CASE STUDY
How Everest Group simplifies global document management
“Templafy has made our templates much more accessible and much easier to update. It has clearly become our source of truth—if it’s in Templafy, it’s correct.”
Elizabeth Boudrie
Senior Vice President, Everest Group
INDUSTRY
Market research
OFFICE LOCATIONS
Global workforce
EMPLOYEES
600+
Scalable solutions for a diverse team
Everest Group is a leading global research firm specializing in information technology, business processes, and engineering. Known for delivering action-oriented insights across industries, Everest Group’s mission is to help organizations solve complex business challenges.
Speaking of complex business challenges, Everest Group had one of their own. As the company expanded, the need for a scalable, efficient document management system became critical to ensuring consistency and quality across their global operations.
We spoke with Elizabeth Boudrie, Senior Vice President at Everest Group, about the needs of their growing team and how Templafy helped them establish a single source of truth in document and template management.
The results
- Saved 1,200+ working hours annually
- One single, centralized source of truth for assets and templates
- Greater quality control for both written and visual assets
The challenges
- Scattered and disorganized use of templates
- Over-reliance on IT department to manage assets and workflow
- Employees creating off-brand or outdated documents
How were your teams managing documents before Templafy?
Our process for managing templates was fragmented and not very efficient. Before Templafy, we relied on PowerPoint add-ins and SharePoint, which made managing templates difficult. Teams often used outdated versions, leading to inconsistencies and inefficiencies.
This caused significant problems. With nearly 500 analysts generating thousands of reports and documents annually, and another 200 employees needing templates for sales and operations, we saw a lot of errors.
Another challenge was our reliance on IT to update templates. The process was slow and created bottlenecks, which impacted productivity. Sharing best-practice templates was equally difficult. Teams would often email documents back and forth, which meant that people had to dig through their inboxes to find the right file or, worse, recreate materials from scratch.
What kind of solution were you looking for?
We needed a tool that integrated easily with the tools we were already using, like PowerPoint, Word, and Outlook. It had to be easy for our teams to use and provide centralized access to the most up-to-date templates.
Templafy checked all those boxes and more. What really stood out was the centralized template and asset library. It ensured everyone could easily access the latest materials without switching to external systems like SharePoint.
“We estimate that our team is able to save 1,200 hours annually. That is massive—and it lets our employees get back to more high-value client work.”
Elizabeth Boudrie
Senior Vice President, Everest Group
What was implementation and rollout like?
The implementation process was fantastic, thanks to Templafy’s dedicated support team.
Our roll-out plan included a series of pre-launch teaser emails to generate excitement, which worked really well. Then, we held targeted training sessions for different teams, showing them exactly how Templafy would fit into their workflows. On top of that, we created short tutorial videos, which are still available and super helpful for ongoing training.
For me, this was the most complex rollout I’ve been a part of, but it was also the smoothest. The support from Templafy made it easy for us to replace old templates quickly and efficiently.
“The implementation process was fantastic, thanks to Templafy’s dedicated support team… [They] made it easy for us to replace old templates quickly and efficiently.”
Elizabeth Boudrie
Senior Vice President, Everest Group
How is your team’s day-to-day work different now?
The results have been huge. Templafy has made our templates much more accessible and much easier to update. It has clearly become our source of truth—if it’s in Templafy, it’s correct.
We estimate that our team is able to save 1,200 hours annually. That is massive—and it lets our employees get back to more high-value client work.
One additional, unexpected benefit has been Templafy’s integration with Outlook. We use a lot of email templates, including for webinar follow-ups. Before, the sales team had to manually share email templates through inboxes, which was time-consuming and prone to errors. Now, they just go to a central folder in Templafy and generate the correct version immediately. It’s streamlined our entire process and improved consistency.
“Before Templafy, we relied on PowerPoint add-ins and SharePoint, which made managing templates difficult. Teams often used outdated versions, causing inconsistencies and inefficiencies.”
Elizabeth Boudrie
Senior Vice President, Everest Group
What has surprised you most about Templafy?
Templafy has really opened up new opportunities for us. Beyond document creation, it’s streamlined our internal and external email workflows, which I didn’t initially expect.
The platform is incredibly user-friendly, and adoption was easy across the company. It integrates seamlessly with the tools we were already using, so there wasn’t much of a learning curve. Templafy has allowed us to work more efficiently and consistently without disrupting our established workflows.
Templafy has revolutionized how we manage documents and templates. It’s easy to use, saves time, and ensures that everything we create is consistent, accurate, and on-brand.
The solution
Seamless integration into workflows
Employees can access Templafy directly from tools like Word, PowerPoint, and Outlook.
Simpler workflows without the bottlenecks
Centralized libraries make it easy to administer brand updates and ensure compliance without relying on IT.
Centralized asset management
Company-approved templates, messages, and visual elements all updated in real-time.
Greater accuracy and consistency
Automated checks for errors in language, formatting, visuals, and more directly within PowerPoint.
working hours saved annually
About Everest Group
Everest Group is a leading global research firm with deep expertise in business processes, sourcing, and evaluating existing and emerging technologies and their applications across multiple industries and functions. Everest Group’s mission is to help organizations make confident evidence-based decisions to solve complex business challenges and drive growth and value creation.