Description
Optima
Problem
Previous situation
Solution
Step 1
Split the Access Database between front end and back end. Move the back end to Microsoft SQL Server. This had the benefit of speeding up data access times.
Step 2
Create the new Front End. We were able to use our experience of producing similar applications to make improvements to the overall process flow.
Step
Expand the application to Integrate with Sage Line 50. Create new records for customers on both the database and in Sage and create invoices based on the information held. Added functionality to edit their reports in Word, create PDF’s from these templates and email these documents direct to customers.
Step 4
The Company had two offices. With different permission levels allocated, based on staff roles and department, the application became ‘multi-office’ streamlining processes organisation wide.