Case studies
Financial Review Template
Pole Arnold found they were spending too much time fixing formatting issues in their Financial Review reports. They needed a template that was easy to use and enabled them to produce professional-looking documents without formatting problems. They also wanted to be able to insert standard paragraphs, tables and charts.
Investment Report Template
HFS Milbourne found the report-writing process quite time-consuming and wanted a template that enabled them to produce retirement planning and investment reports quickly, accurately and consistently.
Client Report Template
Master Adviser wanted a new report layout that was easy for their advisers to use. We developed a single template that could be used for different types of client reports. A single template for different types of report is more efficient in terms of maintenance and support and ensures all reports are consistently formatted and presented.
Project Proposal Template
Managementors were experiencing difficulties in producing consistent, high-quality documents. Analysts found copying and pasting text from other documents often changed the formatting in the current document. Different analysts produce the proposals and there was a lack of consistency with margins, bullet points and indents, font sizes and colours and paragraph spacing. The analysts were finding the existing proposal template unreliable and difficult to use.
Training Document Template
OnTrack International’s training documents were produced in InDesign but InDesign is specialist design software and was not suitable for the majority of their employees. As Word was already installed on everyone’s PC and most employees were familiar with Word, it made more sense to create the training documents in Word. OnTrack wanted a user-friendly template that provided a consistent layout and formatting.
Habitat Survey Template
Ecosulis wanted a report template that helped authors complete habitat surveys by providing a series of prompts, pop-ups, option lists and tick boxes.
Excel Template
The Overseas Development Institute produce a lot of research reports and they were finding it difficult to produce reports with consistent use of fonts, logos and colours. Staff found their existing templates difficult to use.
PowerPoint Design Template
The Overseas Development Institute produce a lot of research reports and they were finding it difficult to produce reports with consistent use of fonts, logos and colours. Staff found their existing templates difficult to use.
PowerPoint Design Template
The European Committee of Domestic Equipment Manufacturers found their existing PowerPoint template was unreliable and displayed inconsistent formatting. Any new slides they added did not display the correct branding. They also found that the spellcheck language throughout their presentations was inconsistent. They needed an improved template that was more user-friendly, more reliable and more consistent with branding and house style.
Expert Office Documents delivered an excellent service. They listen carefully to the brief, ask intelligent and helpful questions and then deliver to brief and on time.
Keith Higginson, Commercial Marketing Manager, Calor Gas Ltd