29. RADISSON BLU GRT A LEADING FIVE STAR HOTEL EXPERIENCES peopleMAGIC WITH SYNERGITA Since 80% of work in a hotel is done manually, the dependency on skilled employees is high; hence quality of customer service is directly linked to the ability to retain the good performing employees. Radisson Blu GRT’s Passport to success, a program to track, maintain and award employee performance was manual and needed automation Pain Points
  • 30. RADISSON BLU GRT A LEADING FIVE STAR HOTEL EXPERIENCES peopleMAGIC WITH SYNERGITA Synergita’s peopleMAGIC Procedure Certificates Standard Operating Radisson Blu’s employees are required to hold valid SOP (Standard Operating Procedure certificate) for handling responsibilities like guest check-in, travel desk. Synergita effectively manages these employee certificates and ensures click of button retrieval Rewards & Recognition (BRAVO) Radisson Blu carries out its employee rewards & recognition program “Bravo” through Synergita Analytics & Reports Click of button advance analytics reports on employee performance, training requirements, strength/weakness analysis Guest Feedback Synergita integrates with a Radisson Blu GRT’s Medallia Customer Feedback management software to import end guest feedback data and makes it available in the automated system to rate employee performance
  • 31. RADISSON BLU GRT A LEADING FIVE STAR HOTEL EXPERIENCES peopleMAGIC WITH SYNERGITA Analytics & Reports Central repository for all talent data, work experience, skill set/certifications and standard operating procedure certifications. Performance Management Customer feedback automated and integrated with performance management, enabling effective employee appraisals to to conducted when needed Employee Training Synergita advance analytics tracks & showcases employee training records, ensuring effective employee training management Process Audits Synergita also manages several audit reports specific to hotel industry and considers the audit scores as one of the performance indicators for the employees Synergita not only helped Radisson Blu GRT automate its performance management process but also created an extraordinary culture where employees unleash their potential, set new standards of excellence and create wonders which we call peopleMAGIC
  • 32. AUTOMATING EMPLOYEE PERFORMANCE MANAGEMENT FOR A LEADING FINANCIAL SERVICES COMPANY IN THE US • PAi is a leading financial services company which has been providing financial products and services to people for more than 30 years • They administer 401(k) plans for more than 190,000 participants, 7,000 financial advisors and manage more than $3 Billion in retirement assets • The lookout was for a Talent Management software that helps conduct periodic reviews at reduced time and cost, improves efficiency and speed of process. Yes, they found Synergita Synergita’s peopleMAGIC Synergita was able to integrate with PAi’s intranet portal & was available to all employees under the same portal- roof Easy to Access Employee data including the reporting hierarchy and organization structure is available in each employee’s dashboard Employee Data PAi believed in nurturing employee talent by continuous mentoring and support than an annual appraisal process Talent Management
  • 33. AUTOMATING EMPLOYEE PERFORMANCE MANAGEMENT FOR A LEADING FINANCIAL SERVICES COMPANY IN THE US • Monthly one-on-one discussions with managers • Monthly goal assessment and evaluation • Social recognitions for employees • Qualitative Employee Evaluation: Synergita enabled monthly interactions which facilitated qualitative evaluation of employee performance than a quantitative approach • Automated Employee Notifications • Synergita Employee Dashboard: Synergita Employee Dashboard and detailed status reports helped tracking the status of monthly meetings effectively Synergita enabled • Synergita enabled both annual and monthly goal setting • Employee sets self-goals manager reviews and approves/provides feedback • Synergita captures MoM(training suggestions, employee responses) of one-on- one meeting for future tracking Goal Setting & Evaluation
  • 34. AUTOMATING EMPLOYEE PERFORMANCE MANAGEMENT FOR A LEADING FINANCIAL SERVICES COMPANY IN THE US Customer Benefits • Synergita increased the efficiency of performance of the review process by 75% • Cost of doing performance management exercise was reduced by 60% • PAi is now enabled to conduct monthly and yearly performance reviews through Synergita Synergita not only helped increase efficiency and reduce cost of performance management process, but also created an extraordinary culture where employees unleash their potential, set new standards of excellence and create wonders, which we call peopleMAGIC
  • 35. Write to: info@synergita.com Visit: www.synergita.com THANK YOU To create peopleMAGIC in your organization: