Request: The correct paper tray settings in Word documents for different printers is a standard issue. Setting defaults in the document template (e.g. first page = stationery tray, other pages = white paper tray) is not possible. Users should have a simple dialog to select the trays, without reffering to the actual printer. Additionally, they must be able to print copies with stamp-like information ("Copy for file", "Reminder on ..." etc.). more
Request: In a Call Center users need to create autotext-based documents which must be printed on the stationery of the current client. Printers with multiple paper trays are already installed, but the users must select the printer and the appropriate tray manually, which costs time and is error-prone, because the relation between printer / tray and client is not transparent. more
Request: In an international law firm documents must be numbered with the automatic heading numbering of Word. Administrators and support staff realize, that users are overstrained with the default Word dialog and that the document transfer between offices and with clients becomes difficult, when each user recreates or reformats numberings in the document with different levels of compentence. more
Request: During the migration from Office 97 to Office 2003 the QA department notices that the FileNew dialog has been replaced by the Task Pane "New document". The company templates are not immediately shown, but need a drill-down to the "Templates from my computer" item on the Task Pane. However, users should have immediate access to the company templates. more
Request: A law firm requests print outs of e-mails to be added to the paper-based file which must be kept for German clients. The default designs of Outlook do not match the request, because relevant client information and the metadata of the document management system are missing. (Outlook does not provide means to set up a company-wide print design, because such designs are strictly saved in the Outlook user profile). Additionally, e-mails should be saved together with attachments in the DMS. more
Request: A company in the service sector uses CRM software product. The controlling department asks for reports, which cannot easily be provided by the CRM system. The reports should be used not only by the controlling staff, but also by the sales staff for regular meetings. The sales persons should have the possibility to add information to the report data, but not to change the numbers. Excel is the desired format. more
Request: In a bank, invoice data of the securities account administration for a selection of major customers are delivered to the department monthly in the form of three flat files. As a special service, each client should receive invoice details regarding his transactions for individual processing in form of an Excel file. more