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How WRAAA Achieved Visibility on their Goals & Tasks with Teamflect
March 23, 2025
Cleveland-Based Nonprofit WRAAA used Teamflect to align each member behind their organization's mission while keeping everyone's work visible.
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The Western Reserve Area Agency on Aging (WRAAA) is a nonprofit organization based in Cleveland, Ohio, dedicated to helping individuals live independently in their own homes. By providing critical services and support, WRAAA ensures that aging individuals and their families receive the care they need without transitioning into assisted living or nursing homes. Their work spans assessments, resource coordination, and ongoing assistance to improve the quality of life for those they serve.
However, managing internal operations and performance evaluations across the organization comes with its own challenges. To help in that process, WRAAA needed a solution to align its workforce with the organization's broader mission.
We interviewed Mark Davidson, Chief Information Officer at WRAAA, who shared how Teamflect has revolutionized their approach to performance management and organizational alignment.
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“Teamflect is such a powerhouse! Having everything within Teams has been a real benefit for us.”
Mark Davidson - Chief Information Officer
WRAAA's journey with Teamflect began when a member of the executive team discovered the tool and started using it within their department. Seeing its potential, they introduced it to the COO, who, along with the leadership team, recognized its value.
Initially piloted with employees reporting to the COO, Teamflect quickly gained traction, leading to a wider rollout across the entire agency.
“The hierarchy from who's the manager, who's on what team, all seamlessly was there from day one, and it was really painless.”
The implementation process was smooth and hassle-free, a rare experience when adopting new software. Teamflect's deep integration with Microsoft 365 meant that organizational structures, reporting relationships, and team configurations were automatically populated from their existing directory.
This eliminated the usual administrative headaches that come with software onboarding and allowed WRAAA to focus on adoption rather than setup.
Starting with just a small group of eight employees, WRAAA gradually expanded its usage. Today, close to 100 employees actively use Teamflect, and the organization is on track to integrate it across the board.
“We have company goals, department goals, and individual goals, all linked together. Everyone’s personal goals support the agency’s overall mission.”
With the introduction of Teamflect's cascading goals, employees could now align their personal objectives with departmental and organizational goals.
This shift not only made performance expectations clearer but also helped employees see how their work contributed to WRAAA's mission of helping individuals live independently.
“We use Teamflect in our meetings. I really like that when I do my one-on-ones with my team, we can all create talking points.”
Teamflect's built-in meeting features helped make one-on-one discussions more structured and productive. Instead of sporadic check-ins, managers could track progress, discuss roadblocks, and ensure alignment on priorities, all within Microsoft Teams.
“IT, HR, and finance are behind-the-scenes teams, and our work isn’t always visible. Now, leadership can see exactly what we’re working on at all times.”
This new level of visibility and accountability created a stronger culture of performance and collaboration, ensuring that even support departments' contributions to the mission are recognized and valued.
“The thing that we appreciate about Teamflect is that it is intuitive. You don’t really need any training or guidance on it.”
One of the unexpected benefits of Teamflect was just how easy it was to use. Unlike other performance management tools that require extensive onboarding and customer support, Teamflect felt natural from day one.
With Teamflect now embedded into WRAAA's daily operations, the agency has fundamentally changed the way it manages performance and goal setting.
As WRAAA continues expanding its use of Teamflect, it is well-positioned to drive even greater engagement and efficiency, ensuring that every employee's work contributes meaningfully to the organization's mission of supporting independent living. WRAAA's experience reflects how mission-driven nonprofits can bring visibility to goals and tasks across a distributed, service-oriented workforce.
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The thing that we appreciate about Teamflect is that it is intuitive.
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You don't really need any training or guidance on it.
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It's extremely intuitive,
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even for the most troublesome tech user.
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Overall, how would you say Teamflect has helped your organization?
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I would say that Teamflect has helped our organization
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by allowing us to have visibility
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on all of the goals that we're working towards.
