AKA: How to build better technology solutions for your organization. Part 1 | Part 2 | Part 3 RECAP & INTRODUCTION In my last article I discussed the origins, impact, and initial premise for Concept Over Process. Today, I want to cover what to expect as you learn more about COP, the objectives of COP, and […]
AKA: How to build better technology solutions for your organization. Part 1 | Part 2 | Part 3 HISTORICAL BACKGROUND Back in 1994, I worked for a large insurance company. I was building a document assembly system (contract assembly) – one that would receive some notice in the tech world, eventually being written up in PC […]
Summary: This demonstrates a methodology and some of the associated technologies I’ve used to create complex and flexible contract generators, proposal generators, and other document assembly systems. Technologies: Microsoft Access (SQL Server*) Microsoft Word – Word Templates – Word Global Template w/AutoText Entries * SQL Server: For simplicity, this demonstration uses Microsoft Access as the […]
Summary In our own work with data analytics, in coaching financial & business analysts, and with data conversions, we often coach clients to learn and use Microsoft Access or SQL Server, rather than (or perhaps more accurately, in conjunction with) Microsoft Excel. In this article, we explore some of the reasons why. “I suppose it […]
Summary Some visual-basic for applications code to extract all the formulas from every sheet in an Excel Workbook and save them in a text file. Background Avoiding a long explanation, we’ve been writing a reporting tool that combines a Microsoft Access front-end to a SQL Server database. It generates and updates some Excel reports/data visualizations […]
Summary Demonstrate how data can be cleaned up and shared across multiple users while allowing reports and visualization in well-known and common tools. Technologies Microsoft SQL Server (Express) Microsoft Access & The Access Runtime Microsoft Excel Add-on: Microsoft Power BI The need Provide a data aggregation and cleanup tool with customized and shared Excel reports. […]
SUMMARY: Tutorial to show how to use Microsoft Access VBA to retrieve and display open Workbooks and their Worksheets. I create a lot of dashboards, reporting systems, and document automation projects built extensively using Visual-Basic for Applications. Often, the infrastructure looks like: Microsoft Access as a front-end application. SQL Server as the back-end data repository. […]
Workflow automation solutions. Document assembly (contracts, reports, proposal systems, letters, emails) – all driven by your data. We’ve built solutions for insurance, legal, manufacturing, and entertainment.
We build custom applications and databases. Mobile, Web, and Desktop. Providing solutions that connect your team, your customers, your partners, and more to your business.