Fenergo’s Story: How They Connected Strategy, Performance & People with Peoplebox.ai
About Fenergo
Fenergo is a global leader in client lifecycle management (CLM) and digital transformation for financial services. With teams across regions, Fenergo helps financial institutions streamline onboarding, compliance, and regulation.
If your company operates across teams or geographies, you’ll relate to Fenergo’s challenge:
How do you align everyone’s work to the company’s strategic priorities and actually track it in a way that drives results?
A Gap Between Strategy and Day-to-Day Work
Before Peoplebox, Fenergo faced familiar struggles:
- Strategy lived in slides & spreadsheets. 147-slide decks, complex Excel trackers hard to update, harder to communicate.
- Disconnected tools. OKRs tracked one place, individual goals somewhere else, no link between them.
- No visibility into one-on-ones or progress. Conversations, notes, and goal updates scattered across OneNote, Teams, notebooks, nothing unified.
- Manual business reviews. Hours wasted duplicating data into PowerPoints, telling stories that didn’t always reflect the true numbers.
If this sounds like your organization, you’re not alone. Fenergo realized that without a better system, their teams couldn’t clearly see how their work contributed to success and that was holding them back.
What They Needed
Fenergo’s priority was clear:
✔ A single platform that connects company strategy to individual contributions.
✔ A tool that’s easy for everyone to use from leadership to individual contributors.
✔ A true partner, not just software, that would evolve with them and listen to feedback.
Why Peoplebox.ai
Fenergo chose Peoplebox.ai because:
- Orla Doyle, Fenergo
The Results: What Changed for Fenergo After Peoplebox.ai
Company goals and individual work — finally connected
Employees now see how their daily work maps to the big picture. Reviews, one-on-ones, and goal updates stay aligned to strategy — no more silos.
Imagine your employees seeing, in real time, how their work contributes to company success. That’s the kind of clarity that drives ownership.
Business reviews with zero duplication
Leadership now runs business reviews directly from Peoplebox.ai — no more PowerPoint duplication, no hidden data, no conflicting versions.
What if your team meetings focused on action, not piecing together reports?
One-on-ones and feedback that actually get done
Managers no longer scramble to track one-on-ones across different tools. Peoplebox.ai shows clear activity rates enabling real accountability and coaching.
Want to move beyond “we should do one-on-ones” to actually doing them and knowing they’re adding value?
Fairer, data-driven performance
For the first time, Fenergo tied pay to true performance impact with goal weighting, progress tracking, and end-of-year reviews that reflect real contributions.
If your performance ratings feel subjective, imagine what fairer, data-backed reviews could do for motivation.
Impact Highlights
— María Bertogli, Fenergo
What Can This Mean for Your Organization?
If your teams are juggling spreadsheets, slides, and disconnected tools — Fenergo’s story shows what’s possible:
- You can align strategy to individual work without adding complexity.
- You can run reviews and track progress without duplication or hidden data.
- You can create a performance culture that’s fair, transparent, and data-driven.
Also, here’s why this worked for fenergo — and can for you:
✔ Ease of use fuels adoption. “Four clicks and you’re there.”
✔ Transparency builds ownership. Everyone sees the link between their work and company goals.
✔ Partnership, not just software. Peoplebox.ai adapted, co-created, and evolved with Fenergo.
— Orla Doyle, Fenergo
