Key Marketing Projects & Solutions
The UTA Differentiator:
Multi-Channel Campaign
UTA (Ultimate Time & Attendance) is a workforce management platform used by many mid-to-large businesses to manage employee scheduling, time tracking, and compliance. Implementing, configuring, and migrating UTA systems requires deep technical and functional knowledge, and that expertise was one of the company's strongest competitive advantages. With the sunset of UTA approaching, the goal of this campaign was to ensure the right people knew about it.
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The campaign centered on the company's UTA-to-UKG Pro WFM migration services, positioning the team as the go-to experts for one of the more complex workforce management transitions. It was supported by the UTA Upgrade Assurance Program, a service offering conceived, named, and branded in-house, reinforcing that expertise at every stage of the customer journey.
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Working closely with the sales team, multiple one-pagers and pitch decks were developed to give sales reps the tools to have confident, informed conversations with prospects. On the demand generation side, targeted email campaigns were built and executed for segmented audiences, consistently achieving open rates between 23–50% well above the B2B industry average. Social media content featuring custom graphics and video, blog posts, and webinars rounded out a campaign that reached prospects at every stage of the funnel.
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The result was a full-funnel campaign spanning awareness through lead generation, using every channel to tell the same story: when it comes to UTA, nobody knows it better.
Every channel told the same story: when it comes to UTA, nobody knows it better
Brand Building:
One Success Story at a Time
What started as a partner communication tool became one of the most versatile assets in the marketing toolkit.
The company implements workforce management software for mid-to-large businesses; complex, high-stakes projects that, when done well, produce real, measurable results for clients.
As Marketing Director, the challenge was finding a consistent way to capture and communicate that value to UKG, one of the largest HR technology providers in the world and a key business partner. A strong relationship with UKG directly impacts the company's ability to win new business, so demonstrating the quality and volume of completed work was a strategic priority.
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The solution was a structured program of detailed one-page case studies, produced after each project went live. Each one documented the client's challenge, the solution delivered, and the measurable impact on their business, giving UKG a clear, well-crafted window into the work being done on the ground. Over time, the library grew, building a compelling body of evidence that consistently reinforced the company's value as a trusted UKG implementation partner.
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The case studies also had internal value. Reviewing completed projects regularly gave the marketing and sales teams a clearer picture of where the company performed strongest, insights that shaped messaging, sharpened positioning, and gave the sales team material they could pull directly into proposals and pitches.
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For select projects, the one-pagers served as a springboard for deeper work. Some evolved into full customer-facing case studies for broader marketing use, while others opened the door to inviting satisfied clients to share their experience on third-party review platforms, generating authentic five-star social proof that could be repurposed across marketing collateral. What started as a partner communication tool quietly became one of the most versatile assets in the marketing toolkit.
Webinars as a Core Marketing Channel
HR leaders, the primary buyers of workforce management software, are busy, skeptical of sales pitches, and constantly looking for ways to stay current in a fast-moving industry. Webinars are one of the most effective ways to reach them because they offer something a cold email or ad never can: genuine education from people who know what they're talking about.
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Recognizing this, a webinar program was built from scratch, starting with platform selection. Demio was chosen for its attendee experience, ease of use, and marketing-friendly features that made promotion, analytics, and post-event follow-up seamless. A repeatable production process was then established to support a growing calendar of sessions covering lead generation, customer education, partner communications, and brand awareness.
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Each session was managed end-to-end: content development, theme creation, co-host coordination, run-of-show planning, and day-of production. Co-hosting with UKG, one of the most recognized names in HR technology, added immediate credibility and expanded the audience well beyond the company's existing network, putting the brand in front of prospects who might not have found it otherwise.
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Every webinar was backed by a full promotional push: targeted email campaigns to drive registrations and social media boosting to widen reach. The program has created a repeatable, multi-purpose engine that generates leads, educates customers, and strengthens the brand simultaneously.
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HR leaders want to learn from experts, not be sold to, and a well-run webinar lets you be exactly that.
