Speirs & Jeffrey

Speirs & Jeffrey

SharePoint Research Database 

Background

Speirs & Jeffrey are one of the UK’s leading investment management firms. Operating from their Glasgow base for over 100 years, the company advise and manage UK and international equity and fixed interest investments, managing portfolios for individuals, families, trusts, charities, pension funds and institutions.

The company's in-house research team approached Bridgeall to help with the management of content published within the organisation for analysts to consume. The current way of doing things involved labour-intensive manual processes re-keying from different systems.

Solution

Utilising Office 365 and SharePoint Online, Bridgeall delivered a solution based on SharePoint's Product Catalog functionality. Templated company and sector pages were created, with the SharePoint Search API being used to pull in relevant company and sector information.

This allowed the research team to create items tagged with one or more companies or sectors. Items then surface onto the page when analysts are reviewing a company for investment.

Bridgeall also supported the research team in reducing their manual workload by automating the generation of PDF’s used within the site so that these were updated every day with the previous day's closing prices from Thomson Reuters.

The use of metadata, term sets and the Search API all contributed to the new research application being quick and responsive to use, allowing analysts to find information on appropriate companies in real time.

Result

The end result was a SharePoint solution allowing the research department to focus on market analysis and specialist content creation with no re-keying required from other third-party solutions.

Analysts can make use of the application to get up-to-date facts and figures about companies and sectors that their customers may be interested in, quickly and with confidence that the information is accurate.