Posts Tagged ‘Access’

Excel-Access-DB2 Data Exchange

As you may be aware, with older versions of Excel you were limited to the number of rows which could be used.  Mid-level managers at large publicly traded company were comfortable performing various reporting and forecasting functions using Excel.  Unfortunately, the amount of data delivered during end of the month reporting frequently exceeded the capabilities of Excel.  Complicating the issue was the fact that data had to be gathered from both local Access databases and corporate mainframes.

I developed a series of customized Excel and Access macros which allowed them to break down the large data sets based on a number of criteria.  This facilitated their ability to use an interface they were comfortable with (Excel) while still allowing them to deal with and manage large volumes of information.

Sales Logix CRM Implementation

Managed a team of four people in the installation and extensive customization of the Sales Logix software.  Planned and directed the data conversion efforts and  import of several purchased prospecting databases.  Developed interface to external data sources.  Conducted training seminars at various locations throughout the United States for the sales force.

We made extensive customizations to this Delphi based product. This involved an intensive period of training for the programming team to learn the internal structure of the product.  I also led a number of training sessions teaching the team the basics of Delphi.

Additionally, I developed a custom module for Sales Logix and a series of Excel macros and VBA modules which facilitated the exchange of data between a large number of custom spreadsheets used by the sales force and Sales Logix.  This saved hours of re-keying and preserved the accuracy and integrity of the data.

Document Scanning System

Designed and managed the implementation of a system for a large government contract that would allow our firm to receive scanned images of documents, display them on screen and allow operators to key from image. Images were wither served from a centralized server, or via CD-ROM from the individual workstation, depending on how they were received.

Order Processing System

Efficiently coordinate and manage $8.3M in order processing, reporting and payment reconciliation activities. Instituted commonly accepted standards and procedures. Reduced order process time by 36 hours, while eliminating overtime, generating increased cash flow of approximately $175,000.

Sales Management Reporting System

Work   with   executive   level   sales   manager   and   support   staff   to   design   and   implement   a   strategic management-reporting   tool   used   to   track   salesperson   performance.   Prepared   specifications   for additional   enhancements  and  supervised  their  implementation.  Worked  with   users and  DP  staff  to coordinate implementation efforts and recommend company wide changes necessary for this system to interface with three major components of the advertising process.
System allowed sales management to select from extensive ranking criteria and delivered the results to a customized Excel spreadsheet for further analysis.