hello and welcome to this broadcast from philomein denmark um the at the end of today is is called take control of your corporate documents and we have prepared an exciting agenda for you today my name is boyce newland i'm director of modern work in philomen denmark and today uh luckily i have peter with me from from templafy maybe peter yeah thank you so much boris and uh yeah thanks for having me here and uh it's a pleasure to be here to talk about one of my my favorite topics and i should say we have a very exciting agenda today to cover um i'm head of partnerships at templify and i manage partnerships across our entire funnel so partners that help us advise clients on on how to work with their tech stack on how to work with their with their brand and things like that and then also a lot of technology partners and and content design partners that ensure that we can deliver a great solution into to the stack that that enterprises have and that they have great content to work with so so that's my responsibility my background is management consultant it's consulting so i've done i've done my document work and and i know a lot of the pains that are associated with that so look forward to uh to shed some light on that today same here same here and i can say it's it's an amazing product that you have but the agendas for today if we look into that it's first of all we'll talk about why at all care about the business documents and then we'll dive a bit more into this and use free we call it lenses to zoom in on on different use cases or problems we talk about brand activation we know that ourselves shifting from proactive to fellow mind we talk about the compliance security which is super important today and also productivity and basically that's also what we normally talk about when i talk to my clients about modern work security compliance and productivity are high on the agenda yeah and i think it's it's it's important to say that what we're going to cover today is is going to be a high-level introduction to documents some of the problems around it and how we think enterprises should consider that those problems and how they can go about it at a high level and then we will in later webinars coming soon we will focus on how to go about very specific problems and the solutions and the platforms you can deploy to to solve those use cases and as you rightly say you are a you are yourself a templify user and uh and a partner yeah we just uh recently uh made a partnership with you and i'm super excited about that and then being able to present the solution for our customers and also how to integrate that with with all the microsoft solutions uh being used out there so so super cool great and um yeah so so let's dive into it let's dive into it there's some big questions that we need to uh to answer today and i think the question that that we're going to try and shed some light on today is why should you care about your documents and to give you a bit of a reality check let's try to understand the magnitude of documents today so we know that there are about 1.25 billion information workers out there so people like you and me boris that sit behind the desk every day and produce documents of different kinds of characteristics and we know that those very same people create about 10 000 business documents and emails per year so try to think about that the magnitude of those documents are just enormous and we live in a digital world so every document leaves an impression somewhere it leaves a footprint somewhere and so if you haven't thought about how your employees go about crafting those documents you can run into some serious problems every time you create a document it's becoming a liability for you so it's that's related to your brand it's related to security and it's related to how productive your employees are when they create these things exactly yeah so before we dive into documents specifically and and some of the very very um specific problems i want to just try and and bring us back to what is the space that we're working in and and why are we trying to to do what we do um so we know today that there are technologies that can intelligently connect content to people and some of those have been around for a while you know them as spotify your netflix they bring content to you where you want to consume it when you want to consume it absolutely and and by the way uh what's up and fellow mind is that technology connects and people create meaning yes so it goes really hand in hand with what you're saying here right yeah and when you think about it we spent a lot of time at work right and we believe that the same thinking for connecting content and people through technology is what's needed for business applications and that space is what we call content enablement so essentially enabling your content to find the right user at the right time for the right purpose where they work and what we do at templify is to build and develop a platform that help you with your document generation needs so we're not the only player in the content enablement space there are a lot of solutions some some of which you also work with those are your document management systems that that manage and store a document and host documents and it's your flight teams sharepoint and so on the microsoft stack all that stuff and a lot of you know digital asset management solutions that that host images and other files and and that's the kind of content that needs to find people and some of them are applications that that help us work more productively so what we believe is that finding and discovering and consuming content will the response responsibility for doing that will have to move from technology or from people to technology and there's a couple of reasons for that because in the future enterprises have to expect more from from their content and i believe that some of the pain points we're going to talk about here is something that you will be familiar with so we need to create a situation where content finds people and workflows and not the other way around and there's a couple of reasons for that and i'm sure that that you'll be able to recognize this so content is just growing exponentially there's more content than ever and it's going from you know being possible to navigate to being completely impossible to navigate and the points of creations are multiplying so before you had a single app right you had your powerpoint you had your word but today you have so many more applications that you gotta be able to understand and work with and you do a lot of app switching which creates fatigue absolutely that's what we see here all the all the time a lot of different apps switching between them when to to use what it's it's really confusing for to a lot of of the users exactly and and so one thing is to really you know make sure that that that content can find people but the the other thing that content must do is to be able to report back right so where is our content and what is what is within that what kind of content are within which documents right because we know and of course that's