Case Study: PacificSource Health Plans achieves streamlined, data-driven performance reviews and eliminates paper appraisals with CRG emPerform

PacificSource Health Plans Overhauls Employee Appraisals & Eliminates Paper Nightmare

PacificSource Health Plans, an independent not‑for‑profit community health plan serving more than 280,000 individuals and 6,600 employer clients across the Northwest with 650+ employees, was hamstrung by a paper‑based appraisal process that produced poorly defined objectives, inconsistent ratings and no usable performance data — a “paperwork nightmare” that prevented meaningful monitoring, tracking or improvement.

By implementing emPerform, PacificSource replaced manual forms with a flexible, Microsoft‑based on‑premise system that met IT requirements and allowed role‑specific goals and ratings, year‑round notes, and real‑time status tracking. The quick implementation eliminated paper, created a central performance archive for more accurate reviews and trend analysis, improved manager/employee understanding and consistency in addressing issues, and set the stage to integrate appraisal data with a future LMS for streamlined development.

PacificSource

Paul Wynkoop

VP of Administration