Full Service Digital Design, Dev & Marketing
Interactive Strategies is a full-service digital agency known for integrated solutions grounded in strategy.
Since 2001, we have been helping associations, non-profits and commercial clients tackle complex challenges. We fundamentally understand that to succeed online, you must balance strategy, design/UX, content, technology and marketing. This approach helps our clients evolve and transform their organizations and ensures measurable results in an ever-changing multi-channel, multi-touch world.
Our CMS platforms of choice are WordPress, Drupal and Sitecore. We also have experience with a range of fundraising and donor platforms including Engaging Networks, EveryAction, Luminate and Raiser's Edge. Our sites also integrate with several association managment systems (AMS) including netForum, Personify, Aptify, iMIS, Nimble, and more. We also partner with Coveo ( for search search) and SiteImprove (for accessibility). Based in Washington, DC.
headquarters
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Portfolio
American College of Obstetricians and Gynecologists, Certified Financial Planners Board, Wilson Center, Lupus Foundation of America, The Wilderness Society, Special Olympics, JK Moving, Southland Industries, American Association for University Women, American Society of Cataract and Refractive Surgeons, Association for Health System Pharmacists, American Society for Civil Engineers, American Society for Clinical Oncology, Conquer Cancer Foundation, Davis Construction, Brightview Senior
Certified Financial Planner Board of Standards (CFP Board)
When CFP Board needed to meet challenging new business goals from their flagship web site, they turned to Interactive Strategies to completely re-engineer the user experience to align with their user needs.
We began with user research to quantify needs across a dozen key audiences. We followed up with interviews to understand audience motivations. Combining that with analytics and competitive analysis, we designed a new experience that provides both logical next steps and motivational messaging to move candidates through the funnel to professional certification.
To support strong content creation, we created editorial processes and governance rules, then implemented them within Sitecore CMS. We also customized Sitecore to integrate data with NetForum to power personalized dashboards for candidates and CFP professionals.
American College of Obstetricians and Gynecologists (ACOG)
To implement the online component of their “Vision 2020” strategic plan, ACOG is relied on Interactive Strategies for a complete strategic re-imagining of their Web properties. From clinical guidelines to medical news to local chapter events, we built a new user experience grounded in primary research into the needs of their many distinct audiences.
The new site showcases a more vibrant ACOG brand and streamlined user experience, integrating content and data from nearly a dozen disparate sites. Users can now find (and buy) the materials and courses they need within a single experience that includes e-commerce and a member dashboard.
Behind the scenes, Interactive Strategies empowered ACOG content teams with a customized implementation of Sitecore CMS, giving them both flexibility and ease of use. More than providing technology, we also helped ACOG shape new content governance processes to manage content across dozens of internal stakeholders from the national, regional and local levels.
The Wilson Center
The Wilson Center is a leading institution for in-depth research and dialogue. The new website, which is slated to launch in late 2019, focuses on driving exploration of the organization’s rich research and insights. To this end, we worked with the Wilson Center to implement logic that promotes related content on nearly every page of the site — so visitors are always presented with clear pathways to content of interest. The site also features a modern take on the Wilson Center brand and a revamped information architecture centered around user interests.
A key piece of this project is a comprehensive content migration from Wilson Center’s current Drupal 7 site to the new Drupal 8 site, which entails mapping 245 fields and migrating close to 100,000 pieces of content.
The Wilderness Society
We are the current digital fundraising agency of record for The Wilderness Society.
Our partnership began in 2017 when The Wilderness Society was looking for a marketing partner who could help them hit their end-of-year giving goals. We exceeded those goals, but what makes us even prouder is that we’ve become a trusted partner in guiding and executing their overall digital fundraising strategy, which includes social, display, email and search.
Food Allergy Research & Education (FARE)
FARE’s new website elevates its new research mission; weaving in storytelling that demonstrates its impact and establishes a better ability to continue delivering trusted resources.
We focused on educating the public on the dramatic increase in people with food allergies and how allergies do not discriminate by age. We provided audience-based content that drives users to what they seek most, while distinguishing between universal actions, such as donate, and content specific actions. The new site reframes FARE as a Powerful Research Organization, by showcasing how it is leading the charge on accelerating innovations and identifying gaps in research.
We also empowered people to become engaged through fundraising, awareness, and advocacy initiatives. Emphasis was placed on promoting the WHY to give/get involved and to show FARE’s impact. We provided FARE with clear, actionable guidance as well as technical recommendations that will significantly improve both its search engine optimization as well as overall content governance.
Lupus Foundation of America
The Lupus Foundation of America has driven every major milestone in lupus research, from funding the development of the sole drug for treating lupus to establishing the only national pediatric lupus research program. But the Foundation’s website wasn’t telling their research story, so they were losing critical fundraising dollars to their main competitor.
We redesigned the site to allow for more visual storytelling, while helping the Foundation rethink how they talk about themselves—threading their research impact throughout. The new site positions them as the lupus research driver, while assuring patients that they can continue to turn to the Foundation for support, resources and hope.
