Request: In an insurance company, the CRM Software used in the agencies delivers data for individual letters and mailings. Depending on the content type, autotext entries will have to be added to the single letter documents or to the mail merge base documents. All correspondence documents must have the layout of the insurance letterhead, but the individual data of the local agency must be incorporated. more
Request: In a retail chain, the document template set must be redesigned for use in the company headquarter and in more than 100 outlets all over Germany. The project should provide the company with templates which are consistent with the firm corporate design and which are easy to use. more
Request: In the service sector, the corporate group has a dozen divisions with more than 200 branch offices. The group plans a rollout of the template set developed for the head office in all divisions and branches. more
Request: The reference book of the bank is accessible in the IntraNet in PDF format. The creation and update of the single chapters is done by the responsible authors in the bank's various departments. They are accustomed to Microsoft Word as primary tool for text processing. Therefore, Word documents in "track changes" mode are used. The documents should be protected against wrong formatting. The chapter metadata (Reponsibles, Title, Subtitle, Chapter number, Revision Status, Revision TimeLines) are stored in an Access database and must be transferred into the document. more
Request: A law firm requests a set of document templates. In addition to the usual correspondence documents, the users create large and structured documents in German, English and French. A DMS software will soon be in place; and interfaces to the CRM software and to the billing system are needed as well. more