The following projects are a small percentage of the work we have accomplished in the last 20 years. The purpose in listing so many is to demonstrate the diversity
of our experience and the scope of the projects we undertake.
Art Exhibition Management System
For the Guggenheim museum we produced a system to track artwork through the
stages of an exhibition. The system stores information on artwork for labels and
catalogs, lender and artist contacts, shipping arrangements, condition and appraisal
data, and other vital information. Multiple curators and registrars access this information
and use reports to organize the exhibitions.
Tools: MS-Access, Crystal Reports
Budget Management and Reporting System (PAC-Track)
We created a system for the Bravo Channel and American Movie Classics to manage
budget allocations and expenditures. The database contained every line item budget
for the year. Throughout the year users would record actual expenditures as well
as projected expenditures. Extensive reporting gave management a clear view
of budget status, expenditures by vendor and budget category.
We trained users in a classroom setting in Long Island, Chicago and Dallas.
Later additions to the program included automated synchronization of multiple copies
of the database from remote locations around the country.
Patient Database and Practice Management system
Created a system for a chain of Weight Loss Centers to manage patient visits and
billing. System in main office automatically synchronized with systems in remote locations.
Cards - Our Proprietary CRM
About half of the databases we have been asked to develop over the years have had
a strong Contact Management component. Tired of reinventing the wheel and wanting
a reliable way to reuse our custom code we created our own proprietary Customer
Relationship Management System. We call it "Hyper-Card" or "Cards" for short.
Unlimited addresses Phone numbers and email addresses per contact
- Contacts can be assigned to unlimited groups and subgroups
- Maintains a record of your communication with a client
- Generates a letter or email from contact profile
- Manages follow up calls
CRM as defined by Wikipedia
Tools: MS-Access, MS-Explorer Browser and MS-Word as COM objects
Investment Banking System
Based on our proprietary Cards system this system manages the various aspects of
maintaining multiple investment funds.
Unique to this system is the
ability for your contacts
to in turn have their own contacts
. This allows for the various reports
and notifications to be routed to the appropriate party such as the accountant or
lawyer for a given investor.
- Records client banking account info
- Sets default management fee with ability to override percentage for individual clients
- Handles management fee and capital calls
- Mail Merge facility
- Records Fund Investments
- Records individual investor participation in each investment
- Handles the additional complication of Pledge Funds
Tools: MS-Access, MS-Explorer and MS-Word as Com Objects
Construction Management System
Based on our proprietary Cards system this system was developed for a midsize construction company in Long Island to managed
the extensive paperwork involved in construction
projects. Contact profiles for subcontractors are categorized by Spec Section codes (industry standard for defining contractor
type). Contracts are created from templates. System creates submittals and tracks
them through the approval process. System creates transmittals for batches of submittals.
System generates letters, faxes & emails and maintains database of documents.
Tools: MS-Access, Word & Outlook (as COM objects)
Submittal Tracking System
A portion of the our Construction Management System was repurposed for large scale
architectural firms and customized for Polshek & Partners and Beyer, Binder
& Belle two of New York City's largest and most prestigious firms.
System To Manage Shipping Bids for the Food For Peace Program
This program managed a short term bidding process for shippers participating
in the Food For Peace program. The system created the bid prospectus. The Prospectus
was faxed out to participating shippers who then made their bid and faxed it back.
The bids for the various shipments were entered into the system and then reporting
showed the winning bids. The system
arranged for the shipment of billions of dollars
The system was written over 10 years ago in a popular flat file database. It was
later written up in database Advisor magazine. It was the first time that software
had received the attention of that magazine and to my knowledge it was the first
time a flat file system had that distinction.
Tools: Q&A (Symantec)
Sales Order System / Goldmine Extension
Created a sales order system tied to SQL Server based Goldmine CMS system. Customer
information is pulled from Goldmine and entered into the sales order. Order lines
are entered from by selecting from product menu. Order stays in dormant state in
system until it receives manager approval. It then appears on the screens in the
shipping department. The shipping department ships what it can and backorders the
rest. Once the order is complete it leaves their queue.
Tools: MS-Access, Goldmine, SQL Server
Mortgage Loan Management / LOS Extension
Created a system to extend the capabilities of the popular Loan Origination Software
"The Loan Handler
" from Contour.
- Commission calculation
- Shipping Management
- Call tracking
- Dozens of added reports including Pipeline management
This software was installed in 5 Mortgage banks with various customizations including
a Genesis 2000
Update: The system is currently being adapted to the Encompass
LOS from Ellie Mae
including porting the back end to SQL server and integrating
the Encompass SDK.
Tools: MS-Access, SQL Server, Encompass SDK
Mortgage Contact Management System
This system is not based on our proprietary CRM but some of the features have been
ported over. This particular system is closely linked to our other mortgage systems.
Numerous custom features manage the unique workflow of the bank that commissioned
this particular project.
