ParkerWhite, A Healthcare Agency

BACKGROUND

Introduce your business and what you do there.

I was the former director of marketing for a medical device company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ParkerWhite Brand Interactive?

We were trying to build a more self-service type of marketing model into our website by connecting our backend to a CRM tool.

SOLUTION

What was the scope of their involvement? 

ParkerWhite Brand Interactive refreshed our branding collateral and WordPress site before integrating digital marketing tools. While updating our site, the team added a number of lead generation elements that we hadn’t taken advantage of previously. That included SEO compatibility, lead capture information, and more.

In addition, they integrated SharpSpring and Salesforce to the backend of our site so that we could leverage automated emails and drip campaigns. Having a CRM made for a more comprehensive digital marketing setup. 

What is the team composition? 

I worked with 3–4 individuals, but I’m pretty sure there were others in the background. Cindy (CEO & Creative Director) interfaced with us here and there. Then, there was Anita (Senior Account Manager) and Eric (Director of Digital Services).

How did you come to work with ParkerWhite Brand Interactive?

When I finally got funding for this project, we brought in a number of agencies to bid and explain what the deliverable phases would be. Mind you, I needed someone to really come in, act as part of my marketing team, and help make sure that I had all the right talking points to pitch to my executive leadership team. 

One of our consultants had recommended ParkerWhite Brand Interactive to us, and we’d done a couple of projects with them prior that were well-received. More importantly, they knew our business. It was a great experience, and we had good chemistry with their team, so we decided to go with them.

How much have you invested with them?

It was at least $75,000. They weren’t the least expensive, but they were willing to be flexible with the price.

What is the status of this engagement?

They worked on the portion of the project that I owned from 2015–2016. I’m not sure if they continued to work on programs since I’ve left my organization. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

There were 1–2 deals that we closed from the lead capture information we’d set up, and our overall increase in leads with 35%. That might not sound like a lot, but when you’re a startup with barely any revenue, that’s a big deal.

How did ParkerWhite Brand Interactive perform from a project management standpoint?

ParkerWhite Brand Interactive was incredible. They taught me so much about what needed to happen for our website launch and campaigns to be successful, and they used tools that automated a lot of the back-and-forth editing that we did while coming up with the website flow. Aside from that, we also coordinated through email and another tool.

What did you find most impressive about them?

The team truly took ownership and pride over their work. They cared as much about the ongoing success of our programs as they did about our clients’ reactions to the site changes. Obviously, you want to partner with a company that will do a great job — and they did. But, it was such a pleasure to work with them because they were so invested in the mission of our organization.

Are there any areas they could improve?

No, I don’t think that they could’ve done any more for us.

Do you have any advice for potential customers?

Being the person who owned this initiative internally, I wish I would’ve had a little more knowledge to help guide them throughout the project. There were times when we were at an editing standstill or I wasn’t comfortable making a decision because I lacked the experience. As a result, we would struggle to get the ball moving.

That’s why I’d say that ParkerWhite Brand Interactive was more than just an agency — they were a true partner. They were really in the driver’s seat, and the team tried its best to get me up to speed. I don’t think you’d get that from some of the larger organizations out there.

BACKGROUND

Introduce your business and what you do there.

I’m the director of marketing communications for Procede Software. We’re a software company that makes enterprise-level software for heavy-duty commercial truck dealerships.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ParkerWhite Brand Interactive?

We needed to move to a more modern content management system.

SOLUTION

What was the scope of their involvement?

ParkerWhite completely overhauled our website including the platform's UI/UX.  We had several meetings with their team when we created the wireframes. Their team also managed the creative development, working on the mockups and designs for us.

Their team moved us from a Umbraco system to a WordPress system. They started with a theme but then customized the site to fit our needs. Their team programmed the frontend using XHTML, CSS, Java, and Ajax. Their team did server-side development and built the database too.

They helped during the content development phase too. Their team helped us figured out what content we would keep and create for the website. They optimized the website and tested it for us. Their team also installed Google Analytics into the site.

We later worked with them again to tweak the site. We decided to hire them at that point for ongoing maintenance.

What is the team composition?

We worked with a salesperson who was fantastic and helped us scope out the project. We then worked with someone on their design team who went through the wireframing process with us. There was also a project manager on the team too.

How did you come to work with ParkerWhite Brand Interactive?

We researched several local design agencies in San Diego. We went through a proposal process and had interviews with multiple vendors. We liked the ParkerWhite team and felt that their personality fit with our company. We liked their previous work on a website for a company in a similar industry to ours. They also offered a full-service solution, which we wanted because this was a big change.

How much have you invested with them?

