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News
MacroView at ILTA 2009
July 2009
MacroView is a Silver Sponsor of this year’s Conference of
the International Legal Technology Association, which will be held at the
Gaylord National Conference Centre near Washington DC on 24 – 29 August. Look
for MacroView at Stand #123. The theme of the MacroView stand will be
‘World-class Integration of Microsoft Office and Microsoft SharePoint’.
Finalist in Worldwide Partner of the Year
Competition
June 2009
MacroView is a Finalist in the Office Solutions Development
category of the Microsoft Partner of the Year competition.
SharePoint Workflow solution
for a leading regional operator
June 2009
MacroView has used the Workflow capabilities of SharePoint to streamline
activities within a leading regional operator. A State Machine
Workflow handles Profit Centre – Finance Department interactions associated with
reviewing and approving financial plans. In addition to email notifications,
this workflow automatically secures the financial plan document once it is
approved, thereby preventing further amendment. A Sequential Workflow automates
the creation of new accounts for Extranet access. Staff lodge a request for a
new account in a SharePoint list, which triggers review by the IT Department.
Following approval, the workflow automatically creates the new access account in
A/D and informs the requester by email.
www.MacroViewWISDOM.com site has been
launched.
May 2009
This is the new go-to site for information about MacroView's WISDOM range of
addons for
SharePoint and Office. Numerous short camlets now let you quickly see features
of various WISDOM products in action.
Australian Wide Extranet rolled out to handle OH&S requirements
May 2009
Australian Wide SharePoint Extranet will be rolled out for group of private
schools to assist in managing OH&S requirements via their SharePoint 2007
portal.
This system handles three main areas, Reference Material, Injury Management and
Reporting and Accountability.
The Reference Material is organised into the standard OHS Categories and
contains documents such as guides, processes, policies, procedures and risk
assessments, to name a few. Navigation is simple as the standard SharePoint
interface is quite flexible.
The Injury Management system employs the standard Out-of-the-Box SharePoint
features to publish InfoPath forms via the web and document conversion making
the distribution of sensitive information simpler and more secure. There is also
a large amount of customised functionality facilitating the automatic tracking
of individual injuries and adhering to the legal requirements around the
notification of an injury.
The Reporting and Accountability side of the project tracks individual
workplaces’ performance in installing safe guards to reduce and prevent injuries
from happening in the first place. This is a completely customised solution
providing statistics and automated reports but is all driven by standard
SharePoint interfaces, such as a List. This means there is very little
SharePoint training required to maintain this part of the OHS system.
Leading Insolvency Firm migrates to Office 2007
April 2009
MacroView has assisted a leading national insolvency firm with their upgrade to
Office 2007. The upgrade has resulted in consistent templates, styles and Chart
appearance across Word 2007, Excel 2007, PowerPoint 2007 and Outlook 2007.
MacroView converted existing Macros and created custom Office 2007 ribbons to
replace toolbars. This upgrade project benefited from MacroView's extensive
experience from migrating to Office
2007 from previous versions of Microsoft Office.
Asian rollout for Major law firm
March 2009
A training session for technical staff in Manilla, conducted by MacroView, was a
highlight of this project, which saw the rollout across
numerous Asian offices of a new custom document generation environment for a
major international law firm. MacroView developed a suite of
automated templates
in Microsoft Word, which linked to Active Directory and Interaction to retrieve
user and client details, and to Hummingbird DM5 to store and profile generated
documents. The new system supports multiple languages including Simplified
Chinese, Traditional Chinese and Japanese.
Excel Application outputs dozens of monthly reports in one click
December 2008
A nationwide Insurance Broker is now able to output dozens of reports each month
in Excel at the click of a button.
A custom Excel application was designed that
generates benchmark reports as a group and
for individual brokers based on sales and volume metrics imported from an
existing line- of-business system.
The new solution eliminates the need for linked workbooks, which were previously
causing significant maintenance overheads. The new system automatically rolls
over to each new financial year, thereby minimizing ongoing cost of ownership.
MacroView - Finalist
in Partner of the year awards 2008
August 2008
MacroView was a finalist in the Microsoft 2008 Information Worker Solutions,
Enterprise Content Management Partner of the Year Award:
This award recognises partners who have excelled in offering breakthrough
Microsoft® Office® system solutions.
Submissions must show the unique and positive impact they have had on customers’
business pain points.
WISDOM DMF Professional
February 2008
WISDOM DMF Professional extends Microsoft Office SharePoint Server 2007, enabling the
creation of ‘best practice’ Document Management solutions for Professional
Services firms. These WISDOM solutions more than match the functionality and
ease of use of leading traditional DM solutions.
Features include client-centric saving, opening and searching of SharePoint,
unique document numbering and smart templates for creating client sites and
matter libraries. Included in
WISDOM DMF
Professional is a web service that streamlines integration with existing
Practice Management and CRM systems. ‘Save to SharePoint’ from Adobe, WISDOM
Enterprise Search and prototype SharePoint-based Client management application
are also included in the
WISDOM DMF Professional package.
