1. KPI looking at Billable hours as a trend, a single team and analysis on types of time off. This provides statistics that were used by executives and
board members.

2. Dashboard Examples:
VSO – Visual Studios Online
Using Power BI and importing data from Zen Desk to discover Support Ticket Trends.

3. Obtain Next AvailableWO
WO has a
Number?
WO will not be sent
Create WO with
Provided
Template
Select Project
Management
Group
Create WO Entry in Site
Select Work
Orders Board
Client Exists?
HaveWO Admin
Add Client
Add Name of
WO
Fill Out WO#,
WO Date, Quote
& Deposit
Upload WO
Add Task to
Correct
Client
Send out WO via Email to Client
Create pdf of
WO
Send WO to
Client for
Approval
Signatures
Retrieve Necessary Client
Signature Page
Signed WO?
NO YES
No Work Order
Retrieve Signed
Signature Page
CHSI Officer
Sign the
Signature Page
Scan and Send
Fully Signed WO
to Client
Upload pdf to
Site and
Connections
UpdateDate
Accepted field
Verbally
Declined
WO not
Accepted in
Allotted # of
Days
Note Reason in
Site
Archive the Task
NO
WO Invoice
Amount?
Retrieve Invoice
# in Site
50% Deposit
Required
Notify
Accounting of
Amt
No deposit
Signed WO can
beScheduled
Retrieve
and Upload
Document
WO Greater
than $5000
WO Less
than $5000
Accounting fill
in Required
Fields
Deposit
Received
Signed WO can
beScheduled
Work Order
Updated
UpdateWO Status & Fields in Site
UpdateFields
WO Admin
Performs Data
Dump
Notify Accounting to Perform
Final Billing
Email Signed
WO to
Accounting w/
Amt Billed
Accounting
Updates
Information
Final Invoice #
Sent
Final Amt Rcvd
NO
YES
YES
WORK ORDER PROCESS

4. This report was created to show the Written Premium by Policy Number grouped by Agency.

5. The T-SQL below showcases how to I used declared variables and functions like case statements,
subqueries, row_number(),first_value() and last_value()
DECLARE @AsOfDate Date,
@GroupName varchar(20)
SET @AsOfDate = '6/30/2015'
SET @GroupName = 'FBIM'
SELECT clients.clientid,
clients.clientname,
clients.GroupID,
clients.ClientType,
[ContactInfo].contactname,
CASE WHEN [ProducerClients].producername is null
THEN 'No Producer Name Available'
ELSE [ProducerClients].producername
END [producername],
[ProducerClients].Address1,
[ProducerClients].Address2,
[ProducerClients].city,
[ProducerClients].State,
[ProducerClients].zip,
CASE WHEN ([ProducerClients].Address2 = '' OR [ProducerClients].Address2 IS NULL)
THEN [ProducerClients].Address1 + CHAR(13) + CHAR(10)
+ [ProducerClients].city
+ ', ' + [ProducerClients].State
+ ' ' + [ProducerClients].zip
ELSE [ProducerClients].Address1 + CHAR(13) + CHAR(10)
+ [ProducerClients].Address2 + CHAR(13) + CHAR(10)
+ [ProducerClients].city
+ ', ' + [ProducerClients].State
+ ' ' + [ProducerClients].zip
END ProducerAddress,
[ProducerClients].phone AS Phone,
CASE WHEN [ProducerClients].taxpayerid is null
THEN 'No id'
WHEN [ProducerClients].taxpayerid = ''
THEN 'No id'
ELSE [ProducerClients].taxpayerid
END taxpayerid,
ROUND([Calculations].[Writtenpremium],2) WrittenPremium,
[UWQuotes].policynumber,
Uwquotes.policyperiod [UWPoliyPeriod],
[ProducerClients].policyperiod [ProducerClientsPolicyPeriod],
CAST([UWQuotes].effectivedate AS DATE) EffectiveDate,
CAST(MONTH([UWQuotes].effectivedate) AS VARCHAR(2)) + '/' +
