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    Stock portfolio rating system
    Energy assistance program management application
    Insider trading analysis system
    Client Management Database for Equity Manager
    Freedom To Operate Database
    LP Reporting
    Central Project Database
    Order management system

Stock portfolio rating system

This highly sophisticated and complicated system was a complete re-write of a system that was previously written in mySQL and Excel. Before we took a crack at it - it was taking about 18 hours for a user to process all data and generate reports each week. Our version of the system was migrated to Microsoft SQL server back-end database, MS Access front-end forms  and Microsoft Excel for final reports. The system also integrates with Standard and Poor's Research Insight application for stock market historical data. The new version of the application redcued the processing time to about 75 minutes per week.

Energy assistance program management application

One of the country's largest charitable organizations managing tens of millions of dollars in energy assistance programs for poor families in California and Nevada, approached Iteon for help with writing the application to manage this energy assistance program. The original application was written in MS Access and would not scale to the needs of the organization.One of the requirements was to make the application accessible from 300+ locations even over dial-up access. Utilizing Microsoft SQL Server, Microsoft C#, Microsoft ASP and Microsoft Reporting Services we created a brand new version of the application. The final result was a highly scalable applicaion that drastically reduces manual data re-entry and improved reporting capabilities for system users and the management.

Insider trading analysis system

How do you integrate SQL Server, MS Access, mySQL, R, Matlab and MS Excel into one application? That is the secret mix we brought to this project. The functionality - we're not at liberty to disclose.

Client Management Database for Equity Manager

Iteon developed this application to manage all information about more than 100 clients in three different categories- institutional, individual, and advisors. Special attention was devoted to fully automate quarterly reporting. The applicaton integrates reports generated by Moxy Advent and text blocks that are genered for each client or each client group. The result is highly peronalized, yet fully automated quarerly reports.

Freedom To Operate Database

Patent lawyers are familiar with the pain of generating freedom to operate report. Most of the time a user ends up copying and pasting data from USPTO web site or other source into a word document. This application copies and pastes data from USPTO web site automatically, presenting patent and claim information in a simple to use database allowing lawyers to mark and annotated relevant patents and claims. The final result of the analysis is presented in a Word, Word Perfect or PDF "Freedom To Operate" document.

LP Reporting

This application aids in the report generation and distribution to Limited Partners for venture capital firms.  First step for this project was to import the existing data from a Filemaker pro database. The application consists of a “Limited Partner” database and report generation logic. Capital Calls and quarterly reporting become an easy task with this application. The files needed are simply selected on a user form, and then the application will handle the rest. Data files and templates are merged, pdf’s are generated and then automatically emailed to their intended recipients. This application can not only be used for electronic communication, it also offers a way to print out reports including labels to send documents by mail. The use of this application has greatly reduced the amount of time needed to comply with reporting needs.

Central Project Database

This application manages hundreds of projects and 10,000 consultants providing work for US AID accross the globe.

Order management system

Web based order management system for a residential kitchen supplier. The system serves 6 stores and seamlessly integrates with legacy accounting and inventory managements sytem (Sage Business Works and Pervasive database).   We had the pleasure of turning an existing Access database into a web application. This solution manages Customers, Orders, Inventory and deliveries    A major benefit of this architecture is the ease of deployment. Have a new Location or employee, simply open a browser and access the application.