Save to
SharePoint – direct from Adobe Acrobat
January 2008
Following suggestions from a number of customers, MacroView has developed an
Adobe Plug-in that allows ‘Save to SharePoint’ direct from Adobe Acrobat and from Adobe Reader. In saving PDFs to SharePoint, WISDOM displays its
tree-view and prompts for meta-data in the same, consistent fashion as it does
when saving from Microsoft Office or uploading files from Windows. "Save to
SharePoint" from Adobe is part of the WISDOM Document Management Framework and
included in
WISDOM DMF Professional.
Winner of the MOSS Search Competition
June 2007
MacroView has been selected as the winner of the Innovative
Search Solutions competition, which Microsoft has conducted on a worldwide basis
to identify partners with excellent skills in MOSS 2007 Search. The MacroView entry
was based on a MOSS Search solution
that we created for one of our large legal firm clients. That client is
currently using Hummingbird DM5.
The solution builds saves time and reduces the risk of error
when preparing new sales proposals. It uses MOSS 2007 to search an existing CRM database to find
records relating to previous assignments. The user can pick valid values for
search fields from drop down lists, taxonomy trees and other controls, thereby
removing the need when using standard MOSS Search to enter text for these search
fields. A feature of the solution is that users can retrieve details of selected
relevant assignments and have them inserted (fully formatted) into the current
Word or Excel document.
WISDOM Supports SharePoint 2007 and Office 2007
March 2007
Version 5.0 of WISDOM Document Management Framework
(DMF) has been released
for production use. This version of WISDOM runs on Office 2007 as well as Office
2003. The additional WISDOM customisations are fully integrated with the
Office 2007 ribbon. WISDOM DMF ver 5.0 supports servers running Microsoft
Office SharePoint Server 2007 and Windows SharePoint Services v3. In addition to
supporting the features of previous WISDOM versions on these new platforms,
WISDOM DMF v5.0 supports multiple Content Types and custom columns based
on the Business Data Catalog in libraries within MOSS 2007 sites. The
already strong performance of WISDOM when displaying its tree-view of your
SharePoint environment is further enhanced by cached access to MOSS servers.
WISDOM DMF v5.0 extends the document management capabilities of MOSS 2007 to
enable best practice solutions for managing documents, email messages and other
files.
Drag and
Drop to save your Outlook Messages
October 2006
WISDOM Message now lets you drag and drop in Outlook to save messages to your favorite libraries and folders in SharePoint. You can save one or more messages
with a single action, which makes it much easier and quicker to manage your
Outlook messages in SharePoint. WISDOM will automatically name the message files
that it saves, ensure that attachments are preserved and also prompt for values
of any custom meta-data columns that are present in the SharePoint library where
you are saving. You can still use the standard WISDOM tree-view display to save
messages and/or their attachments to any library or folder in your SharePoint
environment.
Making Content Even
Easier to Find and Reuse
September 2006
With the release of V6.1,
WISDOM ClauseBank now makes it even easier for
business users to manage and reuse content in their Microsoft Word documents.
New features in this latest version include Favorites (for rapid navigation to
frequently used clause libraries), a full-screen preview option (for convenient
viewing of larger content items), support for saving of graphics files in native
format, enhanced Filtering (with optional highlighting) and improved SSL support
(for users accessing via the internet). The new version is also more efficient
in its use of bandwidth and other resources. ClauseBank continues to grow in
popularity, with a recent enterprise licence sale to a major UK law firm.
Major law firm licences
WISDOM ClauseBank
March 2006
A
Major international law firm has licenced
WISDOM ClauseBank
for use by professional staff across its Australian Offices.
WISDOM ClauseBank will be used in conjunction with custom Microsoft Word 2003
templates for automating the generation of a wide range of legal and
marketing documents. A feature of the
WISDOM ClauseBank implementation has been the configuration of restricted access to specific
clause libraries - so that content in this part of the ClauseBank can be
used by only designated staff.
Workflow
Management solution for New South Wales Schools
9 January 2006
Since 2002 NSW Department of Education and Training (DET) has been using a
SharePoint-based solution from MacroView to track and control the production
of Annual Reports for over 2,200 Schools around the State. MacroView has new
re-developed this solution using a combination of Windows SharePoint
Services and SharePoint Portal Server 2003. The new solution showcases a
range of SharePoint customisation techniques, particularly at the XML schema
(CAML) level. Key features of the solution are automatic cross-site
replication, ‘Smart Lookup’ lists and adjustment of access permissions based
on workflow status. Click
here for more
details.
More MacroView News and
announcements
Smart Profiling of
Documents
MacroView Business Technology’s WISDOM Document Management Framework voted MSD2D
People’s Choice Award Winner!
Showcase SharePoint Solution for
Proposals
WISDOM Document Management Framework
WISDOM Message links Outlook to Windows SharePoint Services
Major Bank Streamlines Commercial Lending with WISDOM
MacroView - National Winner 2003 Solutions Challenge
MacroView Wins 2001 Microsoft Office XP Solutions Challenge
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