Company: UBS AG, Zurich
Technology: MS Access, VBA, MS Excel, SQL.
Link: Not available
People in the project: Stefan Tröhler
Implementation period: Jun 1995 – Oct 1997
Cost: no details
Creation of a project management application for the financial officers of the Board of Directors of UBS AG. Group projects were monitored with this application. For this purpose, data from various sources were loaded and compared with the respective accounting values (financial data). The budget and the hours worked were monitored. The application was developed using Microsoft Access, VBA, SQL and Microsoft Excel.
- Implementation of a project monitoring system for the Group Executive Board of UBS AG.
- With the help of this application, projects of the group management as well as global projects of the group are monitored and controlled.
- The application contains a contractor database, a project planning database with the budget figures, and an invoicing database with the invoiced expenses as the data basis.
- On the basis of the available information (read out from mainframe systems), various evaluations and comparisons can be made.
- Data read from the mainframe systems (import) can be adjusted and re- imported into the systems.
- Project monitoring is realised using Microsoft Access 2.0 and migrated to Microsoft Access 97 in 2003.
- Reports are exported to Excel.
- Requirement Engineering.
- Data model creation using Dezign.
- Implementation of customer requirements using Microsoft Access 2.0, Microsoft Visual Basic for Application, Microsoft Excel.
- Testing and documentation (user and technical).
- Later migration to Microsoft Access 97.
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