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A lot of the times,
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departments such as IT,
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HR, finance, the behind the scenes,
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you know, the working gears of the organization
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that sometimes are working in the back
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that people don't necessarily see the work on the front end.
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Our administration,
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our executive team is able to look in
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and see exactly what we're working on at all times so they could see,
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hey, IT really is working on something,
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rather than, you know, something breaking
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and seeing us scurrying around the office.
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So that has been a real breath of fresh air of having...
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having administration being able to see our our day to day work
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and the progress on our goals.
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How did you discover Teamflect?
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So one of our executive team members found Teamflect,
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was using it internally with his team,
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and brought it forward to our CFO
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and we all thought it was great.
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And we rolled it out to everyone who reported to our CFO
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as kind of a trial basis,
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and then rolled it down to our line staff,
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and now we're starting to roll it out to the entire agency.
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Are you guys using Teamflect inside Microsoft Teams or independently?
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Yeah, with...
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Teams is such a powerhouse where people can get a little bit confused
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and go into different platforms on different websites.
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So having everything kind of within Teams
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has been a real benefit for us.
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What are you using Teamflect for?
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Yeah, so we have...
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we have kind of like a goal hierarchy.
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So we have our company goals,
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our department goals,
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and then our individual goals.
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And the plan for that
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is to have all of the goals all the way down on the bottom,
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support all the way up.
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So our executive team will create company goals,
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and then we'll create departmental goals.
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And then for my position in this,
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my boss will have goals.
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for the overall company,
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I'll create goals that will support those.
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And then I'll help,
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I'll either create or have my team create goals that then support my goals.
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So basically everyone working on their own goals
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are working towards the agency's overall goals.
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We're also using it in meetings.
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So I really like that when I do my one-on-ones with my team
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that I can put in talking points
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or they can put in talking points because
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with IT we are pulled in every which direction
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and sometimes, if you don't write something down,
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you're gonna forget it because you're in need pretty much 24/7.
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Yeah.
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Yeah.
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How has your experience been with Teamflect so far?
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It's been really great.
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Previously... you know, we have so many...
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we're juggling so many different balls that we...
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it's hard to keep track of everything,
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and having the different goals,
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the subgoals, the task lists,
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we're able to keep track of everything,
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versus previously, you're working on a smaller goal or a smaller project,
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some item of that might fall off your radar
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where this is a good place to keep track of everything
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as well as collaborate on those goals.
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Because, just because I'm working on a larger project.
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someone on my team might have availability to pick up some of those things.
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So we all have visibility on the progress of the goals.
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Do you have a favorite feature in Teamflect?
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I would say I really like the goals,
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creating the subgoals,
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and then assigning those to people,
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so then I could say,
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hey, this is my vision for this quarter.
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These are the goals that I want us to accomplish.
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And then I can assign it to them
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so then my team already knows what I'm going to assign them
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without having to have a meeting.
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Or they can prepare and get their mind focused on this,
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so then they can have something to come up with
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so they're not going in blind to our one-on-ones.
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How was the implementation process for Teamflect?
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It was very easy.
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Being the IT director
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and keeper of the licenses for pretty much every software,
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we were getting tickets and emails saying,
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hey, I need access to Teamflect.
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And we purchased a bucket of licenses.
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And I just said,
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go to this website and log in.
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There's nothing that we need to do.
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So it was just very seamless,
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linked with our 365.
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The hierarchy from who's the manager,
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who's on what team,
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just all seamlessly was there from day one
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and it was really painless.
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How was your experience with Teamflect customer service and support?
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I don't recall that we've really had to use their customer support.
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We've been doing it.
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The thing that we appreciate about Teamflect is that it is intuitive.
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You don't really need any training or guidance on it.
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For some folks,
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we did create a training,
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internal training for ourselves.
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But overall, you get in and you can just start clicking on things.
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And it's extremely intuitive,
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even for the most troublesome tech user.
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Some people might not be super computer savvy,
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but it's been proven to be really easy to use.
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Teamflect, build teams that deliver.
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