Case Study: Largest Private Investment Firm Achieves NF 42013-Compliant SharePoint Archiving with Everteam

Archiving SharePoint Content to Meet Compliance Requirements

Largest Private Investment Firms, a large private investment firm managing and advising over US$60 billion in assets, relied heavily on SharePoint to create, manage, and share investment documents. However, SharePoint did not meet the NF 42013 archiving standard required for audits and document preservation, so the firm needed a compliant electronic archiving solution without disrupting users’ day-to-day SharePoint workflow.

Everteam implemented Everteam Application Archiving and Everteam Records with tight two-way integration to SharePoint, enabling documents and emails to be archived, indexed, converted to PDF/A, signed, and traced while still being viewed in SharePoint. The solution delivered NF 42013-compliant archiving, improved security and integrity of investment information, and preserved SharePoint as the primary user-facing repository for most employees.