Here's a good case study example ... One
client we assisted was using Excel to calculate quotes for potential
and existing clients, and a separate file was maintained for each quote
each year. Over time, the number of files grew exponentially. Files
were organized by customer, but soon there were too many client folders
with too many files. Maintenance of the electronic files was getting
overwhelming, but more importantly, it was almost impossible to provide
reporting across clients and years because the data was in different
Our solution was to create an Access database
that stores all of the quote data. Quotes can be created, printed, and
reprinted, summary reports can be generated, and access to historical
data is just a few clicks away.
what is our approach?
Define, Design, Develop, and Deploy -- the
1. First, we try
to DEFINE your goals for the application. Quite
often clients will begin by having a portion of their business process
automated with a database, and then add other things later, so don't
feel as if we have to DEFINE the project as
so large as to break your budget. Often, developing one piece leads
to other ideas too about how to streamline your current business process.
The end result we're hoping to achieve is a better and easier
way for you to do business.
2. The DESIGN
of the database tables is critical to the success of the application.
By knowing the end result you are trying to achieve, we can often reverse
engineer what needs to be tracked in the application. We always say,
"If it needs to come out, then it has to go in!" We look at
what you are doing now to do what you do, and also look for other values
like data that is always scribbled on the outer edges of paper forms
because there isn't a box for them.
Based on your current business process, we
begin to DESIGN workflows that will simulate
what you do, but also enhance that workflow, eliminating redundancies
3. Once the table structure
and workflow are completed, we DEVELOP your new database application.
4. Finally, we DEPLOY
your application and make sure you know how to use it. As trainers,
we know what we need to do to help you use this product you have invested
time and money into so that you feel comfortable using it.