Bespoke Application Example - Letterhead Generator

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Letterhead Generator
Type Bespoke Windows application
Client Financial services group, London
Brief Create a program to generate letterheads in Word based on a user’s department, office location and the legal entity on behalf of which they are writing. A stationery refresh was looming and the group didn’t want to spend money on the vast array of new letterheads that this would require.
Description We designed a letterhead generator wizard for a group of companies with numerous legal entities under which it operates, various offices around the country and myriad departments. The system we devised automatically generates an appropriate letterhead, fax or memo based on the user’s choices or defaults.
Platform VSTO for Word 2003 VSTO for Word 2010
Details A financial services company had several dozen letterheads and often these were not to hand or had obsolete wording in the heading or footer. New companies are often added to the group, and a decision had been made to re-brand, so the stationery expense was increasing beyond budget. An existing letterhead wizard did a number of things including faxes, memos and fee notes, but all the data necessary to give the user the choices required was embedded in a series of macros across a wide range of Word templates. The maintenance overhead on these macros was sufficient that nobody wanted to ‘own’ the maintenance project. We quoted for a system where details of legal entities, locations and departments, along with the necessary small print for their letterheads was stored in a database along with details of font faces and sizes. Over a period of months various other options were added concerning the use of graphics, position of items on pages, and lists of which entities, departments and locations are valid combinations. A dot.NET (VSTO) addin was developed for Word which was rolled out round the organisation using central application management tools. The addin reads from the database and offers the user a choice of legal entity, department and location, which they can save as a default. The user also saves his or her own email address, DDI and name as defaults. Having selected those, the user can (optionally) select a pair of Dear/Yours options, a subject, references and so on. The system then generates a letterhead based purely on the information in the database for the selected document type. No Word templates are used. The system also has the following features:
  • Offline files saved on a regular basis to allow letterheads to be generated when not connected to the database;
  • A fax option;
  • A memo option;
  • Add logo to letter option, for emailing documents;
  • Add header and footer to existing Word document;

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