Case Studies

This system consists of several different modules which not only manages the administrative needs to operate the business but also incorporates reporting facilities which assists with the monitoring of products they sell.  Functions include:

• Policy Fulfilment (printing and issuing of insurances schedules and cover notes)
• Generation of invoices and dealer/broker commission
• Claims handling including automated document generation and management
• Integrations with other applications such as DDExpert and Exchequer Accounts
• Importing policy and claims data from multiple sources.

The Marketing and Despatch Application consists of two modules that replace an existing Omnys database package for a prospecting, assignment set-up and Despatch applications. Functions include:

• Identifying Doctor Surgeries and Estate Agents to contact in particular areas and radiuses with a view to provide them with booklets / brochures etc, paid for via independent advertisers.
• Follow up diary system. Integration with 3rd party application.
• Controlling the progress of the publications during the printing/ despatch phase.

The EAN Application controls details of recipients of the Estate Agency News Letter. Functions include:

• Facility to add, edit and remove recipient details.
• Integration with 3rd party applications for physical distribution purpose.

The Job Management System (JMS) is a single application that allows for Sites and Purchase Orders to be administered in a multi-user environment. Functions include:

• Importing Purchase Orders from a variety of housing organisations in different file formats.
• Processing of Purchase Orders through their life-cycle from when the Purchase Order is initially Pending to when it has been Completed.
• Reporting facilities such as the production of Job Sheets for on-site workers and Job Tracking for management.

Allows Independent Financial Advisers to manage Clients and Policies. Functions include:

• Sharepoint portal to give advisers access to news, documentation, launch relevant websites and view their Task List
• ASP.NET, AJAX application to manage Clients, Policies and Commission
• Comprehensive reporting facilities, tailored to each level of User using SQL Reporting Services
• Incorporates libraries of client documentation either scanned in correspondence, emails or editable Microsoft Office documentation
• Integrated Lead tracking, Task Lists etc to ensure a rapid response to Clients
• Integrated Compliance and validation
• Integration with third party applications to obtain Quotes, Valuations, Commissions etc from Financial Services Providers

Allows Plant Managers to record details of the production and downtime of chemical process equipment. Functions include:

• Simplified one screen data entry system
• 24/7 worldwide availability.
• Works on any browser, no installation or downloads required.
• Automatic generation of shift data
• Data reporting via spreadsheet

Allows IT department to record and manage Helpdesk Tickets. Functions include:

• Simplified one screen data entry system
• 24/7 worldwide availability.
• Works on any browser, no installation or downloads required.
• Automatic email of Ticket progress to originator
• Data reporting via SQL Reporting Services

Once the document has been generated it is made available to users to read and fill in.  The date the users starts, and completes each section is stored.  The user is emailed a copy of each section as they compete it.  The full document, or individual sections or pages can be printed as PDF when required.

Uses of the application include: Online Health and Safety Guide, Training Modules, Questionnaires, Customer Satisfaction Surveys.

This system manages all the administration needs to operate the business, dealing with Jobs, invoicing, integration with Accounts and management reporting.

• Call logging
• Logging engineers and contractor visit.
• Logging parts and materials used
• Job costing and Invoicing

Development of a database system with a web based interface to replace an unwieldy spreadsheet method of recording production details.

Acts as a common portal for all information sharing and document management within the company.  It also provides Customers with access to live reports by extracting data from a number of disparate software applications.

This system manages all the administration needs to operate the business, dealing with scheduled and unscheduled Maintenance Visits, Health & Safety and management reporting.

• Call logging
• H&S Risk Assessments
• Importing of Maintenance Visits form various clients
• Management Reporting

A stock control system developed giving real time access to clients via the Internet.  The system allows for data entry and Management Reports as well as giving up to date stock details.

The system:

• Manages Estimates and Quotes via letter, email and fax
• Manages Jobs
• Produces Invoices
• Integrates with Sage Accounting package

Animal Welfare Charity
A contact management system
Developed in Microsoft FoxPro

A contact management system that also:

• Managed Donations
• Mail merges
• Manages Campaigns

Insurance Service Provider
Premium Calculator
Developed in Borland Delphi

• Calculating the commissions due for sales consultants
• Calculating Anniversary Payments
• Production of output file for integration into Accounting application and Inland Revenue systems

• Data input into Access Database via Data Entry Screens
• Management Information Reporting
• Production of Monthly Word Document using containing graphs and tables detailing the Performance of the Police Force in certain areas.

• Calculated and reported commissions due and received for Insurance Brokers.
• Incorporated data received from external systems
• Produced output files for input into external systems

• General Risk Assessments
• COSHH
• Manual handling & DSE assessments

The development of a Skills Toolkit to be used to help partner small businesses together.  The software was given to Business Link type organisations throughout the UK and in parts of Europe.

• Production of workflow charts
• Speaking to key people and assessing their work practices
• Systems Analysis
• Design of data entry system and Management Reporting.

Development of a telephony packaged used for selling and configuring automated telephone answering systems.

Production of a technical specification for a Control Areas Software based on meeting with a water engineering company.

• A Contact Management System
• Customer Complaints system

Technical Support for an Access Database Legacy System

Technical Support for an Access Database Legacy System