CAST(DAY([UWQuotes].effectivedate) AS VARCHAR(2))+ '/' +
CAST(YEAR([UWQuotes].effectivedate) AS VARCHAR(4)) [FormatEffectDate],
CAST([UWQuotes].expirationdate AS DATE) ExpirationDate,
DATENAME(dw,CAST(GetDate() AS DATETIME)) + ', ' +
DATENAME(month,CAST(GETDATE() AS datetime)) + ' ' +
DATENAME(day,CAST(GETDATE() AS datetime)) + ', ' +
DATENAME(year, CAST(GETDATE() AS datetime)) PrintDate
,uwquotes.QuoteRow
,uwquotes.createtmsp
,uwquotes.quotetype
,uwquotes.quoteid
FROM clients
LEFT JOIN (SELECT contacts.contactid,
contactname,
clientcontacts.clientid,
row_number() OVER (PARTITION BY clientcontacts.clientid
ORDER BY CASE WHEN PrimaryContact = 'Y'
THEN getdate()
ELSE contacts.updatetmsp
END DESC) rownumber
FROM contacts
INNER JOIN ClientContacts ON contacts.contactid = clientcontacts.contactid
WHERE contacts.STATUS = 'active'
AND clientcontacts.STATUS = 'active') [ContactInfo] ON
contactinfo.clientid = clients.clientid
AND contactinfo.rownumber = 1
CROSS APPLY (SELECT ISNULL(parentquote.policynumber, uwquotes.policynumber) [PolicyNumber]
, uwquotes.effectivedate
, uwquotes.expirationdate
, uwquotes.quoteid
, uwquotes.clientid
, uwquotes.policyperiod
, uwquotes.quotetype
, uwquotes.status
,uwquotes.createtmsp
, ROW_NUMBER() OVER (PARTITION BY uwquotes.policyperiod, uwquotes.clientid
ORDER BY uwquotes.quotetype DESC,
uwquotes.quotedate DESC,
uwquotes.createtmsp DESC,
(CASE WHEN uwquotes.parentquoteid IS NULL
THEN uwquotes.quoteid
ELSE uwquotes.parentquoteid
END) DESC,
uwquotes.policyperiod DESC) [QuoteRow]
,uwquotes.parentquoteid
FROM uwquotes
LEFT JOIN uwquotes [parentQuote] on uwquotes.parentquoteid = parentQuote.quoteid
WHERE uwquotes.clientid = clients.clientid
AND (@AsOfDate >= CAST([UWQuotes].effectivedate as date)
AND ((@AsOfDate < [UWQuotes].expirationdate)
OR [UWQuotes].expirationdate IS NULL))
AND uwquotes.STATUS = 'FINAL'
AND uwquotes.quotetype IN ('CHSI1','Endrse','WCAudit')
AND EXISTS (SELECT *
FROM uwquotepremiumcalc
WHERE quoteid = uwquotes.quoteid)
AND ((CASE WHEN uwquotes.parentquoteid IS NULL
THEN uwquotes.quoteid
ELSE uwquotes.ParentQuoteID
END) NOT IN (SELECT quoteid
FROM [ClientCancellation]
WHERE status = 'Cancelled'))) [uwquotes]
LEFT JOIN (SELECT ClientCommissionsProducers.ProducerID,
ClientCommissionsProducers.policyperiod,
dbo.ClientHierarchy.clientid,
dbo.ClientHierarchy.clientnumber,
dbo.ClientHierarchy.relatedclientnumber,
dbo.ClientHierarchy.topmostclientnumber,
dbo.ClientHierarchy.Depth,
isnull(childfilter.specvalue, 0) [ChildFilter],
ClientCommissionsProducers.quoteid
producers.producername,
producers.Address1,
producers.Address2,
producers.city,
producers.State,
producers.zip,
producers.phone,
producers.taxpayerid
FROM dbo.ClientHierarchy
INNER JOIN (SELECT producerID,
ClientID,
effectiveDate,
ExpirationDate,
policyperiod,
ROW_NUMBER() OVER (PARTITION BY producerid, clientid, policyperiod
ORDER BY quoteid DESC,
effectivedate DESC,
policyperiod DESC) [Row],
clientcommissions.quoteid
FROM clientcommissions
WHERE status <> 'deleted') [ClientCommissionsProducers] ON Row = 1
AND ClientCommissionsProducers.clientid =
ClientHierarchy.clientid
INNER JOIN clients ON clients.ClientID = ClientCommissionsProducers.clientid
