O u r   C l i e n t s

Some Project Profiles

Hartford School of Insurance – Hartford, CT
This project was a conversion from ACT 5 to ACT 2006 Premium for Workgroups.  The Hartford School of Insurance had a need to keep track of students (in their case insurance agents from a pool of over 15,000 agencies), who register for various levels of Insurance Training.  This project has utilized just about all of the features of ACT 2006 Premium for Workgroups.  The Company feature suits them well for tracking course enrollments and correspondence with insurance agents by Company.  ACT Groups are utilized for recording the locations, dates, course levels, and instructors for their course offerings.  Contact records are made members of these Groups providing The Hartford School of Insurance with Roster Membership Reports.  All of the customizable sales opportunity fields have been modified in the Sales Opportunities module to provide for student/course registration tracking.  In addition to the 10 users of their database, instructors and facilities have been added as inactive users, providing for a means to see the calendars of instructors and facilities. The Limited Access feature is being utilized to separate out their students Contact records from the internal Property and Casualty Training program students, and yet provide for a way to share common resources - instructors and training rooms.

MassMutual Disability Insurance Group – Hartford, CT
This is an ACT! 2005 Premium for Workgroups project where offices in Chicago, Phoenix, Baltimore, Denver and Hartford all have access to the database in Springfield, MA.  Of the 28 users two are synch users. Installed ACT! on 11 stations in Hartford and assisted with the installs by remote access for the Chicago, Phoenix, Baltimore, and Denver offices.  Converted and imported contact and company data from other sources.  Added new fields, new dropdown lists, customized activities, and users. Contact records are assigned Limited Access by region.  Created customized layouts with company colors and logo. Provided on-line training by means of GoToMeeting.

Kleer Lumber  – Westfield, MA
ACT! 2005 Premium for Workgroups configuration for eleven users of whom six are synch users (VPN Synch).  Created a new ACT! database with additional company and industry specific fields.  Imported data into Contacts, Companies, and Groups – and linked the contact records with the appropriate companies according to dealer number groupings.   Customized contact, group, and company layouts using the company colors and logo.  Modified drop down options, decided on Must Fill, Primary, and History type fields, and customized Regarding Options to more adequately reflect daily processes and ensure consistency of data entry.  Assigned contacts to Sales Reps and made those Sales Reps the Record Manager of those contacts.  Utilized the new Limited Access feature to limit contact record access to certain users and managers.  Deployed synch databases by means of Remote Access.  Training was provided for six users at our Training Center. The training setup was on a copy of the company database for those who are network users, individual copies for the synch users.

CyBio US - Woburn, MA
ACT! 5 database to ACT! 2005 Premium for Workgroups conversion.  Created new database shell, imported two databases and merged duplicates.  Initial layout customization done in ACT 6 and finished up in ACT! 2005.   Added new drop down choices.  Assigned Territory to each contact and then reassigned Record Manager according to territory.  Installed ACT! 2005 Premium for Workgroups on the Server and seven workstations. Created eleven Synchronized databases for remote users.  Set preferences on all computers (LAN and synch users).  Provided training on a copy of the company database at the Squad 16 Consulting Training Center.  An exact replica the company’s synch environment was created for the training session to provide hands on understanding of the synchronization process as well as the new features of ACT as modified for their company sales and marketing needs.

C2C Messaging Solutions – Springfield, MA
This project was an ACT! 5 to ACT! 2005 Premium for Workgroups (ACT 7) conversion.  Two ACT! 5 databases were merged into one comprehensive company database.  Duplicate records were sought for by several criteria and then merged.  Attachments were an integral part of this company’s daily use of ACT 5.  The attachments were converted over to the new database.  Installed ACT! 2005 on the company dedicated Windows 2003 Server and an additional nine workstations.  Networked the workstations and set preferences.  Customized the layout to take advantage of some of the new features of ACT! 2005 (multi-select drop-downs, enhanced Sales Opportunities features, and Company View).

EIS Wire  – South Hadley, MA
This was a six user ACT! 2005 Standard Edition.  customization project.    New fields were created to accommodate for Dun and Bradstreet information and a sales score card.  Created new layout and imported source data.  Placed new database on server, and set local and network preference on eight workstations.    A copy of the company database was placed on the Squad 16 Consulting Training Center server and networked for the private training session. 

Partial List of Clients by Industry