Smithsonian Science Education Center
The Smithsonian Science Education Center sells and supports a unique curriculum for grades K-8 focused on Science, Technology, Engineering and Math. We designed their new site to relate their compelling story, build understanding of their offerings and compel users to purchase, donate and get involved. We brought the content to life with case studies, testimonials, playful visuals and strong interactivity.
Brightview Senior Living
Choosing a senior living home is an extensive, emotionally taxing process that typically begins on the web. We delivered a site that connects with potential residents and their families – who are often driving the exploration process. An interactive map makes it easy to find a community. Then each community has its own unique feel – using flexible modules controlled in an easy-to-use Sitecore CMS.
Davis Construction
Nationally recognized for their local vision and industry experience, Davis Construction stands out from their competition - and they needed their website to do the same. It was up to us to build a site that showcases their breadth of work, attracts top talent, and demonstrates the Davis difference.
Wolters Kluwer
Wolters Kluwer Legal and Regulatory wanted to improve online engagement, streamline multiple technology systems, and transform a legacy print publishing model into a more viable and profitable demand generation platform. Through research, including surveys and one-on-one usability studies, we helped them better serve a variety of users whether a legal expert or the general public. With an improved user experience and smarter content strategy, the new site draws content from more than 15 different systems and serves it in one seamless experience. Another key was how to find the right balance between giving away valuable content and what to keep behind paywalls. Powerful taxonomy provides related, relevant content and boosts lead generation.
American Society of Clinical Oncology (ASCO)
Since 2014, we have had the pleasure to partner with ASCO’s social media team to help them expand the organization’s social media footprint and further establish ASCO as a leader in cancer care and research. After our initial social media strategy phase, we’ve since developed and deployed multiple targeted social media campaigns to grow organizational awareness, amplify thought leadership and promote ASCO’s industry-leading Annual Meeting.
Reviews
the project
WordPress Dev & Design for International Trade Nonprofit
"Their project management was super strong."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I work for an international trade nonprofit. We are committed to increasing market access for farmers and workers in the global south so that they can get a better deal on the products that they sell. Cocoa, coffee, and bananas are some of the things that the farmers produce.
I’m the digital communications manager at my company, so I manage all of our digital channels with them.
What challenge were you trying to address with Interactive Strategies?
We had an old website that was about five years old and we really had a difficult management system on the backend. The other issue we had was our platform wasn’t really serving any of our target audiences at that time.
We have two target consumers. Our first consumers are generally people who are in the US who typically buy things. The other one is potential businesses that can become our certified partners. Previously, our site offers everything for everyone and we wanted to move away from that and actually create tools that are useful for our target audiences.
What was the scope of their involvement?
We started the practice in March and they were with us from the beginning. They conducted strategy sessions with our team to verify the research that we had like SEO and content strategy. They built the website itself in WordPress.
We have a couple more projects that were more technical in nature such as creating a portal for our customers and the brands we work with. In that system, there was a product finder that was connected through API integration with our internal system. This was my third website redesign and we rewrote the entire website with their guidance.
Interactive Strategies did the design as well, that was a really cool part of the process. Before, we had a pretty standard nonprofit website. Now, you can actually donate to us too. Additionally, we now have products and photos that were not there before. After launching our campaign, they helped us build a campaign site and craft additional components for that.
What is the team composition?
I interfaced with at least 5–6 people, including a project manager, designer, strategist, and developer. However, I know that there were more people involved on their end.
How did you come to work with Interactive Strategies?
We had a pretty expensive RFP process. They were recommended by another company. During one of our RFP processes, a different company decided that they weren’t going to pitch but they suggested we reach out to Interactive Strategies and they pitched, which is great. We interviewed 14 different firms since we’ve never really spent so much money on a project before, and we wanted it to be the right fit.
In the end, we had four final interviews with me and my supervisor. It was pretty much a no-brainer for us to choose Interactive Strategies. They had the right price and they were the perfect balance of having a vision on how to make the process easier for us. They also had the idea of how to make our website more useful while also having a good design aesthetic and be functional in nature.
How much have you invested with them?
We spent over $200,000 dollars for the whole project including the portal and product finder.
What is the status of this engagement?
We worked with Interactive Strategies from April–August 2020.
What evidence can you share that demonstrates the impact of the engagement?
It's been such a dream working with them. It’s been about a month since our site launched and so far we haven’t hit all of our SEO goals at this point. Despite that, everything has been great.
Our platform has really beautiful backend and very easy to use. The web itself is a massive improvement on what we had before, I really love it a lot. It’s been really awesome and fulfilling to tell the stories of farmers in different places around the world and the brand that we work with.
But I can tell you that in the months since it went live, our Google Ads traffic has significantly improved both from the previous two quarters and year over year it quadrupled. Most of the results happened in September even during the COVID-19 pandemic.
Since they built the campaign site, we’ve seen our email audience doubled in size through that campaign and also because of the beautiful and appealing website. At present, we have a more credible looking website and people want to spend more time on it.
