Sample Applications

Financial Industry

Bonds 20001

Designed and implemented an application for bond traders (brokers) that reduced daily account balancing from hours to minutes, and monthly balancing from days to hours.  The application keeps track of trades and produces numerous reports. Easily handles multiple accounts, traders and clearing houses. Reports include; inventory, short positions, trades by account, broker, or trader commission reports plus numerous more.

Premium Financing

Designed and implemented a commercial application to manage a premium finance business.  Handles all aspects of insurance premium financing from dealing with the customers, agencies or insurance companies.  Refer to the Premium Finance Manager 98 pages for more information.

Auto Industry

Vehicle Labeling with Leasing

Designed and implemented an easy to use application that allows automotive dealers or automobile labeling companies to quickly enter vehicle information (VIN, color, mileage, etc.) and then calculates lease payments and prints vehicles stickers. There are a variety of sticker formats to choose from. Reports include invoices and payment history with accounts receivable aging.

Customer Contact Management

Implemented an application that allows a dealership to systematically maintain contact with its customers. Keeps tract of customer’s personal information including details of their vehicle(s). Supports selection of various events such as vehicle anniversary, birthdays, advance notice of lease termination or payoff date.  Please refer to AutoMailer for additional details.

General Business

Mail List Management

Designed and implemented an application that combines multiple contact lists from field sales offices into a comprehensive mailing list. Has an intelligent search for duplicates and address verification. Produces mail labels optimized for bulk mailing and mail merges, based on user selected criteria, to produce personalized letters.

Order Processing

Designed and implemented an application that keeps track of product information (part numbers, description, pricing, etc.) and customer orders. Automatically imports large Excel spreadsheets and outputs email reports. Produces reports such as sales history, invoices and government required status reports with DD250 shipping forms.