Case Study: Everest Group streamlines global document management with Templafy

How Everest Group simplifies global document management

Everest Group, a global research firm with 600+ employees, needed a more scalable way to manage documents and templates across its expanding workforce. Before adopting Templafy, the company relied on PowerPoint add-ins, SharePoint, and email-based sharing, which led to outdated versions, inconsistent materials, IT bottlenecks, and inefficient template distribution.

Templafy provided Everest Group with a centralized, easy-to-use template and asset library integrated into Word, PowerPoint, and Outlook, creating a single source of truth for approved content. The rollout included dedicated support, targeted training, and tutorial videos, and the results included greater quality control, improved consistency, streamlined email workflows, and an estimated 1,200 working hours saved annually.

Everest Group

Elizabeth Boudrie

Senior Vice President