LEFT OUTER JOIN dbo.GroupSpecs AS ChildFilter
ON ChildFilter.GroupName = clients.groupid
AND ChildFilter.SpecName = 'ChildUserFilterByComissions'
LEFT OUTER JOIN dbo.GroupSpecs AS DenyExpiredAccess
ON DenyExpiredAccess.GroupName = clients.groupid
AND DenyExpiredAccess.SpecName ='DenyBrkerAcctoExpCom'
INNER JOIN Producers
ON Producers.ProducerID = [ClientCommissionsProducers].ProducerID
WHERE (GETDATE() <= ClientCommissionsProducers.expirationdate
OR ISNULL(denyexpiredaccess.specvalue,0) = 1)
) [ProducerClients] ON (ProducerClients.ClientID = clients.clientid)
AND (CASE WHEN uwquotes.parentquoteid IS NULL
THEN uwquotes.quoteid
ELSE uwquotes.parentquoteid
END)=[ProducerClients].quoteid
INNER JOIN (SELECT quoteid,
SUM (CASE WHEN modid = firstmod
THEN resultamount
ELSE 0
END) [Manualpremium],
SUM (CASE WHEN modid = lastmod
THEN resultamount
ELSE 0
END) [Writtenpremium]
FROM (SELECT uwquotepremiumcalc.resultamount,
uwquotepremiumcalc.quoteid, assessmentmods.modid,
FIRST_VALUE( uwquotepremiumcalc.modid) OVER
(PARTITION BY uwquotepremiumcalc.quoteid
ORDER BY assessmentmods.sortorder
ROWS BETWEEN UNBOUNDED PRECEDING
AND UNBOUNDED FOLLOWING) [firstmod],
LAST_VALUE(uwquotepremiumcalc.modid) OVER
(PARTITION BY uwquotepremiumcalc.quoteid
ORDER BY assessmentmods.sortorder
ROWS BETWEEN UNBOUNDED PRECEDING
AND UNBOUNDED FOLLOWING) [lastmod]
FROM assessmentmods
INNER JOIN uwquotepremiumcalc
ON assessmentmods.modid = uwquotepremiumcalc.modid
WHERE resultamount <> 0 ) [QuoteModValues]
GROUP BY quoteid) [Calculations] ON Calculations.quoteid = uwquotes.quoteid
WHERE clients.groupid = @GroupName
AND (@AsOfDate >= CAST([UWQuotes].effectivedate as date)
AND ((@AsOfDate < [UWQuotes].expirationdate)
OR [UWQuotes].expirationdate IS NULL))
AND ([ProducerClients].policyperiod = Uwquotes.policyperiod
OR [ProducerClients].policyperiod IS NULL)
AND [UWQuotes].effectivedate <> [UWQuotes].expirationdate
AND uwquotes.QuoteRow = 1
ORDER BY Clients.clientname

6. This report is showing the contributions, itemized in each type of liability that this customer provides.
The report will only show one quote id.
This was done using the SQL function: Pivots

7. declare @QuoteID int
set @QuoteID = 1
Select * from
(select dbo.clientswithParentOrg.ClientName,
dbo.clientswithParentOrg.clientid,
dbo.clientswithParentOrg.billingaddress1,
dbo.clientswithParentOrg.billingaddress2,
dbo.clientswithParentOrg.billingcity,
dbo.clientswithParentOrg.billingstate,
dbo.clientswithParentOrg.billingzip,
UWQuotes.QuoteID,
UWQuotes.PolicyPeriod,
Datename(Month,UWQuotes.EffectiveDate) + Right(Convert(varchar(12),UWQuotes.EffectiveDate,107),9) EffectiveDate,
Datename(Month,UWQuotes.ExpirationDate) + Right(Convert(varchar(12),UWQuotes.ExpirationDate,107),9) ExpirationDate,
UWQuotes.PolicyNumber,
UWQuoteTypes.QTName,
program.programname,
coverageline.CoverageLine,
ProgramRate.ratename,
programratedetail.VariableName RateDetailVariableName,
programratevariable.VariableName ProgramRateVariableName,
choose(programratevariable.DataType,
quoteratevariable.stringvalue,
convert(varchar, quoteratevariable.datevalue, 101),
convert(varchar, quoteratevariable.decimalvalue),
convert(varchar,quoteratevariable.boolvalue),
convert(varchar, quoteratevariable.integervalue)) QuoteVariableValue
