Improving The Employee Experience Every Step of the Way with uMap™


Case Study

Company:

Preferred Technologies


Size:

100 – 250 employees


Industry:

Professional Services


M

Using uMap™ for:

  • Engagement
  • Performance Management
  • Onboarding
  • Personal/Professional
  • Development Planning

“Utilizing uMap™ forced us to standardize Top Responsibilities and KPIs for specific duty positions. By populating the uMap™ with that data, it allows all managers to be on the same page with their development of direct reports.”

Alternative Text

Culture Leader:

Sean Castillo

President

With an approach that enables them to continually tailor solutions that make organizations better, it’s no surprise that Preferred Technologies is committed to their relationships – customer and employee. In fact, they credit their culture of grit, tenacity, and perseverance as key contributors to their success. Even at a glance, it’s easy to see how it lives on through their people. Their efforts to build and sustain lasting relationships in their business is what initially brought them to uMap™. 

When asked what they are hoping to accomplish with the platform, President, Shaun Castillo, is focused on improving retention, increasing engagement, bettering their performance process, and knowing more about their people. And now, through the pandemic, they’re working on maintaining connection in a distributed workforce.

“uMap™ gives us the ability get to know each other on both a personal and professional level. Understanding each other’s responsibilities, goals and personal preferences allows for better communication and respect for each other’s responsibilities.”

Performance with uMap™

In tandem with the engagement function of the platform, Preferred Technologies is also using the coaching feature – Thrive365™.

Since implementing Thrive365™, employees have embraced the platform with open arms. “It has proven to be an outstanding way to focus performance management conversations. Gaining input from the employee prior to the coaching conversation has provided great value and enhanced our managers’ ability to effectively engage.”

Shaun noted that while the organization is on an annual review cycle, they’re utilizing the coaching feature regularly through the year – “The biggest improvement we’ve seen is with the effectiveness of coaching conversations during our end of year reviews. We also incorporate the use of the uMap™ to help guide our 1-on-1 coaching conversations.”

Making uMap™ Their Own

Because Preferred Technologies is already a culture-forward company, it was important for them to have the ability to bring the tools they’re already using into the platform. They’ve customized their account to include Everything DiSC ® styles along with their reports. Shaun and his team also opted to include a custom reporting function that allows him and his HR team to know what keeps people up at night. They’ve been helpful tools for Preferred Technologies as they work to continuously ensure the well-being and productivity of their employees.

Continued Development

In addition to rolling out both the engagement and coaching features, Preferred Technologies is in the early stages of uManage™ training to better equip their managers with skills to engage their teams more effectively.

Going a step further, Preferred Technologies also uses Unmistakable LEADER™, which focuses on their leadership teams. They’ve found the leadership development program keeps their leaders and teams connected to the “why” of Preferred Technologies.

It has proven to be an outstanding way to focus performance management conversations through Thrive365™. Gaining input from the employee being coached prior to the coaching conversation has provided great value and enhanced our managers’ ability to effectively engage.

When it comes to recommending uMap™ to others, Shaun gave their experience a 10 out of 10 and happily refers the platform to others. “Utilizing the uMap forced us to standardize Top Responsibilities and KPIs for specific duty positions. By populating the uMap with that data, it allows all managers to be on the same page with their development of direct reports.”