Case Study: S‑RM achieves full control of content and brand assets with Templafy

How S-RM took full control of their content and brand assets

S‑RM, a global risk and intelligence consultancy of about 300 people operating across six countries, struggled to control content and brand assets used in documents and presentations. With templates scattered on an internal server, no central template file, and employees copying and pasting content, S‑RM faced inconsistent, outdated materials and a labor‑intensive process for creating templates. To address this, S‑RM implemented Templafy.

Templafy provided a centralized, user‑friendly system for controlling, distributing and updating document and presentation templates and brand assets. As a result, S‑RM gained much tighter brand compliance and easier access to up‑to‑date templates, reduced manual effort in template creation, and established a clear process for rolling out new templates — giving the firm greater control over how documents and presentations are produced and shared.

S-RM

Sam O’Dowd

Senior Designer