Member Based Clubs and Associations

RunMyClub was specifically developed to assist volunteer officers of trade association chapters to reduce the amount of time spent on administrative tasks required to operate the organization. The system was also built to ease the amount of work in chapter communications and to allow for member self-service. This frees time that officers can better use organizing events and other benefits for the users.

INSite built RunMyClub from the ground up and continues to manage and add cutting edge features to the application.

INSite wanted to develop a reliable web-based platform that takes care of all website needs for member based organizations, etc… See RunMyClub site for more info.

• Client website design & hosting
• Member management
• Membership renewal management
• Broadcast email communications
• Event management
• Credit card processing
• Member portal
• Member address book
• Document uploads & management
• Etc, etc, etc…

The Weight Loss and Wellness Clinic EMR was built using the following technology:

• Microsoft ASP.Net 2010
• Microsoft SQL Server 2008
• 3rd Party Controls: Telerik RAD suite, Peter’s Date Picker, ParaChat, ComponentArt Suite, ChartDirector, and Excel Export tool

• CharlotteColo - www.CharlotteColo.com

• Business requirement gathering
• Database design
• Programming
• Database development
• Administration

FreemanWhite’s clients include independent hospitals and hospital systems in the southeast region. Examples are Presbyterian Healthcare System, Stanly Medical, Roper, etc…

The engineering service division of FreemanWhite wanted to differentiate itself from competitors by offering new services to existing and prospective clients. They felt providing a web portal to save and report on information important to all hospital facility managers would be of value. FreemanWhite management surveyed clients for common needs and determined that generator and asset data management was of importance. The problem was how do you build a simple and flexible web-based application that could be scalable as newly desired features were added?

INSite built RunMyClub from the ground up and continues to manage and add cutting edge features to the application.

BuildingSymphony was built by INSite to assist healthcare executives and administrators. The system tracks facility related data for hospitals.

Assets Data

Hospital facilities are comprised of assets such as steam plants, generators, roofs, elevators, chillers, power plants, etc… Each of these assets has an expected lifespan, maintenance schedule, manuals & documents, replacement cost, expected repair cost, etc...

As an architectural and engineering firm focused on healthcare, FreemanWhite often hired to assess and then provide engineering services to hospitals. BuildingSymphony.com is used to store and report on much of the data needed by hospital administrators and executives. The system has screens for data related to the different types of assets as well as pre-built reports so users can print out information regarding the assets.

Capital Requirements & Funding Planner

Much of the facility asset data above contains replacement and repair costs as well as expected lifespan. This data is used in BuildingSymphony to assist executives in their capital planning requirements. Since hospitals often raise funds through local bonds and taxes the administrators need to keep an eye on capital requirements many years out. They can then match capital needs to known funding. This helps administrators understand where possible short falls may lie as it relates to known needs and ones that FreemanWhite and BuildingSymphony help uncover.

Energy & Utility Utilization

BuildingSymphony provides a way for hospital personnel to not only track utility bills, but it also converts historic electricity, fuel oil and gas utilization to a standardized unit of energy (MBTU) for comparison and tracking. A summed total utility expense can be broken down per square foot or per patient day. This allows administrators the ability to track utilization and, based upon fuel cost, to determine the best fuel type to use. A peer reviewer report also allows the users to check their utilization against other regional hospitals.

Generator Testing

Power generators are an important part of a hospital’s mechanical needs. As heavily regulated entities, hospitals are required by law to test their generators on a scheduled basis. BuildingSymphony is used to store much of the test data. This ensures the hospital has appropriate coverage in the event of a power outage. BuildingSymphony tracks generator tests over tie and can help uncover when there is a possible issue.

As-Builder

Hospitals are most often built over a long period of time. As a community population increases so does the need for additional beds. Thus, hospitals are usually a hodgepodge of older and newer buildings. The buildings had original architectural drawings before the actual build-out. These drawings are almost never accurate in relation to what is actually on the property. Wiring changes, walls are moved, plumbing is redone. FreemanWhite is often hired to assess a facility and provide new specs. These are stored in the BuildingSymphony As-Builder module.

Document Management

General design, mechanical and facility type documents and files are often stored in BuildingSymphony. Clients can easily log into the system download and view documents uploaded by their FreemanWhite team.

