Case Study: Spoor Bunch Franz increases feedback and customizes performance reviews with PerformYard

How Spoor Bunch Franz built a process that is both consistent across their organization and customized to departmental needs

Spoor Bunch Franz, a mid-size accounting firm in St. Petersburg, Florida, wanted a performance management approach that was consistent across the organization but still flexible enough to fit the needs of different departments and teams. They were looking for a way to move beyond annual reviews and increase the frequency of feedback and development conversations, especially as employees increasingly expected more regular input. PerformYard helped them manage this shift with a structured but adaptable performance process.

Using PerformYard, Spoor Bunch Franz implemented monthly peer feedback, semi-annual review cycles, and additional custom evaluations for audit projects, onboarding, and interns. The solution included self-appraisals, manager reviews, multi-source input, and sign-off workflows, giving managers more complete information and helping HR and departmental leaders maintain consistency. As a result, Spoor Bunch Franz increased the volume and frequency of feedback across the firm and created a more responsive, data-rich performance management process.

Spoor Bunch Franz

Jessica Espaillat

Internal & External Relations Specialist