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How a Global Consulting and Advisory Firm Consolidated their Brand Identity with UpSlide

5h+ saved/user/month

5+ years with UpSlide

Consolidating our core value proposition is the heart of our business objectives. Thanks to UpSlide, we can now drive business growth across our 40 offices from the same standpoint.

CMO, Global Consulting and Advisory Firm

Most Used Features

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Excel to PowerPoint & Word Link

Link and update Excel tables and charts to PowerPoint or Word instantly.

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Content Library

Give teams instant access to branded documents, assets and templates within Microsoft 365.

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Dynamic Tombstones​ Library

Insert perfectly formatted, up-to-date credentials into your pitchbooks and proposals.

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Context and Objectives

In 2020, UpSlide partnered with a leading global Consulting and Advisory firm operating in 40 countries.

As the firm continued its steady growth, it became more and more important to standardize their brand across their global footprint.

They were initially using a legacy in-house content management tool to achieve this; however, they looked to replace this with a more complete document generation solution and technology partner, guaranteed to stay up-to-date in the Microsoft 365 suite.

Create a Streamlined, Standardized Document Creation Process for All Global Employees

Ensure Teams Have Access to Best-Practice, Up-to-Date Templates Within Microsoft 365

Strengthen Brand Messaging, Positioning and Reputation With Best-in-Class Client Deliverables

Challenges

Inconsistent, Disparate Brand Identity

Content management used to be heavily manual for the firm’s marketing team. Decentralized file sharing and the lack of a standard global template led to inconsistent branding across multiple subsidiaries, posing a threat to brand reputation.

Inefficient Tech Stacks

Maintaining and upgrading internal tools became a drain on resources for the firm’s IT team. The team sought a low-touch solution to limit internal maintenance while optimizing productivity at scale across global teams.

Unstandardized Positioning Hindering Growth

Varied processes and materials across global teams limited the potential for cross selling at an enterprise level. Senior leadership sought a smarter way to align and support cross selling opportunities across all company verticals.

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The UpSlide Project

CMO and UpSlide Project Sponsor

  • Oversees all marketing operations across the firm.
  • Organized the creation and rollout of a unified template across the firm’s global teams.
  • Proposed UpSlide as an enterprise solution for all business units.

Project Highlights

“The Success team at UpSlide have made content management effortless. We get full transparency on which pieces of content are being used the most per business unit via the Content Library. “With this data, the marketing team can continue optimizing our PowerPoint decks, ensuring the top-used items are up-to-date and impactful.”

What Benefits Have You Seen from Implementing UpSlide?

“We’ve been making a company-wide effort to standardize templates in PowerPoint for years, both at a global scale and regionally.

“Ensuring that employees create consistent deliverables in PowerPoint is no easy task, but with UpSlide, the project finally came together.

“Content distribution has become significantly easier for the marketing team. Front-line teams now have direct access to all marketing-approved proposal content, creating more opportunities for cross-selling across practice areas.

“Plus, we’re no longer at risk of presenting an inconsistent brand to our clients and stakeholders.”

How UpSlide is Helping?

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Smoother Content Distribution

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Global Brand Consistency

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Company-Wide Productivity

Senior Systems Engineer

  • Oversees the rollout and maintenance of all Microsoft products and partners.
  • Primary contact on feature development and rollout with the UpSlide team.

Project Highlights

“There was a real sense of partnership when working with the UpSlide team. It was reassuring to work with a team ready to handle the challenges of an implementation at this scale.”

What Benefits Have You Seen from Implementing UpSlide?

“Over the course of our partnership, UpSlide has become more and more tailored for an enterprise-wide context. As an all-in-one tool for Microsoft 365, we’ve been able to implement it as a global standard that is flexible for the needs of each team and business unit.

“Having to only train our employees on one solution in PowerPoint, Excel, and Word has also led to high adoption rates and a true productivity gain enterprise-wide. We’ve also seen real ROI from UpSlide in the time and money we’ve saved on maintaining our old internal tool.”

Project Impact

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Long-Standing Partnership

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Easy Integration in Global Workflows

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Streamlined Tech Stack

Partner

  • Implemented UpSlide in 2020 to improve day-to-day productivity.
  • Shares best practices with extended team to increase efficiency.
  • 10h saved per month with UpSlide.

How Did You Find Working with UpSlide?

“This was the fastest and smoothest onboarding of an application that I’ve seen. ​This project really stands out; the team were tremendous.”

How Did the UpSlide Team Make Your Job Easier?

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Reduced Document Creation Time

“The Excel to PowerPoint Link has become the bedrock of every pitch we produce. Where it would take an analyst around an hour to cross-reference and update all the market data across a deck, it now happens in a single click. I can also see who updated a specific piece of data and when, which saves us the effort of duplicating unnecessary work.”

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Improved Quality and Accuracy

“The ability to access pre-built Templates and an automated Table of Contents in one click ensures that all our documents are perfectly structured. The quality of deliverables we produce is now significantly higher, and we’re no longer spending unnecessary time on formatting in PowerPoint.”

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Smoother Knowledge Sharing

“Historically, if you needed credentials or a photo for a pitch, it could sometimes take up to an hour of searching through SharePoint and asking multiple colleagues over email. Now, with UpSlide’s Dynamic Library being seamlessly integrated within PowerPoint, we can do it in seconds.”

An Enterprise Rollout​

At first, the marketing team deployed UpSlide to an initial pool of 2,000 users within select business units including professional services teams like Tax and Valuations.

After seeing the increased productivity and ROI across these functions – through easier content sharing, faster document generation, and reduced reviewing time – the firm chose to roll out UpSlide as an enterprise solution and usage has consistently increased in parallel to the firm’s global growth.

Today, it’s part of the standard tech stack for all global employees.

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The UpSlide team runs bespoke training programs to ensure all users, regardless of team, are making the most of the tool.

UpSlide’s commitment to change management support for our end-users demonstrates its merit as an enterprise solution.

Senior Systems Engineer,
Global Consulting and Advisory Firm

Impact

Streamlined Enterprise Content Management

“Teams no longer waste time recreating content, such as charts, because they can’t find the original file – the Excel to PowerPoint Link is extremely robust and means we can make quick changes to the data and update our presentations in seconds.“

Reinforced Competitive Positioning

“The Content Library means teams can now find up-to-date material swiftly – and make quick edits if needed. The creative team find it very easy to manage.“

End-to-End, Integrated Workflows

“Before UpSlide, everyone had their own process, so the deliverables were inconsistent. Now we’re all following a single process and using one central tool, documents are much more consistent.“

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