Energy Thun, a Swiss utility infrastructure company, has successfully integrated the officeatwork Designer and Wizard Apps and connected them their local SQL database which can be directly used in Microsoft Word templates using the Template Chooser.
This integration allows the Energy Thun teams of over 100 employees, working from various locations, to seamlessly combine their daily tasks of creating of documents and linking it to real-time customer data. The interface consists of the integration of the officeatwork Wizard App and a custom external list feature that connects directly to Energy Thun's local SQL server.
The showcased example in the above video, utilizes the officeatwork Wizard in Word for the creation of customer-specific documents. Within the Word environment, the officeatwork Wizard App is integrated, allowing users to directly access the customer data stored in our SQL database. Furthermore, the data is fetched in a manner that allows the officeatwork Wizard to display the data and further process it.
With this integration, the benefits of real-time customer data retrieval are combined with the advantages of template management, simplifying the creation of personalized documents based on specific customer data.
Here are some of the benefits:
- Real-time access to customer data right within Word
- No time wasted with retyping or copy-pasting, thereby decreasing errors
- Increasing productivity and overall quality of documents
➡️ Overall, the direct connection between a SQL database and the officeatwork Wizard enhances efficiency and quality of processes, saving time and resources by reducing manual tasks in document creation.
To learn more, please contact us at: sales@officeatwork.com.
