Making sense of random movements

Steven Barnett

Some of the products I have worked on and created from scratch.

Products

Over the years I have worked on projects big and small. I've converted individual C++ programs to VB.Net and C#, I've invented completely new software packages from scratch and have worked on some of the leadimng software packages on the market. I can't showcase everything, so I present here some of the highlights along the way.

Products I have written from scratch

The products presented here are commercial products where I have started with a blank page. I've gone through the analysis of the problem, the design of a solution, the redesign as proples ideas solidified and the development of the final product.

Many of the products were written while employed for one company and writing for another. I have had the good fortune to have worked for a company who recognised that the side projects I have done for others actually benefit them too.

Integrated Performance Measures

IPM is a flexible commercial modelling package, that has been used for such diverse applications as the assessment, communication and tracking of value in sales and the deployment, communication and management of corporate improvement & change management.

Technology wise, IPM was in a state of flux. It had grown from a Visual Basic 3 application to a Visual Basic 6 application over a number of years. It worked well on modern machines but looked dated. As I added new compoents to the suite, I developed these in C#. At the same time, I started a re-write of IPM in C#, a major undertaking as few of the VB6 controls had C# equivalents.

Integrated Performance Measures

Effectiveness Assessment

Sales improvement begins with a clear definition of what solutions are being offered to the customer and how that solution contributes to growth and and profit margin improvement. Effectiveness Assessment is a tool for defining the components of the solution, how they bring profitable growth and what factors affect how effective the solution is.

As this was a new component in the suite, the technology was open. It was developed using C# and the components from the DevExpress suite of controls. The design and development process was done in an agile way with the CEO, Director and myself working together to tease out useful functionality during the development process.

Sales team Effectiveness Assessment

Partner Tracking

Having defined your sales offering, the next part of the process is to go sell it. To give your sales force the tools it needs to win the business, which includes the tools to track the performance of the sales team itself. That's where Partner Tracking steps in, allowing you define teams, define sales milestones and assess the effectiveness of the team in converting prospects to sales.

As with Effectiveness Assessment this was a new component in the suite. It was developed using C# and the components from the DevExpress suite of controls. We employed an agile approach, keeping in mind usability and value above technical difficulty.

Partner Tracking

Enabler

Enabler is an application that profiles a manager against a set of core competencies, benchmarking the managers capabilities against the profile of the "ideal manager" and produces a report of specific actions to take to improve their effectiveness. The process is based around a 360 degree review of competence.

Enabler

PMSuite

pmSuite is a software package aimed at senior management in an organisation to give them the tools to manage the performance of the organisation as a whole. It allows management to spot areas of strength and weakness with a view to spreading best practice from the successful areas of the business to the struggling areas of the business.

PMSuite

Performer

Performer is a suite of software tools to help individuals, line managers and organisations develop their performance using occupational standards. By keeping the code flexible, three versions of the product were produced covering Management standards, FENTO (Further Education National Training Organisation) standards and Business Link Standards.

Performer

School Mentor

School Mentor - designed to enable school professionals at all levels of experience to look at their teaching skills, professional and management characteristics.

School Mentor

Products I have worked on, extended and maintained

Not every organisation is starting from scratch. This section overviews some of the products that I have worked on that already existed. As a rule they are large and complex systems which can be far more of a challenge than starting from a blank page.

Digital Wealth is the only eception to the 'already exists' definition. For this one, I was in on the creation of the team, the design of the product and the subsequent coding.

Tercero

Tercero is market leading, multi-award winning, front-to-back Investment Management software. A single, integrated solution providing comprehensive operational support for all aspects of your business - delivering flexibility, efficiency and control.

Technology wise, the Tercero front end is a Windows Forms desktop application that communicates to a SQL Server back end through a WCF business layer. It's written in C# and the front end is based around the DevExpress suite of controls.

Tercero

Digital Wealth

Built specifically for the investment management community, Tercero Digital Wealth allows you to deliver the online capabilities needed in the new digital age. Device independent, Tercero Digital Wealth will allow you to engage with your customers in the manner expected by today’s changing demographic; digitally.

Digital was built from scratch using the then brand new and still in beta version of Angular 2. The site is served from a .Net Core service to give us some flexibility in how we serve the site. The web app communicates with Tercero via a very comprehensive REST API. It's been through the pain of Angular upgrades and is going from strength to strength through Angular 8.

Tercero Digital Wealth

Prospector

Trigold Prospector is the market leading mortgage sourcing tool, providing a complete end-to-end system for mortgage advice. It is regarded as the most user-friendly, compliant, and accurate sourcing software available; over two thirds of mortgage professionals use Trigold Prospector on a daily basis.

Prospector was a rather old piece of software developed in VB6 using an Access database to hold details of over 8000 mortgage products and their variations.

Prospector

Adviser Office

Adviser Office is a market leading client and practice management system for adviser firms of all sizes. It provides all the CRM and back office tools needed to simplify and streamline the way you operate, helping to automate manual processing which significantly reduces costs and saves time.

Adviser Office is a beast of a program that aims to satisfy all the needs of an IFA. Supplied as a series of related modules, it provided all of the bac and front office functionality that an IFA could require.

Key to the product flexibility was its scalability. A small and medium sized practice might start out with an MS-Access database solution, reducing costs. When they scaled up the operation, the Access database could be scaled up in to MS-SQL Server.

Adviser Office

Testimonials

Don't take my word for my abilities, take alook at other peoples opinions about me.