from (dbo.UWQuotes UWQuotes
inner join (dbo.UWQuoteTypes UWQuoteTypes
inner join uw.program program on program.programname = UWQuoteTypes.qtname) on UWQuoteTypes.qtname = UWQuotes.quotetype
inner join (uw.QuoteCoverageLine QuoteCoverageLine
inner join uw.coverageline coverageline on QuoteCoverageLine.CoverageLineID = coverageline.coveragelineid
inner join uw.ProgramRate ProgramRate on ProgramRate.Coveragelineid = coverageline.coveragelineid) on UWQuotes.QuoteID = QuoteCoverageLine.QuoteID
inner join ([UW].[QuoteRateInfo] [QuoteRateInfo]
inner join uw.programratedetail programratedetail on programratedetail.RateDetailID = [QuoteRateInfo].RateDetailID
inner join ((select *,
max(historyindex) over (partition by programratevariableid, rateinfoid) MaxHistoryIndex
from uw.quoteratevariable) quoteratevariable
inner join uw.programratevariable programratevariable on programratevariable.programratevariableid = quoteratevariable.programratevariableid
and quoteratevariable.HistoryIndex = quoteratevariable.MaxHistoryIndex
) on quoteratevariable.rateinfoid = [QuoteRateInfo].rateinfoid
) on [QuoteRateInfo].quoteid = UWQuotes.quoteid and [QuoteRateInfo].coveragelineid = QuoteCoverageLine.coveragelineid)
inner join dbo.clientswithParentOrg on clientswithParentOrg.clientid = UWQuotes.clientid
where UWQuotes.QuoteID = @QuoteID
) Source
Pivot(Max(QuoteVariableValue)
for ProgramRateVariableName in
(LELPOLPremium,Premium,Rate,EffectiveRate,HazardCount,Limit) ) as pvt

8. This report looks at the past 30 days of all policies and states the several calculated fields using SQL and Crystal
Report formatting.
The SQL utilitized the following functions: A Declared Table, IsNull, an Inner Join with a Pivot inside and
subqueries.
This report will render over 20 pages in SAP Crystal in under 5 seconds.

9. This SQL Query showcases my usage of table variables and the Pivot Function.
DECLARE @GroupName VARCHAR(20) = 'FBIM'
DECLARE @Payments TABLE (CountofPayments INT,
Payments INT,
PaidToDate INT,
ClientID INT,
PolicyPeriod INT,
AvgPayments INT,
AnnualizedPmts INT)
INSERT INTO @Payments
SELECT *,
[AvgPayments]*12 [AnnualizedPmts]
FROM (SELECT *,
CASE WHEN BulkData.[CountofPayments] = 0
THEN 0
ELSE CAST(ROUND((BulkData.[PaidToDate]/BulkData.[CountofPayments]),0) AS INT)
END [AvgPayments]
FROM (SELECT SUM(CASE WHEN creditamount = 0
THEN 0
ELSE 1
END) [CountofPayments],
COUNT(creditamount) [payments],
SUM(creditamount) [PaidToDate],
clientid,
PolicyPeriod
FROM [dbo].[AcctsRecvLog]
WHERE AccountNo in ('FB001','FB004')
AND YEAR(GETDATE()) = policyperiod
AND YEAR(GETDATE()) = YEAR(DateReceived)
AND GETDATE() >= DateReceived
GROUP BY Clientid,
PolicyPeriod
) BULKDATA
) [AvgPayments]
SELECT *,
CASE WHEN [WrittenPremium] is NULL
THEN 0-AnnualizedPmts
ELSE [WrittenPremium]-AnnualizedPmts
END [Difference]
FROM (SELECT clients.clientid,
clients.clientname,
clients.GroupID,
CAST(ROUND([PivotUWQuoteDetail].AnnualPremium,0) as INT) [EstAnnual],
CAST(ROUND([PivotUWQuoteDetail].WrittenPremium,0) as INT) [WrittenPremium],
[UWQuotes].policynumber,
[Uwquotes].quoteid,
CAST([UWQuotes].effectivedate as DATE) EffectiveDate,
CAST(MONTH([UWQuotes].effectivedate) as VARCHAR(2)) + '/' +
