2001 – 2017
ResourceOne (R1) is a robust, core-integrated, easy-to-use CRM/Sales Force Automation solution that is provided exclusively to community financial institutions. Beginning in 2001, I designed, developed, and implemented the initial version of the main software application from its very beginning stages through all cycles of its evolution over fifteen years including: maintaining existing software applications, responding to requests from support and QA to investigate bugs and customer incident reports, developing custom client applications.
The initial version of the application ran on a SQL Server backend, with Visual Basic middleware, and Classic ASP front end, passing data back and forth in an XML format to facilitate scalability and separation of the tiers.
I developed and performance tuned most of the 100’s of stored procedures required to run ResourceOne.
I was involved in most aspects of converting the original application to Version 2.0 to a .Net platform, using C#, ASP.Net and a retooled SQL Server database.
Most recently, I worked on converting the application to the next version, a responsive, mobile-friendly interface using the Sencha ExtJS platform, passing JSON back and forth between the application layers.
Financial institutions that utilize ResourceOne have the ability to leverage analytics to attain data-based insights into their pipeline and immediately take action to achieve measureable improvements to sales pipeline performance. Integrated to the client’s core and other 3rd-party data platforms, ResourceOne helps all employees of an organization to easily adapt to client expectations, meet sales information and management needs, and provide exceptional service.
ResourceOne has a number of powerful, distinct modules most of which I either designed, developed, and implemented, or was extensively involved in maintaining and updating:
- Lead and referral tracking
- Contact and pipeline management
- Calendar synchronization
- Next-best product cross-sell recommendations
- Profitability tracking
- Service Center case management
- Up-to-date marketing campaigns
- Employee incentive, compensation, and goal performance tracking
- Comprehensive management reports
- Custom Report Writer
Since its founding in 2001, CoreTrac has worked closely with clients to craft ResourceOne into a CRM solution that satisfies every demand of Banks and Credit Unions. Over 150 Banks & Credit Unions have benefited from ResourceOne nationwide. These include clients as large as $16 billion in assets, 30 clients with assets greater than $1 billion, and dozens more with assets below $1 billion.
Here is an example of a possible R1 dashboard configuration:
and the Contact Management screen:
Here is the Contact Detail screen:
And the Referral Management Screen:
And the Manager’s Performance Dashboard: