The union wanted the ability to monitor account balances, report on program results, and to perform regular or ad hoc external audits to ensure integrity of the program.

Architecture:

• MS Access interface to a SQL Server database

Processes:

• Program Manager enters receipt and disbursement transactions through the access database interface
• The system automatically journals receipts and disbursement; accounts are balanced for each transaction
• The system maintains strict control over authorized disbursements
• Auditing features ensure accuracy of, and accountability for, all entries
• Financial data is securely stored in SQL Server
• Internal security code restrict Users' ability to see data in the Access interface to their role

Results:

• The Access/SQL server application gives the union secure, real-time control over the status of accounts in the program, provides detailed reporting on receipts and disbursements, and enables the ability to create management reports and audits at any time

Architecture:

• MS Excel automation

Processes:

• The client maintains an electronic library of equipment, rates, services and service plans on their network
• The automated Excel workbook automatically connects to the central library
• The tool automatically updates equipment lists, services and rates from the master library each time an estimator opens it. The tool retrieves up-to-date information prior to starting each new estimate.
• Estimators finalize and get approval from management via electronic transmittals from within the tool
• Estimators produce a print-ready estimate package in PDF format for delivery to prospects when estimate is finalized

Results:

• Estimators now concentrate on gathering and validating information from clients to use in an estimate, rather than looking up equipment, service and rate information from various sources. Estimators can transmit completed estimates to management for approval at the click of a button in the tool

Architecture:

• MS Access interface connected to SQL Server database; Excel Automation to create Performance Dashboard and Charts

Processes:

• Clinic staff enters daily performance metrics into the Access interface
• Windows and Office automation create performance metrics charts and summaries in an Executive dashboard using Excel Automation. Executive dashboards are emailed to Clinic managers on a schedule determined by management

Results: Executive Management and Clinic Managers automatically receive current graphs displaying accurate, timely metrics along with supporting summary and detail data in one document.

Architecture:

• A consolidated MS Access interface connected to a merged SQL Server database

Processes:

• Paralegals maintain client and case histories via the Access interface
• Paralegals produce Management and Case Reports for attorneys as required
• Paralegals monitor their caseloads using a number of summary and detail reports

Results:

• Para-legals and attorneys have a single point of data entry and a single source of current information for managing clients and cases
• Para-legals can create summary and detail case history and case status reports for attorneys at the push of a button

Architecture:

• MS Access interface linked to both local and remote SQL Server databases; an ASP.Net web site; Excel Automation to create Performance Dashboard and Charts

Processes:

• Clients log into their accounts in the Lab's web site to submit requests for equipment testing, and ship equipment to the lab for testing
• Technicians log tested equipment into the lab's inventory through the local Access interface
• Technicians conduct tests and upload test results into the local SQL Server database trhough the Access interface
• Technicians export test results to the SQL Server database for the web site for consumption by clients
• The web site display aummary results for tested equipment to the public
• Technicians use Excel automation to create custom reports for clients for each piece of tested equipment
• The system automatically converts Excel reports to PDF format to be emailed to clients
• Lab staff uses Excel automation to generate periodic billing reports for clients

Results:

• Customers have immediate, real-time access to test results for their equipment on the web site as soon as it is completed.
• Technicians manage all aspects of testing and reporting from one MS Access database.
• Lab Managers have immediate, real-time operations information from the MS Access database.

Our software development process revolves around your business. We strive to meet the following goals:

• Understand your business rules and your database goals
• Determine and respect your data priorities and budget
• Advise on data technologies that will have a business impact on your ROI
• Design and create Custom Databases, automate bids and estimates, produce legal forms, purchase orders and reports to reduce tedious data entry and paperwork.
• Provide Data Integration and Data Cleanup
• Create a workplan and schedule review meetings
• Develop, troubleshoot and test the solution with users
• Install the program and provide future support

We use Microsoft technologies to build custom spreadsheet, database and web applications that include:

• Microsoft Office

• MS Word Automation
• MS Excel Automation

• Custom Databases

• Access Database
• Access Web Services on SharePoint
• SQL Server

• Data Integration
• Quickbooks

• Websites And Programming

• VBA and VB
• ASP.NET
• Dotnetnuke