How a real estate company transformed its workplace with a culture strategy

The problem

Challenges of scaling inclusion during hypergrowth

No DEI mission to guide decisions

Actions weren’t anchored in a clearly defined DEI purpose.

Lack of strategic DEI leadership

The team lacked internal or external DEI experts to guide initiatives.

Disconnect with underrepresented employees

Leadership didn’t fully understand the experience of historically excluded groups.

Unclear retention and engagement strategy

Without feedback, it was difficult to design programs that kept diverse talent engaged.

Hiring process lacked structure

Recruiting efforts weren’t streamlined or standardized across teams.

Bias in recruitment pipeline

There were no clear systems in place to minimize bias or improve access for diverse candidates.

The solution

Reshaping talent strategy through DEI

Perfeqta partnered with the client to embed DEI throughout their talent management programs. Our work focused on evolving the company’s DEI maturity through strategy, training, coaching, and ongoing advisory support.

We built and implemented a full-scale DEI plan that touched every part of the employee lifecycle — from inclusive hiring to ERG support and performance management.

Key deliverables included:

DEI maturity assessment and focus group analysis.
Company-wide DEI mission, roadmap, and strategic plan.
DEI governance structure and council onboarding.
Inclusive recruitment and performance management strategies.
Allyship trainings and DEI communications framework.
ERG launch plan, charter review, leadership training, and allyship guidelines.
Policy recommendations (e.g., microaggressions, open-door communication).

This comprehensive approach ensured alignment across people, processes, and policies—moving DEI from intention to action.

The result

Driving sustainable culture through DEI governance

1

Improved clarity and belonging

With stronger DEI vision and communication, employees felt more confident in their place at the company and more connected to leadership’s commitment.

2

Equitable systems and policies

Perfeqta helped redesign policies to remove systemic barriers—resulting in a more inclusive hiring process and better mechanisms for employee feedback.

3

Stronger talent outcomes

Embedding DEI across talent systems led to a more diverse candidate pipeline, higher retention, and improved engagement throughout the employee journey.

Testimonials

What our clients are saying

Results you can trust

Talent Acquisition

Diversity

Inclusion

Training

Growth

“We are able to implement elements of The Recruiting Playbook in stages, for example, we were able to incorporate questions from the inclusive interview question bank into our existing interview guides immediately, while we worked with the business to finalize the recommended recruitment process.”

Thea

Director of Diversity, Equity & Inclusion

Thea

Director of Diversity, Equity & Inclusion

“We are able to implement elements of The Recruiting Playbook in stages, for example, we were able to incorporate questions from the inclusive interview question bank into our existing interview guides immediately, while we worked with the business to finalize the recommended recruitment process.”

Talent Acquisition

Charlotte

Head of Values and Engagement

“Perfeqta has been a tremendous partner with Cadence by taking our strategy, goals and vision and assisting us with bringing our ERGs along in a journey filled with understanding, pulling groups of teammates together.”

ERG Advising

Courtney

CEO

“Our partnership with Perfeqta has been instrumental in evolving ZERO's approach to DEI. What we found most valuable was Perfeqta's ability to truly understand our team's unique needs and develop a tailored growth plan that aligned with our passion for creating an inclusive environment.”

DEIB Advising

Han

Director of HR at Thimble

“They did all the heavy lifting but made sure to add in checkpoints so that I was comfortable and looped in on the entire process. Most importantly, when it was time to roll out the framework to the greater team, they were personable and made the training feel more like a discussion amongst equals. Every deliverable presented by their team has been uniquely crafted for us.”

DEIB Advising

Jennifer

Talent Director

“It felt comfortable and safe for the team and I think we’ve made meaningful progress in creating a safe environment to have tough conversations. The energy and desire are high right now and we’ve decided to set aside some time during lunch on Tuesday to continue the conversation with our breakout groups.”

Company Training

Monique

Associate Director of HR Operations

“The team was so impressed with the sessions, your delivery, and the outcomes we took away. This training felt like the start of something I could barely dream of when these ERGs first formed. Looking back at those early days of PWN and Black@Phreesia, I am beyond proud of where we are today.”

ERG Training

Rod

ERG Lead

“Their team did an amazing job taking topics that can be uncomfortable and unfamiliar to many and positioning them in a practical and simple framework that empowers us to speak confidently and directly towards our career path and goals.”

ERG Training

Sarah

Former President

“Perfeqta was instrumental with designing the right-size program to fit our goals and team, and with creating a launch plan to bring it into reality. They also developed a thoughtful follow-up plan to ensure the program would meet our needs long-term, and that our team was well equipped to successfully support and develop incoming talent.”