There was a weekend where we were getting a massive sign up and we were expecting to have 1000 new followers, but instead, we got over 6,000 thousand followers halfway through the campaign. The team was so delightful and so easy to work with.
How did Interactive Strategies perform from a project management standpoint?
Their project management was super strong. We had such a tight turnaround and they were really kind and transparent through the project. They kept the project moving on a very quick timeline. The team really made things so much easier including introducing me to a system I hadn’t used before.
Interactive Strategies were always available and if any issues came up, they were really able to come and pivot when things came up last minute. We also had helpful tech meetings with the team where we can really make decisions and ask questions, do a little bit more probing than a project manager might do.
What did you find most impressive about them?
They had a really strong design and UX knowledge. Further, the team was really good at development and design work. Interactive Strategies listened really well and they went out of their way to understand what we needed. Additionally, they also understood what our audience needs and what they were looking for through examining the data and surveys we’ve done.
Aside from that, they also do a good job of managing people and handling complex processes such as redesigning websites. It was really hard to do this work remotely but they made it easy because they were kind and genuine people. I highly recommend them.
Are there any areas they could improve?
I’m having a hard time thinking of anything specific that the Interactive Strategies could improve on. Overall, they handled everything gracefully.
Do you have any advice for potential customers?
Knowing that they’re experts, future customers can let Interactive Strategies do their thing. I think they really shine and are able to give something that you never would have realized.
I would definitely recommend going with them because they’re great professional folks and they are always ready to do the work. The first option is to use this as an opportunity to just get a new website. The second one is seizing the chance to have a conversation that your organization needs about your brand and messaging as well as your goals and audiences.
the project
Web Design for Union Nonprofit Organization
“I don’t know what we’d do without them. They’re exceptional strategists and members of our team.”
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the VP of marketing at Union Plus. We’re a nonprofit organization created by the AFL CIO. We provide benefits and savings programs for union members across the country.
What challenge were you trying to address with Interactive Strategies?
We brought them on because we had a website that didn’t function well. There were challenges related to how the website engaged our consumers and getting our consumers to understand our product offerings. We wanted to make sure we had an engaging website that was easy for consumers to interact with all our different programs.
What was the scope of their involvement?
Our website is hosted on Drupal. The Interactive Strategies team worked on all of the creative aspects of the website’s full update. They also helped us with the voice and tone of the site as well as updated the backend. The objective was to receive effective updates on our analytics so we could better track what our users are doing.
Interactive Strategies also made updates to the data infrastructure. They did some discovery on how the data infrastructure should be set up and communicate with one another.
What is the team composition?
We had three main contacts — a web developer, Leslee (Director of Client Service), and Jacob (Senior Digital Project Manager) — but there were about 7–8 individuals on the team.
How did you come to work with Interactive Strategies?
The partnership started before I joined my company. When I joined, I had some conversations with them about their capabilities and was very impressed. I signed them on to do this larger project with revamping the website.
How much have you invested with them?
For this project, we invested about $400,000.
What is the status of this engagement?
This specific project lasted from June 2019–September 2020.
What evidence can you share that demonstrates the impact of the engagement?
We are one month post-launch and have already seen a significant impact. For one, there’s been a 12% increase in our number of users. Among all of our users, we’ve seen a 10% increase in the number of sessions, an 11% increase in the number of page views, and a 5% decrease in bounce rate.
What’s more, there’s been a 10% increase in generated revenue, and we’re continuing to see that climb. We’re seeing very significant improvements in our business metrics and we expect that to only grow over time.
I’m very impressed with Interactive Strategies and the individuals on their team. They’ve done a spectacular job with everything we’ve asked them to do.
How did Interactive Strategies perform from a project management standpoint?
They’ve performed exceptionally well. They’re a prize partner of ours, and we consider them a valuable part of our team. I bounce ideas off of them with anything having to do with development, strategy, and business. Their team is very smart and insightful.
They think about our business and take the time to know what we need; they really contribute as true team players. I don’t know what we’d do without them. They’re exceptional strategists and members of our team.
What did you find most impressive about them?
Interactive Strategies is less often in sales mode and constantly thinking about what they can do to earn more money for the agency and much more focused in contribution mode. This ultimately does lead to sales opportunities, but they’re truly thinking about how they can contribute to our business.
They use their knowledge and ability to contribute to figure out how they can further our business. It’s very refreshing to see that kind of approach from an agency. I know they’ll always be very honest and will tell me the best ways that I can use their services to make our business better.
Are there any areas they could improve?
They’ve been the best agency I’ve worked with, and I’ve worked with many. I do not see any areas that need improvement or that they could do better in.
Do you have any advice for potential customers?
Tell them exactly what you need and don’t need. Be very open and honest, and they’ll be responsive to anything you share.
the project
Web Dev & Rebranding for Workforce Development Nonprofit
“Their willingness to treat us as an individual client, rather than just another in a stream of clients was wonderful.”
