Purdys Chocolatier Achieves 100% Review Completion and 7% Sales Uplift with Engagedly

Headquarters

Canada

Challenge

Lack of structured goal setting, manual review processes, leadership turnover, pandemic-related pressures, and no feedback system.

solution

Engagedly’s Performance, Goals, Check-Ins, 360 Feedback, and Learning modules.

Result

100% completion of annual reviews and quarterly check-ins, greater goal clarity, improved engagement, and measurable cultural and sales impact.

Purdys Chocolatier is a Canadian, family-owned premium chocolate company with over 80 retail stores nationwide and a growing online presence across Canada. Guided by the core value “We Make Ourselves Better Every Day; We Are Customer-Obsessed and We Never Compromise Quality” they focus on exceptional products and customer experience.

Purdys fosters a culture of continuous improvement and accountability, supporting employees with leadership workshops, tuition reimbursement, and a structured performance system that promotes engagement, learning, and long-term growth.

Industry: Premium Chocolate Manufacturing & Retail

Company Size: 80+ Retail Stores Nationwide | Growing Online Presence

Products Used: Engagedly’s Performance, Goals, Check-Ins, 360 Feedback, and Learning modules.

70%

Retail Manager Participation

100%

Review & Check-In Completion

purdys chocolatier team

Challenge: Gaps in Goal Setting, Feedback, and Alignment

Before implementing Engagedly, Purdys faced multiple performance-related challenges:

  • Lack of Structured Goal Setting: No formal process to create or track goals across the organization.
  • Outdated Manual Processes: Reviews and tracking relied on manual methods, which slowed operations and limited visibility.
  • Leadership Turnover: Particularly at the executive level in 2020, which created instability.
  • Operational Pressure During the Pandemic: Fewer resources and heightened strain on the business.
  • Feedback Gaps: No quarterly check-ins or 360 feedback system in place, leading to inconsistent goal alignment.
  • Disconnected Goals: Retail managers often lacked clarity about how their contributions linked to organizational outcomes.

The combination of capability gaps, leadership turnover, and pandemic-related pressures made improving performance management and engagement an urgent priority.

Action: Partnering with Engagedly

To address these challenges, Purdys partnered with Engagedly and rolled out a structured system for OKRs, quarterly check-ins, annual reviews, and learning modules. The rollout was phased, starting with Support Office staff and then retail managers, paired with training and support from Engagedly’s Client Success team.

Goal-Setting and Reviews:
Goals were cascaded from executives → departments → managers → individuals. District managers also set shop-level goals to align team priorities with organizational objectives.

360 Feedback & Learning:
360 feedback processes were introduced to strengthen development, while learning modules supported professional growth and compliance.

Feedback Loops:
Regular check-ins improved clarity, collaboration, and alignment between managers and employees, fostering stronger communication and accountability.

Results: Streamlined Processes and Cultural Impact

The implementation of Engagedly streamlined and automated processes, providing real-time visibility into goal alignment, performance, and engagement.

Measurable Outcomes

  • 100% completion of annual reviews and quarterly check-ins.
  • Greater goal clarity and accountability across all levels.
  • High engagement scores: Employee Net Promoter Scores (eNPS) consistently above 40 (industry average: 13).
  • Improved feedback culture: More constructive and consistent conversations between managers and employees.

Business Performance

While Engagedly cannot be seen as the sole driver of sales and revenue growth, its impact was clear:

In the first year of implementation (Support Office only), performance across channels was up approximately 7% against target.

In subsequent years, external challenges such as the pandemic, rising cocoa prices, and supply chain disruptions created headwinds that required pricing adjustments and impacted sales. Despite this, performance held reasonably well given the context, and Engagedly continued to support alignment and performance management during volatile conditions.

Cultural Transformation

Beyond sales results, Engagedly helped enable a measurable cultural shift:

Following an Accountability workshop series, managers embedded accountability practices into daily management and integrated these principles into Engagedly.

  • Managers and employees became more aligned on priorities.
  • Engagement scores rose significantly.

For the first time in recent history, Purdys was able to achieve its production goals.

Employee Growth & Development

Tuition reimbursement: Up to $1,500 for full-time employees and $750 for part-time employees.

360 Feedback: Participation among retail managers increased to 70%, up 20% from the prior year.

Retention: Strengthened by a culture of learning, growth, and high engagement.

Data & Analytics

Real-time tracking of goals and engagement metrics provided leadership with data-driven insights to make better strategic talent and performance decisions.

Exploring AI Capabilities

While Purdys is still exploring the full potential of Engagedly’s AI features such as Marissa Co-Pilot, they anticipate these tools will further streamline processes, save time, and free managers to focus on team development and strategic priorities.

Looking Ahead

Purdys sees Engagedly as a key HR technology partner in performance management, learning, and broader talent initiatives. Looking forward, the company plans to explore:

  • Succession planning
  • Career pathing
  • Predictive talent insights powered by AI

These tools will help build a stronger leadership pipeline and prepare Purdys for sustained growth.

Advice for Others

Leadership commitment is the biggest driver of success. Our President champions Engagedly at every monthly huddle, highlighting OKRs and modeling how they cascade across leadership levels.

HR partnership is equally critical. The People & Culture team set up the process, guided leaders and employees, facilitated OKR-setting, drove quarterly check-ins, ensured timely reviews, and nudged leaders when needed—building consistency and trust.

Progress over perfection. By embedding practices gradually and celebrating milestones, we built momentum, drove adoption, and ensured the system delivered both performance and cultural impact.

Key Takeaway

By embedding Engagedly into its culture, Purdys Chocolatier transformed fragmented, manual processes into a structured, scalable performance management system. The result: 100% review completion, stronger accountability, improved engagement, measurable cultural impact, and sales growth in year one — even amidst leadership turnover, pandemic disruptions, and market volatility.

Book a demo with Engagedly today and see how our platform can help you achieve similar results.