The Weight Loss and Wellness Clinic EMR was built using the following technology:

• Microsoft ASP.Net 2010
• Microsoft SQL Server 2008
• 3rd Party Controls: Telerik RAD suite, Peter’s Date Picker, ParaChat, ComponentArt Suite, ChartDirector, and Excel Export tool

• CharlotteColo - www.CharlotteColo.com

• Business requirement gathering
• Database design
• Programming
• Database development
• Administration

Internal Europa Employees

NTCIC needed a web-based application for their Asset Management and New Market Tax Credit groups that incorporated existing information into a web-based system that would function as the central source of financial and property information on all closed and potential projects. NTCIC’s existing application was client-based and didn’t meet requirements to be modified for future needs, however, there were some aspects that would be necessary to incorporate into the new web-based application. The organization needed updated technology to keep staff from being buried by Excel spreadsheets and information requests from clients. The question: How do you build a web-based application that is robust enough to act as a data hub, yet simple enough for all levels of employees and clients to use?

Europa’s PIMS was built by INSite as the central data resource for comprehensive information on all of Europa’s products. Europa selected INSite as the best fit for the job because of characteristics that included:

• Familiarity with Europa’s system
• Experience with JD Edwards
• Expertise in developing heavy-lifting data infrastructures
• Recent work with SQL web-based interface with similar features

Before design or development of the data infrastructure could begin, clean-up and standardization of the data was necessary. A Product Information Committee was created so that such issues as duplicate information and missing data fields could be addressed and resolved while project communication policies and the project escalation plans were put in place

Europa’s IT department began building the SQL database as INSite provided input into the requirements they would have for the database as their work began on the interface that would sit on top of it.

Europa found that communication flow with the INSite team was easy and their responses immediate. The resulting product information management system (PIMS) is internally accessed by five or six business analysis groups that do exports for vendors.

Prior to the PIMS project, business analysts had to pull product information from multiple locations and formats and hope that they included complete information for all requested products. Depending on the size of the vendor, this aggregation process could consume anywhere from one hour to an entire day. Today’s process uses the PIMS to eliminate the manual data aggregation, radically reducing the time required for business analysts to procure and deliver accurate and complete product information to vendors. After the initial vendor profile is set up, business analysts simply request the needed product data which is pulled into one document that is formatted for use by the vendor.

Today’s PIMS provides exactly what Europa expected:

• A central system that easily manages the comprehensive details of more than 5000 products in 269 product lines
• Standardized data from across a myriad of data formats and systems
• No data loss or impact to integrity
• An easy to use interface that enables vendor product information input and export
• Resulting data exports that are provided in a concise and usable format

The bonus for Europa is that their new PIMS also provides some perks they were not expecting:

• A system that is poised for a long-term roll-out to 250-300 vendors
• A foundation for new ecommerce, business intelligence, inventory and marketing tools
• Streamlined processes that set the stage for getting business analysts out of the data export business

Europa’s PIMS is its game changer.

There are opportunities provided by this powerful data foundation that Europa has never even considered - including the ecommerce, business intelligence, inventory and marketing tools noted above. Beyond these strategic business improvements, Europa can also implement programs that leverage the database to open up new opportunities for revenue generation by providing additional valuable services and options that will help vendors be more profitable more quickly.

Centralized Master Database

A centralized master database will be used to store data for products, vendors, and customers. It will reside on a database server running SQL Server 2008 R2 and be easily accessible to the other system components.

Master Data Quality

Data quality is the reliability and effectiveness of data. Data quality assurance (DQA) is the process of verifying the reliability and effectiveness of data. Maintaining data quality requires going through the data periodically and scrubbing it. Typically this involves updating it, standardizing it, and de-duplicating records to create a single view of the data.

JDE Data Feed

JDE is an application that ESP uses to manage their product inventory. Data for JDE resides in a SQL database. JDE is updated manually by Inventory/Purchasing staff. A process will be created to copy designated product information in JDE into the master database. The process will be scheduled to run daily.

Product Information Portal

The Product Information Portal will enable a user to interact with the system.

Data File Import / Export

The Product Information Portal must enable the user to transfer product information into the system (import) and get product information out of the system (export).

Confirmation Queue

Change alerts will be sent to users notifying them of changes that must be added to JDE. The user must make the change to either JDE or Gladson and confirm this in the Product Information Portal. The purpose of the confirmation queue is to display a list of changes that must be made in JDE or Gladson and present a way for the user to confirm the changes.

Web Form For All Data Fields

The web form which will reside in the Product Information Portal will enable the user to view and update existing product information directly into the system without the need to go through the file import process. Product information data fields will be grouped and displayed on separate pages for ease of use.

Change History

The change history log will enable a user to view the product information that has been changed.

Change Alerts

Change alerts are designed to inform user(s) that information has been entered into the Product Information Portal. They are sent in the form of an email. For v1.0 there will be three types of emails alerts.

