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Contract Engagements 1995 - present
Protea Development 10/2007 - 11/2007
MS Access database application for steel manufacturing quote calculation and presentation
Barrett, Burke, Wilson, Castle, Daffin & Frappier, LLC Addison, TX 7/2006 - 11/2007
Architect, technical lead, and project planner for PACT (), an industry wide application to support accurate posting of Chapter 13 Trustee mortgage payments to creditors. The system infers the relationship between creditor and Trustee data records, reconciles discrepancies, generates instructions for creditor’s mainframe accounting applications, and provides consistent evidentiary reporting to the Bench. Responsibilities included pioneering data analysis, empirical inference through historical pattern recognition, system requirement specification, design and architecture.
City and County of San Francisco Department of Public Health 12/2005 - 6/2006
Developed a mental health client progress note charting and Medi-Cal billing application. The system is currently implemented for the AB2034 Mobile Outpatient Services Team at the South of Market facility. A graduated rollout is planned for the second part of this year. An MS Access database and front end uses MS Word automation for hardcopy for filing in physical chart. Rhumba “screen-scraping” planned for interface with Insyst legacy billing system. Activities include all aspects of development.
Entrepid Providence, RI 10/2005 - 11/2005
Configuration and script writing application for installation and operation of Symmetrix disaster recovery and business continuation solutions. Using .NET framework, the Windows application captures configuration information and creates shell scripts used by data storage administrators for installation and operation of disaster recovery.
Wells Fargo San Francisco, CA 9/2004 - 9/2005
Tax credit benefit application that leverages the credits and deductions offered to employers and lenders by the federal and state Community Renewal Acts. The SQL Server system was poorly built, had no results balancing, required a programmer to execute (monthly), was incomplete and undocumented, and the developer was unable to transfer knowledge. Activities included reverse engineering, error correction, extensive documentation, and building a front end for the end user.
Marsh and McClennan Companies San Francisco, CA 2/2003 - 8/2004
Physician Tracking, Billing & Certificate Issuing System. Activities included enhancing interface, building reports and adding functionality. MS Access (database & front end).
Coverage Charting for Risk Management: Produces customizable graphic representations of complex policy coverage and rating information The MS Visio output is fully interactive and allows update to the data and re-execution of the map. MS Access database , MS Visio/VBA and VB interfaces.
Budget creation and reporting. Using historical data in and MS Access database the application creates MS Excel files with historical accounting data and blanks for entering new data, distributes the files via email and CD, imports the updated files into an MS Access Database and a monthly cycle.
Orgman. Using a daily updated corporate organizational code file, the application populates an MS Access database and a VB interface provides multiple searchable hierarchical views of the entire enterprise.
IMICS: MS Access interface to a monthly-distributed MS Access accounting database. Allows for various user controlled filters and report generation parameters.
Trackman: Tool for enabling efficient time and expense entries into a departmental resource-tracking database. A custom MS Outlook form is integrated via ODBC to the department’s databases.
BioRad Laboratories Hercules, CA 7/2001 - 1/2003
Designed, developed and implemented newborn hemoglobin screening software that interfaces with laboratory testing hardware. Project included external equipment calibration, work-list generation, results review and quality control tracking. Application developed using WIN32 API, Visual Basic 5.0 SP3 and Microsoft SQL Server 6.5. The application is now part of the Bio-Rad Catalog and the system is in use throughout the world. Bio-Rad Newborn Hemoglobin Screening System and Sickle Cell Program
Designed, developed and implemented adult hemoglobin testing software specifically for the Illinois Deport of Public Health adult screening program in the Chicago.
State of California – Genetic Disease Laboratory Berkeley, CA 12/2000 - 6/2001
Hemoglobin sickle cell variant screening and data management. The application receives download from the 8 state testing laboratories, consolidates the data, applies user defined analysis rules, provides reviewer queue management, quality assurance, triggers alerts, and transmits reviewed data to the mainframe database. SQL server database, VB front end, RAS interface.
Conifer Securities San Francisco, CA 10/2000 - 12/2000
Daily Transaction and Floor Broker billing and reporting system. Activities were soup-to-nuts. SQL Server database, VB front end. Also created the Corporate Web Site, including distribution of individual fund reports via WWW.
Wells Fargo San Francisco, CA 7/2000 - 9/2000
ATM royalties calculation and dispersment application. The application enables client to maintain a database of ATMs and their specific billing arrangements, and produces files as input to a check writing system. MS Access database, Telco/MODEM ATM interface and VB user interface.
Mazzetti San Francisco, CA 4/2000 - 6/2000
Marketing and project management intranet for engineering firm. IIS, ASP, JavaScript, and MS Word Automation. Activities included architecture, server, and client programming.
Jones and Associates Malibu, CA 2/2000 - 3/2000
Analysis and advice on existing and planned system architecture and IT management. Activities included interviewing, analysis, and findings report.
Human Investment Project San Mateo, CA 11/1999 - 1/2000
Low income housing matchmaking database application. Allows the non-profit organization to quickly and thoughtfully hook up people looking for housing and people offering it. MS Access database and application.
Cooke Pharma San Mateo, CA 8/1999 - 10/1999
Marketing and shipping database for a single product company. MS Access database and front end, interface with UPS shipping software, Web site database. Activities included, data clean up, query writing, build interface with UPS software and Web site database.
Watson Wyatt Worldwide San Francisco, CA 1/1999 - 7/1999
Survey results graphing application. Allows the client to define a survey, collect the resultant data, and generate a wide variety of graphic representation of the data. MS Access Database, VB front end.
