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A leading automotive financial services company needed a faster way to integrate specific customer data into commonly used Microsoft Word Documents. Finance professionals had to manually cut and paste customer data into financial documents related to customer lease or purchase documentation. |
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The client required a way to easily connect existing Microsoft Word templates to live backend customer data, including a configurator menu that would appear when a new lease or purchase document needed to be created. |
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Eastridge designed a custom Microsoft Word based solution that allowed finance professionals within the company to easily choose the appropriate options from a menu as soon as they created a new document. Data was fed from exported and live back-end systems so that the Word document was automatically populated. |
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The end solution for the customer provided a consistent template based Microsoft Word solution that streamlined data collection and formatting. This system yielded rapid payback due to the short duration of project and minimal training requirements for the end users. |
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