nextSource is a workforce management solutions provider helping organizations manage their extended workforce. Internally, the company wanted its people practices to reflect the same efficiency and clarity it delivers to clients.
With roughly 75 remote employees across the U.S., HR was coordinating review cycles using Word documents and Excel spreadsheets. Managers and employees completed templates, emailed versions back and forth, and sent final documents to HR for tracking and storage. The process technically worked — but it was slow, fragmented, and increasingly difficult to manage.
Capturing input from across teams required constant follow-ups and manual coordination. Managers spent hours writing and revising documents, HR reconciled conflicting files, and collaboration beyond the manager–employee relationship was hard to reflect. For a people-first organization built on transparency and connection, the process was creating friction instead of clarity.
When the HR team began looking for a new solution, their goal wasn’t just to speed things up, it was to make conversations clearer, more inclusive, and easier to manage across a distributed team.
Incompass stood out as a platform that brings reviews, goals, and team input into one shared space. Its 360° capabilities made it easier to capture perspectives from peers and cross-functional partners, helping reflect how work actually gets done. AI-supported writing tools reduced the burden of starting from scratch, allowing managers and teammates to focus on substance rather than structure.
Implementation was fast and intuitive. Employees described the platform as easy to use, and adoption was immediate. From the first cycle, both managers and employees reported that the process felt clearer and more manageable.
For the first time, managers had a centralized view of insights coming from across the organization. Contributions that previously went unnoticed were surfaced, and conversations were grounded in real collaboration rather than isolated snapshots.
The AI support helped streamline preparation while preserving the human side of the conversation.
As nextSource’s Director of Training, Learning, and Development shared:
“AI is there for support, not to take away the human element. It actually opens up better conversations between managers and employees.”
What once lived across inboxes, spreadsheets, and documents moved into a single system. Managers entered their inputs directly into Incompass, and HR could generate a single, exportable report for leadership, eliminating manual consolidation and reducing errors.
“The process was definitely faster,” said Jessica Tyre, Director of Training and Development.
“Before, it was all Excel, back and forth. Now it’s one report, across the organization.”
In its first cycle using Incompass, nextSource reduced the time required to complete reviews and goal setting by about 50%. HR no longer needed to track down documents, and managers could spend more time on meaningful conversations instead of file management.
Goals and progress are now visible in one place, giving employees, managers, and HR shared context during one-on-ones and check-ins.
What was once a dreaded process now feels structured, supported, and easy to use, without losing its human focus.
By partnering with Incompass, nextSource replaced a manual, fragmented process with a system that supports clarity, trust, and growth. Cycles take half the time, collaboration is easier to capture, and HR has the visibility needed to support teams with confidence.
Most importantly, the process now reflects nextSource’s culture: people-first, collaborative, and designed for how teams actually work.
Curious how Incompass could support your organization? Schedule your demo today.
