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Case Studies
Finance
Alba Spectrum Technologies
Bank
Situation
Mortgage business line had a need to running account queries on the fly,
aggregating data by multiple accounts in Great Plains, like having summaries by
all the account with
101-XXX-XXXX where X is wild card
Our approach
As this was a need for seamless integration with Great Plains General Ledger account open and historical inquiries screens, we suggested
- Dexterity customization for these windows
- SQL Stored procs for instant data summarization
Results
- Integration of Collection System with Great Plains
Industry: Finance
Applications: Great Plains
Technologies: Dexterity, SQL Stored procs
Venture Capital Fund
Situation
Company has confident information on its clients-prospects for decision making
to provide venture capital. Also company had other lines of business, automated
in Microsoft CRM. The need was to provide absolute secure view/modification of
venture capital line of business to trusted users/officers
Our approach
We suggested the deployment of new MS SQL Server database to store venture capital specific info
- Verifying User Credentials via C# customization of MS CRM
- Deploying .Net datasets to extract the data with strict user’s credentials control
- Venture capital data publishing into CRM integrated web frames
-
Results
- Secured connection to custom data was enabled in standard Microsoft CRM environment
Industry: Finance
Applications: Microsoft CRM
Technologies: .NET, C#, Web Services
Alba Spectrum Technologies
Phones
Toll Free: 1-866-528-0577
Office: 1-630-961-5918
Cell (consultant-on-duty): 1-630-854-0597
Email: help@albaspectrum.com
Great Plains Dexterity Customizations Dynamics eEnterprise Microsoft CRM Microsoft RMS Crystal Reports SQL .Net C# International