Reference case

MS Word Templates Conversion and Migration


A sales department at a multinational industrial commodity supplier uses a CRM tool, which daily generates many multilingual (Dutch , English, German and French) quotations and other documents, by using standardized MS Word templates (which are fired from the CRM tool). As a result of a MS Windows and MS Office conversion and migration all (over more than 200) MS Word templates do not longer function properly.


The project resulted in the following products:

Over more than 200 migrated MS Word templates

Including macro templates.


Advise together with the client about the possibilities of migrating the current MS Word templates (and corresponding macrofunctionality) to the newest MS Office version, so that they can function properly with the newest MS Windows platform/operating system and its running CRM tool.


During the project the following software was used:

MS Word

MS SharePoint

MS OneDrive


Keywords: office automation, templates, standardisation, quality, efficiency, improvement, corporate identity requirements, standard letters, standardized correspondence, document building blocks, document parts, insert documents, document building blocks macros, document building blocks configuration, macros, migration, Dutch, English, German, French, CRM.

Successful Cloud Migration (SharePoint + OneDrive)

Successful Systemintegration With Correct Functioning Templates

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