Clients
Selected Specific Consulting Experience

2001 - 2002, Rohn Industries, Inc., Peoria, IL

Implemented a system to perform structural analysis of transmission tower structures.  The system consists of data stored in a PROGRESS database with calculations performed in Visual Basic.  Also used ActiveX Automation to invoke processes performed by MS Office components.

2001 – 2002, Platform Horizons, Gualala, CA

Real Estate broker:  Provided extensions to an existing web site using VB Scripting and SQL/ADO.

Homeowners Association:  Implemented demonstration bar coding system for gate access control (MS Access).

2000 - 2001, SeniorYellowPages.com, Inc., Carson City, NV

Acted as CTO, helping develop the business plan to secure venture financing. Developed plans for internal system infrastructure (computer network, web sites, telephone systems, CRM software).

Developed a web application using ASP along with PROGRESS and WebSpeed to service the senior citizen market.  This application includes the tracking of click-through references to foreign sites plus all the required back-office services.  Implemented a Visual Basic/SQL application to forecast and track book sales/distribution campaigns.  These projects also involved Crystal Reports and ActiveX Automation.

2001, Electric Power Research Institute, Palo Alto, CA

Developed an ACCESS application to provide customized financial reports from data obtained in a PeopleSoft system

1995 - 2001, Boyd Corporation, Modesto, CA

Developed enhancements to a PROGRESS based manufacturing/financial system based on Royal 4 software.  This consisted of:  reports of sales, costs and margins presented in multiple formats; modelling of sales data to create a commission plan for salespeople; reconciliation of physical inventory count with database contents; work order processing; many other financial and manufacturing tasks.

1993 - 2002, Iverson Financial Systems, Inc., Sunnyvale, CA

Developed a PROGRESS application to load, maintain and distribute financial market data and statistics.  Every night, complete data is downloaded from various suppliers consisting of all prices, volumes, earnings, dividends, etc. for every US and Canadian equity and debt instrument listed on all exchanges (bulletin board and pink sheet included).  This data is checked for accuracy and stored in its raw form.  Suspect data is presented to operators for editing.  The data is then packaged and transmitted to clients based on their requirements.  Clients can request almost unlimited formatting plus connecting/adjusting of data streams.  Operators have the ability to view and/or edit any of this raw data.  Any changes are automatically captured for subsequent transmission to clients.

1999 - 2002, Rascals in Paradise, San Francisco, CA

Enhanced a PROGRESS based travel agency system that keeps track of custom tours and provides all necessary accounting functions.  The system keeps track of all prospects and customers along with the details of the tours, including hotels, cruises, dive requirements, meal plans, etc.  Detailed reports are generated to assist with communications with the various suppliers of tour product.  All billing and payment information is processed by the built-in general ledger programs and appropriate reports are generated.

1996-2000 J. E. Lowden Co., San Francisco, CA

Developed/maintained a PROGRESS based Freight Forwarding system using EDI with US Customs Service.  This system keeps track of all pertinent information about ocean and air freight for clients, both import and export.  US Customs Service requirements for reporting and permits are such that all communications with them is through their EDI process.  In addition, there are a myriad of government mandated forms to be printed (invoices, bill of lading, etc.).

1997 – 2002 Transworld Systems, Inc., Rohnert Park, CA

Enhanced a PROGRESS based credit collection system featuring printing of court-required forms through an automatic interface with Microsoft Word using ActiveX Automation.  This system allows the entry of new actions to be filed and tracks them through the legal process.  All forms are generated by sending information from the database to Microsoft Word for formatting and printing.


1988 - 1991, 1996-1999, Center for Employment Training, San Jose, CA

Developed and maintained a student tracking database application in PROGRESS under UNIX that tracks student attendance and bills the appropriate government agencies. This application became distributed with data entered at remote locations and summarized at headquarters.  CET provides training for under-educated people in an effort to get them into the work force and off welfare.  Most of this training is paid for by various government grants.  There are strict requirements for tracking student attendance, progress and performance.  The government agencies also require complicated, detailed reporting before they will pay for the training.

1995 - 1996, Richland Sales, Fresno, CA.

Developed a PROGRESS GUI front end (MSWIN) to a UNIX financial/manufacturing database (mfg.pro). This application involved tracking of consignments from farmers and handling the accounting of services and payments.  Farmers send their product to the packing company on consignment.  The packing company processes and sells the product.  They then pay the farmer the proceeds of the sale, minus their price for various services performed and commissions.  Each farmer can have a substantially different contract.

1991 - 1996 MFG PRO

Extensive experience modifying/enhancing the qad.inc MFG.PRO manufacturing/ distribution/ accounting application (PROGRESS) for the following clients:

North Coast Systems, Inc.
PO Box 431
Gualala, CA 95445
(707)884-9444
wpm@northcst.com