The website development project cost between $37,000–$40,000.

What is the status of this engagement?

We worked with them a few times but the bulk of the first project occurred between April–October 2018. We contracted them for our website maintenance, so our partnership’s ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Their team made the website more modern and easier to manage on the backend. We haven’t had any issues with their code. They also made the platform more user friendly to our customers and prospects on the frontend.

Their team ensured the new site would be responsive and look good on mobile devices, which was important to us. The website was well-received by our staff.

How did ParkerWhite Brand Interactive perform from a project management standpoint?

Their team was super collaborative. Their project management and communication skills were top notch.

It was a massive project. I was happy with the team's timeliness and tools. They stayed on budget, so there weren’t surprises. Their team was clear about what was included in the scope. If we did need to add a feature, there was a reasonable change order process.

What did you find most impressive about them?

Their team was collaborative and knowledgeable. We didn’t know much about the process, and they made us feel informed and comfortable throughout the project. They had great ideas and accommodated ours.

Their team was willing to work with us to get the end result that we wanted. They didn’t nickel and dime us.

Are there any areas they could improve?

No, not that I remember at this point.

Do you have any advice for potential customers?

You get what you put into the project. You need to be organized and drive the project as much as them. Take advantage of the tools that they offer. Also, take advantage of the whiteboarding sessions.

BACKGROUND

Introduce your business and what you do there.

SonoSite is a $350-million division of Fujifilm, focused on the point-of-care ultrasound space. I’m the VP of marketing for the division.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ParkerWhite Brand Interactive?

I was looking for a strategic agency of record that could help us with our communication and messaging strategy, as well as with the execution of those elements.

SOLUTION

What was the scope of their involvement?

We already had brand guidelines established, and ParkerWhite Brand Interactive worked within those, but they also helped us create a purpose, vision, and core values statement.

They did an interview internally with a number of individuals, at various positions, tenures, and functions throughout the organization, to understand their perceptions of our culture and vision. 

ParkerWhite Brand Interactive did a workshop with a smaller representation of that group, where we talked through and looked at what we currently were and what we aspired to be. They drafted the purpose, vision, and core values from there. I worked with them to tweak those, making sure they were aspirational yet authentic.

What is the team composition?

Cindy (CEO & Creative Director) was the primary contact as it related to the development of the content. Shelby (Senior Account Executive) was the account manager.

She helped figure things out and move them along logistically. Keith (Brand Strategist & Digital Marketer) was also involved in the conversation and facilitated the workshop.

How did you come to work with ParkerWhite Brand Interactive?

They were already working with us in December 2019, when I joined. Someone on our team had hired them to develop some messaging for a new product launch. I was impressed with the work they’d done and asked them if they had the capabilities for the project I had. They seemed to as we talked through it, so we went with them.

How much have you invested with them?

We’ve spent around $200,000 with them so far. We’re not a large company, so that’s a lot for us.

What is the status of this engagement?

I believe my team first engaged them 3–4 months prior to December 2019, to do the messaging for a new product launch. We’re continuing to work with them on our overall communication strategy and content development. We have additional projects that ParkerWhite Brand Interactive is going to be working with us on.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The rollout of these key pieces of work is still new, but I’d say that they’ve been well-received from an employee engagement standpoint. My boss has incorporated our purpose, mission, and values into his team presentation, and his boss has also incorporated them. 

Everyone is using and referring to these key elements. In addition, ParkerWhite Brand Interactive did a launch for our new product, and we’re achieving our targeted results with it. A couple of physicians specifically said that the language we used, specifically “image clarity”, resonated with them and was different than the industry term everyone uses.

That was pretty telling because ParkerWhite Brand Interactive worked with the team to do some customer research on the messaging before we finalized it. That impacted some of the choices we made, and we wouldn’t have connected with our customers the way we did if we hadn’t done that.

How did ParkerWhite Brand Interactive perform from a project management standpoint?

They’ve always delivered on time and within budget. My team uses Workfront for project management.

What did you find most impressive about them?

I’ve worked with all kinds of agencies over the years, and ParkerWhite Brand Interactive has a nice balance between the capabilities of a larger firm and the flexibility and personal touch of a smaller one. 

The work they’ve produced is top-notch in terms of strategy and execution, and we’ve worked consistently with the same people. They’re not farming the work to junior people on the team.

Are there any areas they could improve?

No, not that I can think of. I intend to continue working with them based on what we’ve done so far.

Do you have any advice for future clients of theirs?

The COVID environment makes everything tough, but having face-to-face meetings early on helped them understand our team and culture, and it gave them important input for what they eventually turned around for us.

