Case Study: Performance Equity Management achieves simpler audits and stronger compliance with Lexmark

Performance Equity Management - Customer Case Study

Performance Equity Management, a leading global private equity firm, needed a better way to manage complex legal and investment documents, reduce risk from storing content on a shared drive, and simplify audits across its business units. The company also had to improve compliance with internal standards and federal retention and regulation requirements, and it evaluated records management vendors before choosing Lexmark and its hosted process and content management solution, including Perceptive Content and Perceptive Retention Policy Manager.

Lexmark implemented an electronic records repository that replaced the shared drive, improved searchability, security, version control, and retention management, and helped Performance Equity Management manage documents by department and business function. As a result, the firm can now meet federal compliance standards, provide auditors access to electronic records without exposing working files, support defensible destruction, and reduce risk; it has also completed several audits more easily and securely manages HR files and tax documents.

Performance Equity Management

Emily McCarthy

Business Records Analyst