Dealpath × ChangeEngine

About Dealpath

Dealpath is the real estate industry’s leading deal management platform. As the company accelerated through Series B and C, the People Ops team—led by People Operations Manager Brittany Ng—partnered with ChangeEngine to replace manual, spreadsheet-driven work with automated, branded, and measurable employee experiences across San Francisco, New York, Toronto, and Austin. Over 3.5 years and 120+ onboarded employees, Dealpath has launched some of the most design-forward, high-impact internal programs in the ChangeEngine network.

“We used to copy/paste emails and even wake up at 6 a.m. to hit different time zones. Automating everything in ChangeEngine made that a lot easier.”
“We always have everyone finished on time for open enrollment.”

Challenges

• Manual onboarding workflows, pre-start nudges, and manager reminders spread across checklists, spreadsheets, and early-morning sends.
• Limited visibility and follow-up across Slack and email; no easy way to measure or improve internal campaigns.
• SOC 2 requirements for policy acknowledgments, handbook sign-offs, and recurring security training, all on strict timelines.
• Need to keep brand consistency during values and visual identity refreshes across four offices and multiple channels.
• Culture-building at scale: rebrand rollouts, return-to-office activations, large events, and ongoing programs without adding headcount.

Solutions

• Automated journeys across the employee lifecycle: welcome flows, pre-start nudges for managers and employees, day-one readiness, policy attestations, and security training reminders.
• Location- and timezone-targeted communications for SF, NYC, Toronto, and Austin delivered via Slack and email with a consistent brand voice.
• SOC 2 at scale: automated policy acknowledgments and training reminders with urgency timers and visual countdowns.
• Manager enablement: new-manager playbook, stay-interview guide, and recurring prompts for performance cycles and engagement surveys.
• Brand and culture programs: company-wide rebrand applied to templates, automated communications, TV displays, and a visual employee handbook turned flipbook.
• Recurring engagement that “runs itself”: quarterly Flywheel Awards and monthly Coffee Connect, personalized and automated.
• Event orchestration: Series C celebration, Spirit Week, “Board Games & Boardrooms,” return-to-office themes, mental health month programming, CSR days, and CKO logistics (invites, welcome kits, name tags, photography, on-site interviews).
• AI-powered content creation for on-brand messages and documents—faster production, fewer tools.

“Any time we can eliminate manual steps, I try to make that happen—ChangeEngine really helps with automation.”
“ChangeEngine helped us refresh our values and brand across every automated email and message, plus our office TV backgrounds.”

“When I first came across ChangeEngine, I was thrilled and pleasantly surprised... It’s a product I didn’t know I needed, but now can’t imagine working without it. Communication is critical to what we do in People Ops, and ChangeEngine is central to how we do it.”
— People Leader at Dealpath

Impact

• 1,579+ hours saved through automation across onboarding, attestations, and recurring reminders.
• 485+ hours saved via creative and strategic services support.
• 5,382 communications delivered autonomously across Slack and email.
• 328 moments launched across the employee lifecycle.
• Open rate increased from 72% to 83% after program rollout.
• Majority of communications (61%) now delivered via Slack for faster reach.
• Compliance “done on time”: SOC 2 policy sign-offs and security training completed on schedule with automated countdowns.
• Culture and engagement lift: collaboration score moved from a bottom-three to a top-three engagement category.
• Brand consistency end-to-end: values refresh and rebrand applied to all automated communications, TV displays, and employee materials.
• Scalable playbook: every program measurable, repeatable, and ready for the next phase of growth.

“I’ve been using ChangeEngine for three and a half years—seeing the platform evolve and the new AI features has been exciting.”
“We made it fun—people told us our return-to-office theme brought a smile to their day.”

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“Being able to streamline the communications in one place... is really what’s helping. The integration with our HRIS and Slack has been so useful. We often see this need in multiple platforms—ChangeEngine brings it all into one.” — People Team, Dealpath