CASE STUDY
How Waterman Group responds to clients faster with smarter document processes
“Templafy has allowed us to quickly create high-quality documents, making it accessible to everyone, not just the marketing team. It’s been a game-changer in terms of streamlining our document management and improving efficiency across the business.”
Jonathan Hoare
Commercial Marketing Director, Waterman Group
INDUSTRY
Engineering and environmental consultancy
EMPLOYEES
1,000+
Making collaboration and consistency easy
Waterman Group, a leading engineering and environmental consultancy, wanted to make document creation easier and more consistent for its teams. With over 1,000 employees working on projects across the private and public sectors, the company needed a better way to manage templates, branding, and document workflows.
As their business grew, so did the complexity of their documents and the need for teams to work together across departments. Waterman Group set out to find a solution that would not only save time but also help everyone, from engineers to consultants, collaborate more effectively and deliver high-quality, on-brand documents every time.
We spoke with Jonathan Hoare, Commercial Marketing Director at Waterman Group, about their journey with Templafy and how it transformed their approach to document creation.
The results
- Proposal and report creation time reduced by at least 50%
- Faster response times to client requests
- Improved collaboration across business units
- Less manual work and higher employee satisfaction
The challenges
- Manual, fragmented document management across departments
- Multiple templates and manual reformatting slowed down work
- Difficulty maintaining brand consistency and document quality
- Time-consuming proposal and report creation, especially for senior staff
What was your document creation process like before Templafy?
Before Templafy, our process was highly manual and fragmented. Teams kept documents and information in separate places, so finding the right template was often a challenge. We spent a lot of time reformatting files and double-checking branding, which slowed us down, especially when responding to clients or preparing bids.
What were the biggest pain points?
We had too many templates, and each department followed its own approach. Ensuring every document met our standards took significant time—time our engineers and consultants could have used on their core project work.
How did Templafy help solve these challenges?
Templafy helped us bring all our templates, images, and branding into one platform. Now, our teams can access everything they need directly in Microsoft Word and PowerPoint. This means less time spent on formatting and more time focused on the actual content. It’s made document creation much easier and more consistent across the company.
“Templafy has freed up our engineers and consultants to focus on their core technical roles, rather than spending valuable time reformatting and applying branding. It’s significantly improved productivity and allowed our senior staff to focus on higher-value tasks.”
Jonathan Hoare
Commercial Marketing Director, Waterman Group
What results have you seen since using Templafy?
The time we spend creating proposals and reports has dropped by at least 50%. Senior leaders aren’t staying late to fix formatting anymore, and we can now respond to client requests much faster, sometimes even the same day.
It’s also much easier for employees from different business units to work together on cross-company bids since everyone is using the same templates and doesn’t have to worry about formatting. Overall, the process is smoother and people are more satisfied with how we work.
What are your plans for the future with Templafy?
We’re looking into integrating AI tools like Microsoft Copilot to automate even more of our document workflows. The goal is to make sure any AI tools work seamlessly with our Templafy templates and branding, so we can keep improving efficiency without losing consistency.
“We’ve seen significant time savings on proposal and report creation with staff having access to a range of templates and pre-made content. Templafy has helped us respond more efficiently, delivering consistent high-quality proposals that secure new business.”
Jonathan Hoare
Commercial Marketing Director, Waterman Group
The solution
Centralized template and asset management
All company templates and branding resources in one easy-to-access platform.
Seamless Microsoft Office integration
Employees work directly in Word and PowerPoint, using pre-approved templates.
Improved document quality and speed
Consistent, on-brand documents created in half the time.
Reduction in time spent creating proposals and reports
About Waterman Group
Waterman Group is a multidisciplinary engineering and environmental consultancy with over 1,000 employees. The company delivers sustainable design and research for built environment projects across the private and public sectors.