CASE STUDY
How ERM strengthens brand reputation with Templafy
“If we didn’t have Templafy, there is no way we could have got all of our 8000 employees to adopt our new templates and showcase our new identity to our clients”.
Sarah Middleton
Marketing Director, Brand Integration, ERM
INDUSTRY
Consulting
LOCATION
40+ worldwide
EMPLOYEES
8000+
Achieving brand harmony
In 2023, ERM embarked on its first rebrand since its brand was established 41 years ago. The rebranding drew inspiration from ERM’s rich heritage and emphasized the crucial role of nature in its future, capturing the importance of economic and societal transformation.
Embarking on a rebranding journey is no small task for any global enterprise. Guiding every employee to seamlessly embrace the new brand from day one is a nuanced challenge that demands careful navigation.
Sarah Middleton and Bruce Stoddart from ERM share their insights on before and after Templafy.
The results
- Enhanced brand value
- Reduction in creative requests
- Significant productivity gains
The challenges
- Different templates being used across teams and regions
- No central repository for company-wide brand assets
Why was Templafy the right choice?
Being able to pull templates and marketing assets together in one central point was a game changer. Not only did it make the document creation process more efficient, but it also provided an additional level of brand guardianship and quality control.
And from an end-user perspective it was ideal. Having access to approved icons and imagery within every document and presentation was a huge plus.
How crucial was Templafy’s presence in the Microsoft Azure marketplace for the procurement process?
On the IT front, when seeking project board approval for the technical aspects, the fact that it was already there and had been through the accreditation process meant that most of the checks that needed to be done had already been completed.
How did rollout and implementation go?
It was so fast. That’s the big thing. Before we implemented Templafy on every employee desktop, we put a huge amount of emphasis on the educational aspects and making sure we understood how the user experience would be.
Templafy really helped by providing a suite of resources to get started, which we housed on our intranet page. This was continually updated, and Templafy was quick to answer any questions we had, which reassured everyone internally that the right support was there when needed.
“From a business perspective, creating accurate and brand-approved client presentations that meet our quality standards are crucial Templafy gives us that reassurance”
Bruce Stoddart
Communication Manager, Design
What has the feedback been from teams?
It’s been overwhelmingly positive, and everyone really likes it. We did three drop-in sessions across each of our regions, and everyone was really enthusiastic about Templafy and how it can help them in their day-to-day work.
What particularly resonated was the ease of accessing approved imagery and other assets without having to leave their document or presentation. The facts speak for themselves, and thousands of our employees across the business are using approved templates and marketing assets every day.
How does Templafy support ERM’s digital and brand strategy?
The productivity of our people is key. Our consultants have billable targets, which means they’re focused on delivering client work. If we can make this easier for them, as a business it shows that our infrastructure is working harder and more efficiently.
From a brand perspective, the overall impression of us as a brand is conveyed in our reports. We deal in reputation, and these reports help make sure that companies are meeting their sustainability obligations. It’s an important sale, so having a quality brand that produces quality reports is an essential aspect of our overall strategy.
The Solution
Enabling brand protection
Faster document creation
Company-approved templates available instantly, within Word and PowerPoint.
Built-in brand control
Access to on-brand images, logos and other marketing assets at the touch of a button.
Error-free document editing
Presentations automatically scanned for content, format and layout inconsistencies.
Effective email signatures
Simple setup and management for targeted, on-brand email signature campaigns.
About ERM
ERM is the world’s largest sustainability advisory firm.
Its diverse global team helps the world’s leading organizations meet today’s sustainability imperatives, through establishing clear goals, tracking progress, and bringing strategies to life through business transformation. In 2023, ERM embarked on its first rebrand since its brand was established 41 years ago. The rebranding drew inspiration from ERM’s rich heritage and emphasized the crucial role of nature in its future, capturing the importance of economic and societal transformation