K2 Services Success Story

K2 Services, a dynamic IT solutions provider specializing in outsourced IT for law firms, has quickly established itself as a leader in delivering white-glove customer service and managed services. With a focus on developing their employees and building trusted relationships with clients, K2 Services stands apart from the competition by ensuring that their team is equipped with the tools and knowledge necessary for success.

As they navigated the complexities of performance management, K2 Services sought a solution that could streamline their processes and provide a consistent, user-friendly experience for their busy employees. This need led them to Teamflect, a platform that seamlessly integrated with their existing systems and offered an efficient, all-in-one solution for goal setting, performance reviews, and employee engagement.

Patrick Rankin, the Director of Talent at K2 Services, expressed a clear need for a new approach to performance management. He wanted something "consistent" and that could create "a lot more ease of use for our employees." Having seen various performance management strategies over his 12 years with the company, Patrick was well aware of the challenges posed by cumbersome systems.

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"We were looking for something that would create ease of use for people. Teamflect provided this through its Microsoft Teams integration."

Patrick Rankin - Director of Talent

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The search for a new tool led them to prioritize seamless integration with their existing systems, particularly Microsoft Teams. According to Patrick, they wanted something that would "create ease of use for people" and integrate with Teams. This integration was crucial as it meant employees could manage their performance tasks within their primary workspace, enhancing efficiency and adoption rates.

Teamflect was designed to meet these needs specifically. As a Microsoft partner, Teamflect keeps all aspects of performance management in the flow of work and easily accessible.

"It's all within one system which is, I feel, the greatest benefit of Teamflect."

K2 Services began using Teamflect for a variety of HR functions. "We're using Teamflect for our goal setting, annual reviews, mid-year reviews, surveys, and recognitions," said Patrick. This versatility allowed them to consolidate several HR activities into one platform, streamlining processes and making it easier for employees to engage with their performance management tasks.

"We're using it for goal setting. We're using it for our annual reviews. We are going to be using it for our mid-year reviews and surveys in the future!"

One of the standout benefits for K2 Services was the ability to receive notifications directly within Teams. Patrick highlighted that this feature made annual reviews and goal setting "really easy to do" because employees received a notification within Teams, clicked on it, and completed their tasks without having to switch platforms. This streamlined approach saved time and reduced friction, making it simpler for employees to stay on top of their performance goals.

"It's helped create a lot more consistency and it's helped us create more a sense of one-stop shop."

Patrick noted that Teamflect helped "create a lot more consistency" within their HR processes. The platform's ability to integrate multiple functions into a single system meant that expectations, feedback, and survey information were all managed in one place. This one-stop-shop approach was instrumental in setting clear expectations and providing consistent feedback, which are critical components of effective performance management.

"We went from talking about the Teamflect and giving a presentation on the tool, to: 'You know what? We're just going to start using the tool!'. It was a very very quick turnaround from announcing it and doing it. It was very easy."

The implementation of Teamflect was smooth and swift. Patrick described the process as "incredibly easy," especially given that they made the switch right before their annual reviews. Instead of a gradual rollout, they decided to "rip the bandaid off," finding that they could quickly create annual reviews within the new tool. This rapid implementation demonstrated Teamflect's user-friendly nature and its ability to adapt to organizational needs quickly.

"Customer support has a pretty quick turnaround time!"

Patrick praised the support and customer service provided by Teamflect, noting that it was "pretty easy to just submit a question via the chat box." The quick turnaround times and responsive nature of the support team ensured that any issues were promptly addressed, contributing to a positive user experience.

Overall, Patrick summarized his experience with Teamflect as one that "has created a sense of comfort when it comes to rolling out procedures, handling things like our reviews, setting up our goals, creating consistency and accountability for people."

Teamflect not only streamlined their HR processes but also provided a reliable framework for ongoing performance management.