Category: MS Excel

VBA Module Save As CSV or OFX

Spent some time developing this little helper while procrastinating from doing my accounts….


https://github.com/cclambie/SaveAsVBA
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GigTxt, GetDoc, OnList

Entrepreneur /Founder/ Developer/ Project Manager/ Marketing/ Director/ Accounting

2004- 20011 What Was That Pty Ltd

Summary:

Involved digital delivery of information to consumers based on their request via SMS and later smart phones using a sophisticated database, algorithm and simple for consumer access to the information.

Goal Result
To enable a connection with the internet via “old world” advertising Enabled SMS to email messaging
Reduce need for brochures/ flyers/ posters in campaigns Reduced poster distribution by 40%
Simplify public ability to connect with brands they want to follow User friendly technology platform developed, but target market not ready for visionary marketing strategy
 

In Depth:

GigTxt 
Mailchimp for SMS – An SMS based information platform that allowed for SMS subscribers to receive information from advertising across multiple business channels, also manage there subscription, track there messages and report SMS Spam for investigation.
OnList
A smart phone app that allows you to follow a list (ie. Brand/ Retailer) by simply scanning a QR code with your smart phone – linking you to your chosen Social networks and/ or email / SMS lists.
GetDoc
A short-url service that is specifically for document distribution, to be used by any person or organisation that requires information to be distributed.  No more carrying large bags full of brochures out of a trade show – just GetDoc.IT
 

Skills

  • Project Management
  • Business case development and implementation
  • Relationship building
  • Networking
  • Developer management
  • Testing
  • Implementation and roll out
  • Technical Writing

Quoter Project

Sole Developer

2005 – 2007 IAG Australia

Summary:

This project involved specifying a quote and maintenance system that is capable of quoting different complicated insurance products from across the department enabling processes from Quote to Policy.

Goal Result
Manage process of quote through departments without need for printing and distribution of quotes Automated, centralised database and software system for distribution
Reduced or removed Paper based processes 30% Reduction
Increased Efficiency Saved >4 FTEs
Enabled result measurement down to individual users for KPIs and personal Stats Enabled reporting on individual staff
Ensure fully dynamic and upgradeable to enable changes to each product to be easily accommodated and changed by less technically skilled operators Added 14 products on dynamic system based on one product
 

In Depth:

This project involved specifying a quote and maintenance system that is capable of quoting different complicated insurance products from across the processes from Quote to Policy.
Aims of the project:
Manage process of quote through departments without need for printing and distribution of quotes.
Reduced or removed Paper based processes: Successfully reduced paper usage by 30% across dept.
Increased Efficiency: Successfully removed >4 FTEs
Enabled result measurement down to individual users for KPIs and personal Stats: Successfully enabled reporting on individual staff
Ensure fully dynamic and upgradeable to enable changes to each product to be easily accommodated and changed by less technically skilled operators: Successfully added 14 products on dynamic system based on one product.

Skills

  • MS Access front end and MySQL back-end for 70 users
  • Migrated to MS SQL Server back end using DTS 
  • VB and VBA
  • Access
  • Excel
  • Word
  • Outlook
  • OLE & COM Automation
  • Adobe Distiller
  • MySQL 
  • MS SQL Server
  • Crystal Reports

Cash Manager Project

Analyst Developer

2007-2008 Prudential/ M&G

Summary:

This project involved understanding the needs of the Treasury desk; current processes and systems, then specifying, planning and developing a new system that was paperless, efficient, tracked changes and as fluid and quick as Excel, but a Database based web interface system.
Cash Manager allows the Treasury to place £8 Billion on the overnight markets daily without over exposing to high risk banks.

Goal Result
Reduce Paper 50% reduction
Increase efficiency Reduced FTE by 75%
Reduce errors Errors to clerical only
Track changes Every entry recorded
Reduce Risk of overexposure Tracks exposure and credit rating for every bank on the fly, with warnings and notifications
 

In Depth:

Cash Manager – CM – Managing £8B daily
This system was built based on Analysis and understanding of the PruCap Treasury desks excel, paper and quill and ink based systems.
By connecting to the many sources of data (Excel, Oracle, HSBC data feed, Reuters Data Feed, Email) and putting the “days work” into the CM system, then allowing a fully controlled workflow system to evolve where each “deal” was tracked from order to execution to settlement inside the CM allowing for management to have a view of the days position anytime of the day. CM also incorporating exposure limits and user/ role limits for financial instruments or institutions.
Phase II
CM Phase II involved adding the entire Currency Deposits to the GBP only system, also adding several new bespoke reports and calculation tools for daily dealing across different funds, fund groups and legal entities groupings.
FX Manager – FXM
The FXM was designed with similar tracking and order management systems as the CM but for the highly complicated FXM market. Two way pricing and tracking for counter parties. Full reporting for Non liquid currencies. Tools for “building” a cross currency pair. Tools to group together similar orders based on criteria and trade larger deals in the market, then allocating them back as per deals done.

Skills

  • ASP 
  • MS SQL sophisticated
  • Excel 
  • DOM 
  • Javascript/ VB Script 
  • XML 
  • AJAX 
  • Bespoke