Microsoft Excel Programming Customer Samples

Samples of Microsoft Excel Programming

Winning Solutions, Inc. (WSI) has worked with a number of clients during our nearly 15 years of existence to help develop a MS Excel Application, generate custom reports, integrate their Excel system into another system and whole wide variety of additional uses.  Below is a  sampling of some of the types of applications that we've built for our customers using MS Excel.

At WSI we realize that no two clients are exactly the same and therefore we listen to your needs and wants and deliver to you the solution you desire with the specs you want. Click Here to view our main Microsoft Excel page with more details on our Excel experience.

Customer Samples

Farm Bureau - West Des Moines Iowa

The pension department at Farm Bureau approached WSI with the need to have an Excel Database built to track all their employees and the contributions they made to plans. Some very complex data import, exchange and update takes place through various data entry screens and processes. Advanced Pension Calculators are built into the system to allow the user to generate a series of ad-hoc reports to let the employee know what their current vested benefit is. A very complex and detailed reporting system was built that allowed the user to get various reports for the time period they specified. The system helped replace a very manual, paper system and ended up saving the department a large amount of time and effort.

Fox Engineering - Ames Iowa

Fox Engineering contacted WSI to help them maintain and enhance a Customer and Prospect Tracking system that they had built internally. The system had a number of issues, errors and bugs and those were addressed first. After that, Fox then requested that a number of search and reporting functionalities be built into the system that were not present before. These functionalities have helped the staff of Fox be more efficient in their generating of reports and mailing materials to their existing and prospective customers.

FitSense Technologies - Boston Massachusetts

FitSense and WSI have had a long and valuable relationship and during that relationship, WSI has developed a number of systems for Fitsense. One such system is a Sales Tracking and Shipping application. FitSense contracted WSI to develop their website, www.fitsense.com and as part of that project to develop an e-commerce solution for selling their product. The next step in the process was to develop a MS Excel system that would tap into their e-commerce database and retrieve all their sales data into the Excel Database. Once the data was imported, a number of reports and even a shipping module were developed to help further streamline the process for FitSense.

Johnston Chamber of Commerce - Johnston Iowa

The Johnston Chamber of Commerce came to us with the problem that were simply spending too much time smoothing and preparing their data for printing in brochures and labels. To help reduce this task, WSI built a Membership Tracking system for the chamber that allowed them to keep track of current membership information and run a series of canned reports off that data that has helped efficiency. In addition, an invoice module was added that allowed for the creation of renewal invoices to be created in one large batch again reducing the amount of time spent on that activity.

Polk County Bank - Johnston Iowa

Polk County Bank came to WSI with an Excel spreadsheet that they used within the bank for balancing tellers, vaults and all other cash activities. As the data was needed for each day, they had a very cumbersome copy and paste process that always seemed to fail when they moved to a new month and/or year. WSI then developed an Excel based system where the copy and paste functions were automated and also added some controls into place that made human errors easier to isolate and fix. In addition, a number of reports were put into place to help the users know just what needed to be done for the day.

University of Iowa Hospitals and Clinics - Iowa City, IA

A department of the University of Iowa Hospitals and Clinics needed to replace an outdated record keeping application. WSI built the new application adding several new features including enhanced business logic to reduce data entry errors, simple audit trail information and the ability to print collected data directly onto official forms provided by the State of Iowa. The new system saves the department substantial time by eliminating the need to fill out paperwork by hand and has increased data accuracy and consistency.

Custom Hose - Cedar Rapids Iowa

During Y2K WSI was able to work with Custom Hose to tailor an inventory and billing system to replace an aging DOS application. For about the cost of buying a vertical market solution WSI was able to provide Custom Hose with a program that worked exactly the way they wanted. Finally, their business dictated how the software needed to work instead of the other day around. WSI has continued to work closely with Custom Hose since the program was first installed to update the program to meet their changing needs. When their business grows WSI is ready and able to move their Excel program to Microsoft's more powerful SQL Server. After four years of continuous business use the Excel based system continues to be relied upon everyday to run the business.

