Client Solutions Overview

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Projects: Consumer Budgeting / Savings Goal Tracker with patented Bill Prioritization algorithms

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Projects: Actuarial and Financial applications involving Risk Reporting, Pricing, Valuations; Pension Benefit Calculations and various other custom functions.

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Projects: Data Management / Import System; Sales Forecasting Tool; Costing Analysis Systems and internal system integrations.

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Projects: Custom solution designed to help increase execution efficiency for distressed asset resolution time lines. Used nationwide over 10,000 Realtors, servicers and investors.
Features:

• Residential Assets Administration: Brokers assigned to assets may maintain pertinent information and create Broker Price Opinion reports which include the ability to upload multiple photos of assets
• Data Administration: The system provides the functionality to import data feeds from multiple Servicers in various formats into the system. This feed can be a combination of new assets or existing asset updates. This includes automatic ETL functions and SFTP functions.
• Realtor, Investor, Servicer, Manager and Administrator portals with their own respective intelligent dashboards.

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Forex Price Movement

Projects: Developed a Forex Currency Live Trading System (FxST) with identification of optimal trade setups. Features included:

• Simple Entry and Exit indicators
• One click trade execution

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Jimmy's Trucking

Projects: Global Air, Land and Sea Tracking and Customer Collaboration tool integrated with GPS and external systems

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Proctor & Gamble

Re-engineered and migrated a Manufacturer’s Packaging and Fill Specification Legacy system from DB2 to Oracle. Training and documentation was also provided.

Other Projects: Quality Assurance; Supply Chain Management; and Vendor Reliability Tools

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Spirit Airlines

Projects: Re-engineered Spirit’s Merchant Credit Card Authorization and Settlement applications while maintaining compliance with credit card vendors. Development included rapid learning and usage of tools required for secure leased line transmission and communication with transaction processing entities. Re-engineering involved application of cryptographic practices for encrypting outgoing messages and decrypting responses. Business rules, application logic and communication protocols were encapsulated for portability and scalability.

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Ultimate Medical Academy

Projects:

• Adjunct Instructor Course Scheduling, Payroll and Contracts Management System
• Student Resume Generator / Instructor Collaboration Tool Integrated with Internal Systems
• Lead Reconciliation System
• Student Services Support System
• Gainful Employment (Federal Student Aid) tool and complaint government reporting functions
• 90/10 Regulation and Calculation tool

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Whippoorwill Associates

The solutions listed below have greatly improved productivity and efficiency. Most of the applications have the unprecedented ability to integrate with third party software such as “Advent Axys”. As a result, tasks that would have normally taken weeks to perform have been trimmed down to manageable daily transactions.

Several 'spreadsheet' applications, designed by users, were converted into robust, user-friendly applications that are built to scale with that respective business function. The Project list below represents some of these systems with their key highlights:

Trade Processing / Management System

• Ability to apply custom allocation guidelines and rules for security types such as: Stocks, Bonds, Puts, Calls, and Credit Default Swaps
• Purchase and sales are processed with custom automated allocations amongst selected accounts;
• Electronic posting back to Portfolio Management System (Advent Axys);
• Advanced user interface to maintain information on: accounts, custodians, brokers, currencies and all other related functions

Bond Amortization System(audited and approved by Price Waterhouse Coopers - PWC)

• Data aggregation of all bonds and bank debt related transactions into monthly journal entries
• FIFO methodology for the accounting of purchases and sales, including pay downs
• Aggregate monthly OID/MD schedules providing reconciliation of quantity, cost and market values with proprietary software (Advent Axys);
• Automated Month-end Journal Entries in accordance with GAAP guidelines