different from industry to industry but we know that regulatory requirements are just rising they're become i worked in banking and we had for we had so many different regulatory requirements that we had to fulfill not only from an information security point of view gdpr uh method and and all other kinds of regulatory requirements that you know it's out of control right and and we got to find some way to to work more effectively with that and then you invest a lot of money in solutions that are supposed to tell you where is our data but when your input is wrong those data insights are not going to be great so the market response of course is is content enablement technologies and that's what we work with right so connecting content to the right people in their workflows and for us then to help them create business documents faster and i think this is a good illustration of what happens when you when you don't have technology in place to to solve these issues right you have thousands of documents and emails and when they're all full of mistakes and errors and aren't produced correctly you have actually what we call document anarchy and and that's essentially what we're setting out to solve together absolutely so absolutely no compliance or [Music] and and also it impacts productivity yeah you cannot find the right documents you cannot find the content that that you need maybe you find an outdated version of something and so on and so on exactly and those are some of the the very big pitfalls of you know repurposing and using things that you have used previously for different purposes that's that's not great so that leads me that's my cue to talk about how do you create a great how do you create a great con document sorry um and when you create a document it should always consist of a blank canvas right and then you have a ton of different content that different stakeholders care about that you need to put into your into your final product and so we can take a bit of a look on the creation flow here so any document should start with the right policies being applied and those are regulatory driven they're compliance driven so it's really about ensuring that you have the right classification on your document you have the right legal language in your document and also something which is invisible to many people is the metadata right so you have the right metadata properties on your document and that's just foundational that's something you've got to have in your document if you don't have it someone else is going to be unhappy down their own sounds so simple i mean having the right major data having the right content in there but it's not and and i know that and and then also it really goes hand in hand with a lot of the discussions we have when implementing microsoft technology how to use your metadata not only to find the right documents but also how to to to classify the documents and it's something that a lot of users are really struggling with exactly and information security is just one thing and policies are just one thing then you have your brand right and i know that there are people on on on the broadcast here today that will care about the brand and for users you also have to understand what's the latest and greatest content that i can use here that's brand approved where's our latest and greatest logo and what's the coloring scheme and how do i put put it together in a nice way that represents who we are and our values our mission statement and all that stuff and this is just this is just the basics right now you have the core of your document now you got to give it context and to give your document context there is a lot of existing stuff out there that you should be able to reuse and do that effectively right and have access to the problem is that more often not you don't have access to that and so you start recreating things that already exist and then it goes not just for for powerpoints and so on could also be contracts or proposals so how many times have you written the same clauses in your in your contracts with your clients first yeah probably a lot and and on top of every document there is almost always also a need to touch it with humans after all we are intellectuals and we have value to add to documents so there's also a need for for individuals and employees to touch the document and add stuff to the document and you want that of course to be meaningful so you want to have a lot of time to do the analysis or do the work that's why you want to to put your focus and your effort into that that's where you can enrich the document where you can add the value to the document you give the document meaning right and you give the document value for the end user the problem is that you spend so much time on nitty gritty stuff which is like editing and reviewing and making sure that it looks good right because you have you have everything in in order um so the the problem is and i want to start with the with the left hand side of this slide right because these are your company standards these are your foundations and there is a tendency in enterprises and correct me if you think i'm wrong here but there's a tendency in enterprises to have an overly big reliance on people right and so people are not geared to manage all this they're busy they have things to do and how can you understand gdpr rules how can you understand regulatory rules how can you understand guidelines for the brand how do we speak how do we represent ourselves all those rules it's impossible and today enterprises are just solely relying on people to do that job and they're not geared to do it so you gotta create a situation where you give that responsibility to technology because technology can manage that and then on the right hand side it's it's really about being efficient and being productive right so it's about connecting that content to people so not only do we connect rules and guidelines to people we also connect relevant content to the right people where they work so they can easily access and insert whatever they think so it creates meaning exactly yeah and then finally you want to make sure that people spend time on value creating work and not mundane work because that creates unhappy employees and and and and it's boring right so you want to give people the tools to take away all the boring stuff editing and stuff like that um and i we can talk a little bit about like what's what are some of the consequences when we fail to take action on this right so if you don't follow protocol if you don't classify your documents you are vulnerable to to data loss absolutely and we have i mean i've seen that for a lot of danish companies recently i've also seen it for many multinational companies and it does not only does it have financial consequences for you it has consequences for employees your customers and it has very big implications for your brand yeah um and similarly for for all the communications and marketing folks out there that spend a ton of time on creating a brand strategy and executing on that they're making investments across their channels but again you're relying