Case Study

In this playbook, a case study is used to define the scope of the implementation tasks and illustrate their interdependence.

The case study is based on a fictitious company named Vision Corp, a leading provider of software products. Employees are assigned to different projects and report not only to a line manager but also to project managers who handle different components of a product. These project managers are referred to as matrix managers in this playbook.

In 2024, Vision Corporation would like to implement a comprehensive performance review in their company. They think this will allow other managers of the employee such as project managers to evaluate and submit their ratings and comments during the annual performance review. The HR configures a performance template that automatically populates the project manager (matrix manager) as a participant in the performance evaluation process.

The following fictitious roles and users from Vision Corporation are used to illustrate the workflow steps in this case study.

Roles	Users
HR Specialist or Administrator	Scott Campbell
Line Manager	Elizabeth Mavery
Matrix Manager	Bonnie Vickers
Worker	Bala Gupta