Upon more investigation, Podmore discovered the New Millennium Genesis Accounting system, based on FileMaker Pro. At the same time, he found FileMaker Developer Tony Celini of CAB Inc., who, coincidentally, was well versed in accounting solutions and located right down the road.
Podmore and Celini immediately realized the potential benefits of a solution based on both FileMaker Pro and Genesis. The company could integrate operating solutions created in FileMaker Pro with Genesis accounting and exchange information smoothly between the two systems. Best of all, they could develop the overall solution in stages depending on which components would yield the most immediate return on investment for the business.
The flexibility of FileMaker is incredible. Now, once a service technician logs in to report that a job is complete, the service reports are automatically synched to the main office. The work order is the foundation of how we invoice and manage contracts — so for us, the earlier we receive the information, the better.
"Incremental development has helped us automate the right processes at the right time, and eliminate ‘do over’ program development costs," says Celini. "Plus, OSI can spend development dollars when it makes the most sense in terms of business cycles, essentially working on a pay-as-you-go software development plan."
CAB and OSI began by automating core business functions supporting the money- making components of the OSI business model – all taking into account unique contractual requirements. New Millennium's easy integration with standard accounting functions for Accounts Receivable and Accounts Payable linked information captured within various FileMaker databases to the proper accounting module within Genesis, eliminating error-prone manual data entry and ensuring up-to-date and properly controlled information in the financial system.
CAB and OSI then implemented WorldSync's SyncDek to service reports capture and parts file management. Now, instead of waiting for hard-copy service reports to be submitted from service engineers scattered from California to Florida – OSI receives billing information via a background process to a FileMaker server. SyncDek automatically captures the information and synchronizes it with the FileMaker databases so that, when it comes to billing time, accurate invoices can be processed, posted to accounting and printed within minutes. The next version of the service report module will take advantage of advanced tab controls in FileMaker Pro 10 software to validate information in report fields to help ensure information accuracy and completeness.
"The flexibility of FileMaker is incredible," says Podmore. "Now, once a service technician logs in to report that a job is complete, the service reports are automatically synched to the main office. The work order is the foundation of how we invoice and manage contracts — so for us, the earlier we receive the information, the better."