Global Accounting Firm

Uses Microsoft Office and Open XML for Custom Document Generation

BUSINESS NEED

As a global leader in assurance, tax, transaction, and advisory services, this Global Accounting Firm used an automated process to generate lengthy “pitch-book” style documents to summarize and sell complex financial deals. Unfortunately, the legacy application for generating these documents was unstable, causing data integrity issues and ultimately leading to thousands of hours in lost productivity each year. In addition, the legacy software was incompatible with newer versions of Microsoft® Office, which interfered with the company’s software upgrade plans and caused substantial interoperability challenges.

SOLUTION

The legacy software was found to be the principal cause of code instability and Office incompatibility. Collaborating with Microsoft developers, a 3Sharp team created a working proof of concept that worked with older versions of Microsoft Office while having full compatibility with Office 2010. During the process, 3Sharp partnered with the firm’s internal development staff on both design and implementation of the new code. As a result, the client company stayed deeply involved and assumed ownership of the solution early in process, positioning it to support internal customers after the engagement with 3Sharp ended. The solution was delivered on time and within budget, and continues to be well-received by end users.

BENEFITS

  • The new application extends the feature set and improves the user interface, increasing adoption and decreasing the time needed to train users
  • Microsoft Office version incompatibility issues were eliminated
  • Stability has been substantially improved​

TECHNOLOGIES DEMONSTRATED

  • Microsoft® Office 2010
  • Open XML