We were founded on the idea that IT projects needn't seem daunting, and shouldn't drag on for ages. Further, an IT project should be easily understood by both the technical and business sides of the project team. We have a unique combination of experience spanning over 15 years of both business operations and system development, allowing us to provide high quality, efficient and beautiful solutions custom tailored to our client's needs.
Our team is small enough to give each client the personal attention they deserve, while agile enough to take on IT projects of any scope and size. Our approach is to first evaluate, document and understand the business requirements, which we then utilize to create the perfect solution to meet your business needs.
Our clients range from $100+ Billion dollar financial firms to Silicon Valley start-ups -- and everything in between. Regardless of client size or project scope, we pay equal attention to each and every effort on our plate and always deliver exceptional products right on time.
We focus on building custom software solutions for Desktop, Server, Mobile and Web environments. We've built everything from small-scale Windows apps to n-tiered enterprise systems.
Manual tasks within your operation will often yield errors and decrease productivity. We specialize in converting your manual processes into automated solutions -- reducing operational risk and saving money.
Our extensive experience in both business operations and IT allow us to provide effective project management services to your project team. We can confidently lead your IT project or simply help fill in the gaps of your existing team.
We're experts in all things data -- including data mining, transformation, preparation, cleansing, analysis and reporting. We leverage this expertise to provide our clients with robust reporting & analytical solutions.
We take pride in our work, and we strive to exceed all expectations with our deliverables. We don't just provide services, we build hand-crafted solutions.
No two businesses are alike, and nor should be the software they rely on. Our solutions are custom-built to precisely meet your unique requirements.
Just like your business, the software which you rely on will evolve over time. All of our solutions are built to easily adapt to your growing business.
Our solutions are designed to reflect your institution's brand and image -- whether internal or public facing.
Quality coding is an art. Clean coding is necessary for both efficiency of current functionality, as well as flexibility for future enhancements.
We're confident in what we do, and will stand behind it with amazing support. Our support agreements are custom tailored to your needs.
We designed, developed and implemented an ultra-portable yet robust residential & income-producing loan review system for a large wholesale lender. The system is comprised of two Windows thin client apps, a portable database environment and a home base module for centralized review data warehousing, reporting and on-site review scheduling.
The data capture client applications were designed to work in full, limited and zero connectivity modes to ensure seamless functionality under any scenario the review team might encounter. Users can switch between networked and stand-alone modes at any time during the review, easily syncing back up when a connection is available.
The system is capable of handling the core customer mortgage review functions within our client's collateral department, including review scheduling, customer prioritization, loan sampling, onsite & remote data capture, QC review, ad-hoc & template-driven reporting and haircut (margin) calculation.
We developed and implemented a custom reporting tool to automate and streamline the submission of mortgage data to a federal agency. The reporting engine pulls data directly from the client's transactional system, which is then scanned for inconsistencies and exported to a series of custom-formatted data files for upload -- all with the click of a button. Submission history is maintained within the tool at the loan level ensuring all records are reported, and duplication in future submissions is avoided.
Prior to deploying the new reporting tool, the existing process required involvement from two departments and numerous analyst hours to assemble, clean, format and create the resulting reports. The solution we delivered cuts involvement down to a single analyst within the business unit and minutes (not hours) to prepare the data.
Perhaps more important than the time savings is the reduction in operational risk brought about by the new application. When data is being reported to any government agency, accuracy of that data is of utmost importance.
We designed and developed a responsive data capture form which is distributed online, completed by applicants remotely and submitted back to our client for import into their transactional system. We met these requirements by building a self-validating Excel Form which accepts, cleans, formats and preps the data for import into the client's core system.
The form's embedded validation engine provides real-time feedback to alert the user when invalid data is entered, and to keep them apprised of overall application progress. This real-time feedback ensures each application returned to the client is complete and virtually error-free. Once submitted to the client, the data can be uploaded to their core system for further evaluation.
We also supplied a comprehensive Technical Instructions Guide and put together a Tutorial Presentation along with the new Application Form to assist with the rollout.
Let's See The Form* Requires Microsoft Excel 2007 or Later
We developed a workflow management tool which hooked directly into the client's core grant management system's database, effectively allowing us to extend system functionality without requiring enhancements to the core transactional system.
The application provides functionality to track and assign grant applications to business analysts across the entire review lifecycle. Additionally, the application has a suite of reports that can be generated with the click of a button, covering standard tracking metrics, review turn-times, and analyst performance. Lastly, the application generates a review summary report for each grant application once the review has concluded -- pulling and aggregating data from its own database, the core transactional system and several linked Excel workbooks into a single, concise PDF report.
The client utilizes this workflow management tool to replace several former disjointed tracking spreadsheets, allowing the team to work more effectively and provide metrics to management with ease throughout the six month review lifecycle.
We developed and installed a custom email processing engine which automatically parses & files trade confirmation email messages sent to the application's email account. The system processes emails received by parsing the subject line for targeted key words and performing several tasks such as document filing, folder creation and command processing based upon the key words extracted. The result is an organized folder and file structure on the client's file server which simplifies future retrieval of trade confirmation documentation, as well as satisfying their regulatory documentation retention requirements.
The application implements multiple complex logic routines to handle scenarios when documentation needs to be filed into several folders simultaneously, as well as systematically modifying file system folder names based upon new trade information discovered. What's more, the application automatically handles versioning when filing the documentation to ensure users can easily follow the documentation trail and timeline of events within each trade folder.
The system handles parsing of emails sent from any device - mobile or desktop - allowing the business users to put the filer into action whenever and from wherever they are working. A concise report is automatically sent back to the user's email account detailing the filing results, as well as providing links to the folders where documentation was filed.
We built a custom framework to facilitate communication between buyers and sellers of securities within a secure online trading platform. The framework accommodates private messaging between users on the platform, as well as providing blogging and news-feed services to both investors and organizations within the exchange. News articles published in the framework are subjected to multiple levels of privacy to ensure only appropriate users within the platform can read and reply to the published content.
The framework is comprised of several components spanning the entire LAMP stack, seamlessly working together to provide the functionality required by the client for their trading platform. Additionally, a documented API was also provided allowing the client to easily integrate the messaging framework into their core system -- providing simple hooks and calls to pass their application objects and data into the messaging framework and vice-versa.
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