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Project Management
Client Background
The client is a product development firm which is focused on providing paperless office solutions for small to mid-sized businesses. Their DMS (document management system) product provides a paperless solution for small businesses across industries such as production/manufacturing, insurance, accounting, staffing, auto dealership etc. For their banking industry clients, they aim to make the process of storage and transport of checks between banks (for account resolution) a paperless one and thus eliminate transport costs. This is managed by their other application called POD (proof of deposit).
Challenges
The client was looking for a software development partner, who could help maintain their existing products, improve their performance and also build new enhancements. They were looking for someone with a deep understanding of database optimization techniques and an ability to understand the complexities of the existing code. Since they were looking for a long term partnership, they also wanted to ensure that the recurring cost of maintaining the code was kept to a minimum and hence preferred a partnership with an offshore development partner.
Solutions
Rheal was chosen as their strategic partner almost 7 years ago and we started development by adding support for additional check scanners to their POD product. We then worked extensively to optimize the application's database interaction so as to improve the performance and provide a better user experience. Subsequently, we started work on the DMS application. We initially added additional document indexing capabilities to the application and then went on to optimize the database access code so as to improve the performance of the application. The changes made to the applications resulted in better acceptance of the applications by users and we then went on to create a variant of the application to target businesses in other verticals as well.
Retrieves Historical and Current transactions and displays check images etc at the bottom for each record selected in the grid.
Screen that scans the cheques - scan is disabled because the scanner is not attached.
Transactions belonging to Batches are listed. Selecting a batch takes one to a screen where each transaction can be edited.
Transactions within a Batch that need to be balanced are listed. Clicking on a batch takes one to a screen where the transactions can be edited and balanced.
Data can be exported to a file in a particular format.
Statements are imported into the system from a file. Validations are done for each account on the basis of the transactions.
After Statements are validated they can be printed. Either all of them or selected ones.
Setting screen to selecting a scanner that will be used.
Screen to add scanners which can then be selected in the setting screen.
Settings which will be used when we do the Repair process for transactions belonging to a batch.
Settings of how the statements should be printed. Will check\deposit images be printed? How many images per page, etc.
Settings to select an export file format, a folder where these files will be placed and other settings.
Settings for different Forms\Transaction types.
Screen to select what kind of File imports can be done. Ability to set it up.
Screen that allows one to backup databases, images and perform other processes at the end of day.
The Result
Almost 7 years after the first project, Rheal continues to be the strategic development partner for the client and our services have contributed for the high level of user satisfaction.
"ClearVision Technologies began working with Rheal in 2008 to support two software programs we had developed in the United States. Rheal continues to support and update those two programs. We have been extremely pleased with that support and the developers they have deployed over the years in those efforts. We have found Rheal to very ethical in all aspects while dealing with our intellectual property. This was a major concern while considering an offshore vendor and we have been very pleased and comfortable with their integrity in this regard. We have also worked with Rheal to develop additional programs for our internal use and to sale to our clients. They have developed .Net programs using SQL Server as well as web based applications. They have assisted in developing and maintaining MS Access based programs for a client and have assisted in 3rd party vendor evaluations and selections. While developing these applications over the years it has been a real asset to be able to scale the development team up and down to suit the need. It would not have been practical to staff up or use temporary developers in the States. Our project manager at Rheal handled all of that for us! We have not had a need to develop a mobile app yet but we have discussed Rheal’s abilities in that regard and that may very well be on the horizon. We have valued our relationship over the past 10+ years and look forward to the future."
Paul DehnOwner, ClearVision Technologies
