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Word template development, bespoke classroom training, production of electronic guides and online training sessions for an international engineering consultancy

Requirement:  Cundall were looking for help with development of a bespoke Word template for their reports. The work involved new corporate branding and implementation of some user-friendly functionality.  In addition, training sessions were required to introduce the features of the new templates for both UK and overseas offices.

Solution:  Automation via VBA programming code (macros) was not needed for this report template so intelligent use was made of content controls, list and paragraph styles and quick parts. 

Once the template development was completed, SJM Training was asked to deliver a series of classroom training sessions around the UK and Ireland to introduce engineers and administrators to the template. These sessions also provided an opportunity to update delegates' Word skills, where necessary, and ensure that all self-taught users became familiar with time-saving tips and shortcuts. Some simple step-by-step instruction electronic guides were produced to act as an aide memoire.

Cundall also has offices in Europe, Middle East, Asia and Australia. In addition, future new joiners would need to be introduced to the report template. As well as access to the electronic guides, these requirements were met by a series of online training sessions which SJM Training wrote and recorded to cover the topics contained in the classroom training.