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Business Review 2024-25
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Table of Contents
Analytics & Integrations
06
07
05
Content Experience & Distribution
Next Steps & Upcoming
Ubiquity is the the #1 CX provider for disruptors and innovators across financial services, healthcare, and e-commerce
Headquartered in New York City with delivery locations in Europe, Asia, and the Americas, Ubiquity provides multilingual, end-to-end solutions for customer experience management, back-office operations, and business transformation.
Customer Overview
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Dedicated Customer Sucess Manager
Auralis AI is a leading provider of generative AI solutions designed to transform customer support operations across various industries.
Headquartered in San Francisco, with additional offices in Norway and a growing presence in India, Auralis AI offers a comprehensive platform that enhances customer interactions through intelligent automation and real-time insights.
Unify diverse content sources and use internal engagement data to guide content creation.
Retire outdated assets and refresh the hub with relevant, high-value content.
Enable regular content sharing and gain visibility into customer interactions.
Consolidate Content Sources
Optimize with High-Value Content
Improve Buyer Engagement
Key Objectives
Tailored collections to improve relevance and accessibility in outreach and demos.
Enable teams with a single source of truth for all sales content in various formats (PDFs, decks, videos, URLs).
Personalized Microsites for customised use-cases
Sales Enablement & Internal Alignment
Use Cases
Claire Fujas
Senior Vice President, Global Strategy & Marketing
Points of Contact
Swetha SN
Regional Customer Success Manager
Parvati Nandakumar
Director of Customer Sucess
Akilan Ranjit
Ubiquity has been onboarded with us since Jan 2024 to streamline content management and improve how their Sales and Client Operations teams access, share, and measure content effectiveness. As of July 2025, this review highlights the remarkable progress made, their evolving workflows, and the challenges being addressed through Paperflite.
Executive Summary
Disery Meriveles
Senior Global Project Manager
Lauren Ashcroft
Head of Revenue Operations
Mathew Agronin
Chief Growth & Marketing Officer
Gain visibility into how shared content is engaged with, helping teams prioritize and tailor follow-ups effectively.
Tracking External Engagement
Where We Stand vs Industry Average
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42
Users
Ubiquity's active user rate is about 40%, which is slightly below the industry average of 52%.
Ubiquity's content pieces are matching the industry standard of content pieces usually maintained.
Ubiquity has ~44% more collections than the industry average, showing very strong organization of content.
Ubiquity’s team shares ~33% more content externally than the industry average, indicating strong engagement with prospects/clients.
Auralis AI is a leading provider of generative AI solutions designed to transform customer support operations across various industries.
Headquartered in San Francisco, with additional offices in Norway and a growing presence in India, Auralis AI offers a comprehensive platform that enhances customer interactions through intelligent automation and real-time insights.
817
content pieces
359
collections created
1198
shares made
Content Curation
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Content Type Split
- 2024: → team was in setup/discovery mode.
- 2025: Clear shift to structured adoption.
- Big spike (160–379 assets between Apr–Jun)
- Steady flow (56–61 per month in Jul–Aug) → now part of daily workflows.
- Strategic takeaway: Paperflite has moved from pilot use to business-as-usual, becoming the central hub for content and enabling sales with up-to-date, accessible material.
Auralis AI is a leading provider of generative AI solutions designed to transform customer support operations across various industries.
Headquartered in San Francisco, with additional offices in Norway and a growing presence in India, Auralis AI offers a comprehensive platform that enhances customer interactions through intelligent automation and real-time insights.
Inferences
Assets Added
Content Tags & Custom Fields
- Majority are PDFs & Slides → Paperflite is the central hub for customer-facing material.
- Presence of audio, video, and images → shows engagement-focused content use.
- Inclusion of sheets and files → highlights internal/operational enablement.
Inferences
Convert high-use PDFs into interactive formats to make content more engaging and impactful for prospects and customers.
Ensure assets are easily searchable by standardizing tags and leveraging custom fields.
Explore re-imagining static PDFs
Enhance Discoverability with Tags & Custom Fields
Overall Inferences
Content Discovery
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Asset Views (Internal)
Top 5 Popular Assets
Top 5 Users by Asset Views
- Andy Tsalkos
- Tom Jones
- Stuart Littler
- Patrick Conado
- Matthew Agronin
- Matt Frandsen
- Ubiquity_Capes_Finserv_FINAL_20250606
- Ubiquity_Capes_General_FINAL_20250623
- Ubiquity Client MNDA (2023)
- Ubiquity_Capes_RiskandComplianceOps_FINAL_20250619
- Ubiquity_Capes_Healthcare_FINAL_20250623
- bloom
- chime
- retail
- case studies
- fraud
Top Searched Keywords
- Q2 2025 marks a major shift with 1,894 views, reflecting a breakthrough in adoption.