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the chief marketing officer of the Center for Workplace Inclusion. We’re an almost 60-year-old nonprofit that focuses exclusively on workforce development for low-income individuals who are over the age of 50.
What challenge were you trying to address with Interactive Strategies?
Our website was very out-of-date and didn’t reflect our brand. We needed an organization to come in and advise us on not just how to update our website, but how to make sure it’d be able to grow with us for a certain number of years.
What was the scope of their involvement?
Interactive Strategies built a new website from scratch. They helped translate our organization’s strategy and vision for the future into what the public sees through the website. In another project, they helped us with rebranding efforts about a year later. Their team created our new visual entity. They also built the website for our sister organization from scratch, making sure the two platforms were aligned but reflected their respective missions.
What is the team composition?
We have a wonderful project manager who’s involved in everything. She took the time to get to know us, how we work, what our goals were, as well as what our strengths and weaknesses were.
How did you come to work with Interactive Strategies?
The engagement started before my time here at the organization. I got involved about two-thirds of the way into the project. We ultimately selected them because they provided the best value.
How much have you invested with them?
The CWI Lab website was about $37,000.
What is the status of this engagement?
The engagement started in July 2018. The first website was launched in March 2019. The rebranding project ran from March–May 2020. We launched the sister organization’s website in July 2020.
What evidence can you share that demonstrates the impact of the engagement?
It’s been a game-changer for us. Interactive Strategies brought us up-to-date and set us up for our future strategy. Our conversations with funders and partners have been much more productive and fruitful. We’ve been able to achieve all of our goals in terms of traffic and visits. We’ve had fellow nonprofits in the same field using us as a benchmark.
How did Interactive Strategies perform from a project management standpoint?
Their project management style was very effective. Interactive Strategies understood where we were trying to go. They were creative, so when we came across a challenge, they talked to others to see if they could come up with a solution. Their team was very solution-oriented and sensitive to the fact that we’re a nonprofit. Our budget is limited, and they gave us options at different price levels so we could make strategic choices along the way.
On top of everything, our project manager was a genuine and nice person. She was well-suited to being a partner, and her personality was great. She always responded quickly to emails, had a smile on her face, and never flustered even when I’d send her four emails a day. She’s a great fit for someone who works with clients.
What did you find most impressive about them?
Their willingness to treat us as an individual client, rather than just another in a stream of clients was wonderful. They were a true partner in a positive and friendly way. After two years, it feels like they’re part of our business and team. There’s a great level of trust in our partnership.
Are there any areas they could improve?
No, it’s been a positive experience.
Do you have any advice for potential customers?
Bring your project manager into the conversations. They can help you make smart, strategic decisions that will help your website be scalable and grow with you.
the project
Website Redesign for CFP Board
"They had expertise in all the areas that you need for a website redesign, digital communications, and marketing."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I'm the manager of online communications at CFP Board.
What challenge were you trying to address with Interactive Strategies?
Our organization went through a web assessment process and the conclusion was that we needed a new, upgraded website for various reasons.
What was the scope of their involvement?
Through our web assessment process, we produced an RFP that outlined the initial direction of the project. We also had a strategy phase with Interactive Strategies to further outline what the deliverables would look like.
The team then did a sizeable overhaul of our website using Sitecore. It involved working on the architecture, UX, design, content, technology, and certain functionalities. The team also worked to improve the overall branding and look and feel.
They further developed some of the existing tools and site areas and improve them and how they operated.
What is the team composition?
We had a project manager, but we also interfaced with a full team.
How did you come to work with Interactive Strategies?
We put out an RFP.
What is the status of this engagement?
Our engagement with Interactive Strategies began in September 2018, and we launched the new website at the end of January 2020.
What evidence can you share that demonstrates the impact of the engagement?
We have much better personalization throughout the website. We’re still in the process of measuring results, but the numbers are good so far.
We’ve seen strong traffic and initial engagement numbers. We’re able to get better insights into audience engagement based on some of the analytics and through the Sitecore technology.
How did Interactive Strategies perform from a project management standpoint?
Interactive Strategies’ project management was great, and I can’t speak highly enough of them. They were very responsible, great at execution, and great at being responsive when we needed to pivot as changes occurred throughout the project.
We used a project management software, and we communicated via email and phone. We also had in-person and virtual meetings.
What did you find most impressive about them?
For these projects to be successful, you need an agency that has expertise in all areas and has an experienced team. Interactive Strategies had that. They had expertise in all the areas that you need for a website redesign, digital communications, and marketing.
As the project went along, we were able to tap into their different areas of expertise, and they always worked really well together and collaborated well internally and with us. The team was also strong with strategy. They had data analytics and research capabilities, which not every agency has.
Are there any areas they could improve?
No, not that I can think of. I was so satisfied with what they delivered, and I’ve been doing this work for a long time.
Do you have any advice for potential customers?
