A National Metals Testing and Finishing Company
New Database Project
We developed a process router database that tracks and organizes processing steps required for complex metal plating work. Process revision and general change logging with automated export of formatted Word documents were also included in this project.
A Local Transport Firm
New Database Project
We worked with a local transport firm to consolidate several processes that managed its day-to-day operations (off-the-shelf software, Excel spreadsheets, an Access database, and other sources) into one Access database. The project required creating approximately 40 tables, 45 user forms and subforms, 20 reports, as well as separate forms for database administrators. Also included in the project were training sessions for administrators and detailed documentation of the database.
A Manufacturing Firm
Modifications to Database, Access Training for Database Administrators
Our consultant worked side-by-side with the company’s database administrators to upgrade and modify their current database, in order to add functionality requested by staff. The collaborative effort allowed our consultant to respond to the specific needs of the company and simultaneously train the database admins in the most recent changes. In a related project, one of our VBA consultants created an automated process to export data from the database and create weekly and monthly Excel charts of production data.
A Massachusetts Energy Company
New Database for Communication and Community Relations
This project included community profiles, subforms to track political information, an annual activity tab, as well as functions to display DPW staff, CMA Service Area staff, and visiting teams from selected communities. Modifications made during Phase Two of the project included automatically incorporating contact tracking spreadsheets into the database.
A Local Private College
Conversion of Reporting Application
In order to improve on data-handling methods, we converted an older, DOS-based, legacy reporting application to use an Access front end and SQL server for data processing and back end storage. The second phase of the project involved re-writing the data import routines to use stored procedures rather than Access queries and VBA code.
A Private College Risk Management Office
Driver Credentialing Application
An online process that allows college students, faculty or staff to submit their driver credentials to an approved vendor that conducts license background checks and stores the credentialing information in a secure database so the the college can verify approved drivers. Drivers must go through the credentialing process in order to drive college vehicles or rent vehicles on college business.
Insurance Claims Database
A database that tracks insurance claims and associated expenses and events. The database was designed to produce detailed loss runs, automated summaries and detailed reports and replaced previously time-consuming tasks.
Online Waivers Web Application
This database allows students to log in, select a waiver form for a college event, and sign and submit it electronically. This application replaces the need for students to fill out paper forms for events and send them to the appropriate location.
Schedules of Insurance
A simple form is used to enter the information on each insurance policy as it is renewed in a database, which then generates up-to-date schedules of insurance. This is a useful tool for risk managers and brokers alike.
Regional and Community Banks
We have developed multiple databases for area banks to track excess deposits, report FDIC requirements, manage vendors and track accounts. Some sample projects include:
FDIC Insurance Database
Set insurance limits for specific account types. Import account information, review and validate data, produce totals for FDIC Cap, Total Balance and Amount Uninsured for IRA and regular accounts. Corrects for multiple and joint accounts.
Vendor Management Database
Centralized database for management of vendors: Criticality rating, contract requirements, contact information, oversight requirements, required documents, vendor software products, automated email notifications, data security details.
New Accounts Database
Track new account status, responsible employee, documents required, send reminder emails to employees. Reporting, search, filter by account number, title, status.
Branch Activity Database
Track and summarize monthly activity by branch. Import deposits, loans, transactions in text files from legacy database. Check and modify data, proofing validation, run reports, automatically email reports to one or more recipients.
Error Corrects Database
Import error corrects text file. Run reports for monthly and YTD summary, email to multiple recipients.
Delinquent Loans Database
Import delinquency data from multiple text files. Run reports for month-end, quarter-end, YTD, monthly, quarterly.
Loan Reporting and Charting
Import data for commercial and residential loans, letters of credit, identified reserves. Data proofing, produce monthly or quarterly matrix report with risk-rated balances in multiple categories. Produce GL Entries report (closing entries for Form 13D).
BOI (Board of Investment) Reports
Import consumer and mortgage loan data, preview and email summary reports.