Case Study: Clearwater Capital Partners achieves centralized global document management and reduced email overload with Hewlett Packard Enterprise's HP WorkSite

Clearwater Capital Partners Takes Global Information Management to the Next Level

Clearwater Capital Partners, a global investment firm, faced slow and inconsistent information access across distributed offices, unmanaged email overload, ad hoc document profiling, and risks from duplicated or locally stored files. To address these challenges the firm worked with Hewlett Packard Enterprise to deploy HP WorkSite document management and related services.

Hewlett Packard Enterprise, supported by partner SPECTRA IT Associates, implemented HP WorkSite with automated profiling, version control, granular security, Outlook integration and a WorkSite Communication Server plus caching for satellite offices. The solution centralized and automated filing (including auto‑filing of broker quote emails of more than 100/day), reduced inbox bloat and Exchange strain, lowered latency through server caching, improved search and navigation, and delivered stronger auditability and control—driving measurable improvements in access, risk reduction, and productivity across Clearwater Capital Partners.

Clearwater Capital Partners

Bruno Beuque

Partner