How WRAAA Achieved Visibility on their Goals & Tasks with Teamflect

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.

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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.

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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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A Powerhouse Solution Within Microsoft Teams

‍“Teamflect is such a powerhouse! Having everything within Teams has been a real benefit for us.”  

Mark Davidson - Chief Information Officer

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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.

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Initially piloted with employees reporting to the COO, Teamflect quickly gained traction, leading to a wider rollout across the entire agency.

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“The hierarchy from who's the manager, who's on what team, all seamlessly was there from day one, and it was really painless.”

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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.

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This eliminated the usual administrative headaches that come with software onboarding and allowed WRAAA to focus on adoption rather than setup.

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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.

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Cascading Goals That Connect Everyone to the Mission

“We have company goals, department goals, and individual goals, all linked together. Everyone’s personal goals support the agency’s overall mission.”

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With the introduction of Teamflect's cascading goals, employees could now align their personal objectives with departmental and organizational goals.

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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.

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Transforming One-on-Ones with Structured Conversations

“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.”

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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.

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Making Behind-the-Scenes Work Visible

“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.”

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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.

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Software That Just Makes Sense

“The thing that we appreciate about Teamflect is that it is intuitive. You don’t really need any training or guidance on it.”

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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.

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With Teamflect now embedded into WRAAA's daily operations, the agency has fundamentally changed the way it manages performance and goal setting.

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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. The platform has become an essential tool in helping WRAAA maintain its commitment to keeping individuals in their homes while ensuring internal operations run smoothly and transparently.

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