Case Studies


Business Profile


Financial Services


To simplify the process of creating and sharing documents and to increase productivity while also reducing the risk of information leakage


Workshare Professional


“One-click” PDF creation Higher levels of security around sensitive information Removal of harmful metadata Version control Accurate comparison


The BankInvest Group (BankInvest) is one of Denmark’s leading asset managers of mutual funds and large portfolios for private and institutional clients as well as companies. Using more than 30 years’ experience, BankInvest has built up unique expertise in areas such as emerging markets, IT and biotechnology. BankInvest aims at being at the frontier of active asset management by exploiting market inefficiencies through the early identification of inflection points. This is done by their unique investment process that focuses on turning points at the macro, sector and stock level. By using expert panels and extensive company analyses, they remain one step ahead of the market. This expertise places BankInvest among the leading asset management houses.

User Profile 

Workshare Professional is used by several different departments within the company. Those who have access include Controlling, Venture Investment, Product Development, Operations and Legal.

The Challenge

The Controlling Department within BankInvest are often involved with complex agreements and contracts requiring multiple comments and feedback. There would be any number of different versions of any one document in circulation, resulting in a labor-intensive, manual process that was both time-consuming and fallible. There were many examples where it was very difficult to track the changes made to highly sensitive documents and to ensure both security and compliance as these documents were distributed throughout departments and outside the company. The risk of hidden metadata added another frustrating element, and the process was heavily reliant on the accuracy and diligence of the personnel involved.

The Workshare Solution

The implementation of Workshare Professional has considerably simplified these processes – contributors are able to concentrate on the quality of their input and not dilute their focus by worrying about version numbers, track changes or the risk of hidden data.

Workshare Professional offers “one-click” PDF file creation integrated within Microsoft Office, an important element to BankInvest, whose work involves the creation of many PDF documents. Workshare Professional has enabled BankInvest to provide higher levels of security to their sensitive documents. They are able to control access and printing rights and prevent documents from being sent to inappropriate destinations. They are protected from potentially harmful metadata and overall the manual processes previously employed in the document management cycle have been vastly reduced.

“Our experience of Workshare Professional to date is very positive indeed. The product is entirely robust and adds considerable value to our business through ensuring efficiency, accuracy and compliance,” said Jakob Hermansen, Risk Manager at BankInvest.

The Benefits

Workshare Professional enables business-critical documents to be checked quickly and accurately and different document versions to be easily shared across email servers, portals and document repositories. Workshare Professional secures the flow of documents, eliminates information risks and, furthermore, offers policy-based PDF conversion on demand and metadata management. Workshare Professional is the only solution that offers secure, accurate and policy-based document creation and sharing throughout the entire lifecycle of a document.