Access Projects

A portfolio of our Access projects follow. Projects span 12 years and represent a diverse collection of business types.

JOB & WORK ORDER MANAGEMENT SYSTEM

Developed a job tracking system for building security contractor in Burbank CA. The application manages nearly all non-financial aspects of the business. Systems include tracking of installation projects, trouble calls, alarm monitoring, preventive maintenance, purchasing, scheduling, estimating, job costing and inventory control. It produces sales contracts, work orders, invoices, purchase orders and numerous other reports to manage the complete operational side of the business. The application was built over the course of 4 years from scratch in an effort to wean the operation off more cumbersome Excel and paper-based systems and create a platform for process improvement.

DOCUMENT MANAGEMENT SYSTEM

Developed a comprehensive system for tracking manufacturing SOPs and job training for a commercial printer/DVD manufacturer in Glendale and Commerce CA. The system was developed to comply with quality system requirements and the ISO 9001 standard. The application was adopted by 4 sister facilities before I resigned to pursue real estate development. I developed numerous other smaller applications in support of improvement team problem solving activities, oversight of the quality system including KPIs and thwarting Y2K threats to vulnerable production systems. The company took over maintenance of the system with their own internal IT resources.

LEAD MANAGEMENT SYSTEM

Developed a system to manage leads in support of the marketing function by a mortgage brokerage in Los Angeles CA. The application uploaded market leads from a downloaded Excel file and distributed them to loan officer PCs so they could complete the lead profile in an efficient manner.

REAL ESTATE TREND TRACKER

Developed application to track real estate trends and report recent sales by neighborhood for a real estate brokerage in Long Beach CA. Prior to Zillow, this was a handy application to see local real estate trends on the internet. The application posted reports to the company website for promotional purposes.

SALON TRACKER

Developed a Point of Service system --a touch screen application for tracking salon business product sales for Beauty Products Retailer in Westminster CA. The application generates receipts, purchase orders, inventory reports and distributor pricelists.

MARKET TIMER

Developed a stock market timing application for a private investor client who did not like the complexity of maintaining multiple MS Excel spreadsheets with macros. The application gives a simple user interface for keeping a log of stock and option trades and entering stock index data to generate trading signals based on a very complex algorithm. The need for Excel spreadsheets was eliminated.

SharePoint Projects

Our SharePoint projects are profiled below and span 2 years of development.

INTERCONNECT

Created an extranet client portal to manage a building security system trouble call tracking system for a building security company and a large auto manufacturer. The application facilitates the centralized management building security systems for 200+ nationwide locations. The portal interfaces with an Access application. The SharePoint site has limited virgin data. The client submits trouble calls and uploads pictures into SharePoint. Access processes the submissions and updates the active ticket list on SharePoint. The ticket lifecycle includes a verification by the client using SharePoint and an archive so the client can do historical research.

CUSTOMER MANAGER

Created an extranet job tracking site for a promotional goods manufacturer in Long Beach CA

DESKTOP MANAGER

Created an extranet job tracking site for injection molding product manufacturer in Santa Ana CA

IMPACT VALUE MANAGEMENT

Created a prototype multi-site extranet for an asset management company in Irvine CA. Application incorporates InfoPath forms to customize data collection from inspectors and real estate professionals. Sites for each property designed to coordinate renovations of distressed property.