Lattice
94 Case Studies
A Lattice Case Study
Insight Data Science, a 50‑person education and data science organization running a 7‑week Fellowship, needed to move its informal, Google Docs–based performance management into a single software system to track reviews, goals, and feedback across five locations and remote teams. Tracy Clark, Head of People, selected Lattice (Platform w/ Premium Support) to bring structure, visibility, and accountability to performance processes.
Lattice’s customer success team led live training and a phased rollout, then Insight launched an annual review during Team Week where 70% of evaluations were completed in a two‑hour block; Tracy used Lattice to monitor progress and prompt the rest, resulting in full completion and clearer manager follow‑up. By centralizing goals, 1:1 notes, and feedback in Lattice, distributed managers stayed aligned, placement goals became visible, and the company reports greater organization and easier performance management.
Tracy Clark
Head of People