JFDI built CVC Capital Partners an Investment Research Portal on SharePoint that automatically categorises 30+ years of deal documents, with animated search refinement, gamified onboarding, and a broadcast-quality introduction video.
"For our investment professionals, it's vital to seek and find relevant market intelligence fast. The IRP turns our amassed past deal documents into the lifeblood of investment planning and accurate decision making." -- Matthew Green, Head of Information Technology, CVC Capital Partners
The Challenge
CVC wanted to realise the value of knowledge in more than 30 years' worth of documents from past investments and deals. These documents were hard for users to find and stored in file shares on legacy, homegrown applications.
The Solution: Investment Research Portal
The Investment Research Portal (IRP), built on Microsoft SharePoint Online and Microsoft SharePoint Server, solves many hard problems for CVC. Documents saved by their busy deal teams are now correctly and automatically categorised in several ways, including industry sector, business type, investment date, etc. This is achieved with minimal human intervention using JFDI's AutoTag add-in for SharePoint and SharePoint Online, which uses overridable rules to apply sensible first-guess metadata and keywords to incoming or existing documents.
Key Capabilities
Custom Search Refinement
Vast corpus of documents fully searchable with animated SharePoint web parts, allowing even novice users to find exactly what they need.
Live Knowledge Streams
Investment teams get live stock information and industry sector news relevant to companies in their portfolio with a single-click categorised view.
Gamification
Subtle gamification via JFDI's GuideDots Onboarding makes the portal intuitive and fun to use, with customisable contextual tips.
Introduction Video
Broadcast-quality video shown to new users on first visit, with GuideDots ensuring it autoplays only once.
Client Overview
Company: CVC Capital Partners
Country or Region: United Kingdom
Industries: Finance, Private Equity
Company Profile: CVC Capital Partners is a private equity firm with over 400 employees worldwide.
JFDI Services Provided
Services used:
Software:
Would you like a FREE 30 minute discovery session?
Use JFDI's SharePoint experts to explore ways to enhance your intranet's look and feel.