- This surge suggests that Paperflite is now becoming a core part of internal workflows — teams are actively consuming content, likely linked to recent migrations, enablement initiatives, or upcoming campaigns/events.
- The majority of searches come from Global Search and Content Hub — showing users are primarily relying on keyword-based search to find content.
- This indicates that tagging, metadata, and custom fields are critical to ensuring content is not just stored, but easily discoverable.
- With structured tagging, users will spend less time searching and more time engaging with the right assets, improving overall adoption and productivity.
Inferences
Preferred Search Method
- Teams prefer visual and presentation-based content for internal enablement.
- This opens opportunities to enhance impact by bringing in more interactive, dynamic formats that build on this preference (e.g., turning high-use decks into interactive experiences for deeper engagement).
Inferences
Top performing content type (internal)
Inferences
Leaderboard
Content Experience & Distribution
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Number of Collections Created/Updated
- Jay Hammans
- Matthew Agronin
- Stuart Littler
- Christian Delzer
- Ethan Stein
- Nick Rosimini
- Ubiquity Client MNDA (2023)
- Ubiquity Client MNDA
- Ubiquity_WhySites_Ghana_FINAL_20250606
- Ubiquity_Capes_Finserv_FINAL_20250606
- Ubiquity_MSA Sample
- Chime_CaseStudy_BankOpsSlideForm_FINAL_20250612
- Ubiquity Client MNDA (2023)
- StockX_CaseStudy_SlideForm_FINAL_20250619
- Ubiquity_Capes_E-commerce_FINAL_20250606
- Ubiquity_WhySites_Ghana_FINAL_20250606
- External views have grown sharply , showing that as more content is being shared, end recipients are also increasingly comfortable consuming it through Paperflite.
- This trend indicates strong alignment between internal sharing behavior and external engagement — Paperflite is becoming a trusted channel for delivering content to prospects and customers.
- Collections are steadily growing, showing teams are comfortable with the module.
- Since most shares are still individual assets, templates can streamline repeatable use cases, while DealRooms offer a curated, interactive way to share content consistently.
Inferences
- Shares stayed steady through 2024 (140–189 per quarter), reflecting early adoption and consistent usage.Q1 2025:
- Stable at 175, showing teams had embedded Paperflite into their regular workflows.
- Q2 2025: A significant rise to 356 shares, suggesting a scaling phase — teams are now confident using Paperflite externally and are extending it to more prospects and customers.
- The majority of shares are through Paperflite Links, showing reps are comfortable sharing content this way.
- However, it’s important to understand how these links are being used — whether they are gated (to capture recipient details) or anonymous (limiting visibility). Optimizing this can ensure better insights into engagement.
- QuickSend is already being used but has room to grow. Leveraging QuickSend templates can make sharing faster, more consistent, and aligned with best practices across the team.
Number of Asset Views (External)
Inferences
Number of Shares
Inferences
Leaderboard
Preferred Sharing Method
Inferences
Top 5 Frequently Shared Assets
Top 5 Sharers
Popular Content with End Recipients
Analytics & Integrations
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Salesloft
Auralis AI is a leading provider of generative AI solutions designed to transform customer support operations across various industries.
Headquartered in San Francisco, with additional offices in Norway and a growing presence in India, Auralis AI offers a comprehensive platform that enhances customer interactions through intelligent automation and real-time insights.
- While adoption is moving in the right direction, we should explore strategies to boost Monthly Active Users — such as targeted training, role-based use cases, and best-practice sharing — to ensure the full team is realizing value from Paperflite.
Inference
Monthly Active Users
Active Integrations
Gmail
Next Steps & Upcoming in Paperflite
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Ensure assets are easily searchable by standardizing tags and leveraging custom fields.
Proposed Next Steps
Organize users into groups to simplify sharing, manage permissions, and track activity effectively.
Collection & Dealroom Templates
Streamline repeatable use cases with ready-to-use templates and curated dealrooms for prospects.
Encourage seamless content sharing directly from Gmail to improve adoption and consistency.
Auralis AI is a leading provider of generative AI solutions designed to transform customer support operations across various industries.
Headquartered in San Francisco, with additional offices in Norway and a growing presence in India, Auralis AI offers a comprehensive platform that enhances customer interactions through intelligent automation and real-time insights.
Tagging & Custom Fields for Better Content Discovery
Gmail Integration nudge
Drive higher engagement through targeted enablement, role-based workflows, and best-practice sharing.
Enable teams with a single source of truth for all sales content in various formats (PDFs, decks, videos, URLs).
User Groups for easier collaboration & tracking
Improving MAU strategies
Employee Advocacy (LinkedIn Integration)