Out of the hundreds of custom solutions and templates PBMS has developed we have selected just three, which we believe adequately illustrate the diversity and cost-effectiveness of our custom software developments.
The first example illustrates how an inexpensive custom formula can save hours each day. The next two are fully fledged systems featuring seamless integration between Microsoft Access and Excel, yet they were delivered for only a few thousand pounds.
Healthcare Premium Calculator
Our client is a firm of international
insurance brokers. Agents worldwide regularly E-mail lists of
potential new business as Excel spreadsheets and these require a prompt
turn-around as block quotations. For commercial reasons, our client
needs to retain control over the basis of calculation.
The solution was a custom Excel formula. Written in VBA and presented as an Excel add in, it combines all necessary calculations and table look-ups in a single custom formula. All our client’s staff need do is copy the formula down a column in the Excel spreadsheet sent in by the agent and the quotation is done. Only our client's staff have access to the custom formula so the basis of calculation is secure.
Cost benefit The process used to take several hours each day. Now, it takes seconds and the solution cost just £150.
You can try it yourself using an
web interactive spreadsheet in Excel
to Custom Templates and Formulas
Customer Correspondence Tracking system
Our client’s customer services department
asked for a system that would allow them to track each customer
communication from receipt to conclusion. Meticulous record keeping is
vital as not only must they
ensure customer satisfaction, they must also satisfy several regulatory
bodies. In due course, this application will migrate to join the
company’s Oracle/Unix based processing systems but immediate business needs
demanded an interim solution.
We developed a multi-user system, based on Microsoft Access for economy and with SQL Server compatibility to allow upsizing. The system allows supervisors to classify and log all incoming communications and allocate each to an agent for processing. It flags new cases to the responsible agent who then logs all subsequent dates and actions; attaching scanned copies of relevant documents. Supervisors can monitor progress, reallocate cases when necessary and anyone with system access can instantly pick up any case history at their workstation. The Access system writes control statistics to a separate database allowing senior management to analyse performance, using Excel.
Cost benefit We responded to the urgency and developed this system in less than two months at a cost of just £8,000. Not only has it solved the immediate problem, it provides a proven specification for the permanent development.
Commercial Catering Quotation system
We had already developed two pricing and quotation systems for our client when
they asked us develop another for their vending division. Commercial
catering is almost as much about offering the right commercial package as it
is about quality of food and service. The permutation of menus, service levels, costs
and
subsidies is vast and there is no room for
error in contract negotiation. In this case, there was the added
dimension of equipment selection and how to finance it.
Our brief was to develop a system that allowed the sales team to conclude negotiations on a client’s premises without having to refer back to head office for information or sanction. The sales negotiator's laptop computers needed to contain not only models of the many scenarios available but up to date information on costs and equipment specifications.
The system we developed integrates the reliability of an Access database with the modelling capabilities of Excel. Negotiators can download the latest pricing and specification data and upload the outcome of successful negotiations for immediate processing by the contracts department at head office.
Cost benefit The development cost of £10,000 is easily justified on clerical savings alone but of course, the real benefit is the assured and flexible response to customer needs.
to Custom Software Development
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