Configurable Document Design

“We can design anything we want in Word, and our leaders love how quickly we can populate their reports in a consumable and easy to understand format. Game changing.”

-Top US Bank

The CL360 platform generates reports in multiple ways, depending on the purpose in hand. One of these mechanisms is through the solution’s integration with Microsoft Office. This enables plans and other reports to be produced to the precise same standard of appearance and branding compliance as any other directly generated document across the user’s organization. It ensures that the overall impression is top notch; fit for presentation on the boardroom table.

The integration works by first designing the plan/report template in either Word or PowerPoint. This design includes:

• fonts
• branding elements (e.g., logos)
• document layout
• use of Microsoft Office style components (headings, tables, etc.)
• headers and footer
• portrait/landscape or any mixture of these across the multiple Office document sections

Then, with the template designed, the individual data items to be displayed within the plan/report are ‘dragged and dropped’ into the required position. All of these configurations are conducted within Word or PowerPoint via an added item on the Office ribbon menu. The template can then be published and immediately made available to the assigned end users for the associated plan/report to be generated, either in native Office format, for further editing, or as a non-editable PDF.

In addition to this overall functionality, plans/reports often require one or more documents to be inserted into another master document in order to provide supporting information (screen shots, diagrams, etc.). This can be achieved through the same high quality publishing mechanism. So, for example, the section of a plan which provides instructions for relocation to another building could provide a second inserted document at that exact point showing a map of the second building. Or a DR plan, listing high level recovery instructions, could have one or more additional documents inserted at the appropriate points providing screen shots of the individual, detailed recovery steps.