Wednesday, January 2, 2008

What I'm up to: FC Comission Reporting System

I have been working on a Financial Consultant (FC) Commission Reporting System. It is written in Coldfusion (CF) and takes advantage of some the great user interface enhancements in CF8 including:
  • tight pdf integration
  • enhanced Flash charting
  • ajaximified data grids utilizing the awesome Ext JavaScript library.
This system takes data from the Thomson Beta back office system, the dark side as it's affectionately known around here because of its black screen terminal look, and presents in a clear and compelling format which the FC can use to gauge progress.
Data presented includes:
  • Assests Under Management
  • Production
  • Distance Targets
  • Distance to Next FC
  • Firm Ranking
We are using an iterative methodology with monthly development cycle which allows us to deliver a high quality product quickly while continually improving the system as user feedback comes in. For our 3rd iteration, this month, we will be adding additional graphs and an aggregated view for Branch Managers. (screen shots coming soon)

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