Copperleaf is a market-leading enterprise software company that offers decision analytics for companies that manage critical infrastructure. Using value-based decision-making, they help their clients get the highest possible return for every dollar they spend — while achieving their performance, ESG, and financial goals. They currently assist organizations in managing over $1.5 trillion of infrastructure worldwide.
Copperleaf needed to solidify its position as a market leader with an exceptional new site, generating additional leads through engaging thought leadership. However, with a wealth of regularly updated legacy content, a growing international presence not reflected by their current site, and multiple marketing systems to integrate, the new site would need to be a big step up.
To plan for Copperleaf’s specific needs, Major Tom began with a comprehensive UX review. Pairing industry research with the Copperleaf team’s insights, we worked to better understand both their audiences and what the site offered them, identifying several key priorities. We’d need to seamlessly migrate legacy educational content, regionalize the site without disrupting navigation, and refine visitors’ educational and sales journeys.
To centralize content and functionality, Major Tom migrated educational hub resources to the new WordPress CMS, while integrating Salesforce CRM and Marketo automation to help generate, track, and convert new leads. We restructured both content and the site itself — pairing new, regional sites with a global navigation menu to help users quickly and intuitively find the right resources to confidently engage with Copperleaf.