Context and Problem

Context

Before automation, the process was heavily dependent on manual coordination:

• evaluation sheets were prepared and distributed manually;
• employees filled in paper forms;
• managers validated achievements and metrics;
• changes led to repeated approvals and reprints;
• scores were transferred to Excel;
• bonuses were calculated manually;
• final data was passed to the HR/accounting process.

Problem

Main problems:

• high effort required to prepare and process evaluation sheets;
• risk of errors during data transfer;
• difficulty tracking completion and approval statuses;
• no unified digital history by evaluation period;
• low transparency for process participants;
• dependency on specific employees who knew the manual calculation procedure.