on people now to lift the brand in all your documents and that's just not happening so you're diluting yourself and you're diluting and missing out on revenue and growth opportunities that you could harvest from that and finally i mean there's just so much inefficiency out there i mean i've been a consultant i have recreated the same things over and over again because then the risk of using uh the last presentation you used and just modifying that yeah then you miss out on a lot of things and then you create something which is not up to date and and uh not in compliance with exactly you're not using the latest and greatest you're recreating things that already exist there there are a lot of people in like commercial excellence and marketing creative services they actually create content for you and spend a lot of time on that and no one is using it right so there's a lot of waste there and then you're also wasting end users time and resources on creating something that they should just be able to access right um so what's the solution to all this i think that's that's probably the question we should try and try and answer here um and i've tried to give a bit of an illustration of different types of documents there's a grid here you know they're documents that we create in very high volume and some some more so than others and there are also some documents that have way higher impact on your business than other documents right but i believe and i think we believe you and i believe that it's important for enterprises to take a holistic view on all your document needs it might be that you have specific needs today that you got to solve but you got to think into the future you got to think about how can we create an infrastructure that solves more document needs where we can streamline and unify the both the experience for the end user but also for the people that have to enforce policies and rules and guidelines because there are a lot of don't get me wrong there are a lot of great solutions out there that can solve individual proposal automation needs there are great email signature solutions out there there are you know power tools to to to work on your strategy decks and your big presentations and stuff like that but the problem is that when you have too many of these applications not only is it confusing for employees it's difficult to streamline and roll out your policies and your guidelines across all your documents and basically also what we touched on earlier the fact that users already have too many applications yeah and and and to solve all your documents yes you can go with point solutions but you're only going to add more and more complexity and that ad fatigue is real and it's creating it's slowing people down and it's making it difficult to to to streamline and so when you need to look to solve your problems you take that take that holistic lens both on the entire document generation need or document need across your enterprise and then also the 360 view on each document like how do we how do we construct that document in in the right way so it serves every stakeholders desires and needs and and kpis and whatever else they're measured on on being successful with so what we do here at templify is actually to take that holistic approach to your documents and so one of the things we we do and i have a really good example of that is that we help you automate your policies across your organization we help you drive very strict governance across any type of document that your organization creates and a great example is a large manufacturing company like abb so they invested heavily in in document management solutions that were supposed to help them get control of like where's our documents what is it and what does it contain and how can we manage our risk around it the problem was that none of their employees put in what essentially invisible to most people but the metadata right so the solutions that were supposed to index and manage and store documents couldn't do their job because at the inception point people were not doing it right so what we created for abb is a situation where now every document is created from scratch and is created with the right metadata and it's easy for employees to craft it so now they're not only getting more value for each employee and they're being more productive and not doing things right because after all they do want to do that but now you're also getting more out of your other solutions absolutely so you really make it easier for the users to grade the documents by taking away some of the paint by having to add a lot of metadata but at the same time it's also easier to find the documents to to to have the right governance around the documents afterwards as well exactly and and the brilliance here is that abb actually had a lot of different solutions for document generations across the enterprise so they were using yeah different solutions for their proposals something else for their contracts and you know storage systems etc and now they just have one unified experience no matter where you work in abb document creation always looks like this always looks the same but it's configured to serve different individual purposes for business lines but then the holistic purpose of making sure that every document is crafted in the right way so that's that's that's incredibly valuable and and that's a very strong testament to the holistic thinking on your documents now if there's any uh if there's any communications brandon and marketing uh people on the call here this is something that that you will certainly care about and that's actually where templify was born right so we were born from a brand perspective because we realized that all the templates that we created out there they were not being used which means that the strategy to roll out and enforce a brand across your documents it didn't work so you actually you needed software to to help you with that you needed technology to help you with that that's also the way i knew simplify yeah yeah years back yeah yeah so i mean we've grown a lot from that but that's certainly still a super valuable use case and we can take you as an example right fellow mind is is growing and you're growing by acquisition you're growing organically because of the good work you do but how do you make sure that the proactive brand that you're coming from doesn't continue to live on that's a very very difficult task so when we know that the brand equity of fellowmind is so strong you want to make sure that every employee adopts that and that they adopt it from day zero because the moment you allow it to live the deed is done right and there's no there's no coming back from that uh the investment is not you're not gonna going to um to realize that investment um so that was one of we talked to your marketing team about that and i think that's what they saw yeah and probably is not you know um the only company that you have already bought and are trying to integrate absolutely not and more coming in as well so there we have another great customer example i can see the customers you have here