How Phreesia built an ERG that champions equity and inclusion

Phreesia is a software company that provides automated tools for patient intake, access, payments, and more. Phreesia strives to provide a diverse and inclusive culture where all team members can bring their authentic selves to work, feel supported, and perform their best.‍

team working
Image Bg
The problem

ERG leaders need more support to reach goals

Phreesia’s ERGs support the organization’s commitment to promoting and maintaining an inclusive culture for all employees by bringing together individuals from various backgrounds, experiences, and perspectives.

Based on pre-learner surveys conducted by Perfeqta, ERG leaders and members wanted more HR and leadership support and involvement.

Icon primary
Lack of leadership involvement

ERG leaders needed greater support from company leadership—such as attending events, recognizing initiatives, and encouraging employee participation.

Icon primary
Limited HR partnership

ERG members wanted stronger collaboration with HR to align their work with organizational goals and increase visibility.

icon primary
Resource constraints

With ERGs run by volunteers, leaders felt they lacked the time, energy, and resources needed to drive meaningful inclusion.

The solution

Perfeqta helps leaders identify how their ERGs can champion equity and inclusion

Team image

Perfeqta facilitated a company training for Phreesia's ERG leaders and members. “Structure, Scale, and Sustain: How to build an ERG that Champions Equity and Inclusion” covered how to:

  • Set strategic goals and operational planning aligned with business objectives.
  • Strengthen relationships between ERG leadership, Executive Sponsors, company leadership, and the community.
  • Drive growth in visibility, alignment, and shared vision between members and stakeholders.
  • Scale an ERG beyond current operations and succession plan for the future.

In addition, the workshop shared strategies for building relationships with various stakeholders in the company. ERG leaders gained knowledge on actionable steps to ask for leadership support to grow the ERG’s mission and vision in alignment with the company’s mission and vision.

Bg Image
The result

Building a stronger ERG framework for growth

1
Clear governance framework

Perfeqta provided ERG leaders with a structured governance model to strengthen planning, roles, and accountability within their groups.

2
Shared ERG experiences

Leaders learned from other ERGs across the company, gaining new ideas and perspectives to apply within their own groups.

3
Actionable conversations

A Q&A with Perfeqta’s CEO and Phreesia’s ERG leaders sparked open discussion and led to tailored solutions aligned with each ERG’s mission.

Testimonials

What our clients are saying

Results you can trust

ERG Training
Diversity
Inclusion
Training
Growth

“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.”

company logo
Monique

Associate Director of HR Operations

Explore our latest client impact

team
Training

Advancing top talent through career planning and performance review preparation

We facilitated a workshop that walks attendees through an effective game plan in preparation for performance reviews.

More about case
More about case
Icon arrow
company training
Company Training

How allyship training helped Union create a safe environment

Perfeqta delivered an all-company Authentic Allyship training to help Union employees navigate difficult conversations around race and identity.

More about case
More about case
Icon arrow
FAQ

How do I know if Perfeqta is the right partner for my company?

What if we don’t know exactly what we want or need yet? Do I need to have a clear scope before reaching out?
How do I know if Perfeqta is the right partner for my company?
 What if our budget is limited?
What if we don’t have a formal HR, DEI, or People team yet?
What kind of companies do you work with?
How do you phase your engagements?
How hands-on is your team during engagements?
Does Perfeqta only offer DEIB services?
Do you offer leadership training?
Do you offer assessments or audits?
Turn your vision into action. Talk to our expert advisors!

Schedule a discovery call today and connect directly with our trusted consultants so we can help you reach peak performance. 

Image Person
Consent Preferences