Case Study: Baker Tilly achieves 100% performance completions and a continuous feedback culture with Quantum Workplace

Baker Tilly Overcomes Biggest Obstacles to Implementing New Performance Management System—Change Management and Adoption

Baker Tilly, a national CPA and advisory firm with 1,000+ employees, recognized its decade‑old, homegrown performance management program was no longer serving people or the business. The prescriptive, unconfigurable system produced infrequent performance conversations, goals that went unreviewed for months, and engagement survey feedback that the program didn’t add value—so leadership prioritized changing the culture and solving the adoption and change‑management challenge.

The firm partnered with Quantum Workplace and used a task force, advisory board, a six‑month 600‑person pilot, and a phased rollout (Feedback → 1‑on‑1s → Goals → Recognition) supported by a “My Development” training hub, meme campaign, and office hours. The new, configurable platform and change plan drove a continuous feedback culture, richer people data for decisions, 100% performance completions, 10x more project evaluations, a consistent drop in turnover, and what leadership called the firm’s best year in decades.

Baker Tilly

Michael Lariosa

Sr. Manager of HR Operations