MOBYSOFT
ISSUE 1:
Current reports were not being designed according to brand guidelines and did not have a consistent look.
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ISSUE 2:
Specific tasks - changing the front cover image, inserting a section page and formatting charts to brand guidelines - all needed to be made easier and faster for users.
SOLUTION 1:
Use existing brand guidelines and reports to create a standard template, which includes reusable assets (layouts for infographics, image blocks, quotes, tables) as well as standard text and table styles, custom footer and colour scheme.
SOLUTION 2:
Create macros so that, at a click of a button, a user can change the image on the front cover, drop in a section divider page or format a chart using the brand guidelines, affecting the colours and text of a chart.
Change the Front Cover Image
To do this manually for this template, a user would have to not only resize and re-crop the new image, they'd have to temporarily hide the text and shapes that sit on top of the full page image.
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To save time and allow people of all levels of Word experience to make this change,
a custom code and button was created so that Word does the work for the user.
Reformat Charts
If a user has created or pasted in a bar, column, pie or line chart, the "Format Charts" button will reformat all parts of it - colours, chart title, axes title, data labels, etc. - according to the brand guidelines.
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Not only does it ensure charts are formatted consistently, it also saves a lot of time
and doesn't require users to have to remember things like the correct order of colours in a chart.
Insert Section Page
The "Insert Section Page" enables a user to easily add a section page without having to create any shapes or format text themselves. Microsoft Word will do all the work for them; all the user has to do is put the cursor at the top of the page, where they want the new page to be.