BACKGROUND

Please describe your company and your position there.

Since 1992, a manufacturing company has been providing the trucking industry with safe and reliable solutions to their truck tarping needs. The company invented the spring return truck tarp system to make tarping quicker, easier and safer than ever before.

I'm currently the Marketing Communications Manager at the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ParkerWhite Brand Interactive, and what were your goals?

We hired Parker White to help us develop a new website and eCommerce platform.

SOLUTION

How did you select ParkerWhite Brand Interactive and what were the deciding factors?

Pulltarps' founder, Lynn Chenowth knew the owner of ParkerWhite and asked them to take on the project.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

ParkerWhite helped us to build our website and provided an outline of what each webpage required. The website started as an informational website with product information and eventually became an eCommerce website utilizing WooCommerce and associated plugins.

ParkerWhite used several tools to help develop our Wordpress Website, including, Google and Excel Spreadsheets, Gather Content. ParkerWhite also helped to incorporate Klarna, Yotpo and other plugins into WooCommerce.

How many people from the vendor's team worked with you, and what were their positions?

Usually, ParkerWhite have two team members working with us. Currently, we work with Eric Ng, he's the Digital Manager and also Madison Larsh, who's the Project Manager.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Thanks to ParkerWhite, our website has recieved positive reviews from our clients and it's now generating income. Our best in 2020 was in May, generating over $48,000 in sales online.

Describe their project management style, including communication tools and timelines.

Our primary source of communication with ParkerWhite if through email, Zoom meeting, Face to Face meetings if needed and following our Trello account. ParkerWhite has been good at tracking project status and keeping us on track.

What did you find most impressive or unique about this company?

ParkerWhite has a great deal of experience utilizing available online tools to help us provide the best service to our customers.

Are there any areas for improvement or something they could have done differently?

The big sticking point on several project was the cost.  We feel that sometimes, their rates were more than we could afford.

As a result, we often had to negotiate and determine the best course of action needed to achieve out goals while keeping costs within reason.

BACKGROUND

Introduce your business and what you do there.

I’m the national director of marketing for a global manufacturer of prosthetics and orthotics. The division I work with also owns and operates patient care facilitates.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ParkerWhite Brand Interactive?

We purchased two sperate clinics in the same geography, which meant that we needed to look at consolidating those under an existing name or creating a new brand and renaming them. I went to ParkerWhite Brand Interactive for guidance. They looked at the brand strategy that could potentially be used and made a list of recommendations for potential names.   

SOLUTION

What was the scope of their involvement?

 They did a very in-depth review of our market and our existing brand philosophy and message. Then they looked at the local and national brand names being used in prosthetic clinics. Once we determined that was aligned with what we had in mind and was consistent, we asked them to come up with recommendations for a new name. Based on each name they recommended, they came up with a branding message that would be consistent with what  we were already doing as the parent company.

What is the team composition?

I go back and forth between Shelby (Senior Account Executive) and Cindy (CEO & Creative Director).

How did you come to work with ParkerWhite Brand Interactive?

I’ve known Cindy for about 12 years. I worked with her on several projects at a previous company. So when I needed help with the clinics, I contacted her directly.

How much have you invested with them?

We spent about $5,000.

What is the status of this engagement?

The project lasted for four weeks from May–June 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

We were hoping to fall in love with just one brand, but there were at least three were very strong possibilities.

I’ve presented it to local team leaders and our corporate lead in Scandinavia, and everybody was very impressed and they offered high praise. Across the board, it was an easy adoption; it was easy to boil it down to two names before we selected one. We plan to go back to them to collaborate on design once everything is finalized.

How did ParkerWhite Brand Interactive perform from a project management standpoint?

Shelby stayed in touch so I always knew what was going on. We were able to put together a meeting or call whenever I needed to follow up. We used email, phone calls, and had several virtual meetings.

What did you find most impressive about them?

It was an easy process and the results were very good. They were very accommodating.

Are there any areas they could improve?

I have no constructive criticism.

Do you have any advice for potential customers?

The best way to get the most out of the engagement is to be very thorough on the scope of work. Give them a lot of guidance on specific preferences. Every company has a list of things that do or don’t go over well.

BACKGROUND

Introduce your business and what you do there.

I’m the founder and president of the Blanton Group. We work with companies to implement purpose-based strategic plans. Our work focuses on helping business leaders to create passion in their organization through actionable plans.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ParkerWhite Brand Interactive?

It was difficult to articulate my business. I needed a partner to help clarify my message and make a logo for this brand.

SOLUTION

What was the scope of their involvement?

