December, 2008 – Current

MAS Enterprises Inc.

www.YoYoSam.com

Mitch Silver

mitch@yoyosam.com

302-352-1843

MS Access 2007 Database design/ architecture, WinHTTP, Amazon API

guru.com client

Client sells yoyoyos and other fun products on three internet sites:  yoyosam.com, Amazon.com and ebay.com.  Prior to our working with them, client was managing inventory using MS Excel spreadsheets.  We migrated this functionality to MS Access 2007.  This made it possible for the client to enter information for when an order was shipped and simultaneously adjust inventory for all three websites.  Additionally, added one-button functionality for importing of data that is downloaded from all three websites as well as one-button functionality for exporting data from the database to text files for uploading.  Once these processes were perfected, automation was implemented to automatically download the text files from the 3 websites and import the data automatically into the Access database, all on a scheduled basis.  Finally, the process of exporting text files and uploading to the three websites on a scheduled basis was also implemented.

June, 2009

Kinsella Communications, LLC

Washington, DC

Danielle West

d.west@kinsella-novak.com

(202) 686-4111

MS Access 2007

Developed a stand-alone MS Access 2007 database to track members of a very large international class-action lawsuit.

March 2009 – June, 2009

Technology Sales Leads LTD

Ireland

Mark Cradock

mcradock@tsleads.com

MS Access 2000

Excel 2000

XML

elance.com client

Combined Reporting:  Created Excel front-end to connect to 2 backend MS Access databases.  All technology was in Office 2000 and all communication was via the internet.  Interface allowed for end-user to choose databases from anywhere on the LAN and choose multiple points of data on which to report.  Reports combine the data into one Microsoft Excel spreadsheet report.  End-users may also add any number of databases, the meta-data for which are stored in a local XML file.  Planned versus Actual Work Hours Pivot Charts:  automation was added to the Master MS Access database which tracks hours spent by employees on various tasks.  Through a menu-driven interface, the End-User can click a menu item and create a Pivot Bar Chart showing Planned versus Actual hours worked for any given time period.

9/2008 to April 2009

Rapa Nui Youth Involvement Program

Britton L. Shepardson, Ph.D.

terevaka.net@gmail.com

MS Access Database design, architecture MS Excel template design and automation
HTML, JavaScript & Google Maps API implementation

http://www.terevaka.net/dc Worked with client to create a method for mapping archeological data from Rapa Nui (Easter Island) in such a way that it could be easily accessible to the public via the website.  Used Google Maps API to display 710 markers on a Google map, each representing moai (or statutes) from the island.  Each marker can be clicked on to display a popup “tabbed info window” containing 4 tabs of data including photos and archeological details.

Created an Access database to house the data.

Created an Excel template that can be used to store any data that can be mapped in such a manner, making it easy for anyone with MS Excel to get their data onto the web with little effort.

April 2009

BAS Services & Graphics, LLC.

Alper Uzmezler

(O)  561-455-4043

(M) 954-618-8070

alper@basgraphics.com

MS Access 2007 Database design/architecture,

SQL Server
 

Crossloop.com client

Worked with client to create rich MS Access front-end with a TreeView control for end-users to generate crosstab queries on data generated from remote sensing devices and input to SQL Server. 

March 2009

Altamont Country Kennels

Altamont, New York

carlfelix@msn.com

Access 2003
 

guru.com client

 

Revised queries and interface for client on guru.com.  Communicated all needs and specifications via email and over internet connections.  Original MS Access database had been created by another provider on guru.com, requiring analysis of previous code and techniques.

12/2008

Access Safety LLC

Trevor Wilson

616.696.3887

Excel 2007 Automation

Dependent Page Filters:  Client was seeking a way to get Page Fields in MS Excel Pivot tables to display data based on information displayed in other page fields.  For example, if both State and City were page fields and the end-user chose “Alabama” and “New York” for states, the City Page Field should only show cities for those states.  The native behavior of Excel does not allow for that.  The solution created for Access Safety did this seamlessly and without any additional effort on the part of the end-user.

11/2008

Tinga USA

David Fishman

davidf@tingausa.com

Excel 2003 Add-In Automation

Usage Report:  Created an Excel add-in for a Mexican food restaurant chain.  Add in loads and removes custom menu items.  Application opens text files that are generated by the Tinga Point of Sale system and parses non-linear data to retrieve food totals and subtotals to determine total quantities sold and how inventory needs to be refreshed.

10/2008

Solomon Enterprises

Shellie Solomon

MS Access VBA Code

Batch Processing:  Wrote VBA code for client that allowed for them to add hyperlinked files to their access database while simultaneously insuring data integrity and the existence of all hyperlinked files while in offline mode.

9/2005 to 8/2008

Planned Parenthood of Orange and San Bernardino Counties

Julissa Jose; Vice President of Public Affairs

(714) 922-4115

Access Database design, architecture, implementation and automation via VBA and SQL statements

Legislation Database:  Designed database for tracking all elected positions from school board to state governor, including complete contact information, staff, meetings, choice advocacy positions, votes on specific legislation, various stages in a proposed legislation life and election result data.  Primary coding method for accessing data is via SQL statements.

Work included designing ASP pages to pull School board information for website visitors.

Involves working via email and telephone.  Specific uses of front-end and back-end databases and custom routines that allow developer to implement upgrades to backend without interrupting work with production data. 

Custom error handling sends error messages directly to developer over the internet for rapid response time to bugs.

August 2006 to May, 2007

Fannie Mae, Washington DC

Omari Franklin (FM Talent)

(301) 495-4956

MS Excel VBA Automation
MS Access VBA Automation
MS Access and Oracle SQL

Amortization Calculation, Automation and Reporting for Financial Restatement:  Designed numerous applications in MS Excel and MS Access to enhance and automate the amortization processing for Fannie Mae’s Restatement of 2002-2007 financials.  The CSL_Generator allowed end-users to select specific deals and securities within Excel and execute a routine to pull parameters and data tables that could then be amortized by another Excel application. 

Another application was an Access database that allowed end-users to easily switch linked tables between various data environments (production, UAT, Development, etc).  Additionally, this application used automation to create reports in Excel by extracting data from Oracle using either linked tables or SQL Pass-through queries. 

A third application was a “code template” that remained on the shared drive and contained various VBA routines and toolbars that could be shared by various applications, specifically for the purposes of switching data environments and pulling data from Oracle.  Thus, all the code required to pull data and switch environments was essentially reduced to a simple command bar and 2-3 lines of code.

August 2006 to February, 2007

Fair Labor Association/Beaconfire Consulting

Brad Lehman (Beaconfire): 
(703) 894-1272

Yulia Ivanovskaya (FLA):
(202) 898-1000

Access Database design, architecture, implementation and automation via VBA and SQL statements

Factory Database Migration from Excel to Access:  A large in-house designed, MS Access database needed to be updated with disparate data supplied by various clothing manufacturers.  The data was inconsistent and often did not adhere to business rules established.  Additionally, the database itself was poorly designed. 

Many automation routines were built to clean and inspect data before being imported into Access.  Additionally, a “screening tool” was designed to allow for easier human inspection of the records as they were imported to ensure proper data matching

October 2006 to June 2008

AIDS Vaccine Advocacy Coalition (AVAC)

Kevin Fisher (212) 367-1051

Access Database design, architecture, implementation and automation with VBA

AIDS Grant & Foundation Database Migration from Excel to Access:  Created an MS Access database to track public and private funding of AIDS research worldwide.  Included functionality to convert currencies to US dollars. 

Much of the data for this database comes to AVAC in the form of Excel spreadsheets, so various data cleaning and inspection routines are being built to handle the automatic importing of this data into Access.

The list of funders was hierarchical in nature.  Therefore design of the funders table used hierarchical design techniques and the interface used the MS TreeView control.

11/2004 to September, 2008
NARAL/Beaconfire Consulting
Kristin Niemi Gillig (703) 534-1559 x20
(Beaconfire)
Danielle West (NARAL) (202) 973-3011
DWest@prochoiceamerica.org

Access Database design, architecture, implementation and automation via VBA, MS Word, ActiveX controls, SQL Statements and HTML

Who Decides Project:  Implemented a user-interface to a database designed by another Beaconfire consultant.  Bypassed the standard Access wizards for creating interfaces and instead created a more quicker and more robust interface using a custom HTML editor, quick-pick lists and custom reports using both Internet Explorer and MS Word.  This project was completed completely via telephone and the internet, with no in-person meetings whatsoever.

Tracker Database:  MS Access database, this time created by someone else.  A great deal of re-design was necessary to optimize performance.  This was also implanted entirely through conference call and the internet.

Reportables Database:  Architected and built MS Access database to track specific “work items” at NARAL for reporting to board and funders.