I would definitely recommend them. They’re truly fantastic. Work with them to identify the type of project, and then you can also customize the deliverables to get what you need. Interactive Strategies was great at talking through those needs; they were very communicative.
the project
Rebranding & Web Dev for Professional Medical Society
“From a client service standpoint, Interactive Strategies was exceptional.”
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the former director of marketing, communications, and membership for the American Society of Cataract and Refractive Surgery. It’s a professional educational society and I was in this role for almost three years. The society’s members are comprised of medical professionals, specifically ophthalmologists and eye surgeons.
What challenge were you trying to address with Interactive Strategies?
There were two main challenges we addressed concurrently. The first was a full organizational rebrand. The society as a whole went through a marketing initiative which consisted of qualitative and quantitative research. That research then informed a new brand look and feel for the society.
In conjunction with that, we wanted to go through an entire refurbishing of the website. The former website was a one-dimensional, flat platform. It wasn’t user-friendly, intuitive, or contemporary. The challenges were, from a technical perspective, how to get to where we wanted to be while also layering in the new banding as it unfolded because these were parallel paths.
What was the scope of their involvement?
The scope was pretty expansive. Their team had a very research-based approach. They tried to understand the nature of our organization and who our key constituents are as well as gather insights about the members. Then, they used all that information to determine how they could create a web platform that would serve those needs.
We’re a super complex organization so there are multiple websites we manage independently of each other. There’s one for the foundation itself and another for meeting registrations, as well as various meeting platforms depending on what we are running at the time. There’s also an overall HSCA education site.
One of our objectives was the need to bring all the various platforms together under one tent so there was a seamless UX. This means a user would have the ability to seamlessly register for a meeting, look for continuing education credits, or find how they can support government relations initiatives. Another deliverable was the handling of the site’s architecture. This was a critical facet of what Interactive Strategies brought to the table.
What is the team composition?
We had the same project manager from the beginning through the end of the project.
How did you come to work with Interactive Strategies?
Interactive Strategies was a part of a competitive RFP process. They submitted a proposal along with four other firms. Then, they came to our office for a presentation to a cross-functional team with representation from all the various facets of the organization. Ultimately, they were selected because of their proposal. It was very responsive to the RFP in terms of the scope of work.
How much have you invested with them?
We invested about $470,000. However, there was an incremental for the CMS on top of that; it was a couple of hundred dollars.
What is the status of this engagement?
The project lasted from October 2018–March 2020. We had a staged rollout where Interactive Strategies launched the meeting registration site in October 2019. It coincided with the opening of registration for the 2020 meeting.
They launched the annual meeting registration site in September 2019 and then launched the full, multi-faceted website to include the foundation site and government relations components in March 2020.
What evidence can you share that demonstrates the impact of the engagement?
Their strategic guidance and client service helped to really establish a navigation platform that was intuitive, user-friendly, and relatively simple to use even within complex information architecture. They guided our staff’s ability to create concise content that’s also relevant to the user.
Interactive Strategies did an incredible job of pulling our branding in for the site. Their ability to take the branding and fold it into our new website was awesome. The anecdotal feedback we received from all of our members was incredible. They were really impressed by the look and feel of the website as well as its functionality.
Their team resolved some of the complexities and issues we had in terms of video play. Because the subject matter is surgical procedures, those microelements are super important. They helped us resolve some of the challenges we had with that video platform.
How did Interactive Strategies perform from a project management standpoint?
Interactive Strategies did a great job with project management. It’s possible to do things right, on time, or on budget, but rarely is it possible to get all three at the same time — they achieved this. Their team delivered exactly what they outlined in terms of the information architecture as well as the look and feel of the project. They were ahead of schedule and a little under budget.
What’s more, our project manager was incredibly strategic, thoughtful, responsive, and transparent. If any hiccups emerged, she was super attentive. From a client service standpoint, Interactive Strategies was exceptional.
What did you find most impressive about them?
Their client service was outstanding, and that’s not limited to their responsiveness after they won the project. It really relates to their commitment to understanding and listening to the client’s needs. Like most associations today, we have a multifaceted organization with various functions that need to be represented by the website.
Interactive Strategies took the time to talk through the different stakeholder groups and understand what they needed in terms of functionality, ease of content updates, and video challenges. Their team took the time to talk with each of the stakeholder groups to understand those unique challenges and needs so they could deliver a platform that’s responsive to those requirements.
Their client service is beyond just delivering what the client wants, it’s really helping to counsel the client with respect to what may be the best support of their needs.
Are there any areas they could improve?
There was a moment in time when we felt the project manager role was shifting a bit. When we expressed a little trepidation about that, they immediately course-corrected and we had the same project manager for the duration of the project.
It was a game-changer for us to continue to have that project manager. She knew our business inside and out, personalities, and challenges. She was someone I could trust to call and ask for recommendations.
Do you have any advice for potential customers?
Give them enough runway to learn your business by providing access to some key stakeholders so they get those unique perspectives. These perspectives will help inform the development process.
