Filemaker Pro 12 expert needed to build business applications accessed by the clients of our franchisees. E.g., online questionnaires that then turn into reports and / or business plans.
We will provide you with templates via microsoft word e.g. the questionnaires and also the sample reports and you will turn the questionnaires into an online questionnaire that will then product the report based on our sample.
Users will use a combination of Web and / or Filemaker go and / or (Notebook via remote access).
The users are:
Franchisees (our clients)
The Employee's of The Franchisees (their advisers)
The Clients who answer the questionnaires (their clients)
The system will allow different class of user to access the online systems, complete different questionnaires (based on their access / what they have paid for), the system will product the results from what they have answered.
One end user can't see any of the other users data (unless theyr belong to the same business) BUT a franchisee may see clients under their franchise BUT not clients of another franchisee.
the system will product business plans, cash flow reports, profit reports based on (1) the user input and (2) imported data based on their profit and loss.
you don't need to know about business plans, cash flow or profitability as we will provide you with the information for you to turn into online systems.
Some of the systems will be online via instant web publishing ... some of the systems will be via Filemaker Go and access remote Filemaker hosted systems.
Currently we are using hosted Filemaker support and do not have our own filemaker service. We are ok to continue down this line but would welcome other ideas.
This is an ongoing role for the right person.
Other key areas that may be called on are:
1) Filemaker Link to Xero accounting or other accounting software
2) Import of financial PDF data into the Filemaker database
3) integration of Microsoft Word and Filemaker to generate some of the reports/plans