1/2004 to 7/2005
Human Rights First
(Gary Bond 212 845-5234, gcbond@nyc.rr.com)

MS SQL, MS Access, Visual Basic, VBA for Excel, Word, Outlook, Raiser’s Edge, CMS OnContact

GetActive:  Served as lead programmer in migrating data from CMS OnContact software to an online member management program called GetActive.  Utilized MS SQL Server, MS Access and MS Access VBA to develop an automated process to synchronize the two databases.  Challenges included the fact that GetActive is a flat file format and all interaction with it must be via an HTTP interface, multiple select data fields in both databases needed to be synchronized as well as the actual data, and both databases were live at development time.

Data Migration:  From a CSV file generated by FileMaker Pro, massaged, cleaned up and migrated over 8,000 records into Raiser’s Edge fundraising contact software.  The project involved transforming a flat file structure into a relational database with a proprietary backend using SQL statements.  Rigorous communications with staff were required to ensure the proper business rules.  VBA for Access code was used in MS Access to create fuzzy logic routines to check for duplicate names, addresses and email addresses.  VBA for Raiser’s Edge was implemented to import data that their user interface would not allow.

6/2004-9/2004
Merrill Lynch Investment Banking
DePutron, Roslin  (IBK-NY)
roslin_deputron@ml.com

VBA for Excel,
Adobe Acrobat automation, TOAD, SQL

Worked extensively with Vice Presidents and CFOs of Merrill Lynch to create an Excel workbook that represented income and expenses for Investment Banking worldwide.  A requirement was made to pull data from Oracle and then have most of the rest of the automation done entirely through custom Excel formulas.  Lookups were created to pull data from hidden sheets and display the data in the required format.  Data pulled from Oracle via SQL and ODBC.  SQL statements edited and data reviewed using TOAD software.

9/1999 to 9/2002
Merrill Lynch Research Technology
(Jason Diamond 212-670-1429)

Visual Basic, VBA for Excel, SQL, Word, Outlook, WordBasic for MS Word

iQ Desktop:  Maintained and streamlined 6 VB dlls for iQ Desktop, an in-house application.  The application allowed Research Analysts to submit crucial analytic data from MS Excel to a large worldwide Oracle database.  The entire application required usage of VBA, VB, Java, and TCP/IP.

ReMail:  Created a stand-alone executable that allows users to select a list of files residing on a network drive for inclusion in a standardized MS Outlook email.  The MS Word files are then converted to PDF format and an email is generated.  This application used the object models from MS Outlook, MS Excel and MS Word.  Additionally, it utilized a third-party OCX grid control, enabling the end-user to easily select pertinent files from a grid, rather than having to navigate to the network drive on which the files resided.

Merlyn Maintenance — 60,000 line template used worldwide:  Provided maintenance, trouble-shooting and upgrades to template that is used worldwide by all offices of Merrill Lynch.  The template is used by analysts to create financial reports on companies and industries that are published to the major financial newswires (Bloomberg, Multex, etc).  Template interacts with several dlls, and three external executables, one of which controls the template independently and runs macros within the template. 

iQXL:  Created an Excel Add-In that referenced both an external C++ dll and a VB dll to consolidate all custom worksheet functions and make a single call to a remote database, thereby reducing the network/internet traffic and cutting calculation time by 85%.  This technology is similar to Microsoft’s new RTD technology introduced with Office XP – however we were able to accomplish this two years in advance.

6/2000 to 6/2001
White & Case, LLP
(Elsa Higby 212-819-7043)

ASP/HTML, SQL

KnowledgeBase Web Application:  Developed a web-based front-end with Access database.  Using ASP, Help Desk personnel can search for Knowledgebase “scripts” relating to a particular problem.  Front-end also allows Administration personnel to edit the scripts via a web interface.

8/1999 to 8/1999
Automatic Data Processing (Portland, OR)

Word VBA/ASP/HTML/MS Project

Repaired a MS Word template that accessed data from MS Project files and created a report.  It had been malfunctioning and the file was sent via email for emergency repair.  Later, the report was converted to HTML and the web page was also able to access the data from MS Project.

1/1999 to 9/1999
Wachtell, Lipton, Rosen & Katz
(Dean Seabrook 212-403-1858)

Visual Basic, WordBasic, VBA for MS Word

Word 95 to Word 97 Conversion Project:  Converted this 500 end-user WordBasic/Visual Basic macro/executable set to VBA for Microsoft Word.  Special conversion routines were created to transport Visual Basic forms to VBA forms, as there is currently no such conversion tool provided by Microsoft.  Additionally, many conversion routines were created to automate the task, enabling me to approach similar conversions for other firms with a ready-made toolset.  Special attention was required in porting iManage code and there was significant interaction with iManage to facilitate this.

