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Since the autumn of 2005, after taking over from one of the very top
SalesLogix Business Partners
in North America, we have done all the SLX customizing work for a global
non-profit organization headquartered in NYC. Bill Gates is a major donor
to their cause.
By providing an ASP front end for user login and contact-information entry and editing,
plus much back-end customization of the CRM, we integrated their SalesLogix installation
with Lyris ListManager, allowing donors
to easily subscribe/unsubscribe to the organization's emailed and bulk physical publications.
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We solved all the tough problems for this Microsoft Certified Partner's deployment of
Reporting Services 2005, enabling them to take over the repetitive task of creating SSRS
reports to replace the existing Access reports in their enterprise application, Tori-Flex.
In the process, we wrote SQL Server code to dynamically generate report queries, implemented
VB.NET procedures within the reports themselves, and created T-SQL to dynamically link to
other networked servers, for querying data from the Traverse accounting application
installed on their client sites.
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First, we created a browser-based ASP interface for OLAP reporting, utilizing a custom COM engine
(written in Visual Basic) for the middle tier, enhancing the cube-reporting features of
Crystal Reports 8.5, thus providing for flexible and timely reporting off of the
existing New York Times data cube.
Then, we built separate staging areas and data cubes for reporting from United Airlines,
CIBC, and US Airways data.
Simultaneously, having spotted a clear way to make the company in general run more
efficiently, we created automations for the preparation of Excel and PowerPoint business presentations and reports
in Visual Basic/VBA and dynamically-generated HTML, saving Advantex over $10,000 annually in labor costs.
Later, we designed, implemented and administered all aspects of the migration from FileMaker 4 and ACT! 4.0
to SalesLogix 6.0, including all system architecture, and all customization programming for the GUI,
for a group of fifty Sales, Marketing, and CSR users.
Finally, we conceived and implemented a seamless automated Visual Basic solution allowing the Sales Department
to run reports including "manual" merchant transactions, which were not present in the Oracle
database. The entire IT and IS Departments at Advantex had previously concluded that the problem
was unsolvable; it took us less than five minutes to conceive of a simple and workable solution,
and a mere fifteen hours to implement it.
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