The system is integrated with the phone system
- Routing of phone calls
- Dialing and maintaining records of phone calls
- Switchboard Operator Interface for call screening
Tools: MS Access, SQL Server, TAPIEX
Mortgage Application Log
System to record pertinent Mortgage information at time of application. It assigns
loan numbers, links to leads to client record in the leads database and links to loan
file in the loan origination system.
Mortgage Commission Vs. Draw Accounting System
System calculates mortgage commissions under a variety of formulas. System records
salespersons draw. Periodically the system nets the accrued commission versus the
accrued draw and creates a statement settling the account.
Abstract Management System
System to handle the workflow process of a title search company. Includes a database
of independent search reps around the country who do freelance title and document
searches. Tracks all phases of search jobs to ensure prompt completion and billing.
After this system was completed for our client the package was adopted by a second
search company with ties to the client.
System for Traffic Ticket Broker
(A traffic ticket broker contracts to handle traffic tickets for companies that
have fleets of motor vehicles.) System manages the workflow of ticket processing.
Automated web search to glean traffic ticket information
Bar Code Scanner to read tickets
Creation of affidavits
Emails requests for documentation to clients
Creates weekly client report in PDF format and emails to client
Billing & A/R system
Manages process of remitting fines to municipality
System utilized by remote workers via Remote Desktop
Tools: MS-Access, Explorer Browser, PDF Factory, Remote Desktop, Bar Code Software & Fonts
Archive Management System
Created for the Center For Traditional Music and Dance (CTMD) the system managed
a library of archival recordings made in a variety of media. The system included
the facility to create specialty labels for media.
Tools: MS-Access, Dymo Label Maker & Software
We created a dating system for a company called LuvBuzz. They owned a bar / restaurant
on the upper east side of Manhattan that offered a dating service to their clientele.
Patrons would fill out a questionnaire and have their picture taken. The data was
then fed into the system. LuvBuzz staff would use your information to set up blind
dates for you. One highlight was that
pictures would randomly appear on video screens throughout the bar
accompanied by their "handle". If a patron saw somebody they were interested in
they could request a date by giving the handle to a staffer.
Troop Management System
This started out as a personal project for my son's Boy Scout Troop and morphed
into a full-blown Scout CMS system. It is based on our proprietary Cards
system. To it I added an accounting system, rank management, event planner, mass
email system and a number of other features. We are considering marketing
this to Scout troops with the possibility of making it freeware.
Tools: MS-Access, MS-Explorer Browser as a COM object
Magazine Subscription System
Based on our proprietary Cards system this system was developed to handle subscription records for a not-for-profit publisher of three magazines.
- Invoice and Payment system designed to be similar to Quickbooks
- managed multiple checking accounts
- Exported address lists used by fulfillment house that shipped magazine
Estimation Program for Wholesale Ribbon Company
Creates and track estimates to clients for wholesale quantity ribbons and accessories.
Item units include Each, Dozen, Gross and Thousand quantity. Provides for
multiline labor estimates, calculates profit, price and commission.
Created for the marketing Department of a major architecture firm to track past
project by multiple criteria. Information used when pursuing new jobs.
Management System for Certification Program
Created system to manage all back office aspects of the Cruise Counselor certification program for the Cruise Lines International Association. Maintains student profile
with record of all exams requested and taken, ship visits and other course requirements.
System manages orders for exams and grades them upon completion. Additional management
facilities allow for batch fulfillment of exams and other source documents requested
Travel Agency Database
Database contains the majority of North American travel agencies. Ties to
various other travel systems. Tied to phone system so that agency record pops on
the computer tied to the phone extension ("Phone pop").
Tools: MS-Access, Telephone SDK
Seminar Enrollment system
Manage workflow required to host multi-session, multi-day seminars held in cities
around the country. Course Calendar is created in the system. Students register
for one or more classes. Prior to each event course rosters are printed for instructors.
Cruise Line Statistical Reporting System
Data is supplied by the majority of major Cruise Lines operating in the North American
market. Passenger counts by various geographical and cruise length criteria are
entered into the system. Twenty-six statistical reports are created for use by the
Cruise Industry. Various other reports and functions manage the system to insure
complete data and accuracy.
Tools: MS-Access, Adobe Acrobat, MS-Excel
Order Entry System for Custom Kitchen Contractor
Create orders containing items to be used in contracting job. Utilizes various units
of measure germane to kitchen cabinetry. Record job notes. Create job sheet outlining
job details. Handle drop ship details including address.
PC-FM has created numerous applications for a Long Island based supermarket chain
over the last twenty years. The programs are mostly
specialty applications pertaining
to supermarket accounting
practices and vendor management.
Tools: MS-Access, MS-Excel
Student Admissions System
Hebrew University's Office of Academic Admissions in New York City.
Recorded data from multiple sources pertaining to students applying for admission.
Indexed the physical documents stored in filing cabinets. System managed the process
from the receipt of the first document, through the compilation process and final
decision making on student admission based on system reports.
Tools: Q&A (Symantec)