like prada and so on they're all customers with with the valuable brand and the brand is really their the business i mean let's you mentioned product yourself so let's let's take them as an example right the brand prada it is their it is their their equity right it's everything is in their brand and so they have to make sure that the prada brand is just on point in every channel also in their documents and add on top that product is not just product product is 10 other brands and so how can you make sure first and foremost that employees today can represent those brands easily and in a meaningful way and in a correct way how can they access all the content that changes all the time right you're changing your images every every season right because it's a new collection so how can you make that access easy for people and for employees and then the world we live in right it's also changing and a lot of brands have to adapt to what's happening out there so that ability to have a platform that enables you to iterate and evolutionize your brand is something prada was super keen to have because now they can roll out things in real time so before they were relying on it to you know push things out to employees on their desktops and by the moment that content reached their desktop it was obsolete because things had already changed in the aftermath they now have a real-time distribution of all that content directly to where people work and the content is coming intelligently to the right people so if you work for me mew you're seeing new stuff you're not seeing content from the other brands so yeah so that's super valuable and then we can there there are two other examples that that we could look at right so so you also have documents that are very repetitive and you will know that because you work in sales just like just like i do so we do a lot of pitch decks we do a lot of proposals do a lot of contracting you mentioned that before maybe we have to report somewhere on how it's going and the ability to automate that and work much more fast with that is just incredibly value right because you can spend more time with your clients absolutely so yeah yeah spending time with clients is what matters to us and i mean if you can take away all the the doll and and the the boring stuff from your work will be super nice yeah and being able to you know intelligently tell the technology hey what kind of document am i trying to create here and for who am i trying to create it and then being able you know configuring documents in a way that they can subscribe to the right data right so bringing again the right content into the document for the right purpose so take an example like bdo there are other great examples here like pwc ui all big professional services that if anyone works a lot with repetitive document creation if you can put it that way but for bdo specifically we work with audit we work with transaction advisory we work with some of their different business lines and a lot of them have very specific documents that they're creating over and over again so yeah your proposals the pitch decks and a lot of the content that goes into these are 70 or 80 percent standard right it's the about us it's the who are we and who's the team and what's our tombstones and all that stuff that has to go into to make up the majority of that document and then of course you have that little extra that salt and pepper on top where they you know they're doing some analysis and they're doing that hey this is our specific pitch to you um but we essentially help them automate 70 to 80 of their documents some of them we even automate 100 but we then free up all that time right they're spending 40 50 60 hours a week on creating these kind of documents and we take away a lot of that because now they can spend that instead with more clients or the same clients we're focusing on putting that extra into the analysis yeah so when you also look into when you look into some of these industries like consulting investment banking corporate finance i mean they're also struggling from a lot of burnout and it's it's because the work is so mundane the analysis work is super exciting meeting client is exciting but sitting there every day working in in your powerpoints and building clients to align boxes it's not really super super value creating that's usually what you're doing at night right yeah yeah yeah yeah yeah so uh so so those are the you're flipping it around for the for the partner uh before the next day so so that's exactly what we did for a very long time um the last one i can touch on that as well it's it's really about that that either the custom document creation or the custom portion of your document the the salt and pepper we talked about and having tools available for people that can take away the editing that can take away the reviewing reduces the need for coordination and communication between you and managers and partners that's something that's that's um that's also super relevant for a lot of our clients so i think that's really i think that's really the high level introduction to what we do and what we should do i think on the next uh webinar is maybe to yeah we should focus on on one of these different use cases and really dive deeper into clients to see how it works see how it works see the before see the delta see the after to understand you know what drives value and also how easily you can you can go about it with us so just to summarize what we're doing is the next generation document generation platform and and that's how we're going to that's how we're going to create value for for clients super and i think that's what we had prepared for today we've got to say that you are allowed to ask questions or comments and so on but if you have any questions please do not hesitate to contact us also if you need if you want to to have a meeting with us where we can get more into the details and and present what what your solution actually does and maybe a demo and so on we can we can take that um so please reach out either to me boris or to peter and uh yeah absolutely yeah and i think what's what's super cool is that there is also already so much overlap about on many of the clients that we service right so this is also an opportunity for for some of those clients to get even deeper with our solution and get even more value from that because now we have great expertise like you that understand their infrastructure and can actually help get us further into that and drive more value for the clients so so even if you're even if you already have templify there's still plenty more we can do and now we can do even more together and integrating it sorry into to the tools that you're already using right exactly so um so please yeah reach out uh we're happy to to help and happy to assist and even just having that informal high-level dialogue and and advise you on on how to go about document creation and your document pains and needs okay but thank you for for joining peter thanks for having me in the pleasure and thank you for for watching this broadcast today and see you soon for the next one