Bringing Consistency to Performance Management at a Leading BFSI Company

We worked with a leading BFSI company with a large distributed workforce to strengthen the quality and consistency of its performance management process. While KPIs were defined across roles, there was significant variation in how they were interpreted & measured.
This made it difficult to:
• Ensure KPI quality and consistency across roles and teams
• Anchor performance evaluations in objective, evidence-based data
• Enable managers to conduct structured, high-quality performance conversations
• Reduce subjectivity and bias in performance ratings
oona.works implemented an AI-powered Performance Intelligence system to standardize KPI frameworks and enable structured manager-led performance conversations.
How it works
1. KPI Ingestion
AI pulled existing KPIs and goal sheets across roles and functions.
2. KPI Validation
The system evaluated KPIs for clarity, measurability, and alignment to business outcomes.
3. KPI Standardization
KPIs were refined into structured, comparable formats with clear success metrics.
4. Flagging Inconsistencies
Inconsistencies between rating and evidence were flagged.
5. Conversation Script Generation
Managers were equipped with evidence-led feedback scripts.
The AI system transformed performance management into a structured performance intelligence system.
- Improved quality and consistency of KPIs across roles
- More objective, evidence-based performance conversations
- Reduced bias in performance ratings and feedback
By adding an AI intelligence layer to performance management, oona.works helped the organization convert fragmented KPIs and unstructured reviews into a consistent, data-driven performance system.
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