Design and Digitalizing 360 Review Workflow

A successful coaching and 360 evaluation company relied on a combination of word documents, excel spreadsheets, and manual email systems to serve coach members and clients in the management of their 360 review approach and products. The result was that the process was slow, created long response times from reviewers in both assessment and follow-up, and was not accessible from a disability inclusion perspective.

We co-designed and implemented a CRM-like workflow for 360 that automated and digitalized the entire 360 process including automated follow-ups.  In addition, the solution provided accessibility through quality NLP (natural language processing) for those with vision issues.

The impact has allowed for a more streamlined process that saves both reviewees and reviewers time, which is key to effective participation in 360 review processes. In addition, the effectiveness of follow-up was enhanced by automating prompts to update for reviewers to provide guided feedback to reviewees.