Case Study: Waterford.org makes performance reviews twice as efficient with Lattice AI

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Preview of the Waterford.org Case Study

Waterford.org makes performance reviews 2x faster with Lattice AI

Waterford.org, a national early education nonprofit, faced a challenge when it introduced a more rigorous, competency-based performance review process. The new format significantly increased the workload for employees, nearly doubling the number of questions managers had to answer and nearly tripling them for individual contributors. This created friction, made the process time-consuming, and led to more requests for help from the HR team. To address this, they turned to their existing vendor, Lattice, and implemented Lattice AI.

The solution involved using Lattice AI as a real-time writing assistant embedded directly into the review process. Employees used the tool to draft responses based on past feedback, synthesize information from one-on-ones, and get guidance on phrasing. As a result, Waterford.org made performance reviews twice as efficient. Managers wrote their reviews two times faster, individual contributors wrote them three times faster, and the team achieved a 2x increase in review output with zero additional time investment. This was accompanied by a 1000% increase in AI usage and fewer repetitive questions to HR.


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