Case study

Plum achieves 96% goal alignment in under a month

Industry: finance | Size: scale-up | Headquarters: London

  • Recorded 96% of goals on the Revolut People platform in less than 4 weeks
  • Centralised all performance data in a single, accessible location
Challenge

Fragmented systems and siloed data

Plum is a fintech dedicated to helping customers manage their investments effortlessly. As they grew, they found their goal-setting system started to fragment and become scattered across multiple platforms. This meant important data frequently went missing, and managing performance relied heavily on team leaders’ personal records instead of centralised data.

Without a structured framework, it was difficult for team members to understand how their day-to-day work connected to overall company objectives.

Solution

Creating a single source of truth

To centralise their HR data and eliminate silos, Plum chose Revolut People. They implemented our performance platform in 3 phases:

1. Goal alignment: first, Plum shifted to using our goals framework, which offered a way to define clear, quantifiable employee objectives

2. Cultural integration: using clear messaging and group workshops, Plum explained to their team how Revolut People could benefit company culture

3. Full adoption: finally, Plum used our performance management tools to add integrated skills tracking, smarter review cycles, and growth plans

Results

Company-wide goal alignment

Plum had Revolut People up and running in less than 4 weeks. Goal management is now more than a leadership responsibility: 588 unique goals are owned by 87 individuals across Plum, with 96% of goals currently on track or completed.

This widespread use shows employees aren’t just entering data as a routine HR task, they’re using the platform to get a real-time view of goal progress. And with more visibility, management can easily identify skills gaps and high performers.

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“We had OKRs and goals all over the place, and sometimes the information was getting lost. Having everything in one place and being able to track it helped us organise ourselves better.”Olympia, People Operations • Plum

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