Case Study: U.S.-based bank holding company achieves complete legacy appraisal data migration and rapid performance management rollout with Empxtrack

Retaining Legacy Data In New Appraisal System

A mid-sized U.S. bank holding company needed to replace a difficult legacy performance appraisal system while preserving historical appraisal data. They required a solution for 700+ employees, 130 managers and 4 HR admins that supported their new Situational Leadership II program, worked across browsers, integrated with Active Directory for single sign-on, and could go live within two months.

Empxtrack documented gaps, configured the system (three goalsheets, competency and development-planning sections), and built migration templates and cleanup utilities to handle inconsistent, binary and non‑standard legacy records. The platform was delivered in 20 days, legacy data was converted to the new database or PDFs where needed, and the rollout met the deadline — resulting in complete data retention, AD‑SSO and multi‑browser support, faster HR oversight through dashboards, and quick user adoption.