Ames Convention & Visitors Bureau - Ames Iowa

In coordination with the Iowa Games, the ACVB was responsible for lining up volunteers for the Iowa Games. WSI was contacted to create an Excel Database that would take the registrations that the volunteers made on the ACVB website and allow ACVB to assign or re-assign volunteers as needed. A complex reporting system was then developed that alerted ACVB to areas where more volunteers were needed and also allowed them to send out letters to the volunteers with instructions on what to do in a very timely and efficient manner.

Iowa Energy Center - Ames Iowa

The IEC came to WSI with an existing Excel Database that they wanted to have optimized and streamlined for performance, data entry and reporting. WSI optimized all the tables and code in the database, added some new features including Loan and Grant tracking to enhance reporting and data entry and helped make the overall efficiency of the system take a step forward.

Iowa State University Stat Lab - Ames Iowa

The ISU Stab Lab came to WSI with a need to simplify the tracking of their grants, projects and hours associated with those projects along with the budget for the project. WSI developed an intensive data entry process for keeping track of this information and then developed a very complex reporting system that allowed the user to see where a particular project was sitting at any point in time.

Bilbrey Insurance Services - Johnston Iowa

Bilbrey Insurance and WSI have had a very beneficial 10 year relationship. Bilbrey initially came to WSI with the desire to get their member information into an Excel Database. After that initial setup and customization, Bilbrey has continually pushed the envelope forward and over time has developed a complete custom Insurance Underwriting System for the Iowa Communities Assurance Pool. This system has allowed Bilbrey to expand many times over while keeping costs and employees stable. For a more detailed look at our history with Bilbrey, be sure and view the case study located here.

Marion County Title Services - Knoxville Iowa

Marion County Abstract contacted WSI to convert a DOS based system into an Excel/Visual Basic/SQL Server application. They needed a system that would allow them to quickly and efficiently work with Title Information and a Custom Excel Database was developed to help deliver on this need.

Gateway Center - Ames Iowa

The Holiday Inn at Gateway Center needed a guest and events database to better serve their clientele. WSI created an application that tracks guest information along with events occurring during their visits. It also records guest personal preferences along with history of visits. The reporting features implemented in the application help the sales and marketing department better serve returning guests and the marketing of new customers. The Events tracking feature also helps the Reservations department plan and schedule for upcoming events.

Mr Foamy - Ft Myers Florida

Mr Foamy was interested in updating their paper based price quoting workups to a less complicated and more user friendly system. In the field salespeople had to call the main office to have quotes put together. WSI was able to create an Excel quoting application that implemented their wide range of materials and selections They are now able to do price quotes on the spot which has significantly streamlined their business.

Triplett Realty - Ames Iowa

Triplett Realty relationship grew from a good working hardware support to application support. Triplett needed a way to automate their leasing creation process for their rental properties. WSI created an Excel application that stored rental property information and merged it with the leasee information. Now leases are printed in a matter of seconds and valuable information is being stored in the process.

First National Bank - Ames Iowa

First National Bank contacted WSI to help them create run-time versions of a number of databases that they had created internally. WSI worked with the developers at First National Bank to help teach the creation process as well as installation. In addition, WSI enhanced an Officer Call, Trust Officer Call and Stock Tracking databases to allow them to be more user-friendly and robust by creating standardized forms, reports, tables and queries.

Glen Oaks Owners Association - West Des Moines Iowa

The Glen Oaks Owners Association contacted WSI to write a custom application to manage non-resident Excel to the private, gated community. WSI wrote a stand-alone Excel application, called the Guest Management System, to track guests and vendors seeking Excel. The application allows security personnel to quickly search a database to find approved guests and vendors and log their entry to the property, including name, time of entry and license plate information. Guest and vendors not in the database may be added on the spot if approval of their entry is received from a resident. This application replaced a cumbersome paper system that required detailed maintenance.

Iowa Games - Ames Iowa

As the technology provider for the Iowa Games, WSI created an application to keep track of all athlete and event registrations. While most of the data entry was done through a web interface, the Iowa Games had some complex reporting needs. An Excel reporting tool was developed to accommodate their needs. The reporting tool allows the user to get numerous reports based on criteria that they input in an easy to use, report menu format. The new application replaced a slow manual system.

Metallix - Red Bank New Jersey

WSI was contacted to take over development on a system that was in a partially completed state.  The system is being developed in phases to replace the current manual system that is in place that runs the day to day operations of Metallix.