The following are some sample applications that were completely designed, developed, and maintained by John Strang. All include easy to use data entry forms and custom menus. The customer is not required to know how to use Access to be proficient in their use. Applications are multi-user and developed with MS Access.
This application is for a bond trader (broker) that reduced daily account balancing from hours to minutes, and monthly balancing from days to hours. The application started with Access 2.0 and has been easily migrated to newer versions due to the quality of the design. Easily handles thousands of accounts, traders and clearing houses. Reports include; inventory, short positions, trades by account, broker, or trader commission reports plus numerous more. There are over 12 data input forms and 50 reports that handle over 1,000,000 trades worth over $10 trillion.
Premium Finance Software
There are two standard products from Apropos Business Solutions, Inc. for the insurance premium finance industry. Premium Finance Manager performs all functions to efficiently run a premium finance business, from printing contracts, calculating payments, generating late notices, keeping detail account balances, income and account receivable reports, complies with each states’ own regulations. The Agent Quote Module performs financing calculations, prints contacts, productivity reports, self-updating over the Internet, also transmits contracts and payments over the Internet. These applications are used by numerous customers in various states.
Bank Loan Document Tracking
A small regional bank needed a way to track documents received and a way to know when new documents would be required. The application keeps track of multiple complex loan relationships including borrowers, co-borrowers and guarantors. Produces reports for the board of directors and upper management along with working reports for the loan officers.
Mutual Funds - Community Reinvestment Act
Designed and implemented an application to manage all shareholder activity from initial funding to managing assessment areas, investment allocations, keeping track of account balances. Shareholders invest millions of dollars that must be properly invested in their local communities according to specific requirements to meet CRA regulations.
This is a workflow automation application to complete contracts and numerous documents used in the sale and registration of yachts. Contact and vessel information is entered into a user-friendly Access 2007 application and the Microsoft Word documents are completed and converted to PDF files for emailing to clients and brokers.
Membership Management and Appointment Scheduling
Schedules pet surgery appointments with numerous veterinarian clinics that provide low-cost services. Automatically reconciles appointments and billing on a per clinic basis. The membership management maintains mailing list and categorizes each members’ status based on user selectable type (customer, vet, donor, volunteer, etc.), select mailing list with easy list box selection, prints renewal notices, generates income reports, late dues reports with aging, upcoming renewals for any time frame, prints mailing labels, monthly appointment summaries, year-to-year comparison. This customer was acquired by the Humane Society of Broward County and they continue to use the software.
Implemented a robust marketing tool that follows sales leads from initial generation to final disposition -- such as a sale. Produces reports that show the effectiveness of individual marketing campaigns or grouped by category (advertisement, trade show, etc.).
Mail List Management
Designed and implemented an application that combines multiple contact lists from field sales offices into a comprehensive mailing list. Has an intelligent search for duplicates and address verification. Produces mail labels optimized for bulk mailing and mail merges, based on user selected criteria, to produce personalized letters.
Designed and implemented an application that keeps track of product information (part numbers, description, pricing, etc.) and customer orders. Automatically imports large Excel spreadsheets and outputs email reports. Produces reports such as sales history, invoices and government required status reports with DD250 shipping forms.