The client has three offices distributed at various
of the US. They had an existing content management system
created using MS Access which allowed each branch to
have a localised database. The challenge was to make
a common database whereby information could be shared
across the offices, avoid replication of data and thus,
improve business efficiency. The database that they
had built up over the years had to be cleaned and ported
to a central database.
Since SSThomas & Associates is an investment broking
firm, they needed their contact information to be seggregated
into Clients and Investors and required the capture
of multiple set of contacts per firm.
Infofin created a centralised database structure which
allowed multiple users to work simultaneously and enter
information into the system via the Internet. The system
was created using JSP pages, Jonas as the EJB server
and Sybase for the RDBMS.
The features available are:
- Information capture screens for company and contacts
- Screen to capture information on notes prepared
after each client meeting. This includes dates for
- Rich reports for the display of this information.
Call reports generated for clients created from the
information stored in Notes.
- Advanced search facility to filter the data.