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Company
DWG,
Inc.
Customer Profile
The company specializes in electrical, mechanical, plumbing and fire protection
engineering. They work with architects, goverment agencies, private
owners, and other engineers.
Business Opportunity
Outlook VBA application required long process to install, did not fully track
templates and project folders, requiring intervention by DWG staff.
Solution Description
PST built a compiled Addin for MS Outlook, customized to link contacts, MS Word
templates, and DWG project folders. The addin installs into any
workstation from a single MSI file in a DWG network folder.
Benefits
-
Addin installs in a single step vs. a long process.
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Addin automatically maintains lists of templates and project folders.
Vertical Industries
Engineering
Country/Region
United States
Audiences
Software Marketers/Vendors
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DWG, Inc, specializes in electrical, mechanical,
plumbing and fire protection engineering. The firm required an upgrade to
their MS Outlook application, which links various MS Word document templates to
a central Outlook contact list, producing document shells based on selected DWG
projects.
Business Opportunity
The Outlook Application to be upgraded was a "macro" produced by Visual Basic
for Applications (VBA) code, and it was placed in each workstation's Outlook
program using a long sequence of steps, such as copying and pasting code,
creating menu buttons, etc.
The application allowed users to select a contact
and select a project, and then it set up a Word document template for the
project, with the contact's information filled in. The application did
this by referring to text-document lists of templates and project folders.
DWG wanted an application that would do all this, yet would be easy to
install on new workstations, and would have the ability to maintain lists of
templates and project folders on its own.
Solution
PST developed the application as an Outlook Addin, which is a compiled assembly
that can be installed into Outlook by double-clicking a single icon in a
network folder. In addition, the new Addin monitors templates, along with
the DWG project folders associated with the templates, rather than depending on
a text-file list, as did the original VBA applicaton.
The Addin application was built with the brand-new
Visual Studio Tools for Office 2005 development tool.
Benefits
-
Easy-to-install Outlook Addin.
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Addin maintains its own lists of document templates and DWG project folders
associated with the templates.
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