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     Advanced Systems

 
  The following projects demonstrate some of the depth and variety that
Camarillo Technology Associates employs to solve customer requirements:

Sales Forecasting System Medsource Technologies Forecast Tracker solved a difficult task of compiling monthly sales forecasts from a national sales team with some 15 full time Sales Account Managers servicing over 10 US manufacturing facilities. In addition, management directives along with the SEC requirements for becoming a publicly traded corporation dictated that the new forecast system maintain a continuously rolling 18 month forecast data set along with extensive update and reporting capabilities.

The design of Forecast Tracker allows Account Managers (SAM's) to enter and update forecasts throughout the month and allows District Controllers of Sales (DCS) to review their progress at any time. By a specified cutoff date, DCS's, having reviewed SAM forecasts will prepare forecasts for each facility. Upon each cutoff cycle, historical information for the forecast period is finalized and a new forecast period is created carrying forward the prior period's data and adding the new 18th month column to the end of the grid.

In addition to sales forecasting, Gross Margin forecasts are maintained as well as collection of Actual revenues received data and the calculations of actual Gross Margins achieved.

Forecast Tracker Screen Shots:

  Multiple Personality Login
Polymorphic Login
Discrict Controller's Main Menu
DCS Main
Menu
Grid Based Data Entry
Forecast Data Entry
Aggregate Data Reporting
Aggregate
Rpt Sub-menu
Disaggregate Data Reporting
Disaggregate Rpt Sub-menu

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Sales Forecasting System The Employee's Daily Time Collection System (EDTC) was a recent upgrade to the timecard system developed for Wolters Kluwer U.S. Corporation in 2000 to collect exceptional time card data for their 6,000+ US employees. The original Employee's Time Card system, fielded as a Web application allows employees, worldwide to log in to the system and enter hourly data as well as review cumulative time record data including:
  • Data entry for Autopay (salaried) and Time Required (part-time) employees
  • Overtime Accumulations
  • Personal Time Off Balances
  • Supplementary Payment Entry

Manager and timekeeper screens are provided for on-line review of employee entered hours as well as authorizations and override transactions to those hours. On-line administrative functions allow a further override and authorization capability to assist payroll in reconciling hourly entries.

Employee data maintenance can be done on-line although bulk maintenance may be performed automatically by periodic downloads from the human resource systems. Final hourly data is transmitted at each period end to the Wolters Kluwer payroll systems.

The EDTC system encompassed all features of ETC, but also added daily record keeping along with automatic client based calculations of overtime and holiday pay. Some of the features added to the system include:

  • Daily hours entry using a grid for all days vs. the types of hours reported
  • Overtime, holiday and benifit pay calculations displayed at data entry time
  • Multi-state calculation supported
  • Correction request and reply tracking system
  • Automatic email generation for exceptional conditions
  • General Ledger correction transactions
  Employee Time Collection Screen Shots:

  ETC Login
Login
ETC Part-time Hours Entry
Personal
Hours Entry
ETC Overtine Calculation
Overtime
Calculation
ETC Manager's Override/Authorization Grid
Manager's
Override Grid
ETC Administration Module Screens
Administration
Module

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Sales Forecasting System Admission Inquiry  was developed for the PATH Corporation as a shrink-wrapped product to support the pre-screening of potential admits to sub-acute care health facilities. The project was started in 1996 to fill a need for a fully customizable system that could be configured to closely match the parameters and capabilities of each client's institution. Admission Inquiry includes facilities that model cost parameters unique to each institution and track payer contracts over time including fixed and individually negotiated exclusions. Clinical screening is provided via a set of fully customize-able warning messages that are used to alert operators of required planning events, conditions that would preclude admission and situations where administrative authorization is required.

Admission Inquiry has generated OEM and end-user sales of over $1,000,000.

Admission Inquiry Screen Shots:

  Admission Inquiry Medications
Medications
Admission Inquiry Exclusions
General
Exclusions

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Sales Forecasting System Pursuit CM was developed for the PharMerica Corporation as a logical follow-on to the Admission Inquiry product originally developed for PATH Corporation. Pursuit CM provides ongoing financial analysis of admits in sub-acute care hospitals as admit conditions and financial reimbursements change or become subject to negotiations. The product provides almost instantaneous monitoring of financial trends and allows management to quickly react before a financial downturn becomes a critical issue.

A unique Point-In-Time processing algorithm allows users to enter only data that has been changed per specified time periods. The process of only updating changed data greatly simplifies maintenance while increasing accuracy of the results.

Reporting includes a Daily Financial summary for administrators to track overall trends by admit. The Current Case Summary shows all details for a Case by a range of dates and includes a variety of summary and Case statistics. Detail data may be saved in spreadsheet format for additional financial modeling and what-if analyses.

Pursuit CM Screen Shot:

  Pursuit CM Main Interface
Main
Interface

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Sales Forecasting System The Welfare Data Collection and Analysis System (WDCAS) was developed to assist the State of Nevada in longitudinal tracking of welfare recipients. Federal rules concerning limitations to TANF entitlements require that states track and assess the progress of recipients transitioning to financial independence.

WDCAS was developed to accomplish two tasks:
  • Collection and analysis of data representing a state-wide census of individuals currently receiving welfare assistance. A rolling 3 year history of data is maintained for research and analysis. (ON System Data)
  • Collection of periodically sampled data from a subset of families who have left cash assistance. Families leaving assistance are surveyed at specific intervals for two years after receiving their final cash payment. (OFF System Data)
Data for the ON system are downloaded on a monthly basis from two mainframe systems, WELF and NOMADS. Extensive processing is involved to provide data quality control, normalize the data and assure that data from the two systems are properly merged. Data are stored on a SQL Server database. Reporting and analysis is performed by a variety of SQL queries, an Access 2000 front-end, SPSS and SAS statistical engines. A random sampling of cases is drawn from the group of families leaving cash assistance to provide candidates for OFF System tracking.

A custom interface was designed for the OFF System that guides the interviewers through the survey in a logical and consistent manner. Depending on the ages and genders of recipients and dependents, several different variations of survey questions are possible. In addition, the answers to some sections of the survey will engender different sets of follow up questions. Since the predominant languages used by recipients are either English or Spanish, the application was designed to appear in the language of choice by retrieving either English or Spanish text from a message table in the database.


WDCAS Screen Shots:

  WDCAS Data Import Interface
Data Import
Interface
WDCAS English Interface
Main Interface
in English
WDCAS Spanish Interface
Main Interface
in Spanish

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