I initially met with Cindy (CEO & Creative Director) for about an hour during which she asked me questions about the business and its goals. She dug deep to understand who we are and what we do. Her team then put together a handful of proposals around the logo concept. They made probably six different versions of the logo, and then we went through three iterations to finalize its form. I made a comment about wanting to put the logo on different items such as shirts, and as part of their presentation, they showed the logo on shirts.

Based on my discussion with Cindy, their team also created a one-page. They put together a template to clarify our brand message, and then we spoke about changes. I use the one-page as a foundation. For example, I just updated my website using that one page.

What is the team composition?

For the initial discussions, I communicated with Cindy. As far as the project's organization, I spoke with Shelby (Senior Account Executive). There was also a small team associated with the project.

How did you come to work with ParkerWhite Brand Interactive?

I met Cindy through a CEO peer-to-peer group that I run. I invited her into it because we connected on trying to help people articulate the purpose of their organizations. One purpose of the group is to work collectively, and this was an opportunity to work with ParkerWhite.

How much have you invested with them?

We spent a couple of thousand dollars on the project.

What is the status of this engagement?

We started the project in May 2020, and it lasted about 3–4 weeks.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

I recently completed a website update using the artwork ParkerWhite created. People loved it. I created a Zoom background of the new logo, which has received many great compliments. Their team added colors including yellow and orange to make the logo pop. It livened everything up. Given the current situation, I haven’t had a chance to go out into the world and hand out the one-page.

How did ParkerWhite Brand Interactive perform from a project management standpoint?

We mostly communicated by email and Zoom. For the initial discussion piece, Cindy and I met face to face.

Their team was organized, so the process was excellent.  Anytime I needed a workbook or PowerPoint, I reached out to Shelby, and it was ready the next day. Their team was highly responsive and stuck to the timeline.

What did you find most impressive about them?

I’ve had my own business for 20 years, so I’ve worked with many different marketing agencies. My experience with ParkerWhite was more professional than any of my past engagements. They're a higher-level business with well-oiled processes. We got an excellent product. ParkerWhite’s the only team I’d hire for marketing services related to my clients.

Are there any areas they could improve?

No, I wouldn’t say there’s anything for them to improve. I wish I could afford for them to redo my website.

Do you have any advice for potential customers?

You can walk in the door, and they’ll guide you through the process. You don’t have to manage them. They’re there to manage you.

BACKGROUND

Please describe your company and your position there.

InTouch Health offers an end-to-end virtual care platform, telehealth devices, provider network, and operational services that drive increased patient and physician virtual visits, utilization, and satisfaction. Customers include most of the major US health systems. I was a senior marketing team member making downstream marketing decisions.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ParkerWhite Brand Interactive?

The primary purpose for the project was to reposition InTouch Health. Over the years, the direction of the company had changed. The company needed to redirect branding and messaging to align with the new business model.

Secondarily, we needed support developing the website as well as some of the first pieces of sales tools suck as videos and collateral.

What were your goals for this project?

We we're interesting in changing the storyline and having customers understand our new direction.

SOLUTION

How did you select this vendor?

It was an internal referral.

Describe the scope of their work in detail.

- Branding and repositioning - Website - Video assets - Collateral

What was the team composition?

I served as the primary internal conduit into senior leadership. Senior leadership included many of the VPs, as well as the CEO who signed off of the brand direction.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We reached profitability shortly after the rebrand and recently was acquired bt Teladoc. A big piece of why a company is acquired is because of the brand excitement and story. I believe we were able to accomplish that with out rebrand exercise.

How effective was the workflow between your team and theirs?

ParkerWhite was very accessible, as though they we're internal team members. I was very satisfied with their effort to stay connected.

What did you find most impressive about this company?

The brand creativity and the willingness to dive into our business was impressive. They we're not half in, but fully engaged.

Are there any areas for improvement?

We felt the pricing was on the higher side, but the quality of work was exceptional. Now, looking back at the results I can confirm satisfaction with the outcome.

BACKGROUND

Please describe your company and your position there.

We design and provide coaching and mentoring for sales professionals and sales leaders in the medical device industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ParkerWhite Brand Interactive?

We hired ParkerWhite for branding, web development, and promotional video production.

What were your goals for this project?

Create a brand and presence for a new business venture with clearly definable corporate identity and messaging

SOLUTION

How did you select this vendor?

I worked with them previously with other organizations and was very pleased with their work and deliverables.

Describe the project and the services they provided in detail.

They designed and created all branding, they designed and developed our website and created a corporate identity and messaging video.

What was the team composition?