6/1998 to 6/1999
White & Case, LLP

WordBasic for MS Word

Maintained macros for this worldwide firm.  Macros were already in place which adjusted to the user’s city, language, and Windows operating system.  All of the original developers of the macros were no longer at the firm and I was needed to maintain the macros until permanent help could be hired.  A significant portion of the macro set dealt with PCDocs, the firm’s document management system.

4/1998 to 6/2000
Memorial Sloan Kettering Cancer Center
(Collette Houston, 212-639-6037)

WordBasic, VBA for MS Word

Medical Protocol Template:  Developed a template for the creation of protocols.  The unique aspect of this project was that certain boilerplate text had to be kept protected, but we wanted to avoid using form protection.  Instead, the entire keyboard was remapped with macros so that when the user typed in given areas, the keys would not function.  Project developed in WordBasic for Word 95 and upgraded to Word 97 VBA.

4/1998 to 4/1998
Nokia
(Jim Seitz 212 673-3706)

VBA for MS Excel

Created a forecasting application.  Sales Reps enter sales forecasts in a pre-defined Excel workbook.  Whenever they open their workbooks, products and pricing are automatically updated from a Master workbook managed by the Sales Manager.  The Sales Manager has his/her own workbook that imports forecasts automatically, creates custom charts and tables automatically.

1/1998 to 5/1998
PlumbingParts.com

Perl/HTML/MS Excel

Web Development:  Modified an existing website to contain a “shopping cart” functionality using frames, perl scripts, and JavaScript.  Orders were placed into a comma-delimited text file on the secure server, and I developed routines in both MS Access and MS Excel which would automatically log onto the website and download 23the order information for easy order processing.

8/1997 to 11/1997
Women’s World Banking
(Don Creedon 212-768-8513)

MS Access Design/VBA

Created three MS Access databases for surveys conducted with member organizations worldwide.  Extensive VB writing required to produced desired output, which included the graphical representation of data.

8/1997 to 10/1997
Credit Suisse/First Boston

VBA for MS Excel

Worked with a development team to create interactive workbooks which gave currency traders up-to-the-minute exchange rates worldwide.

4/1997 to 4/1997
Tower Productions

MS Access

Repaired a custom database which had been set up by another development firm.  Included re-writing of Visual Basic code and re-design of report output.

9/1996 to 10/2001
New Yorker Magazine
(Sally Kaus 212-286-5474)

VBA for MS Excel (Macintosh)

Developed an inter-linked set of macros and workbooks which enabled sales managers to capture a “snapshot” of current sales data on the network.  This “snapshot” included over 12,000 records of sales data from their Admarc Vax system, as well as data culled from the workbooks of 40+ sales reps.   Routines included updating the 40 workbooks from the Vax data, retrieving data from the workbooks to a central file for reporting purposes, and dozens of macro-generated reports based on the combined sales data.  Special considerations in this project included: many of the anchors of data were variable, such as sales reps, number of issue dates for the magazine, number of advertisers, number of issues per month, and user-defined advertiser names; several of the sales reps were off-site, either being connected to the main servers through a WAN, or not connected at all; and many of the files involved were being used while procedures were run—allowances had to be made for such conditions.

This program was utilized until Fall of 2008 when they replaced the system with PeopleSoft.

7/1996 to 7/1996
Rogers & Wells

VBA for MS Excel

Developed macro at Rogers & Wells (Garret Verage: 212-878-8323), which took IMAXS database query output and formatted it so that all users on network could create consistently formatted reports.

6/1996 to 6/1996
UBS

VBA for MS Excel

Developed macro which manipulated a database of sales reps and their regions and performed a complex filter, then massaged the information for printed output.

1/1996 to 9/1997
Women’s World Banking
(Don Creedon 212 768-8513)

WordBasic for MS Word

On-Line Directories:  Created macros and templates for 15 person staff, including a rolodex-type application in MS Word.  This interactive macro allowed users to search either an Affiliate Directory, a Staff Directory, or a Board Directory for names, addresses and other information.  Users could then create a fax, letter, or DHL slip from the data.

1/1995 to 1/1996
Cleary, Gottlieb, Steen & Hamilton

WordBasic for MS Word
Microsoft Access

 Skills Assessment Macros:  Developed WordBasic macros for 350+ user-base of attorneys, secretaries and paralegals:

·         Multiple Choice Test:  Dynamic dialog box created in MS Word 6.0, consisting of 32 separate "panels", representing multiple-choice questions to assess secretarial pool's computer skills in MS Word.  Upon completion, the macro scored the results, mapped a path on the network, saved the test file on one area of the network and saved raw data to another ASCII file to be utilized later by a Visual Basic autoexecute macro in MS Access.

