This page provides details of some of our projects over the last few years. We hope they will encourage you to think about how technology can be useful in your business processes.

We're constantly adding to our list of successful projects and so the following list is just the start. A complete project history, including web-based applications, is available upon request.

Production and Manufacturing

Manufacturing Inventory, Production and Costing System

• Functionality: Tracks perpetual inventories of millions of board feet of raw lumber and cut stock at multiple locations, from purchase order to finished product. Stores information for multiple lumber processing machines including inputs and outputs, % recoveries, material and labour values, production targets vs. actuals, set-up and down-time and more. Provides real-time standard and dynamic costing, and production statistics across all product lines. Provides month and year end accounting data for accounts payable and inventory valuations.
• Benefits: Perpetual inventory enables improves speed and accuracy of order management and production planning. Dynamic costing features permit sales/marketing with a faster response time when negotiating prices with customers. The quality of wood received from different manufacturers can be compared on a timely basis. Production statistics help to increase productivity of plant staff by providing a standardized basis for goal setting and incentive programs. Efficiency of machines can be continuously monitored to ensure optimize yields and labour inputs.

People Management, Time-Keeping

Temporary Employment Agency

• Functionality: Stores details of inside and outside employees, applicants and clients. Tracks details of Work Orders, requirements, dates, outcomes, etc. Tracks union affiliations, time charged to clients and non-chargeable accounts such as Sick, Medical, Vacation etc. Produces numerous reports for internal and external reporting, review of client work, review of employee work and skills, review of union benefits and other HR functions.
• Benefits: Combines client information, employee information, work order history and union records in one easily accessible system.

Consultant Time/Billing System

• Functionality: One entry creates time record, WIP, sub-contractor costs, subcontractor payable. Allows for recoverable expenses. Review WIP and either bill as is, bill at zero or write-off time. Ages Accounts Receivable. Allows for basic double-entry book-keeping to track general ledger items for the firm.
• Benefits: All-in-one time and billing system with a basic double-entry bookkeeping module to cover all the needs of a small consulting firm.

Payroll Job Cost Allocation

• Functionality: Input: 30 - 40 timesheets from construction site, with each timesheet containing up to eight cost codes per day. Output: Journal entry allocating site crew time over approx. 25 cost codes in ten companies.
• Benefits: 1-1/2 days' manual work in Excel reduced to 3 hours.

Sales Lead Tracking System

• Functionality: Tracks new sales leads and prompts sales reps to carry out daily, weekly or other follow-up, while tracking the progress of the sale.
• Benefits: No "lost" sales leads, better follow through to completion and increased sales closings.

Inventory, Purchasing, Sales/Invoicing, Estimating

Utility Billing System

• Functionality: Creates monthly billings for ski hill utilities (gas, water, sewer, cable, etc) based on metered readings of usage. Allows for monthly adjustments to customer accounts. Provides billing and receivables analysis. Allows for tracking of properties, ownership, utilities subscribed for.
• Benefits: Centralizes customer and property information and allows for speedy billing of utilities. Two day's work reduced to three hours.

Inventory Management & Ordering System

• Functionality: Uses Business Vision Connect! ODBC driver and custom-designed data updating routines to allow virtual real-time (10 minute delay) access to live data. Used to determine inventory availability and create supplier purchase orders against 800+ items.
• Benefits: Provides greater functionality than central accounting system, with details specific to the business.

Quotation and Invoicing System

• Functionality: Stores list of customers, products and suppliers. Creates and prints automatically formatted quotations for materials, equipment and labour, calculates costs, prices and margins. Tracks actual costs, prices and margins costs for jobs (optionally based upon an existing quotation) including purchase orders, freight invoices, permits, subtrades and rentals. Integrated time-sheet captures hours worked, rate and summary of work completed. Prints customer invoices from job information. Customer screens displays summaries of quotation and job history, equipment installed and service due dates. Quickly retrieves customer, quotations or jobs using a single, simple search dialog.
• Benefits: Detailed cost and margin tracking/reporting for all quotations and jobs. Allows managers to assess profitability of different types of jobs, and cost/prices of labour at standard and overtime rates. Administrators can quickly and easily associate time sheets, purchase orders and supplier invoices with a single job number. Quotations and Invoices are customized to display exactly the information the client needs to see.

