EFURB Loan Book
Software program specifically developed to manage loans made from an Employer Funded Retirement Benefit Scheme (EFURB). This development is typical of a business process initially managed in Microsoft Excel, which quickly became unwieldy as product demand increased. Developed as a .NET/SQL 2008 application, the system manages the whole loan process, calculates loan interest due, and generates statements for distribution in PDF or printed format.
Crew Management Data Portal
An authenticated client portal using secure web connections to access data held on a legacy MS SQL database system, this solution has extended the useful life of a key business system and provided an enhanced service offering to the end users.
Loan Book Extranet
Developed to manage loan accounts, calculating interest and fees on loans made to legal firms. Extranet enables clients to request additional funds, settle outstanding loans and view statements online.
Archive management system
Used to track movements of documentation archived in a 3rd party repository (external to the business).
Page layout software
Used to manage advertisements sold and the placement of those adverts within the final publication.
Payment request system
Used to generate and manage requests for payments against client accounts, including the necessary bank routing information. The payment request system interfaces with a third part accounting application.
Client access module
Providing clients remote access to internal CRM software to minimise back office call handling.
Secure messaging system
Used to ensure secure communications between client and company via the internet.
Document management integration with accounting software
Providing dynamic links from the client’s trust accounting software to documents stored in a Laserfiche document imaging system.
Policy management system
Used to track policies under management and management of the associated ‘back office’ tasks necessary to complete the application process.