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Empowering Stakeholders With Flexible Factsheet Templates

Empowering Stakeholders With Flexible Factsheet Templates

Client

Australian Unity

Industry

Financial Services

SERVICE

Document design

Word template

Empowering Stakeholders With Flexible Factsheet Templates

Background

Australian Unity needed their factsheets redesigned and built as Word templates to enable their internal stakeholders to create professional, brand-compliant documents without design expertise. The template needed to include editable components like headers, subheaders, tables, breakout text boxes, and case studies, all within a flexible two-column layout.

Additionally, they required a white-labelled version, to accommodate third-party use. Both versions needed to follow their visual identity guidelines, with the white-labelled template designed in greyscale and incorporated a subtle secondary colour palette for charts and graphs.

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What we did

We designed and developed a comprehensive Word template that included all required components, created for full editability and user flexibility. Two cover options were included, reflecting different design examples provided by Australian Unity, and a completed factsheet was produced using supplied content to showcase the template’s functionality. A white-labelled version was also delivered, featuring a greyscale design with subtle secondary colours for compatibility with external branding. The templates allowed users to easily replicate or remove components as needed, offering an intuitive, adaptable solution that streamlined the creation process for stakeholders.

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The result

The new templates transformed Australian Unity’s workflow, empowering stakeholders to produce professional, brand-consistent factsheets quickly and efficiently. The white-labelled template provided additional flexibility for external collaborations, enhancing their overall capabilities.

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Ideaseed delivered exactly what we needed: versatile, user-friendly templates that streamline our process.

Australian Unity

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