Pro-Forma and Quotation System

• Functionality: Created quotes or pro-forma invoices from 800+ inventory items, saves for further processing in accounting system, prints customer quote/invoice and internal documentation. Linked to sales lead tracking system.
• Benefits: Ability to relate unlimited quotes and pro-forma invoices to particular leads. Internal control feature for new accounting system.

Wholesaler’s Order Management System

• Functionality: Stores list of customers, products, suppliers and employees for an international wholesale company. Creates and prints detailed pro-forma invoices, orders, commercial invoices and purchase orders including FOB prices, overhead, commission and profit loadings. Creates Confirmations of Sale and Marine Insurance documents with default and customizable clause language. All documents can be printed in English or Japanese. Automatic conversion between multiple currencies.
• Benefits: Complex orders are automatically priced (based upon default settings) and formatted in minutes instead of manual calculations and layout using spreadsheet and/or word processor. Existing pro-forma quotes, orders and invoices can be used as templates for new ones. User can maintain "just in time" inventory using automatic batch vendor specific purchase order creation. All documents maintain consistent look regardless of which staff person created them.

Engineering Project Management & Invoicing System

• Functionality: Stores list of clients, tracks expected revenue and progress for hundreds of projects. Staff responsible for a given stage can review their projects and priorities (by due date), as well as set flags for review by project managers. Powerful search engine permits retrieval of data based upon a wide range of criteria. Invoicing feature permits multiple invoices against a single project.
• Benefits: Engineers and designers can share project data throughout the organization. New projects can reuse data from previous projects with similar characteristics. Managers always know exactly what projects are at what stage of completion and why. Invoicing feature improves cash flow and department autonomy by allowing invoices to be created at each stage of completion.

Manufacturer’s Marketing System

• Functionality: Stores list of customers and their contact information for over 900 dealers, reps, and distributors throughout North America. Automatically imports monthly sales information from mainframe accounting system, calculates co-operative advertising budgets, and tracks advertising claims, promotions and orders for any fiscal year. Generates mailing labels and dealer lists for targeted lists of customers. Prints credit and order invoices, as well as monthly summaries of coop budget and claim amounts.
• Benefits: Ensures all marketing staff know how much advertising money a given customer has accrued and what has been promised to whom. Field reps and distributors have latest information on sales activity of customers within their territories. Provides marketing department with greater autonomy from accounting department.

Estimating, Budgeting and Purchase Order System

• Functionality: Fully integrated system to estimate, budget and create purchase orders for residential construction company building single-family and townhouse units, including uploading of data to Timberline accounting system.
• Benefits: 2-1/2 days' work reduced to 3-1/2 hours.

Miscellaneous

Legislative Compliance System

• Functionality: Tracks legislated compliance requirements for an international insurance company. Monitors compliance requirements by department, type of transaction, period etc.
• Benefits: Reduces risk of non-compliance, fines, directors' liability and litigation.

Capital Spending Request System

• Functionality: Accepts requests for capital spending and ranks them according to various criteria set by the Board and selected in this system.
• Benefits: Allows competing requests to be easily compared on a wholly objective basis. Provides reports for different departments indicating how their requests rank against others.

Quality Control Monitoring System

• Functionality: Tracks QC deficiencies through their resolution, producing reports of weakest areas, best and worst suppliers, speed of resolution.
• Benefits: Reduced administration time, improved information, improved customer satisfaction.

Meals Distribution System

• Functionality: System to monitor charitable deliveries of meals to house-bound clients, tracking allergies, intolerances, meals delivered, routing for volunteer drivers, volunteer resources, client no-shows etc. This system is operated by volunteers who may not be familiar with either computers or the system itself.
• Benefits: 1-1/2 days' work reduced to 2 hours.

Accounts Payable System

• Functionality: Monitors payment terms and dates of invoices payable in various currencies, providing reports of amounts due within client-determined dates. Prepares detailed Requests For Credit against goods/invoices received.
  
• Benefits: Improved cash flow management, improved tracking and documentation of credits requested from suppliers.