Cello Development Corporation, San Francisco, CA. 6/1998 - 12/1998
Co-designed and solely developed a client server fund management application that includes complex fund accounting and customizeable report building and distribution capabilities.
Co-designed and solely developed a visual ActiveX control that allows developers to easily include a “snaking listbox” of mini-forms in their applications.
VISA U.S.A., Inc. Foster City, CA 2/1998 - 5/1998
Designed, developed and implemented an MS Access system for Arbitration, Compliance and T&E Resolution Case management. The system handles 50,000 new cases per year. Running under Windows for Workgroups, the system uses OLE2 object embedding and extensive use of OLE2 automation with MS Word and MS Excel to provide operational, reporting, and management support. System developed in Visual Basic, Visual C++, MS ODK.
Schwab San Francisco, CA 11/1997 - 1/1998
Rule based calculations and multidimensional filtered summarizations for company fund performance. MS Access database and front end, MS Excel input/output and real-time interface. Activities were soup-to-nuts.
GMG/Seneca Capital Management San Francisco, CA 7/1997 - 10/1997
Made modifications to optimize SQL processing for an asset allocation and scenario management system. The system models trades given certain portfolio management constraints. The project was developed using Visual Basic, Microsoft Access 2.0, Microsoft Jet Engine, Crystal Reports and RoboHelp.
Miller Freeman, Inc. San Francisco, CA 2/1997 - 6/1997
Designer/Data Modeler/Data Security for the Human Resources Head Count Budget and Forecast System. Responsible for complete development of the user interface and data security model for the three-tier client/server development project. The project is an enterprise-wide solution also supporting offices in London and Brussels. Duties also include consultation with developers on effective development strategies for pipelining, replication, usage and storage of application data. Tools include PowerBuilder 5.0, Sybase SQL Server.
Van Kasper and Company, San Francisco, CA 12/1996 - 1/1997
Built a data traffic cop system to facilitate movement of files between separate physical systems. The system utilizes the Windows file system, RAS and FTP and interfaces to the end user via a VB front end.
Nestlé Beverage Company San Francisco, CA 8/1996 - 11/1996
Designed, developed and implemented modifications to an existing electronic forms system for the Nestlé Beverage Company employee performance evaluation process. This product is a part of the Nestle Advise (Automated Data, Verification, and Inquiry System for Employees) project and allows employees and managers to proceed through the performance evaluation process electronically using workflow technology. The eForm project developed using Visual Basic, Microsoft Access 2.0, Microsoft Jet Engine, Microsoft Mail, MAPI, Crystal Reports, Action Workflow and RoboHelp.
Cadworks, Inc. Richmond, VA 6/1996 - 7/1996
Team Developer for an office automation project. Integration of scanning, OCR, and text retrieval for the management of job orders, clients, and candidates for technical recruiting effort.
SuperCuts, Inc. San Francisco, CA 2/1996 - 5/1996
Project Lead for the development of an Executive Information and Financial Reporting System. The system was instrumental in the financial reporting requirements for the acquisition of SuperCuts by Regis. The project required data reconciliation/consolidation from four independent financial and point-of-sale systems for EIS reporting. System developed using Microsoft Access 3.0 with Excel for front end.
AutoDesk, Inc. San Rafael, CA 10/1995 - 1/1996
Designer/Developer for the “Picture This Home!” Content Explorer. The software assists in the collection of specification and display data for appliance and fixture products from various manufacturers. The product is database-driven for flexible addition of product types. Future development will include a web-based data repository and an interactive database management facility. Developed using Visual Basic 5.0 and Microsoft Access 7.0.
Sedgwick James of California, Inc. San Francisco, CA 7/1995 - 9/1995
Designed and developed General Liability version of a Claims Audit Automation Software for Claims Consulting Unit. System collects general liability loss information from insurance carriers via diskette, serial communication and manual input and generates a claims audit and claims handling report. System also provides statistical utilities for trends analysis and forecasting. Developed using Visual Basic, Access, Crystal Reports, and RoboHelp.
California State Automobile Association 1993-1995
Architect, designer and developer of a Renewal Outbound Automated Dialing System (ROADS) administration front-end and queue management software for a real-time dial control processor (DCP). The system is a telephone call campaign management system for automobile policy renewals. Developed using PowerBuilder 3.0, ODBC, Informix database server on a UNIX DCP.
Author of departmental contingency plan in preparation of anticipated failure of enterprise-wide outsourcing of all IT functions.
Designer/Developer of Renewal Review System for Automobile Insurance department. The system is written in MS Access uses screen parsing via Attachmate’s Extra terminal emulation program to determine high-risk drivers prior to the renewal process.
System Design Architect for all new development for Insurance department. Systems included the following:
MS Access provides the user interface and database. Results are ported to VSAM files via MDI Gateway. The Algorithm parsing program, and rating drivers which interface with legacy systems are written in COBOL2.
Aetna Life and Casualty 1980-1993
Chief data / application architect for all development at the National Accounts Department. Accomplishments included authorship a 10 year systems development plan for consolidating over 30 legacy mainframe systems into a single source IDMS database. At the time, long range application development plans in the industry were just a concept discussed in ivory towers. My role in the effort included researching methodolgies and developing our own, leading a 6-month data modeling effort, business process re-engineering and architecting the future environment and plan of execution. I continued to lead all major new development for the department for those 10 years.
Pro Bono Application Development