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Past Projects

Evaluated business processes and procedures, developing a clear understanding of where the organization has been and where the organization is going. These efforts resulted in the recommendation and development of the systems identified below. Click each on to learn more.

Business Practice Improvement
Inventory Management
Sales Support Application
Financial Rebate Application
EDI Reduction
Financial Asset Stewardship Tracking
Fixed Asset Stewardship Tracking
Business Transformation Systems
Portfolio Management System


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Project	Business Practice Improvement
Category	Manufacturing
Description	Improved current internal business practices and directed the development of systems resulting in improved business processes for a leading food manufacturer. Exploited information technology to create a unified application with the following components:
	Customer Relationship Management Order Entry, Inventory Equipment Tracking Service Call Management Sales Levels Accounting Functions Data Warehouse


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Project	Inventory Management
Category	Manufacturing
Description	Assisted a leading ink manufacturer in obtaining and retaining a level 1 customer though the design and development of an In-plant Inventory Management application. The application contained the following components:
	Customer Inventory Management Company Inventory Management Third Party Inventory Management Mix Formula Definitions Job Ticket Creation Cycle Counting Customer Billing Customer Relationship Management

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Project	Sales Support Application
Category	Manufacturing
Description	Assisted another ink and printer manufacturer in a sales application. Based on criteria supplied by the client, the application identifies suitable products (inks and printers) that can be utilized in new customer applications.

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Project	Financial Rebate Application
Category	Finance
Description	Supported the execution of a financial rebate program for a leading Ink Manufacturer through the design and development of a rebate application. The application calculated the rebates based on projected sales, for different rebate programs, according to customer calendars. Created general ledger entries, and issued payments to customers and provided a variety of reporting tools. The application contained the following components:
	Sales Tracking Sales Projection Rebate Program Tracking Rebate Calculation Customer Relationship Management Accounting Functions Rebate Issue Reporting and Analysis Tools

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Project	EDI Reduction
Category	Finance
Description	Reduced EDI accounts payable suspense by 93 percent at the global purchasing agent for McDonalds (system handles approximately 10,000 purchase orders per month; 70 percent were in suspense). Though data and system analysis, recommendations were made and implemented, which reduced suspense to less than 5 percent. These recommendations were made both in house and to suppliers. Project accountability was to the Controller and Vice President of Finance.

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Project	Financial Asset Stewardship Tracking
Category	Finance
Description	Created FASTrak®, a financial asset stewardship tracking application for use by investment service firms, managing high net worth individuals. The application manages venture capital investments, private equity, real estate and stocks. The application contained the following components:
	Fund And Investment Execution IRR Reporting Performance Evaluation Customer Relationship Management Investor Reporting

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Project	Fixed Asset Stewardship Tracking
Category	Finance
Description	Created CollectAble®, a fixed asset stewardship tracking application for use by firms managing the fixed assets of high net worth individuals. The system catalogues the collection, records insurance information, appraisal history, loan information, restoration and refurbishment information, ownership percentages, disposition information. In addition a photo CD was created to access images of the collection within the application. The application contained the following components:
	Ownership Management Collection Definition Acquisition Information Disposition Information Loan History Restoration and Refurbishment Appraisal History and Scheduling Reporting Tools

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Project	Business Transformation Systems
Category	Oil and Gas
Description	Over a 7 year period, managed, designed and developed projects to support a major natural gas pipeline that handles 1 billion dollars of annual operating income from transportation of natural gas. Due to de-regulation, the corporation went from 95% of its business generated from sales and 5% from transportation and storage, to 100% of business from transportation and storage and 0% from sales. The systems and processes, which supported this business transformation, required accuracy and extreme flexibility to support constant changes imposed by the governmental regulating agency. Failure to respond in a timely and accurate manner would result in daily financial penalties. Often times these changes had to be implemented within less than 30 days. Development of these system employed three-tier architecture. The systems created included the following components:
	Customer Relationship Management Contract Management Pipeline Management Volume Allocation Transportation and Exchange General Ledger Entry Creation

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Project	Portfilio Management System
Category	Real Estate
Description	Designed and developed a real estate portfolio management system. Primary application objective was to create a software package that would be used to sell corporate real estate services. System was required to provide clients with relevant facilities information to assist in the evaluation of investment criteria to meet corporate objectives.