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A financial services organization with a long history of serving customers set out to modernize its people strategy. With a strong culture and a commitment to high performance, the organization wanted to better identify top talent, empower leaders, and create a more connected experience for employees at every level. Their workforce spans corporate offices, operational teams, and technical functions. With recent shifts in hiring pace, retirement waves, and skill demands, leaders knew they needed new levels of clarity and insight to keep teams thriving.
The organization historically relied on manual spreadsheets, siloed processes, and limited visibility to understand talent profiles and employee engagement. High-potential identification sat with a small group of leaders, and employees lacked a clear space to envision career growth.
The opportunities were clear:
Leaders knew that without a scalable system, growth could stagnate, employees could disengage, and the organization risked losing visibility into critical roles, especially amid major shifts like a large retirement offering and evolving talent needs in IT.
The transition began with a shift to Quantum Workplace's engagement platform. What once took months internally now turned around in weeks and, for the first time, leaders received direct access to their team results.
“Leaders used to wait months for HR to share the data. Now they receive immediate results and are excited to take action,” shares the organization’s Director of HR.
The executive team immediately saw the value. Adoption of Quantum Workplace’s E9 Engagement Model allowed them to validate their high-performing culture framework, align to national benchmarks, and activate Engagement Levels reporting, an early win that strengthened buy-in across leadership.
The organization also implemented Talent Reviews and Succession Planning, replacing manual processes with a consistent, accessible approach that unlocked visibility at scale.
A single conversation during a talent review sparked a moment of transformation. A newer employee, previously unknown to senior leaders, was identified as a high-potential contributor. That insight immediately raised opportunities for future advancement.
“Seeing the talent grid together opened our eyes. Leaders were talking about employees they would have never discussed before.”
The organization realized they weren’t just improving process. They were unlocking talent they didn’t even know they had.
1. Engagement Becomes Leader-Led
One of the biggest benefits of the Quantum platform is how quickly leaders can access their survey results. Instead of waiting for reports, leaders have immediate visibility into their team’s feedback. This has strengthened accountability and improved the quality and speed of action planning, helping move engagement from data to action
“The greatest impact has been ownership. Leaders understand that engagement isn’t an HR project—it's theirs.”
To support them, HR began conducting focus groups after each survey cycle, helping leaders interpret results, uncover deeper meaning, and align short- and long-term action plans.
2. Talent Reviews Bring Hidden Talent to the Surface
Expanding the talent review process to include department leaders expanded visibility across the organization. More perspectives meant richer assessments and more employees recognized for their strengths and potential.
The ripple effects were immediate:
3. Growth + One-on-Ones Tie Development to Engagement
As part of a broader employee experience strategy to support more meaningful conversations, leaders launched Growth and structured 1:1s.
Response to the new tools has been extremely positive. Employees now have dedicated tools for development, and leaders gained clear visibility into their team’s growth interests:
“Leaders can now see patterns. Leaders now know the development areas employees want to improve and can coach more effectively.”
Engagement + Talent Reviews + Growth are coming together into one connected experience, creating a catalyst for continuous improvement.
The organization’s journey is still unfolding, but early wins are undeniable:
And most importantly: “Quantum has given us the ability to put tools directly into the hands of the leaders who have the biggest influence on engagement, productivity, and success,” shares the organization’s Vice President of Human Resources.
With major org changes underway, including a wave of retirements and evolving skill demands, the company is better equipped than ever to identify talent, develop future leaders, and ensure continuity across critical roles.
Their story reflects what’s possible when an organization unites engagement, performance, and development into one connected experience—empowering teams at every level to thrive.
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