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A large property management company has customer account and property information scattered across multiple databases. This mix of commercial and homegrown systems is used to manage critical internal, customer and vendor services.

Case Study: PDF eForms Deployment at a de novo Bank

 Problem
  1. The current system is unstable: The business has outgrown one database application used for tracking community association information. The system becomes unreliable and often locks up when 15 to 20 users are logged in.

2. System response is slow: Looking up information is slow and cumbersome. Most customer and vendor service calls require the account rep lookup owner information in system A for details needed to retrieve the requested information from system B.
  Analysis
 

Corporate management originally believed the business had outgrown the existing systems and the only recourse was consolidating multiple applications into a larger database system. This meant purchasing new database software, performing system conversions and acquiring the expertise to migrate and maintain the new architecture.

Workflow analysis revealed there could be up to 50 concurrent users at any time. Most activity was information lookup in response to a service request. Though account information was frequently updated, peak transaction volumes did not exceed the system's data serving capabilities. The performance and stability issues were due to limitations in the legacy system's ability to manage the number of conncurrent connections.

  Project Goals & Requirements
  The business objectives were clear: restore system stability, improve operational performance and shorten response times.
 
Goals
Requirements
 
  1. Eliminate concurrency problems and restore stability.
  2. Reduce time spent by staff looking up information for customer service calls.
  3. Improve ad hoc search, analysis and reporting capabilities.
  4. Retire legacy patchwork of software utilities and data briding hacks
  1. Transition to new system cannot disrupt customer service.
  2. Provide staff with a single point-of-contact to information from multiple systems.
  3. Consolidate disparate data sources and simplify database administration.
  4. Use standard technologies to be flexible and extensible for future consolidation
   SOLUTION:   Community Link Information Portal
  a-d-t* created a web-serviced portal on the local area network that eliminated concurrency problems, restored system stability and provided users with a single point of contact to existing data stores. The consistent web browser interface and single system sign-on immediately reduced the time needed to process account and service requests.
 

Info Portal Diagram

App A, App B, and App C illustrate the stack of proprietary screens unique to each software application. Each user connects to each system using a different login and proprietary interface.

The web browser front-end and web-serviced portal back-end hide change and complexity. Users continue to work with consistent, familiar screens.

The same portal application can be use to extend new services to clients and business partners via the internet.

Access®, Foxpro®, and Excel® are trademarks of Microsoft Corporation.

Benefits

System stability was restored and system response improved dramatically.

Cost savings since there was no need to purchase and maintain new database software.

A timely rollout was possible since there was less development and no data conversion to perform.

Faster search and information lookup increased staff productivity and reduced frustration levels.

Less training needed for new employees because of the single, consistent browser inteface.

Less maintenance needed with fewer programs to maintain. More time can be invested in growth.

Ready to grow.
Standard data access technology makes it easy to add features and services. Changes to the underlying data stores remain transparent to users.
Before After
The old user interface had devolved into multiple nested stacks of scrolling boxes. The framed portal screen provides a
quick, clean single point of control.
Before After

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