·         Manual Test Evaluation:  Macro "scored" a test which was manually created by the user, checking for proper page setup, paragraph formatting, automatic numbering, and over 50 other Word features were screened and analyzed.  A table was created with overall scoring for test, broken down by category and percentile.

·         Autoexec macro in MS Access imported data from comma delimited ASCII file created by above macros.  This data was then used to analyze the results of over 300 secretaries and paralegals tested in computer skills.

1/1994 to 12/1994
Goldman Sachs Investment Banking Div.

Applixware, UNIX, ELF Programming

ApplixWare Macros: 

·         League Table Macro:  allowed user to fill in a dialog box and customize the look of a graphic document that normally took 45 minutes to create.  Using this macro, the same document could be created in less than 7 minutes.

·         While learning the elf language and its potential, I created “MacroNet”, a virtual “operating system” whereby my fellow word processing operators could issue a command and be “logged on” to my personal directory and have access to the macros I had created, thereby eliminating the need to copy the macros into separate accounts.   MacroNet involved not only programming skills, but teaching and communications skills when users (over 125 of them) had questions or needed assistance.  I also maintained a large documentation of the entire project.

12/1983 to 2/1992
Theatre-In-The-Schools, Inc.

Wang/Formula IV Database Design
Theatre Manager/Director/Producer

Wang Formula IV Programming:   Founder and Executive Director of this non-profit corporation in New York State which toured live theatre programs to Elementary & Junior High Schools throughout New England.  Customized the Formula IV database application for the Wang PC.  This customization included designing databases for bookkeeping, accounting, tour scheduling, schools, hotels, directions to schools, and shows performed.  Formula IV is a very low-level application with no templates for given situations.  Therefore, all relationships, calculations, screen & printer output, and user-interfaces had to be designed from scratch.

TRAINING & SUPPORT EXPERIENCE

1996—7:  Women’s World Banking (Don Creedon:  212-956-8517)  General support and training.

1995:   Cleary, Gottlieb, Steen & Hamilton (Colleen Scheines, 212-225-3232)

·         Help Desk, Floor Support and Facilitating Microsoft Word 6.0 and Windows Training.  Help Desk included answering or routing questions regarding WordPerfect 5.1 for DOS, Word 6.0 for Windows, SharkMail, Time&Chaos, Excel 5.0, Lotus 1-2-3 and over 15 other forms of software.  Additionally, handled some file and network maintenance for users on the Banyan system.

EDUCATION

BFA in Acting, New York University, 1982
Undergraduate classes at University of Hawaii, 1979

2 Training sessions with OnContact’s trainers in Wisconsin; Advanced Developer’s workshop and Maintaining CMS

Hardware and Software

Machines/Systems

 

MacIntosh

Windows 3.11, 95, 98, ME, NT, 2000, XP

Wang PC, OIS, VS, OA

UNIX

Languages

MS Access SQL

Applix

ASP

DOS

Formula IV

HTML

Javascript

MS BASIC

Perl

PHP

MS SQL

Oracle SQL

Visual Basic

VBA

VB Script

WordBasic 6.0

VB.NET

Wang BASIC

 

Software

ApplixWare

Aster*x*

AtOnce! Accounting

CMS OnContact

Camtasia Studio

Compuserve

DecMate

Formula IV Database

Google Maps API

Groupwise 4.1a

HTML

IBM DOS

Image Pals

iManage

JavaScript

Mass 11

MS Access 2, 7, 8, 9, XP, 2003, 2007*

MS Excel 5, 7, 8, 9, XP, 2003, 2007*

MS FrontPage 97. 98, 2K, XP, 2003, 2007

MS Mail

MS Money

MS Outlook 97, 98, 2K, XP, 2003, 2007

MS Project 98

MS Powerpoint, 7, 9, XP, 2003, 2007

MS Visual Basic 5.0, 6.0, .NET, 2005

MS Word 6,7,8.9,XP, 2003, 2007 *

Multiplan

PC DOCS

PaintBrush

Peachtree Accounting

Perl

Raiser’s Edge

SharkMail

Time&Chaos

TOAD

UNIX Mail

VBA for Excel, Word, Access, PowerPoint Outlook, Project & Visio

Visio Graphics 2000, 2002, 2003

Wang PC Database

Wang BASIC

Wang Integrated Word Processing*

Wang OIS

Wang OA

Word Perfect 5.1, 6.1*

 

*     Includes knowledge of macro or glossary programming.