Financial case study

To maintain client confidentiality identifying information has been either redacted or amended

Actual example of an invitation to attend a Roadshow for a financial membership - page 1
Actual example of an invitation to attend a Roadshow for a financial membership - page 3

Before

Actual example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 5
Revised example of an invitation to attend a Roadshow for a financial membership - page 1
Revised example of an invitation to attend a Roadshow for a financial membership - page 2

After

Revised example of an invitation to attend a Roadshow for a financial membership - page 3
Revised example of an invitation to attend a Roadshow for a financial membership - page 4

Document:

Roadshow invitation

Purpose:

Advise members of upcoming seminars with speaker topics and profiles plus cost of attendance.

Usage:

Designed in Microsoft Word, converted into a PDF and sent via email to members.

Background:

Organisation run by a committee of volunteers which limited the amount of time available for conducting activities such as document layout.  Many documents used existing designs with new information over-writing the old.

In this case, speaker information, event venue and attendance costs are inserted into a previous version of a Microsoft Word document, re-saved and sent to members.

Problem:

Microsoft Word document not able to provide a layout that looked professional due to its limitations.  Registration form had to be printed, completed by hand then either posted of faxed. Had to scan in form on receipt from members to gain a digital copy.

Solution:

Redesign layout and convert registration page into an interactive form with required fields and an automatic totalling function that used the number of attendees to calculate the final cost.

Form has reset, print and submit buttons where the completed form can be automatically sent to a pre-defined email address.  Digital copy of completed form kept for records.

Actual example of an invitation to attend a Roadshow for a financial membership - page 1
Actual example of an invitation to attend a Roadshow for a financial membership - page 3
Actual example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 5
Revised example of an invitation to attend a Roadshow for a financial membership - page 1
Revised example of an invitation to attend a Roadshow for a financial membership - page 2
Revised example of an invitation to attend a Roadshow for a financial membership - page 3
Revised example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 1
Actual example of an invitation to attend a Roadshow for a financial membership - page 3
Actual example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 5
Revised example of an invitation to attend a Roadshow for a financial membership - page 1
Revised example of an invitation to attend a Roadshow for a financial membership - page 2
Revised example of an invitation to attend a Roadshow for a financial membership - page 3
Revised example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 1
Actual example of an invitation to attend a Roadshow for a financial membership - page 3
Actual example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 5
Revised example of an invitation to attend a Roadshow for a financial membership - page 1
Revised example of an invitation to attend a Roadshow for a financial membership - page 2
Revised example of an invitation to attend a Roadshow for a financial membership - page 3
Revised example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 1
Actual example of an invitation to attend a Roadshow for a financial membership - page 3
Actual example of an invitation to attend a Roadshow for a financial membership - page 4
Actual example of an invitation to attend a Roadshow for a financial membership - page 5
Revised example of an invitation to attend a Roadshow for a financial membership - page 1
Revised example of an invitation to attend a Roadshow for a financial membership - page 2
Revised example of an invitation to attend a Roadshow for a financial membership - page 3
Revised example of an invitation to attend a Roadshow for a financial membership - page 4