Gladson Data Feed

The current Gladson database contains product information. For v1.0 product information will be copied from the Gladson database to the master database on a daily basis. The master database will not receive updates to Gladson data directly from the Product Information Portal, instead updates will come in from the Gladson data feed. The web catalog will continue to read data from the Gladson database. Gladson is updated manually by members of the Creative department.

Pre-Populate Database with FDM Spreadsheet Data

FDM staff has been storing product information in Excel spreadsheets. This data needs to be moved into the master database.

Customer Specific Data Export

FDM staff has the need to export specific data based on each FDM customer’s needs. The user should be able to setup a “customer” with specific settings, such as name, data columns to include in export, the order of the data columns, and the list of products to include. The system should store these settings to be used the next time an export request is made.

The Weight Loss and Wellness Clinic EMR was built using the following technology:

• Microsoft ASP.Net 2010
• Microsoft SQL Server 2008
• 3rd Party Controls: Telerik RAD suite, Peter’s Date Picker, ParaChat, ComponentArt Suite, ChartDirector, and Excel Export tool

• CharlotteColo - www.CharlotteColo.com

• Business requirement gathering
• Database design
• Programming
• Database development
• Administration

Caterpillar Dealers

The Daniel Group has a number of employees that make outbound service performance calls. Customers of The Daniel Groups clients are contacted and surveyed. The Daniel Group needed a software application which allowed them to import a large number of work orders, to feed these work orders to the remote surveyors and then record the respondent’s answers.

The surveyors also needed a way to easily communicate with one another without having to stop the phone conversations they were holding with the survey respondents.

In addition, results of the surveying needed to be easily provided back to The Daniel Group’s clients.

LinkConnect was built by INSite to assist The Daniel Groups many client satisfaction surveyors in gathering information useful to The Daniel Group’s clients. LinkConnect provides work order information to surveyors on a random basis that they then call the end client about. The system collects survey response information as well as potential sales opportunities or disputes.

More than half of the North American Caterpillar dealers are clients of The Daniel Group. Caterpillar has grown to be the world's largest maker of construction and mining equipment, diesel and natural gas engines, and industrial gas turbines.

Survey Creation

Daniel Group employees have the ability to easily add clients, divisions, users, and surveys to the system. The administrative area of the system is robust and allows Daniel Group employees the ability to control almost all aspects of the application.

Surveyor Management

Daniel Group management uses a powerful employee management system to control client and surveyor quotas of work to be done for a month. The system provides quick snapshot type views of where the company stands in relation to calls to be made. Employee scheduling is also controlled from within the system.

LinkConnect Chat

Since the majority of the Daniel Group employees are remote and working from home, LinkConnect contains an internal chat application to keep in touch with one another and their management.

Work Order Imports

LinkConnect contains a data import system used by clients to provide work order specific data The Daniel Group can then use to survey their customer. This is an automated system from The Daniel Group and the client’s perspective. A number of checks and balances have been built into the system to ensure we do not over interview clients.

Work Order Surveying

The most important part of the system. The functionality in this part of the application allows surveyors to ability to ask questions and receive answers on very surveys very specific to the client or client division.

Opportunity Management

If a Daniel Group surveyor uncovers an opportunity or a dispute, LinkConnect makes sure the client receives the lead and survey information via automated emails. These leads are tracked through the system and escalated up the client company’s management hierarchy if necessary.

Net Promoter Scoring

Companies obtain their Net Promoter Score by asking customers a single question (usually, "How likely is it that you would recommend us to a friend or colleague?"). Based on their responses, customers can be categorized into one of three groups: Promoters, Passives, and Detractors. Daniel Group surveyors are versed in the NPS concept and all surveys in the system contain an NPS question. The answers from this question are tracked over time and rolling averages are reported to Daniel Group clients. Special attention is also paid to the Detractors as the Caterpillar dealers try to convert detractors into passionate clients.

Missing and Confirmed Client Contact Data

The Daniel Group surveyors also use the survey calls as an opportunity to confirm and cleanse customer data. This data can be provided back to Daniel Group clients so internal work order and CRM systems can be updated.

Bench Mark Questions

In addition to the NPS question, LinkConnect allows for multiple bench mark questions a customer can answer. The Daniel Group uses data from these questions to analyze results for their clients and construct a way to address issues and to take advantage of opportunities.

Snap and Global Reports

Various methods of reporting are built into LinkConnect. The most important of which provide for charts for tracking survey results over time.

