Coller Capital Automates Repetitive Tasks and Boosts Output with UpSlide
30
years in business
3
international offices
UpSlide takes care of some of the repeat admin tasks and allows us to concentrate on the aspects of our job that add value for the firm. I regularly encourage colleagues to use UpSlide to cut down on the amount of time they have to spend on repetitive tasks.
Rachel Cormican,
Marketing Manager
Coller Capital
Most Used Features
Objectives
Automate time-consuming activities that interrupt value-added work.
Increase document creation efficiency in front-line teams.
Improve collaboration across the firm’s global offices.
Context
Coller Capital, founded in 1990, is one of the world’s leading investors in private equity’s secondary market – widely acknowledged as an innovator and a stand-out player at the end of complex secondaries.
The firm provides liquidity solutions to private equity investors worldwide, acquiring interests in private equity funds, portfolios of private companies, and other private equity-related assets.
With headquarters in London, and offices in New York and Hong Kong, Coller’s multinational investment team has a truly global reach.
Challenge
In a context of international growth, Coller Capital needed to find a way to easily collaborate and share data within the different offices and teams.
“We needed a solution allowing our Finance, Investor Relations and Investment teams to use Microsoft Excel fully and to efficiently link Excel data into PowerPoint.”
The UpSlide Project
The Finance team investigated the first solution with implementation being led by Marketing and IT. The team quickly adopted UpSlide and are now relying on it to carry out repetitive admin tasks.
“We have very close relationships with UpSlide. The team was always there to answer our questions, especially during the early adoption phase. We really appreciate them being such proactive partners!”
Impact
Increased Company-Wide Productivity
“We create a lot of presentations, which go through several drafts, so being able to link the data and then just update it rather than start from scratch is such a time-saver.”
Seamless Cross-Team Collaboration
“We have numerous slides that contain market data which is added to multiple presentations. UpSlide allows us to easily update and upload them all in the Library.
Sharing information within the firm has become so much easier!”
Enhanced Workflow
Efficiency
“The immediate reaction from the team was: This is great, why didn’t we have it before?”
