Electrum Case Study: Barclays

Key Benefits: Speed to market Reduced effort, costs and timescales Reduced errors and error fixing Increased accuracy, consistency and conformity Familiar, easy-to-use tools Key Features: Document templates in house style Documents typeset in MS Word Print-ready PDFs Custom toolbar and user dialogs to enable user to select optional content from the template, enter specific texts and data for inclusion in the document and calculate document content from the options chosen or data entered.

Company Profile

Barclays is a global financial services provider, engaged in retail and commercial banking, credit cards, investment banking, wealth management and investment management services all over the world and offers innovative products and services to meet the needs of its diverse base of customers and clients.

Project Brief

Barclays creates thousands of loan facilities letters each year for use by clients and intermediaries. These documents must be accurate and consistent, and often have to be produced and updated at short notice, therefore they are expensive to produce. They are normally created by manually editing, changing and selecting options in a Word document. Electrum worked together with Barclays to create a solution based on MS Word and smart templates that dramatically reduced timescales, costs and errors.

Our Solution

Electrum developed a smart template in Microsoft Word that enabled loan facilities letters to be quickly and accurately created in MS Word.

Basing the solution around MS Word allowed the authors to use familiar tools and stay in control, and Electrum’s smart template technology ensured the documents were accurate and consistent, and looked as though they had been professionally typeset.

The use of Word enabled users to proof and correct documents in MS Word before converting them to print-ready PDFs for high-quality printing.