It’s important to be open and transparent in your communication, both in terms of the opportunities and the challenges you’re facing as an organization. This’ll allow Interactive Strategies to solve those issues before they actually begin building out the infrastructure.
We had a long lead time in terms of development so we used every minute to the best of our abilities. Likewise, make sure you have the time and commitment to provide for the financial and manpower resources. It helped us to have a very specific core management group on this project.
Having that core group of experts minimized the number of personalities involved on a day-to-day basis. We started with a broad group which gave everyone the opportunity to have some input into the ultimate selection of Interactive Strategies as well as the overall process.
the project
Web Design & Strategy for Finance Consulting Firm
"We couldn't have picked a better partner. They've exceeded all of our expectations."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I'm the managing director of marketing and communications for Accordion Partners. We’re a technology consulting firm that targets private equity firms, and serve as an extension of the office of the CFO after they acquire companies.
What challenge were you trying to address with Interactive Strategies?
We’d taken some initial steps in refreshing our brand by creating a new logo and updating our print collateral. There was a missing component in terms of implementing the new brand on the website. We were looking for someone to help us take the foundational brand elements and extend them across the website.
What was the scope of their involvement?
Interactive really got to know our company through a series of interviews with key stakeholders. Then I went down to D.C. with one of my colleagues for a full day session with their team. They fleshed out their learnings from the interviews and broke them down into key insights and takeaways. We also discussed ideas for the website navigation. After the working session, they came back to us with 2–3 different options for the overall look and feel of the site. We made a few tweaks across various pages and there were some decisions we needed to make internally about the sub-navigation.
Once we finalized the design and approved the comps, they developed it with their engineers. They did a training session for our staff on WordPress so that we’d be able to manage content. They built master pages for us to use as templates. We then tested our site for a few days before launch at the end of April 2018. They continue to make changes and updates, and we are already planning to use them for the next version of the site. We’re also using Interactive as our overall design agency.
What is the team composition?
The main person that we speak with on a regular basis is our project manager. We also work with a web designer, a designer for non-web-based tools, a frontend developer, and a few other people for strategic direction and marketing strategies.
How did you come to work with Interactive Strategies?
A member of our marketing team used to work at Interactive. We still went through a full agency review, interviewing around 7 firms. They came out on top across the firm.
What is the status of this engagement?
We started working together in September 2017 and the engagement is ongoing.
What evidence can you share that demonstrates the impact of the engagement?
Our team is incredibly thrilled with the results. We've been able to use it as a business development tool, which is a major shift from the old site. It’s all been great feedback so far.
How did Interactive Strategies perform from a project management standpoint?
We couldn't have asked for a better project manager; she’s fantastic. I feel like she’s an extension of our marketing team. She serves as our conduit to the rest of the agency. She's an excellent communicator; very thorough and detail oriented. We have weekly check-in meetings. She uses an Excel spreadsheet to keep track of budget, hours, and the status of initiatives.
What did you find most impressive about them?
We couldn't have picked a better partner. They've exceeded all of our expectations. I have high hopes for the new site and how it will move the needle for the firm. Everyone at Interactive is super impressive and down to earth. They’re a very likeable group of people. They’re easy to work with, and very skilled at what they do.
Are there any areas they could improve?
Only change I would recommend is for them to do the WordPress training on our actual website. That would’ve been helpful to really maximize our experience. We’ve given that feedback to Interactive.
Any advice for potential customers?
The weekly update calls are key. Interactive really drives the process and they're good at what they do. Trusting their process will ensure success.
the project
Social Media Strategy for Oncology Research Firm
“Their transparency allows us to trust them to provide solutions that consider our best interests.”
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the social media manager at the American Society of Clinical Oncology, a global, member-based society of over 40,000 oncologists. Our department oversees corporate and member communications, as well as marketing with inorganic membership recruitment and retention. The society houses several projects, including our non-profit foundation, patient-focused resources, academic journals, a clinical trials database, and our own clinical trial program.
What challenge were you trying to address with Interactive Strategies?
ASCO wanted help developing and maintaining a social media presence when they initially hired Interactive Strategies (IS) in 2010. By incorporating social media, the ASCO team also hoped to prove the importance of having social channels to ASCO’s leadership and board.
What was the scope of their involvement?
They help us plan and run our social media campaigns. They have a lot of institutional knowledge about how nonprofits and digital technology work and interact, which allows them to break down our campaign goals into specific strategies and procedures. In addition to strategy, IS also helps us determine our budget based on our campaign forecast. For example, if we’re expecting a certain amount of mobile engagement and desktop conversions, IS predicts our financial needs.
Though much of their work for us is strategy assistance, they also guide us through asset creation for campaigns. They create the video, animation, and infographics in which we unpack complicated terms and concepts in order to explain scientific initiatives and abstracts.
Interactive Strategies also conducts research so we can make educated strategical decisions. Rather than trying something different just because it’s a new idea, they show us how we can interpret results to measure potential campaign success.
What is the team composition?
