Portfolio

Visuals for Projects

Publications

Visuals for Projects

Charles Schwab, San Francisco 2001-2002

Develop and support the Schwab Initiative Tracking Tool for the STech Enterprise using a system of Excel and Access files that are used to track initiatives by manager for employees and contractors. Initiatives are assigned to managers; managers are organized into Vice-President (VP) groups; VPs are organized into Senior Vice President groups (SVPs). This assignment and data entry for organization hierarchy is done in Microsoft Access, version ’97 or higher. An Excel template was designed to facilitate user data entry of monthly time for employees and contractors with DAO and macro buttons to perform a “read” and “send” process to read/write the Microsoft Access database. Development of user and technical documentation as well as user training. Worked with Schwab Business Analyst and Access sub-contractor team to complete the project. Monitored monthly reporting cycle while adding user-defined features for 4 consecutive months.

Testimonial is not available from Charles Schwab due to an internal compliance regulation, but a reference for this project is available upon request.

back to top

Calix, Petaluma 2001-2002

  • Develop and support critical sales quote configurator tool using Visual Basic for Applications (VBA) in Excel 2000/97/95/5.0. Tool utilizes extracted data from a Java-based configurator, adds JPEG images, subtotals, and links to an external Java database to import customer specific pricing. Created two versions of the tool to date.

  • Develop two links for Finance to Pillar software to upload estimated shipments and actual shipments monthly. Data linked from Excel worksheets by customer and part number.

  • Developed a demand forecast model using Excel and pivot table functions that consolidated monthly Excel forecast files into regional sales forecasts and then into a company wide forecast.

back to top

Advanced Fibre Communications, Petaluma 1994-present

    • Develop and support critical sales quote configurator tool using Visual Basic for Applications (VBA) in Excel 2000/97/95/5.0. Tool quotes customer equipment at the Central Office (LET) and up to 32 remote terminals (RST) following complex equipment configuration rules. Integrated MS Access ‘97 database in 1999 using DAO interface in Excel VBA to allow users to read and write to MS Access files. Customer discount and pricing data is maintained in Access by a key user. An Access forms set facilitates key user maintenance. A BAAN download file set updates the pricing and customer data weekly.
    • End user applications engineers (AEs) utilize an Access form to select a customer from either the local PC database or a network shared database. After update, the customer’s data is written to a database file that the Excel template will use to quote product sales for that customer.
    • Applications engineers select LET or RST options from the Excel template file. After data entry, the execution time to write a quote is approximately 5 seconds per RST (remote terminal).
    • Applications engineers need not know Access or Excel, as the entire system is menu/form driven.
    • Excel application has 15,000 lines of VBA code.

    back to top

    Publications

    Networking with 1-2-3
    Brady Books, 1990
    Quick Guide to NetWare: for the System Adminstrator
    Brady Books, 1990
    Mastering 1-2-3, Release 3
    (a hands-on guide using Lotus 1-2-3)
    Sybex Books, 1989
    Mastering 1-2-3, Release 2, 2nd edition
    Sybex Books, 1988
    Symphony For Your Business: Money Mgmt & Decision Making
    Hayden, 1985