Case Study: Solera Health achieves 90–95% review completion and streamlined performance management with Lattice

How Solera Health Implemented Performance Management with Lattice

Solera Health, a Phoenix-based healthcare marketplace of 110 employees, was scaling rapidly and lacked a structured, compliant performance management program. The HR team needed a web-based, easy-to-administer platform that could be customized for traditional reviews and ongoing feedback while meeting healthcare client requirements. To address this, Solera selected Lattice (LATTICE PLAN Platform w/ Premium Support).

Lattice implemented its customizable performance management platform with Zenefits integration, templates for 360- and manager-only reviews, goals, feedback, 1:1s, and enhanced admin dashboards and safeguards for peer-review requests. The solution drove strong adoption—Solera achieved an estimated 90–95% review completion rate—reduced admin time, improved visibility into review cycles and department-level insights, and enabled annual reviews plus 60-day new-hire check-ins, helping Solera move from an ad-hoc process to a culture of continuous feedback with Lattice.

Solera Health

Amanda McNulty

Director of Human Resources