We work with our account manager almost every day. He usually manages our day-to-day progress, but he’s starting to incorporate long-term strategy. Other members of his team help us with implementation and planning.
How much have you invested with them?
Over the last eight years, we've invested around $600,000.
What is the status of this engagement?
Our ongoing partnership with Interactive Strategies began in 2010.
What evidence can you share that demonstrates the impact of the engagement?
While we have seen an increase in social media followers, a better indicator Interactive Strategies’ success is the response from our members. We've had stakeholders come to our team and ask to work with IS, which speaks to the quality of work they do and the guidance they provide. In 2013 we gave stakeholders the option to work with IS, and as a result, we brought them onto projects that our team wasn't overseeing. That they've had organic brand growth within our organization speaks highly of them.
How did Interactive Strategies perform from a project management standpoint?
The team is very responsive, and our account manager keeps us updated on planned work or a project’s status. The bulk of our communication happens over email and we use Box to share documents.
What did you find most impressive about them?
A lot of the information we work on is confidential, so we require multiple iterations of an infographic, for example, before we release it to the public. Interactive Strategies has always been patient with us, despite our atypical process.
They also understand that educating their clients can be part of managing projects, particularly when they explain their strategy to stakeholders, who don't always have the knowledge my team has.
Overall, IS’s honesty distinguishes it from other providers. I've worked with of agencies that have their own underlying incentives, so even if they ultimately help us achieve a goal, their work is still motivated by their own self-interest. IS, meanwhile, strategizes and conducts research that aims to benefit ASCO. They don't guide us in a direction that's going to benefit them unless there's a clear benefit for us. Their transparency allows us to trust them to provide solutions that consider our best interests.
Are there any areas they could improve?
We had one incident of miscommunication as a result of staffing changes, but that was addressed quickly. That was over a year ago, and since then we haven’t had any problems. The only upset in two years was a slight miscommunication, and I'd be lying if I started listing things I didn't think they were doing well.
Do you have any advice for potential customers?
Bring your own ideas to the table. IS knows how to strategize, think big picture, and utilize the digital space, but it's unrealistic for any agency to be an expert in their client's entire business. If the potential client can provide a basic idea or simple vision, it gives IS more creative freedom because they don’t need to worry whether their idea fits the client’s needs.
the project
UI Application & Website for Science Publishing Company
“They get things done on time and they’re fun people to work with.”
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the director of technology at Annual Reviews, a science publisher that produces 50 journals across a variety of topics from sociology to nuclear particle physics.
What challenge were you trying to address with Interactive Strategies?
We’ve been working with them for about a decade. We originally engaged them for design services, but they’ve moved on to a wide variety of projects with us.
What was the scope of their involvement?
We’ve developed a few apps with them, one of which involved a very rich UX/UI. It had a three-dimensional globe that users can rotate to find markers that correspond to the geographic locations of journal articles. It’s essentially a browsing interface that helps to find articles by topic and location. We had the initial idea for this app, and Interactive Strategies was instrumental in translating the functional specifications into a workable UI. The app worked very well, but it was eventually phased out due to high maintenance costs across different versions.
We also worked together in designing our current website, which was probably the most significant project we’ve done. It was a two-year project that we went live with in January 2017. Their scope included all the design, site architecture, UI coding, and assistance with project management. They had designed our previous site and had an idea of what we were looking for in the redesign. They built wireframes based on our discussions and went from there. They built the frontend using a Node.js REST API, Javascript, HTML, and CSS. The new site moved to a responsive design, which was the most substantial change from the previous version.
What is the team composition?
It’s varied a bit from project to project, but their managing partners have been a source of stability throughout our engagement. We’ve also worked with project managers and developers, but they rotate more frequently.
How did you come to work with Interactive Strategies?
We started working together such a long time ago that I’m not sure how we found them. We originally hired them for a relatively simple web design project.
How much have you invested with them?
We’ve invested over $500,000 in the engagement so far.
What is the status of this engagement?
We started working together between eight and ten years ago, and the new site went live in January 2017. We still collaborate on a variety of projects.
What evidence can you share that demonstrates the impact of the engagement?
The new site is getting more traffic than the old version, but there are a lot of factors involved in that increase. We’ve gotten a lot of positive user feedback on the look and feel, and our board was very impressed with the responsive design. It now works across a variety of screen sizes as well.
How did Interactive Strategies perform from a project management standpoint?
They’ve been very organized and easy to work with. We’ve worked with other agencies in the past who haven’t been effective in this area, so Interactive Strategies was a total change of pace for us. They used some project management tools on their end, but we communicated primarily via phone and email.
What did you find most impressive about them?
We’ve always really liked the design work they do. They get things done on time and they’re fun people to work with.
Are there any areas they could improve?
All the development/design companies we’ve worked with have run into problems with resource availability. Interactive Strategies is better than most we’ve worked with before, but it was still sometimes an issue depending on the timing and scope of project.
Do you have any advice for future clients of theirs?
