Titanium Energy Automates Performance Reviews for 160+ Employees with Workato and Quickbase
The Client Profile
Titanium Energy is a national organization delivering specialized services through teams of General Contracting Specialists and Systems Integration Specialists, supporting complex projects across the medical, education, commercial, government, and solar sectors.
As a leading provider of construction management and proprietary systems integration services, Titanium Energy is known for executing end-to-end project delivery in highly regulated and technically demanding environments. With a strong presence in the solar and renewable energy sector, as well as deep expertise in healthcare and infrastructure projects, Titanium Energy employs manufacturer-certified technicians capable of installing and integrating advanced systems across mission-critical environments.
Its capabilities include:
- Solar energy system construction and integration
- Hospital and healthcare facility construction
- Operating room equipment integration
- Cleanroom renovations
- Complex facility retrofits
- Ground-up commercial and industrial builds
- Critical systems integration in regulated environments
In an industry where precision, compliance, and accountability are essential, Titanium Energy also required its internal employee management processes to reflect the same level of operational rigor. As the company scaled, leadership identified a critical opportunity to modernize one of its most important internal processes: employee performance reviews.
The Challenge
Managing Employee Performance Reviews at Scale
Titanium Energy needed a structured and reliable system to ensure employees received performance evaluations at key milestones:
- 30-day employee reviews
- 90-day employee reviews
- Annual performance reviews
Each review needed to align with Titanium Energy ’s core values, performance expectations, and operational standards across all departments and project teams; however, the existing process was heavily manual and lacked automation. There was no system in place to automatically trigger reviews based on an employee’s hire date, which created significant operational challenges for Titanium Energy.
As a result, leadership faced several issues:
- Employee reviews were often missed or delayed
- Review dates had to be manually tracked
- Managers lacked visibility into upcoming evaluations
- HR had no centralized review tracking system
- Performance assessments were inconsistent across teams
- Feedback was difficult to consolidate
- Leadership lacked real-time visibility into review status
- Administrative workload increased as Titanium Solar grew
Without a centralized employee performance management system, maintaining consistency and accountability across the organization became increasingly difficult and Titanium Energy needed a scalable solution that would ensure every employee received timely, standardized evaluations without requiring manual oversight.
The Solution
A Custom Employee Performance Review System
Quandary Consulting Group partnered with Titanium Energy to design and implement a custom employee performance review application integrated with the company’s existing systems using Quickbase and Workato automation.
The solution created a centralized, milestone-based performance management system that automatically initiates reviews based on each employee’s hire date and instead of relying on HR or managers to track review cycles manually, Titanium Energy now operates a fully automated performance review workflow.
Employee Onboarding Initiates the Review Cycle
When a new employee joins Titanium Energy, the system automatically begins the performance review lifecycle on the employee’s date of hire, which becomes the the foundation for all future evaluations. This eliminates manual tracking and ensures every employee is automatically enrolled in the review process.
Automated 30-Day, 90-Day, and Annual Reviews
The system automatically schedules key performance milestones for every Titanium Energy employee:
- 30-day review
- 90-day review
- Annual performance review
Each milestone is tied directly to Titanium Energy’s performance standards and company values, ensuring consistency across all departments and project teams.
Workato Automates Review Notifications
As each review milestone approaches, Workato automation triggers communication workflows across Titanium Energy's system that automatically sends:
- Self-assessments to employees
- Evaluation requests to managers
- Review forms to directors
- Feedback requests to designated peers
This eliminates manual coordination and ensures every stakeholder is engaged at the right time.
Quickbase Centralizes All Performance Data
All employee evaluations at Titanium Energy are centralized within Quickbase, including:
- Employee self-assessments
- Peer reviews
- Manager evaluations
This creates a single source of truth for all performance data, eliminating fragmented spreadsheets and email-based tracking.
Automated Performance Scoring and Summaries
Once assessments are completed, the system automatically:
- Aggregates all feedback
- Calculates a performance score
- Generates a structured performance summary
Managers at Titanium Energy receive a complete, actionable overview of employee performance without manual compilation.
Manager Review Preparation
Once all assessments are submitted, managers are notified and provided with a review-ready performance summary. Managers can send this summary directly to employees before the review meeting, ensuring:
- Better preparation
- More productive conversations
- Increased transparency
Real-Time Review Tracking Across The Entire Organization
The system continuously updates review status across the organization, allowing leadership at Titanium Energy to see:
- Upcoming reviews
- Pending evaluations
- In-progress assessments
- Completed reviews
This provides full visibility into the entire performance management lifecycle.
Quickbase and Workato Integration
A key component of the solution is the integration of:
- Quickbase for centralized data and application management
- Workato for workflow automation and system integration
Together, these platforms enable Titanium Energy to automate its entire employee performance review process while maintaining alignment with existing systems. This approach allowed Titanium Energy to modernize performance management without disrupting its operational technology stack.
A Performance Management System Built for Titanium Energy's Core Values
Beyond automation, the system ensures that Titanium Energy’s core values are embedded directly into the performance review process. Every employee is evaluated using a consistent, standardized framework that reflects the company’s expectations for:
- Accountability
- Technical excellence
- Compliance
- Collaboration
- Operational performance
This ensures consistency across all teams and project types.
The Results
160+ Performance Reviews and 480+ Assessments Automated Annually
The implementation of the custom system transformed how Titanium Energy manages employee performance. Instead of manual tracking and fragmented processes, Titanium Energy now operates a fully automated, centralized performance management system. The platform supports:
- 160+ employee performance reviews annually
- 480+ employee assessments annually
Automated Employee Reviews
All 30-day, 90-day, and annual reviews are now automatically triggered based on hire dates, eliminating manual scheduling.
480+ Assessments Managed Annually
Titanium Energy efficiently manages hundreds of self, peer, and manager assessments without increasing administrative workload.
Real-Time Visibility for Leadership
Leadership at Titanium Energy now has full visibility into:
- Review status
- Upcoming evaluations
- Completed assessments
- Pending feedback
Centralized Performance Data in Quickbase
All performance data is stored in a single system, improving consistency and accessibility across Titanium Energy.
Eliminated Missed Reviews
Automated workflows ensure that no employee review is ever missed due to manual oversight.
Building a Scalable Performance Management System for Titanium Energy
The result is a fully integrated employee performance management and HR automation system that allows Titanium Energy to scale its workforce without increasing administrative complexity.
Key Results Delivered for Titanium Energy
- 160+ automated performance reviews annually
- 480+ employee assessments annually
- Automated 30/90/annual review cycles
- No manual tracking of review dates
- Real-time visibility into performance status
- Centralized employee evaluation data in Quickbase
- Automated notifications via Workato
- Standardized, values-based performance evaluations
- Reduced administrative overhead
- Improved consistency and accountability across Titanium Solar
The system provides Titanium Energy with a scalable, automated, and values-driven performance management framework that strengthens operational efficiency and supports long-term organizational growth.
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