EPIC Systems
As a full time employee I worked as an Electrical Process Automation Engineer. Later I came back in as an independent contractor to work with engineers and develop the software side of their projects.
Projects included a machine vision project that used a high speed camera that came with an SDK so that I was able to create an application to display data analysis results and inspection photos.
(This project ended up being a standard product offering by Epic Systems)
Read more...
In conjunction with Administration, developed internal software solutions to assist with project workflow and sales automation.
Solutions included: 5 major web based applications that broke down independent data silos, cross-referenced data from individual silos--all were hosted under a main web portal.
Supervised multiple IT professionals on various project for EPIC including: other Software Developers, Networking Specialists, and assisted EPIC IT personnel with further development.
-
CRM – EPIC found their previous CRM (Microsoft Dynamics™) too cumbersome and staff were not willing to use it. Worked closely with Marketing and Sales personnel to develop a program to
meet their needs. This custom CRM has a minimal number of mouse clicks, "quick hit" data entry, was successfully implemented, and used by all users—providing EPIC much needed marketing data.
-
Sales Lead Tracker (SLT) – With company growth, the need for custom software arose to replace a shared Excel spreadsheet that kept track of sales leads. Initially, this application
started out quite simple--keeping track of basic data (contact names, phone numbers, notes and potential dollar amounts). With team work and continued design enhancements, EPIC’s Sales Lead
Tracker has grown and now incorporates the CRM as well as provides standardized sales workflow, extensive data mining tools for management and a historical archive of past sales efforts.
Since the SLT is tied to the CRM, users can search on contacts or companies and review past sales leads.
-
Project Forecasting Tool (PFT) – Developed in conjunction with EPIC's CFO to track progress on multiple fixed bid projects that are managed by Project Engineers (up to 200 projects at
one time). The PFT allows project engineers to enter hours billed, forecast planned or unforeseen expenses for every billing period. This allows EPIC to know if they are on financially on
target, under budget or over budget on the fixed bid. The PFT interfaces with EPIC’s accounting system and the financial expertise designed into the system creates warnings when a project
goes off track. It also includes the ability to:
- Filter financial reports on each project.
- Project to date invoice notifications when project on target.
- Project to date invoice notifications daily when project within 15% of budget cap.
- Integration with Sales Lead Tracker (information on new business auto-fills into PFT).
- Create a company wide cash flow analysis based on projected costs, receivables and possible sales from the Sales Lead Tracker data.
RESULTS OF PFT
- In PFT's first year, owner reported they saved $500,000 in overruns & expenses.
- Increased in revenues of $8.3M 2013 to $25.5M 2014 (238%).
- CFO named "St. Louis Business Journal's" Small Business CFO of the Year based on results using this PFT program.
-
General Ticketing – As a small company with a one person on-site IT Department, there was a need for custom software to create a queue to organize and track internal IT issues.
With the success of this program for IT, EPIC expanded and modified the program to be used for other ticketing types including: Building Maintenance, Office Supplies, Kitchen Supplies as
well NDA’s (Non-Disclosure Agreements) and Contracts.
- Contract Ticketing: Allowed Project Engineers to have contracts reviewed by a legal expert and returned marked up with notes. The contracts were saved as part of the ticket and could be tied to a sales lead or a current project so that these contracts could be accessed from either the Sales Lead Tracker or Project Forecasting applications and vice versa.
-
Ownership Registry – Allows assignment of specific company tasks to specific employees. The ease of use internally allows for easy changes of task assignments when personnel changes.
Templates were developed to automate large tasks such as onboarding new employees or arranging client visits.
Technology used: ASP.NET, C#, SQL Server, jQuery framework, jQuery UI, AngularJS, EEPlus Excel server side library, iText PDF server side library, Bootstrap
Read less...