There were four or five members of the team, including web development, branding experts, video designers and key members of the leadership team.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The results provided my organization with a clear brand, message and presence.

How was project management arranged and how effective was it?

The experience was outstanding - communication, feedback and timelines - everything was exceptional.

What did you find most impressive about this company?

Their genuine interest in my project, my message and what I wanted to achieve with this project...they also were not reluctant to challenge when they thought it was appropriate to do so.

Are there any areas for improvement?

None that I can think of at this time.

BACKGROUND

Please describe your company and your position there.

I am the CEO of a company which offers a cloud-based incident management tool for first responder teams such as fire, police and EOC commanders to manage their daily team operations and live missions via a robust and safe database. It has been used in more than 10,000 missions by more than 1,300 agencies in all U.S. states and 31 countries worldwide. It is available in 80 languages. The application features reporting tools, communication media, mapping capabilities and a document library. Incident commanders can deploy teams at a moment’s notice and track all phases of an event in real time on multiple devices which significantly enhances situational awareness and provides a common operating picture.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ParkerWhite Brand Interactive?

In 2014, we just started as a company having to convert a free to use cloud service to a subscription-based one. This necessitated extensive help with our general branding and communication as a company.

What were your goals for this project?

As a small entrepreneurial start-up company we needed a professional brand identity to communicate our message of a safe & secure application for the First Responder community.

SOLUTION

How did you select this vendor?

Our previous CEO knew ParkerWhite and its executive team from former interactions. We also looked at/interviewed 4 other companies, but it became apparent soon that ParkerWhite was the most professional company with the broadest and experienced team on their side.

Describe the scope of their work in detail.

Their team began the process with a series of interview rounds with every member of our internal team. They spent the time listing to us learning about our company and to understand in how to best convey our vision and goals as our brand in order to connect with our respective customers through social media presence, especially a company logo and a new company website.

What was the team composition?

We worked individually and in regular team settings with their entire team consisting of their CEO, Project Manager and the various department heads.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

After project completion and 'til today, we have received multiple compliments on our company logo and our professionally looking website. Approximately 60% of our new registrations for our services can be attributed to our social media presence, mainly our website.

How effective was the workflow between your team and theirs?

The teams associated with this project, on the ParkerWhite side and internally, worked seamless throughout this project. We had weekly team meetings, as well as unfettered access to their team whenever questions arose.

What did you find most impressive about this company?

Although it was apparent that ParkerWhite did not have a great deal of experience with our target customer base (i.e. the First Responder community), they made every effort to learn from us, as well as through their own due diligence and market research. The positive result of our project was a testament to their efforts.

Are there any areas for improvement?

There is always room for improvement, but nothing here to emphasize. I like their "ParkerWhite Brand Interactive" phrase/logo which points at their core strength, but if I were them, I would re-think the phrase "A Health + Happiness Agency", a phrase which more immediately connects with slogans one associates with health insurance companies.

BACKGROUND

Please describe your company and your position there.

I work for a reverse mortgage company as the Performance Marketing Director (previously Digital Marketing Manager)

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ParkerWhite Brand Interactive?

Advertising Strategy and Execution, Creative Services (Ads, email, direct mail, etc) and Web Design Services

What were your goals for this project?

Increase awareness for the brand and drive relevance for our proprietary jumbo loan product.

SOLUTION

How did you select this vendor?

This vendor was a referral from a former partner to my company president.

Describe the scope of their work in detail.

Parker White was briefed on multiple projects and from that they were responsible for making the goals/objectives come to life through appropriate channels (website, email, print collateral, media ads, etc) and with those assets develop a strategy that would deliver optimal results that accomplished goals/objectives.

What was the team composition?

There were multiple people involved from the agency stakeholders/president down to specialized teams across digital and creative services.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Once the transition ramp period was over, Parker white produced great work and created momentum for the brand and our products. Upon focusing on our premiere product, leads generated by the PW led programs increased by over 1000%. That trend continues to grow even after we are no longer working with them. The setup work that they did definitely got us moving in the right direction as a brand.

How effective was the workflow between your team and theirs?

Workflow was one of the best aspects of the relationship. The project manager assigned to our team was awesome! Organized, accurate and always keep projects on pace - where she had control.

What did you find most impressive about this company?

The way that they fully embraced a new category for them (that is very unique) and gave it their best to provide strong strategic direction and deliver good work. Even in instances where objectives were challenging to understand, they did their best to deliver their best work and thinking.

Are there any areas for improvement?

Stronger alignment between key stakeholders and the team on the ground. There were times when a direction would be decided on with one team and that direction was muddied when high level stakeholders got involved in the conversations which sometimes caused confusion.