CAST(DAY([UWQuotes].effectivedate) as VARCHAR(2)) + '/' +
CAST(YEAR([UWQuotes].effectivedate) as VARCHAR(4))[FormatEffectDate],
CAST([UWQuotes].expirationdate as DATE) ExpirationDate,
CAST(MONTH([UWQuotes].expirationdate) as VARCHAR(2)) + '/' +
CAST(DAY([UWQuotes].expirationdate) as VARCHAR(2)) + '/' +
CAST(YEAR([UWQuotes].expirationdate) as VARCHAR(4))[FormatExpireDate],
CASE WHEN [payments].[CountofPayments] is NULL
THEN 0
ELSE [payments].[CountofPayments]
END [CountofPayments],
CASE WHEN [payments].[PaidToDate] is NULL
THEN 0
ELSE [payments].[PaidToDate]
END [PaidToDate],
[payments].AvgPayments,
[payments].AnnualizedPmts,
ISNULL(ClientGroups.LongName, Clients.GroupID) [LongName]
FROM clients
INNER JOIN (SELECT Longname,
GroupName
FROM [dbo].[ClientGroups]
WHERE ClientGroups.Status = 'Active') [ClientGroups]
ON Clients.Groupid = [ClientGroups].GroupName
INNER JOIN (SELECT DISTINCT dbo.ClientHierarchy.clientid,
dbo.ClientHierarchy.clientnumber,
dbo.ClientHierarchy.relatedclientnumber,
dbo.ClientHierarchy.topmostclientnumber,
dbo.ClientHierarchy.Depth,
isnull(childfilter.specvalue, 0) [ChildFilter]
FROM dbo.ClientHierarchy
INNER JOIN (SELECT ClientID,
effectiveDate,
ExpirationDate,
ROW_NUMBER() OVER (PARTITION BY producerid, clientid
ORDER BY effectivedate DESC) [Row]
FROM clientcommissions
WHERE status <> 'deleted') [ClientCommissionsProducers]
ON Row = 1 and ClientCommissionsProducers.clientid =
ClientHierarchy.clientid
INNER JOIN clients on clients.ClientID = ClientCommissionsProducers.clientid
LEFT OUTER JOIN dbo.GroupSpecs AS ChildFilter
ON ChildFilter.GroupName = clients.groupid
AND ChildFilter.SpecName = 'ChildUserFilterByComissions'
LEFT OUTER JOIN dbo.GroupSpecs AS DenyExpiredAccess
ON DenyExpiredAccess.GroupName = clients.groupid
AND DenyExpiredAccess.SpecName =
'DenyBrokerAccesstoExpiredCommissions'
WHERE GETDATE() <= ClientCommissionsProducers.expirationdate
OR ISNULL(denyexpiredaccess.specvalue,0) = 1) [ProducerClients]
ON (ProducerClients.ClientID = clients.clientid)
INNER JOIN (SELECT uwquotes.policynumber,
uwquotes.effectivedate,
uwquotes.expirationdate,
uwquotes.quoteid,
uwquotes.clientid,
uwquotes.policyperiod ,
uwquotes.quotetype
FROM uwquotes
WHERE status = 'FINAL'
AND quotetype = 'CHSI1') [UWQuotes]
ON UWQuotes.clientid = Clients.clientid
INNER JOIN (SELECT DISTINCT QuoteID,
[85] as AnnualPremium,
[86] as WrittenPremium
FROM (SELECT QuoteID,
FieldID,
FieldValue
FROM dbo.uwquotedetail
WHERE FieldID in (86,85) ) AS Src
PIVOT
(MAX(Fieldvalue) FOR FieldID IN ([86],[85]) ) AS QDPivot) [PivotUWQuoteDetail]
ON uwquotes.QuoteID = [PivotUWQuoteDetail].QuoteID
INNER JOIN @Payments [Payments] ON [Payments].Clientid = Clients.clientid
LEFT JOIN (SELECT ClientID,
QuoteId,
Status,
CancellationDate
FROM ClientCancellation
WHERE cancellationDate <= CAST(GETDATE() as DATE)
AND cancellationdate >= CAST(DATEADD(day, -30, GETDATE()) as date)
AND [ReinstatementDate] is NULL
AND [RescissionDate] is NULL) [ClientCancellation]
ON [ClientCancellation].clientid = Clients.clientid
AND [ClientCancellation].quoteid = [UWQuotes].quoteid
) BulkData
WHERE BulkData.groupid = @GroupName AND CAST(GETDATE() as date) >= EffectiveDate
AND CAST(GETDATE() as date) <= ExpirationDate
ORDER BY [Difference]