Real World Scenario using Word Templates

Merrill Lynch Business Financial Services developed an extensive Word template repository programmed in VBA. The repository consisted of a single network folder that housed over one hundred stand-alone Word templates. Each template launched a userform when invoked that prompted the user for basic information. This information was then used to populate certain areas of the document and make decisions about which clauses to create.

At the outset, the templates were created by an advanced business user. The templates were originally created merely as shortcuts to create business documentation. However, they incidentally gathered a great deal of foundational business data, such as customer information and transaction terms.
Users quickly became frustrated by having to enter data into two systems: (1) the Word templates, and (2) the central database application.

The IT department was faced with a dilemma; they needed to begin maintaining the templates and enhance their functionality to either pull information from the database, or feed the database directly from the VBA templates. A quick review of the templates found that they didn’t meet any of the internal application guidelines. They weren’t even signed and required users to have their security set to “low” in order to run.
This was clearly an example where a professional development environment (and some forethought) could have prevented a costly project.

With the development of information technology, most of the people started using computers and software for managing their data. Different software tools are available in market to perform specific tasks, like if you are a tax consultant then defiantly you should have tax software.

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