Finance on-brand


I have been working for this client since January 2016. The end-clients are large financial organisations, relying on browsers from Internet Explorer 9 and internal Windows 2008 servers onwards.

The product enables the centralisation of pre-approved on-brand MS Office documents and images. Users can then browse, collate, and download these components to generate a single document (docx/pptx/pdf). It features dynamic data replacement using tags. The collateral is delivered via a website and a custom built MS Office Add-in. The solution is multilingual and bespoke for each client, serving thousands of users across various countries.

After initially just being tasked with developing a responsive version of the main product, I was asked to take over all aspects of the development.

  • Developed a responsive version of the main product.
  • Implemented a separation of concerns within the code base.
  • Introduced Web API controllers to replace the originally used single Web Forms page.
  • Replaced hard-coded SQL queries with LINQ via EDMX and now Entity Framework.
  • Switched from using Open XML SDK to Aspose for document processing.
  • Upgraded the MS Office VBA Add-ins to C# with VSTO.
  • Incorporated MS Excel data for generating tables and charts within the downloaded components.

Additionally, I maintain the demo Windows 2019 Server, write installation guidelines and deployment notes, document end-client requirements, and attend on-site meetings. I've also developed a VSTO MS Office Add-in to integrate images from Adobe Experience Manager into presentations via an internal web service.