Provide as much information as possible upfront. It will facilitate a smooth development/design process.
the project
Web Redesign for Senior Living Company
"They were a joy to work with; I’d recommend them to anybody."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the head of marketing at a senior living company. We provide independent living, assisted living, and dementia care at 34 communities between Virginia and Massachusetts.
What challenge were you trying to address with Interactive Strategies?
We wanted a vendor to redesign our website, which hadn’t been updated in seven years. Since choosing a senior living community is a significant decision, the site needed to reflect our company’s personality.
What was the scope of their involvement?
They did the redesign on our Sitecore CMS. The team spent considerable time on the “Find a Community” feature, which allowed visitors to search the individual communities; the main page connected to each location’s site. We wanted that feature to be an educational experience prior to scheduling a visit.
We didn’t provide wireframes or sketches. Rather, Interactive Strategies did market research and SEO analysis; most key terms weren’t ranking. They also interviewed key people in our company to understand our mission and value proposition. We agreed on the findings. They then suggested certain colors and fonts, which shaped the creative direction. Subsequently, the team provided gray wireframes for intuitive navigation. We tested those and then launched the site prior to our annual conference.
What is the team composition?
The owner and director of client services were our primary points of contact. We worked with the account strategist during the early stages; later, she only attended important meetings. The team also included designers and a senior project manager.
How did you come to work with Interactive Strategies?
I did a Google search for design firms with Sitecore experience. We also reached out via RFP. Their response was the most thoughtful and comprehensive. Other firms submitted three-line explanations about costs. We believed Interactive Strategies would treat the project the same as the proposal.
How much have you invested with them?
We spent between $150,000–$200,000.
What is the status of this engagement?
Work started in May 2017 and ended in January 2018.
What evidence can you share that demonstrates the impact of the engagement?
It's still early to tell the complete impact since we launched two months ago, however, we've already noticed the number of users has increased 25% and bounce rates decreased nearly 3%. Per our business model, customer calls and forms counted as goal completion; that metric rose over 25%. We couldn’t be more pleased; our team expects additional A/B testing to generate even better results. They kept us on track and taught us to make changes in-house. We were never stressed about results or timelines.
How did Interactive Strategies perform from a project management standpoint?
They were extremely organized and never wasted our time during meetings. Interactive Strategies truly led the process; we never had to push them. Deliveries were on-time and on-budget. When they created the visuals, we didn’t know what we wanted but we liked what we saw.
The team was very responsive on both platforms, particularly the senior project manager. We had weekly status meetings.
What did you find most impressive about them?
They did exactly as they promised. We didn’t have surprises with deliveries or budget. Interactive Strategies was always clear about the scope and any changes. The team warned us when alterations would affect the budget, but the costs were never prohibitive. They were a joy to work with; I’d recommend them to anybody.
Are there any areas they could improve?
No. The launch didn’t have any big misses. We consolidated some minor feature adjustments into the phase two update.
Do you have any advice for potential customers?
The more details the client provides, the better their output will be.
the project
Web Development for Large University
"They were very open and collaborative and brought fresh ideas to the table."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Please describe your organization.
I work for the office of advancement at a university.
What is your position?
I am the Senior Director of digital strategy and interactive communications.
What business challenge were you trying to address with Interactive Strategies?
We had been asked to rethink, redesign, and overhaul our alumni and giving websites by our board of governors and by leadership.
Please describe the scope of their involvement in detail.
We worked with their design team to think through a new design for the home pages and sub pages, the navigation, and user experience. Interactive Strategies also provided some technical and development expertise and worked on building out template pages and a framework within the Drupal platform.
How did you come to work with Interactive Strategies?
I had one of my developers do some research on local development design firms, and their name came up in the top five. We went through an RFP [request for proposal] process and vetted them.
Could you provide a sense of the size of this initiative in financial terms?
It cost between $50,000 and $200,000.
What is the status of this engagement?
I believe it began the spring of 2015, and our work with them was probably over late summer or fall of 2015. We still have some monies left in the contract, and we've been using Interactive for some support.
Could you share any statistics or metrics from this engagement?
We've received positive feedback from our leadership and various boards at the university. We've just started to deploy analytics, but we do see probably up to a 10 percent to 15 percent spike in traffic online.
How did Interactive Strategies perform from a project management standpoint?
They left something to be desired. I actually complained about the project manager that I was assigned, and was transitioned to another one. After the transition, I did notice an improvement, but it was also at the end of the project.
What distinguishes Interactive Strategies from other providers?
I especially enjoyed working with their design team. They were very open and collaborative and brought fresh ideas to the table.
Is there anything Interactive Strategies could have improved or done differently?
I would say listen to the client more when they say the collaboration or the partnership with the project manager is not working. I'd raised concerns early on, and they didn't act on them. To make sure that the relationship is going smoothly from the beginning, that's what I recommend.
The team at Interactive Strategies exceeded expectations, delivering work that the client was highly proud of. With the recent site they redeveloped, the client’s platform engagement soared. They were hardworking, helpful, and communicated clearly.