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  • 03 Project

BMR Advisors

A leading professional services firm, recognized the need for a robust performance management system to streamline their evaluation processes, enhance employee engagement, and drive organizational growth.
  • Client

    BMR Advisors, Gurgaon, Haryana, India
  • Agency

    Posh Technologies Inc.
  • Roles Undertaken

    User Centred Design Process, Windows 8.0 Application, Branding Guidelines and Visual Designs
  • Deliverables

    Wireframes, Research Documents, Visual Designs for Desktop & Branding Info
  • Management Framework

    Agile Methodology / Lean UX
  • Software Used

    Adobe Creative Suites, JIRA, and MS Powerpoint for Interactive Prototypes.

Research

In our research, we gain a deep understanding of the needs and pain points of the employees, managers, and HR professionals who used the existing system. Then we realised that the current system for evaluating employee performance was increasingly misaligned with its objectives.

so we searched for something nimbler, real-time, and more individualised something squarely focused on fuelling performance in the future rather than assessing it in the past. The new system will have no cascading objectives, no once-a-year reviews, and no 360-degree-feedback tools. Its hallmarks should speed, agility, one-size-fits-one, and constant learning, all underpinned by a new way of collecting reliable performance data.

Problems
we identified

  • Manual Processes

    The existing performance evaluation process was largely manual, involving spreadsheets and email exchanges, which was time-consuming and error-prone.

  • Lack of Real-Time Feedback

    Employees and managers struggled to provide and receive timely feedback, leading to delays in recognizing performance issues or achievements.

  • Inconsistent Evaluation Criteria

    Without a standardised system, evaluation criteria varied across departments, leading to perceptions of unfairness and inconsistencies.

  • Limited Analytics

    The firm lacked robust analytics to track and analyze employee performance trends over time, making it difficult to identify high performers or areas needing improvement.

  • The Process

This time, we adopted Lean UX in combination with Agile methodology to create a user-centric, efficient, and adaptable solution.

it emphasises a close, user-driven feedback loop, we can quickly validate new feature ideas,
ensuring they meet user needs before any production code is written.

Ideation

With a clear problem definition, we moved on to ideation, where we brainstormed potential solutions to address the identified issues.

  • Workshops and Brainstorming Sessions

    Cross-functional teams, including HR, IT, and senior management, participated in workshops to generate ideas for the new system.

  • Conceptual Models

    We developed conceptual models of how the new system might function, focusing on user experience, efficiency, and scalability.

  • Prioritization

    The ideas were evaluated and prioritized based on their feasibility, impact, and alignment with BMR Advisors' strategic goals. Key features such as real-time feedback, goal tracking, and robust analytics were identified as top priorities.

A comprehensive application with over +250 screens was designed by applying 
Windows 8’s Modern UI principles

Challenges & Learning

Challenges

Windows 8.0 brought a new design style that focused on flat, simple layouts with live tiles and touch-friendly interactions. Adapting to this while keeping BMR Advisors' branding and functionality was challenging and required a shift in design thinking. Users were used to traditional desktop interfaces, so moving to this new tile-based design was confusing for some. Making the transition smooth and easy to use was a key challenge. Additionally, integrating the new app with BMR Advisors' older systems was complex, as we had to ensure everything worked well together without sacrificing performance or user experience.


Learning

To create an application that fit perfectly with Windows 8.0, it was important to really understand its design style, like how to use fonts, grids, and live tiles. We also needed to make sure the app was easy for BMR Advisors to use by offering clear guides and help tips. Making sure the app was simple for users to perform common tasks was key to making the new interface easier to learn. To connect the new app with older systems, we focused on building strong APIs and tested thoroughly. It was also important to keep communication clear with stakeholders about what the new system could and couldn’t do, so everyone’s expectations were aligned.