CASE STUDIES

CALLEN CORP.
LIPPER ANALYTICAL SERVICES, INC.

SOHO PUBLISHING

CALLEN CORP. (New Jersey manufacturer)
The Problem

In 2002, Callen Corporation, a manufacturer of photo mounts, was stretching to meet the requirements of clients like Wal-Mart and Michaels.

According to operations manager Dennis Callen:

“While we had some systems in place, the amount of ‘human touch’ required to make these processes happen made our systems anything but automated.

That’s the point at which we looked for help from a new source.”

The Solution
Many of Callen's existing technology components which used AccountMate were able to be modified and integrated with new capabilities thanks to Digital Strategies experience with that accounting package.

The EDI process (mission-critical when selling to large retailers) was enhanced. Links to A/R were improved. Customized exception reports were made available on the fly. Customer Service was given the ability to track the lifecycle of every sales order, able to quickly resolve problems and spot unshipped items.

The suite of tools developed and installed to better manage Callen's sales order process became known as VisualOrderTrak by Digital Strategies.

The Result
Callen Corp. is now a stronger competitor, with a dynamic customer service interface and control over its sales order processing.

Owner Bernie Callen's summary:

“What used to take days to accomplish now can be done in less than a minute. Digital Strategies has delivered a total business management and manufacturing/distribution solution that has allowed us to reduce headcount and sleep much easier at night.”

LIPPER ANALYTICAL SERVICES, INC.
The Problem
The Wall Street Journal, an important client for Lipper Analytical, was planning to expand its "Money & Investing" section, and decided to publish the daily investment performance of mutual funds.

Simultaneously Lipper was in the early stages of migrating to a new platform and database structure for its extensive mutual fund data banks; thus its technical resources were stretched.

The Solution
Under Digital Strategies direction and execution, a proprietary calculation and publishing system was implemented, feeding pricing data from transfer agents and other financial institutions and assembling daily dividend factors before updating the previous day's database. Rigorous Quality Assurance capabilities were built into the system despite time constraints created by the tight deadline.

The Result
At its next shareholder meeting, the CEO of Dow Jones (the publisher of the Wall Street Journal) stated that the mutual fund expansion was the newspaper's most visible improvement of the year.

SOHO PUBLISHING
The Problem
Soho Publishing sells craft books to over 1000 JoAnn stores nation-wide. Soho needed a better way to manage its inventory and shipments.

The Solution
Using AccountMate, and its Inventory Control Modules, Digital Strategies developed a system which reviews an EDI transmission reflecting daily sales, updates Soho's inventory, calculates the book needs for each store, then ships replacement units as defined by a formula tracking previous sales.

The daily accounting interface between Soho and JoAnn, enabling speedy payment is an important benefit to Soho, which uses a consignment business model in this relationship.

The Result
A vital client's needs were met, improving operations and billing in the process.

  Digital Strategies, Inc., 382 Springfield Avenue, Suite 317, Summit, NJ 07901
  Phone: 908.272.8983, Fax: 908-273-8860, info@digitalstrategies.com
  © 2005 Digital Strategies, Inc.