LinkConnect was built using the following technology:

• Microsoft ASP.Net 2010
• Microsoft SQL Server 2008
• 3rd Party Controls: Telerik RAD suite, Peter’s Date Picker, ParaChat, ComponentArt Suite, ChartDirector, and Excel Export tool

• lemmondsDESIGN - www.DesignIsAPassion.com
• CharlotteColo - www.CharlotteColo.com

• Business requirement gathering
• Database design
• Programming
• Database development
• Hosting
• Administration

The NTCIC Fund Management application is a centralized project data repository that gives role-based access to users so that staff, lenders and clients can get and report information without contacting or being onsite with the NTCIC. The solution goal is to provide a self-serve environment that allows access to needed data while securing sensitive data. The application’s size and configuration allowed its development to be staged into phases so that it could begin roll-out more quickly.

More than half of the North American Caterpillar dealers are clients of The Daniel Group. Caterpillar has grown to be the world's largest maker of construction and mining equipment, diesel and natural gas engines, and industrial gas turbines.

General Functionality

Users have access levels defined by their roles as they enter the site, with internal users gaining access to administrative section and external users accessing their specific application and data needs. Internal users add and revise project benchmark and base data by project selected from a categorized directory.

Prospective Project Pipeline Management

Acquisition staff makes updates to potential project information with project notes, issues project status and staging updates. A history is created dynamically as information is entered.

Projects and Properties

Project and properties information from the broadest to most detailed notes are organized and stored for easy access by staff. Data search is available with a variety of options. Staff has access to update and create property transaction and benchmark data such as insurance details, fee payments and milestones and has the ability to upload documents that are attached to their related project files. Across-the boards project and property information is presented in a project dashboard that makes reviewing project status quick and informative for staff.

Fund Functionality

Through this area of the application, fund administrators manage all details related to the NTCIC funds. Fund dashboards provide snapshot views that are determined by user access level. Fund report data is used to populate data in the dashboard and is stored within the repository of the system

External User Access

Property users have access to only specific project information as it pertains to their project and their role with the property. Assigned property users have access to upload and report data and review project benchmarks during the project. Bank employees have access to data to view fund information specific to their roles.

Report Functionality

The application includes several pre-built reports for those who need project or fund specific information from the NTCIC: lenders, project managers, fund distributors and compliance officers. Pre-built pipeline reports are provided so that acquisition staff can provide necessary information to lenders, project managers, etc.

The Weight Loss and Wellness Clinic EMR was built using the following technology:

• Microsoft ASP.Net 2010
• Microsoft SQL Server 2008
• 3rd Party Controls: Telerik RAD suite, Peter’s Date Picker, ParaChat, ComponentArt Suite, ChartDirector, and Excel Export tool

• CharlotteColo - www.CharlotteColo.com

• Business requirement gathering
• Database design
• Programming
• Database development
• Administration

Over the past 5 years Dr. Girouard has become increasingly well known for the success of his weight loss program. With plans to open additional clinics, the problem was scheduling all of the patients in addition to handling the volume from in the “back office” of the operation. Dr. Girouard also wanted to electronically save patient visit information and documents.

Over time management at the clinic determined there were no “off-the-shelf” software products that could handle multiple clinics and provide the functionality needed by a high-volume bariatric clinic. No one package had features for: patient scheduling, electronic medical records, medication dispensing, medication inventory management, product inventory management, patient queuing, automated appointment reminder phone calls, checkout services, and multiple provider management.

INSite Business Solutions was hired to develop a robust Electronic Medical Record (EMR) and Patient Scheduling system specific to Dr. Girouard’s bariatric practice and process. All of the Weight Loss and Wellness Clinics attend to a high volume of patients and the EMR had to be able to handle multiple clinics each with multiple bariatric providers. In addition the EMR provides import work flow and automation for the clinics. The EMR tells providers and employees where patients are in the office flow as well as where they should be head next.

More than half of the North American Caterpillar dealers are clients of The Daniel Group. Caterpillar has grown to be the world's largest maker of construction and mining equipment, diesel and natural gas engines, and industrial gas turbines.

• Multi-clinic and multi-provider capable
• Patient Scheduling
• Patient Electronic Medical Record Management
• Patient Document Management
• Patient Queuing
• Medication Dispensing
• Patient Checkout & Billing
• Medication Inventory Management
• Product Inventory Management
• Automated Phone Call Appointment Reminders – Using Plum IVR we enable an appointment reminder phone call to patients.

The Weight Loss and Wellness Clinic EMR was built using the following technology:

• Microsoft ASP.Net 2010
• Microsoft SQL Server 2008
• 3rd Party Controls: Telerik RAD suite, Peter’s Date Picker, ParaChat, ComponentArt Suite, ChartDirector, and Excel Export tool

• CharlotteColo - www.CharlotteColo.com

• Business requirement gathering
• Database design
• Programming
• Database development
• Administration