Customer case story

“We have peace of mind knowing employees are now empowered to create on-brand and compliant documents, and end-users are happy to use it on a day-to-day basis.”

S-RM is a global risk consultancy that helps organizations and individuals manage regulatory, reputational and operational risks. They provide corporate intelligence, crisis management and cyber security services to clients across 140+ countries. The complexity of the topics S-RM consults on are reflected in the documents they produce. However, controlling content and brand assets used in documents and presentations produced by S-RM employees across 6 continents proved to be difficult.

Prior to implementing Templafy, S-RM stored documents on an internal company server. There wasn’t a central file for templates so finding templates was a challenge, and since employees copied and pasted different parts of files there was no way to ensure the templates contained up-to-date information and brand assets. The content lead in S-RM’s Corporate Intelligence unit, remembers that creating corporate documents was “definitely a bit of an anarchy situation” before Templafy. From a brand perspective, S-RM Senior Designer, Sam O’Dowd, recalls that each template had to be made individually which was quite labor-intensive.

Why Templafy?

S-RM needed a centralized system to control and distribute templates to help increase brand consistency in documents and presentations across all global office locations.


Andy Furness, Digital Marketing Manager at S-RM, claims control has been one of the biggest changes since implementing Templafy. The Corporate Intelligence content lead adds, “Our client list is always growing and we’re always needing to come up with new products and templates to suit them. Templafy has helped us create a very direct and obvious chain with how to create and distribute new document and presentation templates. Now someone will suggest an idea for a template, run it passed me to make sure it’s accurate from a business unit perspective, then we send it through to our Marketing team to design and distribute it. Templafy also allows us to create an infinite number of templates, in far less time than before.”



“We have better control over documents and presentations being sent off in terms of how it looks and brand compliance. We also have more control over what branding assets are available to S-RM employees and making sure they’re applied correctly across our templates.”

Marlie Freitas Dos Santos
Designer at S-RM


Central distribution

Since Templafy is cloud-based, it allows S-RM to globally distribute all document and presentation templates and digital assets from one place. As Andy explains, “Any mass updates to document or presentation templates are far easier to make with Templafy, be they larger scale in terms of brand or smaller scale in terms of updating something across multiple reports.”

Sam adds, “Now it’s easy to make one branded template and roll it out globally to all employees, instead of needing to create millions!”

Templafy’s cloud-based software also makes it easy for S-RM employees to access the content they may need from anywhere. If employees need to work from home, they can now access the latest document and presentation templates without needing to worry about server issues.

Increased productivity

Templafy has helped increased productivity for both S-RM employees creating the templates and those using them. Sam points out that S-RM employees are more self-sufficient in terms of creating their own PowerPoint templates due to the easy access to digital assets which allows the Marketing team to focus on other things.

Sam states, “We make a point in creating new slides for the slide decks that users can use with different layouts, which has helped us improve creativity on that end. Also, having the library of images and icons easily available at all times has been quite a plus for us. If anyone needs a specific image or icon, they know to look in Templafy first.”

The Corporate Intelligence content lead also has found that text elements are used a lot, which allow S-RM employees to add snippets of text to reports which are already company approved. Additionally, Templafy has helped save time with formatting – time which really adds up when considering the length and complexity of the reports created.

Plus, S-RM employees have found Templafy easy to use. Sam adds, “Templafy is a built-in program so if employees are already busy creating a report in Word and just want to add in a text element or icon, it’s easily accessible and you don’t have to leave the application. Same with PowerPoint if employees are creating a presentation. Templafy is already there, setup for you to use. It can’t get easier than that.”

Brand consistency

Overall, global brand consistency across documents and presentations has been the biggest improvement since S-RM implemented Templafy. As Andy states, this is extremely important as “From my side of things, having a lot more people involved and having a better understanding of the brand as a whole is really important. Templafy has definitely helped with this.”

Sam is optimistic that the brand benefits will only increase since, “We’ve only had Templafy for a year and already can see a big difference in the way people are using our brand and sending content off to clients. Employees are only getting more and more comfortable with using Templafy so in another year we’ll probably have no brand issues in documents and presentations!”

All in all, Andy concludes, “We have peace of mind knowing employees are now empowered to create on-brand and compliant documents and end-users are confident to use it on a day-to-day basis.”

The latest S-RM company slides are available to be inserted into PowerPoint presentations with the click of a button.


The latest on-brand and compliant document templates are available withing Word, with the ability to add company-approved text elements.

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