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This page describes the design decisions for designing a complete Office automation platform.
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Introduction

Recently, I was given the task of designing and writing the specifications for a large Office automation and integration project for a medium sized financial firm. There were two of us involved in making the design decisions. My counter-part was in charge of the SharePoint and Exchange pieces of the project, while I was tasked with designing the Excel and other Office programs integration into the platform. Once we laid out the system requirements and functional needs of the users, we came to the point at which we needed to recommend to management the development platform that we and the company's own developers would use to take our plans to fruition.

Since the client was a financial services firm, the end users were Excel power users. They knew what Excel could do (and what it couldn't) and had high demands for the functions we were to deliver. The office was a mix of Office 2003 and 2007, so I needed a platform that could handle both versions with a single code base. We did not want to find ourselves in situation of developing and maintaining two code bases. Moreover, the Excel side of the application needed several of the more advanced features, such as COM Add-Ins, TaskPanes, extensions to the basic Excel user interface, real-time data servers, Smart Tags, as well as XLL libraries.

This was a tall order. We evaluated several development platforms, including simple VBA, Microsoft's Visual Studio Tools For Office (VSTO) and XL-DNA for the XLL libraries. One of our goals in making the decision regarding the development platform was to provide a single platform that a developer could learn and then apply that knowledge to many different facets of the project. Once a developer learned how to use one platform, we want him to be able to apply that knowledge elsewhere in the project.

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LastUpdate This page last updated: 28-Oct-2008.

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