Finance

Client

Solution

ABN AMRO

Advanced Share Research template auto-generated from database

BACS

Set of advanced Letter, Fax, Memo templates implementing a new brand image

Barclays

Report building template with tools for calendar, tables, charts and other inserts

Barclays

Set of Letter, Fax, Memo, Agenda templates. Single templates support all sub-brand variants. Also Powerpoint template using same dialog as Word

Barclays Bank

Upgrade set of Letter, Fax and Memo templates

BBS Securities

Financial research template - tools to import and format Excel charts and tables

BDO

Fax, Letter, Memo templates

CA IB Investment bank

Financial report documents with advanced styles, layouts and utility macros

Cargill (CIS)

Advanced research template with tools to insert Excel charts and tables

Carter Faber

Suite of wizard-driven templates

Citibank

RFP template with dialog front-end and advanced editing and data insertion tools

Evolution Capital

Company report template with tools to import and format chart and table data

Fox-Davies

Daily news template with data linked to Excel spreadsheet. Macro to automatically create html and email version.

Grant Thornton

Migration of template set to Office 2010

HSBC

Set up of financial results reporting template with tools to check table totals. Styles to achieve correct number alignment including decimal and bracketed numbers also to prepare document for RSS conversion

ICAEW

Suite of Word 2010 templates with custom ribbon and tools

Mercuri

Metadata system to add metadata and keywords to documents. Also a system to create an Access database of all document's metadata. Powerful search front-end to search the database for documents.

Mercuri International

Advanced set of multilingual templates: Letter, Fax, Minutes etc

Mercuri International

Project Management document creation system

MGPA

Suite of advanced templates and tools

Milsted Langdon

Porting VBA document creation system to run under OpenOffice.org

Milsted Langdon

Document generation wizard using client database

Monilink

Set of advanced template with dialogs to implement the new brand

PriceWaterhouseCoopers

Advanced multi-language, multi-country, multi-office, report template and tools

Rule Financial

Suite of Word 2010 templates with custom ribbon and tools

UK Payments

Advanced set of wizard driven templates and tools

UK Payments Administration

Advanced Letter/Fax/Minute/Agenda templates accessing data from Oracle database

Vitruvian Partners

Document formatting tools to convert documents to 2013

VocaLink

Set of advanced template with dialogs to implement the new brand